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
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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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