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CAREFUL Support Articles

Introduction

2
  • Objectives: What is CAREFUL for?
  • Principles: How have we designed CAREFUL?

Terminology and Concepts

17
  • What is ‘Responsibility’?
  • What is ‘Patient Status’?
  • What is a ‘Risk Flag’?
  • What is a ’Location’?
  • What is a ‘Handover’?
  • What is a ‘Referral’?
  • What is a ‘Team’?
  • What are ‘Active’ and ‘Inactive’ patients?
  • What is a ‘Team Owner’?
  • What is an ‘Administrator’?
  • What are ‘Actions’?
  • What are ‘Notes’?
  • How is your mobile number used?
  • How to tell which version of CAREFUL you are using?
  • What is a ‘disabled user’?
  • What do ‘on-duty’ and ‘off-duty’ mean?
  • What is the ‘Clinical Summary’?

Accessing CAREFUL

7
  • Different CAREFUL instances
  • Using CAREFUL on different devices
  • How to register a new organisation
  • How to get access to CAREFUL for the first time
  • How to log in
  • How to log out
  • What happens when my session times out?

Interface Guidelines

5
  • Using the Main Menu (sidebar)
  • Using tabs in the CAREFUL app
  • Context Menus (Kebab Menus)
  • Dialog Boxes
  • How to tell which version of CAREFUL you are using?

Quick Start Guides

6
  • Onboarding Quick Start Guide
  • Clinical User Quick Start Guide
  • Team Owner Quick Start Guide
  • Site Manager Quick Start Guide
  • MDT Administrators Quick Start Guide
  • MDT Members Quick Start Guide

User Profile

9
  • How is your mobile number used?
  • The User Profile Page
  • How to set yourself on and off duty
  • How to set your contact number
  • The User Dashboard
  • User Profile tab
  • How to Edit a user’s profile information
  • The User Activity Tab
  • How do I find out what a user has been doing?

My Organiation

11
  • How to search for patients
  • Viewing all the patients in your organisation
  • How to Sort patients / filter by status
  • Viewing all the outstanding actions in your organisation
  • How to add a new Action for a patient
  • Viewing all the staff members in your organisation
  • Viewing the activity log for your organisation
  • How to Filter Patients by Status
  • How to readmit a patient
  • How to disable a user or update their status
  • How to Cancel a new user invitation

My Patients

6
  • How to Sort patients / filter by status
  • How to view and manage your patients
  • How to Select a Patient from a list
  • How to Filter Patients by Status
  • How to take responsibility for all the patients in your team
  • How to show/hide clinical summaries

Main Menu

3
  • How to search for patients
  • How to use the ‘Handovers’ view
  • Settings Page

Teams

5
  • Teams Page
  • How to add a new team
  • How to view a team
  • How to sort the teams page
  • How to rename a team

Team View

31
  • How to search for patients
  • How to add new patients to a team
  • How to Sort patients / filter by status
  • How to Filter Patients by Status
  • How to rename a team
  • How to view the patients within your team?
  • How to show additional information/handover categories on the team viewer
  • How to handover all my patients in a team
  • How to use actions to manage outstanding jobs for patients in your team?
  • How do you view the names and contact details of your team members?
  • How to sort team members
  • How to make a team member an owner
  • How to make an owner a team member
  • How to remove a member from a team
  • How to take all user’s patients (force handover)
  • How to set a team member on duty
  • How to set a team member off duty
  • How to change a team member’s phone number
  • How to edit a team member’s user profile
  • Team Log Tab
  • Team Referrals Tab
  • How to accept a referral
  • Team Menu
  • How to add a new patient to the team
  • How to add a new team member to the team
  • How to take responsibility for all patients in a team
  • How to manage handover categories
  • How to readmit a patient
  • How to reject a referral
  • How to cancel a referral
  • How to Cancel a new user invitation

Handovers

7
  • How to take responsibility for a patient
  • How to use the ‘Handovers’ view
  • How to handover an individual patient
  • Handovers View
  • How to find my sent handovers
  • How to cancel a handover
  • How to find received handovers

