Sarah Kelsey delves into the care circle portal - the area where service users, their families, their friends, and social workers can access their visits, notes, observations, and more online - focussing on:
- Understanding the purpose and benefits of the care circle portal
- Controlling what's visible to care circle members with care circle roles
- Configuring new care circle roles for different stakeholders and needs
- Inviting new care circle members to join a client's care circle via email
- Configuring relationship types for your care circle members and important contacts
- Setting up user accounts and care circle records for new care circle members
- Bookmarking the environment URL to easily find the care circle later
- Finding PDF documents, medical conditions, important contacts, and observations in the care circle
- Finding visits, tasks, medications, and notes from the care circle
- Downloading the care circle QR code marker for one-time emergency access
- Understanding the purpose of the Authorisor permission for one-time emergency access
- Understanding the purpose of Lion's Club "Message In A Bottle" scheme
- Identifying the security features surrounding the one-time emergency access
- Viewing the status of visits from the care circle
- Making PDF documents visible to the care circle