How do I enable mobile workers to see Care Plans? (FAQ)

Video:

Check out this short video that explains how to enable care plans for the mobile application:

Solution:

You can do so by ensuring the following ACLs (Access Control Lists) are enabled for their role:

• View Client
• View Facility
• View Care Plan

To enable these ACLs, go to Settings > Roles and Permissions.

Select the applicable role (e.g. Home Care Nurse) and ensure that the correct permission is checked off:

• View Client can be found under the Customer folder (see above example)
• View Care Plan can be found under the Clinical folder (see below example)

• View Facility can be found under the Facility folder (see below example)

For more information on ACLs and how to grant employee permissions, check out these articles on Zendesk: How do I add, edit, delete Employee Roles and Grant Permissions? and Roles and Permissions Overview.

Note:

• You can troubleshoot the issues explored in this article in your staging environment.
• If the issue is not resolved after going through the steps in this article, please search through other related Zendesk articles or have your super user submit a Zendesk ticket.
• For a full list of FAQs related to Care Planning & Delivery, check out this section in Zendesk.