Settings

2
  • Settings Page
  • Changing password

How To Guides

93
  • How to register a new organisation
  • How to get access to CAREFUL for the first time
  • How to log in
  • How to log out
  • What happens when my session times out?
  • How to invite a new user
  • How to resend an invitation
  • How to change a user’s phone number
  • How to search for patients
  • How to add new patients to a team
  • How to view the outstanding actions for a patient?
  • How to complete an action
  • How to take responsibility for a patient
  • How to set yourself on and off duty
  • How to set your contact number
  • How to Edit a user’s profile information
  • How do I find out what a user has been doing?
  • How to Sort patients / filter by status
  • How to add a new Action for a patient
  • How to Select a Patient from a list
  • How to Filter Patients by Status
  • How to take responsibility for all the patients in your team
  • How to add a new team
  • How to view a team
  • How to sort the teams page
  • How to rename a team
  • How to show additional information/handover categories on the team viewer
  • How to handover all my patients in a team
  • How to sort team members
  • How to make a team member an owner
  • How to make an owner a team member
  • How to remove a member from a team
  • How to take all user’s patients (force handover)
  • How to set a team member on duty
  • How to set a team member off duty
  • How to change a team member’s phone number
  • How to edit a team member’s user profile
  • How to accept a referral
  • How to add a new patient to the team
  • How to add a new team member to the team
  • How to take responsibility for all patients in a team
  • How to manage handover categories
  • How to change a patient’s risk flag
  • How to readmit a patient
  • How to update a patient’s demographics
  • How to change a patient’s location
  • How to change a patient’s status
  • How to enter handover category data
  • How to enter new organisational fields
  • How to update a patient’s clinical summary
  • How to handover an individual patient
  • How to discharge a patient from a team
  • How to send a referral to another team
  • Patient Actions Tab (Same as above)
  • Organisational Actions Tab (same as above)
  • Team Action Tab (same as above)
  • How to sort the actions tab
  • How to add a progress note to an action?
  • How to upload an attachment to an action
  • How to add an action to a note
  • How to find my sent handovers
  • How to cancel a handover
  • How to find received handovers
  • How to make someone a team owner
  • How to revoke Team Owner access
  • How to make a user an administrator
  • How to revoke a user’s administrator access
  • How to edit organisational fields
  • How to hide an organisational field
  • How to re-sort organisational fields
  • How to edit organisational patient fields?
  • How to add a new organisational status
  • How to remove an organisational status
  • How to rename an organisational status
  • How to re-order statuses
  • How do I Making someone an administrator
  • Revoking administrator access
  • Inviting new users as administrators
  • How to edit a user’s details
  • How to add a user to a team
  • How to register a new organisation
  • How to get access to CAREFUL for the first time
  • How do add a new team
  • How do I access one of my teams
  • How do I sort the teams page?
  • How to reject a handover
  • How to Add a new Action for a patient
  • How to transfer a patient from one team to another
  • How to reject a referral
  • How to cancel a referral
  • How to re-enable a disabled user
  • How to create a new team
  • How to show/hide clinical summaries

Patient Profile

20
  • How to view the outstanding actions for a patient?
  • How to take responsibility for a patient
  • How to change a patient’s risk flag
  • Patient Profile Tab
  • How to update a patient’s demographics
  • How to change a patient’s location
  • How to change a patient’s status
  • How to enter handover category data
  • How to enter new organisational fields
  • How to update a patient’s clinical summary
  • How to handover an individual patient
  • How to discharge a patient from a team
  • How to send a referral to another team
  • Patient Actions Tab
  • Patient Notes Tab
  • Patient Log Tab
  • Patient Menu
  • How to add an action to a note
  • How to transfer a patient from one team to another
  • What is the ‘Clinical Summary’?

Administrator Functions

19
  • How to invite a new user
  • How to change a user’s phone number
  • How to rename a team
  • How to make a user an administrator
  • How to revoke a user’s administrator access
  • Managing Organisational Fields
  • How to edit organisational fields
  • How to hide an organisational field
  • How to re-sort organisational fields
  • How to edit organisational patient fields?
  • Managing Organisational Statuses
  • How to add a new organisational status
  • How to remove an organisational status
  • How to rename an organisational status
  • How to re-order statuses
  • How to disable a user or update their status
  • How to re-enable a disabled user
  • How to create a new team
  • How to Cancel a new user invitation

Team Owner Functions

9
  • What is a ‘Team Owner’?
  • How to invite a new user
  • How to resend an invitation
  • How to change a user’s phone number
  • How to manage handover categories
  • How to make someone a team owner
  • How to revoke Team Owner access
  • How to create a new team
  • How to Cancel a new user invitation

Patient Notes

1
  • What are notes

Actions

12
  • How to view the outstanding actions for a patient?
  • How to complete an action
  • My Actions Page
  • How to view all of your outstanding actions?
  • How to handover an action to another staff member
  • Patient Actions Tab (Same as above)
  • Organisational Actions Tab (same as above)
  • Team Action Tab (same as above)
  • How to sort the actions tab
  • How to add a progress note to an action?
  • How to upload an attachment to an action
  • How to add an action to a note

Team Owner Functions

  • What is a ‘Team Owner’?
  • How to invite a new user
  • How to resend an invitation
  • How to change a user’s phone number
  • How to manage handover categories
  • How to make someone a team owner
  • How to revoke Team Owner access
  • How to create a new team
  • How to Cancel a new user invitation
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