How to add Carer and Guardian to a Circle

In Comm.care, Informal Users (such as Person, Carer, Guardian) can be added to Circles in order to access information such as Documents, Roadmaps, and appointments of that Circle. They are managed on the Participant tab under Circles.

Person

This role is given to the person that receives the services. Can read all documents and comment on them. They can also update notes.

Guardian

This role is given to the person that is legally responsible for the client. The Guardian can give access to the Circle to individual users such as family and friends. The guardian can also, if your organisation agrees, grant access to the Circle to other organisations that provide services to the client.

Carer

This role is given to the person that looks after the client just out of love, like a good neighbour, close friend or family. Can read all documents and comment on them. They can also update notes.

How to add Informal Users?

Before adding an Informal User, make sure that there is at least one Care Recipient with the option Has Carer on. See the detailed tutorial on how to add Care Recipient here.

Step 1: Go to Circles > Participant

Step 2: Under the Care Recipient section CR, click the button Add Informal User

Step 3: Add Informal Users

  1. Find user: by entering their email
  2. Create user (if not existing): fill in basic information such as name, avatar, phone...
  3. Edit role: select Person, Guardian or Carer. One informal user can have multiple roles.

Edit informal user's information or send reset password email

There are chances you will want to change informal user's information such as avatar, email, phone, address...; or they forget the password and you need to send them a reset password link. To do that:

Step 1: Go to Circle > Participants

Step 2: Find the informal user you want to edit/remove. Click on the user's name or avatar (the first line)

Step 3: On the popup modal, click on Edit button to edit, or click on Send reset password email if the user forgets their password

Step 4: If you edited information, then remember to save changes

Edit informal user's roles or remove a user from Circle

If you wish to change the role of a user or remove an informal user from Circle:

Step 1: Go to Circle > Participants

Step 2: Find the informal user you want to edit/remove. Click on the user's role (the line below the User name)

Step 3: On the popup modal, click on Edit button.

Step 4: Change roles and save changes, or click on Delete to remove the user from Circle.

View and customise Informal Users access to Circle's information

Each informal user role has its own default permission to access Circle's information. These roles are defined by Comm.care to help you quickly set up user access, which is deeply researched and suitable for most cases. However, there will be some complicated cases that need more than that. Comm.care allows you to fully customise access to Circle's information for each informal user. Here's how:

Step 1: Go to Circle > Participants

Step 2: Find the informal user you want to customise their access. Click on the button View their Access to your information

Step 3: Click Edit

Edit permission to access: Personal Plan, Document Notes, Case Instructions, Progress Notes, Appointments, Assessment, and Claims.

Step 4: Save change