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Self-support tool

In this article, we explain how to use the self-support tool.

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Written by Lucy Robbie
Updated over 3 weeks ago

This tool will do a large number of general checks on existing issue types and offer suggestions to resolve the issue. We recommend following these steps for general issues such as a missed visit or missing activities.

  1. Click the 3-line menu.

  2. Click Self-Support.

  3. From the dropdown select an issue type.

  4. Fill in the required information.

    πŸ“ŒNote: The required fields may vary depending on the issue type selected.

  5. Click Submit.

Example

User: The employee is experiencing issues with missing activities.

Service User: Name of the client or service user whom the activities are missing for.

Case: Respective case of the client or service user selected above.

This will now show you a screen detailing the issue, possible cause, and possible resolution, allowing you to correct and attempt to resolve the issue.

This page will also display additional resources with related links available on the help center within Access Care Planning, covering the cause and resolution in more detail.

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