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How do I enable mobile workers to see Care Plans? 


Check out this short video:

For a detailed written breakdown see below:

You can do so by ensuring the following ACLs (Access Control Lists) are enabled for their role:

  • View Client
  • View Facility
  • View Care Plan 

To enable these ACLs, go to Settings > Roles and Permissions

Select the applicable role (e.g. Home Care Nurse) and ensure that the correct permission is checked off:

  • View Client cane be found under the Customer folder (see above example)
  • View Care Plan can be found under the Clinical folder

  • View Facility can be found under the Facility folder

For more information on ACLs and how to grant employee permissions, see the following Support Articles: How do I add, edit, delete Employee Roles and Grant Permissions? and Roles and Permissions Overview.

💡 Support Tip: You can troubleshoot the issues explored in this post in your staging environment


If issue is not resolved after going through the steps in this guide, please search through Zendesk articles or have your super user submit a Zendesk ticket.

For a full list of FAQs related to Care Planning & Delivery, check out this post.


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