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Assigning Charts to Your Facilities

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Matthew Leggett - Head of Client Experience at iCareHealth
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Assigning Charts To Your Facility

  1. Click Admin
  2. Browse to Clinical Configuration and click Chart Configuration
  3. Each time a user creates a Chart you can configure Care & Clinical to create an automated progress note.  If you would like this active, put a tick in the checkboxes under Link to progress notes? you can have this turned on for as few or as many charts as you like.
  4. To Assign a chart to a Facility click Assign to Facilities along the same row as the appropriate chart.
  5. Select All Facilities if you would like All Facilities to have access to the chart or put a tick in the checkbox against specific Facilities if you would like only a few to have access.
  6. If you would like no sites to have access to a chart, make sure that no Facilities have the checkbox ticked.

Note: If you remove access to a chart and that chart has been completed for one or more residents, your historical charting data will still be accessible through both the Resident Profile and the Documentation area.

  1. Once you have selected the appropriate Facilities, scroll to the bottom of the window and click Save.
  2. A pop-up will appear stating "Configuration saved".

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Note: Typically only Administrator users have access to this area of the product.  If you can't get to this area of the product, chances are you are not an Administrator.

 

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