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  • What We Do
    • The CAREFUL platform
    • Our transformation service
  • How We Help
    • Patient Safety
    • Clinical Handover
    • Discharge Planning
  • Who We Help
    • Patients and families
    • Clinicians
    • Multidisciplinary teams
    • IT teams
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  • About Us
    • The CAREFUL story
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Menu
  • What We Do
    • The CAREFUL platform
    • Our transformation service
  • How We Help
    • Patient Safety
    • Clinical Handover
    • Discharge Planning
  • Who We Help
    • Patients and families
    • Clinicians
    • Multidisciplinary teams
    • IT teams
    • Executives
    • Care homes
    • Acute care hospitals
    • Community care organisations
    • Integrated care organisations
    • Healthcare charities
    • Insurers
  • About Us
    • The CAREFUL story
    • Our team
  • Our blog
    • Blog
    • Feature videos
  • Try CAREFUL now

CAREFUL Support Articles

Introduction

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

Terminology and Concepts

  • 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’s the difference between the login phone number and contact number?
  • What is the ‘Instance Indicator’?
  • What is a ‘disabled user’?
  • What do ‘on-duty’ and ‘off-duty’ mean?
  • What is the ‘Clinical Summary’?

Accessing CAREFUL

  • 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

  • Using the Main Menu
  • Using tabs in views
  • Context Menus (Kebab Menus)
  • Dialog Boxes
  • What is the ‘Instance Indicator’?

Quick Start Guides

  • 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

  • What’s the difference between the login phone number and contact number?
  • 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

  • How to find patients
  • My Organisation Patients tab
  • How to Sort Patients
  • My Organisation Actions tab
  • How to Add a new Action for a patient
  • My Organisation Members tab
  • My Organisation Log tab
  • How to Filter Patients by Status
  • How to readmit a patient
  • How to disable a user
  • How to Cancel a new user invitation

My Patients

  • How to Sort Patients
  • My Patients page
  • How to Select a Patient from a list
  • How to Filter Patients by Status
  • How to handover all my patients
  • How to show/hide clinical summaries

Main Menu

  • How to find patients
  • Handovers Page
  • Settings Page

Teams

  • 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

  • How to find patients
  • How to add new patients to a team
  • How to Sort Patients
  • How to Filter Patients by Status
  • How to rename a team
  • Team Patients Tab
  • How to show handover categories
  • How to handover all my patients in a team
  • Team Actions Tab
  • Team Members Tab
  • 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

  • How to take responsibility for a patient
  • Handovers Page
  • 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

  • Settings Page
  • Changing password

How To Guides

  • 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 find patients
  • How to add new patients to a team
  • How to view outstanding patient actions
  • 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
  • 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 handover all my patients
  • 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 handover categories
  • 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 view
  • 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 add a new organisational field
  • How to hide an organisational field
  • How to re-sort organisational fields
  • How to change the type of an organisational field
  • 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

  • How to view outstanding patient actions
  • 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

  • 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 add a new organisational field
  • How to hide an organisational field
  • How to re-sort organisational fields
  • How to change the type of an organisational field
  • 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
  • How to re-enable a disabled user
  • How to create a new team
  • How to Cancel a new user invitation

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

Patient Notes

  • What are notes

Actions

  • How to view outstanding patient actions
  • How to complete an action
  • My Actions Page
  • My Actions View
  • Handing over actions with responsibility
  • Patient Actions Tab (Same as above)
  • Organisational Actions Tab (same as above)
  • Team Action Tab (same as above)
  • How to sort the actions view
  • 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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