Difference between revisions of "Caregivers"

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[[File:Caregivers.png|right|frame|Caregiver Information]]
[[File:Caregiver.png|right|Caregiver]]
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;"><br />Adding a Caregiver</h3>
<table>
Every person who will be receiving alerts or messages from the  system, or using the communication features, needs to be added to the system as a Caregiver. (This is a separate step from being set up as a user for the Online Care Portal.) Users with high enough security permissions can add and edit Caregivers. To add a new Caregiver:
<tr><td valign="top">[[File:PeopleIcon.png|left|Caregivers]]</td>
* Open the Care Menu
<td>
* Click the "People" icon
===Adding a Caregiver===
* Click the Caregivers link
<br />
* Click the "Add New Caregiver" button
Every person who will be receiving alerts or messages from the  system needs to be in a Caregiver. This happens automatically, in most cases, when a person is given a user account. (See the instructions for [[Users|adding new users]]). </td></tr>
* Enter the information - it is important to fill in all the fields
</table><br />
* Click the "OK" button<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Changing the Picture</h3>
:'''<big>User Levels that are Automatically Set Up as Caregivers:</big>'''
Every Caregiver is assigned a picture. The default picture is a simple cartoon, but it can and should be replaced with a photo of the person. This picture is attached to all communications sent to the system, to help identify the sender. Click right on the picture to change it. A screen will be displayed that allows you to browse your computer for a photo to upload.<br /><br />
::*Group Caregiver
::*Group Communicator
::*Account Admin
::*Account Caregiver
::*Account Communicator
<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Changing the Caregiver</h3>
:'''<big>User Levels that are NOT Automatically Set Up as Caregivers:</big>'''
If you need to view or change the Caregiver's information, click the edit button. Click the red X button to delete a Caregiver. Double check whether the Caregiver receives alerts, and make sure another Caregiver has been set before removing a Caregiver from the system.<br /><br />
::*Admin
::*Distributor Admin
::*Group Admin<br /><br />


<small>pdf format ([[Media:Caregivers.pdf]])</small><br />
[[File:Caregivers.png|370px|thumb|right|frame|Caregiver Information]]
<div style="text-align: right;"><small>00-01-OUM-0016 Rev A</small></div>
:'''<big>To add a new Caregiver:</big>'''
 
::#Click Users in the Online Care Portal
::#Click the Add User button
::#Fill out the form
::#Give them the appropriate role
::#Select the appropriate account or group
::#Save the Add User form
::#An activation email will be sent to the new user
<br /><br />
 
===Changing the Picture===
Every Caregiver is assigned a picture. The default picture is a simple cartoon, but it can and should be replaced with a photo of the person. This picture is attached to all communications sent to the system, to identify the sender. Click on the picture to change it by uploading a photo from your computer.<br /><br />
 
<br />

Latest revision as of 17:26, 26 July 2017

Caregiver
Caregivers

Adding a Caregiver


Every person who will be receiving alerts or messages from the system needs to be in a Caregiver. This happens automatically, in most cases, when a person is given a user account. (See the instructions for adding new users).


User Levels that are Automatically Set Up as Caregivers:
  • Group Caregiver
  • Group Communicator
  • Account Admin
  • Account Caregiver
  • Account Communicator



User Levels that are NOT Automatically Set Up as Caregivers:
  • Admin
  • Distributor Admin
  • Group Admin

Caregiver Information
To add a new Caregiver:
  1. Click Users in the Online Care Portal
  2. Click the Add User button
  3. Fill out the form
  4. Give them the appropriate role
  5. Select the appropriate account or group
  6. Save the Add User form
  7. An activation email will be sent to the new user



Changing the Picture

Every Caregiver is assigned a picture. The default picture is a simple cartoon, but it can and should be replaced with a photo of the person. This picture is attached to all communications sent to the system, to identify the sender. Click on the picture to change it by uploading a photo from your computer.


Retrieved from "https://help.grandcare.com/index.php?title=Caregivers&oldid=6570"