Help Topics

• Logging in to Community

• Navigating the Home Screen

• Viewing Notifications

• Referral Inbox Screen

• Adding a Referral

• Searching for a Patient

• Patient Demographics

• Adding Emergency Contact Details

• DNA CPR

• Adding an Intervention

• Saving and Retrieving Draft Referrals

• Filtering Referrals

Caseload Management

Assigning Interventions

Unassigning an Intervention

Filtering Interventions

Sorting Interventions

Filtering the Staff on Display

Symbols Displayed on Interventions

Opening the Patient Care Screen

Interventions - How Time Affects the Display

Individual Caseload

Printing your Individual Caseload

Rearranging your Individual Caseload

Downloading your Individual Caseload

Managing Data Recorded Offline

Recording Contact on an Intervention

Opening Patient Care Screen

Viewing Other Staff's Caseloads

Navigating to Past and Future Dates

Shift Management - Overview

Setting Up Shifts

Adding Shifts

Deleting Shifts

Setting New Shifts

Modifying Shift Capacity

Editing Shifts

Recording Absence

Recording an Out of Office

Filtering Staff on Display

Navigating to Past and Future Dates

Master Rota - Overview

Accessing the Master Rota

Setting the Rota Start Date & Cycle Length

Setting the Master Rota Cycle Schedule

Displaying the Master Rota Cycle

Editing the Master Rota Cycle

Clearing the Master Rota Cycle

Displaying Other Staff's Master Rotas

Copying and Pasting one Master Rota Cycle to Another

Patient Care

Demographics Tab

Referrals Tab

Interventions Tab

Care Forms Tab - Overview

Reminders Tab - Overview

Timeline Tab

Recording Contact - Overview

Recording Contact on an Intervention

Editing a Recorded Contact

Approving an Edit

Deleting a Recorded Contact

Viewing Intervention History

Reports - Overview

Sorting within Reports