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
Open Care team and add each person with their role and the facilities they work in.
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.
Account administrators can do everything in their own company.
Until you add your first care-team member, employees keep the access they had before. After that, only members get in.
Every time a record is opened or changed, it is logged.
The screen in Worktrim.
Open it in Worktrim
You will be asked to sign in if you are not already.