When you are allocated a visit, you can see the case details, such as the key safe number and the service user's address. You can also see the case file, which contains all care documents, such as assessments, care plans, reviews, risk assessments, etc.
Case details
Case details can be downloaded so many hours before the planned visit time. This is something that you are able to set, depending on how early you want the carers to see this information.
To do this, follow these simple steps:
Click the three-line menu, then click Configuration.
Click Tenant, then click Preferences.
Search for How far in advance should cases linked to visits be download? (hours).
Add how many hours before the visit starts you want the care staff to view the case details.
Click Update.
Case file
The case file is also downloaded, depending on the number of hours you have set, for how far in advance the case downloads. This includes forms, care plans and much more.
You also need to have the correct role access to view this information to do this, follow these steps:
Click the three-line menu, then click Configuration.
Click Services, then select the relevant service.
Click Roles, select the relevant role by selecting the pen icon.
Select the view checkbox for Case Details.
Select the View or Edit checkboxes for all other sections you want the role to view.
Click Update, then click All Cases.
Click Submit.