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Senior care

Who may open clinical records

Clinical records are opened only by people on the care team of that facility, according to their role.

Needs the Senior care (Healthcare) plan.

Steps

  1. Open Care team and add each person with their role and the facilities they work in.
  2. The role decides what they may do: for example a caregiver charts care, a nurse verifies medication orders, the business office sees billing and nothing clinical.
  3. Account administrators can do everything in their own company.
  4. Until you add your first care-team member, employees keep the access they had before. After that, only members get in.
  5. Every time a record is opened or changed, it is logged.
Care team page for choosing who can open resident records, in which facilities and with which role
The screen in Worktrim.

Open it in Worktrim

You will be asked to sign in if you are not already.

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