When you open a service user or employee case file, you'll see a list of sections on the left-hand side. These are divided into two types:
Static sections – pre-configured by Access Care Planning.
Custom sections – added by users as needed.
Static sections appear at the top, separated from custom sections by a faint grey line for easy navigation.
Static sections
Dashboard | The dashboard shows you all the service users' or employees' details, such as their addresses. This view can be customised follow this handy guide. |
Details | The details section within a case file contains all case fields configured within the service. These fields may also be present on the case dashboard or utilised within Access Care Planning reports. |
The print section, allows you to print the case file or bulk print forms. | |
Roles | The roles section allows you to restrict user access to a particular case file. This can be set up follow this handy guide. |
History | The history is similar to an audit and allows you to see changes, such as forms and case files uploaded, edited, or deleted. |
Documents | Document section in allows you to upload all documents to the case file, such as hospital letters or employee references. |
Visits | The visits section allows you to see all allocated visits, who is assigned to them, the time of the visit and any activities added to the visit. |
Activities | The activity section allows you to see all of the activities assigned to the service user or employee and if they are completed, outstanding or cancelled. |
Care plans | The care plan section is where you can build the care plan by adding activities and medication to be given at selected times, which display on the visits to be completed. You can also view the electronic medication chart (EMAR) in this section. |
Custom sections
Custom sections are created by you where you can add forms to the sections such as risk assessments, care plans and incidents. To create these follow this handy guide.