All Sessions

Circle of Care and User Setup

Circle of Care and User Setup

This one-on-one interactive training will show you how to setup staff and clients in Understand what a Circle of Care is and manage staff access to your client's data according to their skills, certifications and other client needs.

Session content:

✔ Create user profiles and manage their access

✔ Create Circles of Care (client profiles)

✔ Create multiple appointments and rosters

✔ Create progress notes for clients

What you will need for the session:

✔ Please have handy the information oulined in this document: Managing clients in Circles of Care  

✔ Client Consent Form  

✔ Client Service Agreement  

✔ Staff/Users's name and email addresses

Book a time now!