Add Caregiver to Write a Staff Note
Caregivers are by default unable to add or edit staff notes to send to others. Follow these steps to enable caregivers to write and edit staff notes.
Navigate to Manage Roles
- Go to the "Administration" section.
- Click on "Manage Roles."
Create a New Role
- Click the "+ Create Role" button (Green Button) to create a new role.
Copy Default Caregiver Role
- Click the "Copy" button (Green Button) to copy the default caregiver role
Name the New Role
- Name the new role, for example, "Caregiver +."
Adjust Role Hierarchy
- Move the new "Caregiver +" role higher in the hierarchy list to ensure it has the necessary permissions.
Set Account Permissions
- Scroll down or click "Account Permissions" to navigate to the "Staff Notes" section.
Enable Staff Notes Permissions
- In the "Staff Notes" section, enable the permissions for adding and editing staff notes.
Navigate to Manage Accounts
- Go to the "Administration" section.
- Click on "Manage Accounts."
Change Caregiver Role
- Click on the Action button (three dots) next to the caregiver whose role you want to change.
- Click "Update Role."
Select New Role
- In the dropdown menu, select the new role "Caregiver +."
- Click "Update" to apply the new role to the caregiver.
