How do I use the care management app?
Downloading the app
Once we have received your request to access your digital care record (or that of a loved one) we will set up your access.
In order to view the app you will need to go to the Google Play Store or the Apple App Store and download the Access Care Planning app. It will look like this:
Registering your device
Once you open the app, you’ll be greeted with this screen below. You’ll notice the version and device details in small font at the top of the screen (circled). Please click on that.
Having clicked on the version and device details at the top of the screen, options will appear at the bottom of the screen.
Please select the email icon.
By clicking on the email icon, you should be automatically redirected to your email as shown here:
Your screen will now display an email.
Please send this email to enquiries@carefound.co.uk OR telephone the office and provide the Device ID.
Logging in for the first time
Once your device is registered you will be sent an email confirming that your device has been authorised with instructions for how to access the app, including your Username and unique PIN.
To log into the App simply:
- Enter cloud in the Server box
- Enter your Username and PIN
- Click Login
The App will remember the Server and Username for the next time you log in. You will need to remember your PIN.
Syncing
To ensure your device is up to date, you can 'sync' it. This will pull all the latest information from our system and ensure that all your client information is up to date. You should always sync your device when logging in.
To sync your device click on the Sync icon at the bottom of the screen:
Viewing your file
When first accessing your digital care file you will need to 'follow' your file. To follow your file click on the Files icon at the bottom of the screen and then click on the three dots in the top right-hand corner:
Next, click Follow Files and enter for your surname.
Once your file appears you should click on it and it will download. Once downloaded the icon will turn green and simply click on your file to access it:
You can now access your digital care file at any time by clicking on the Files icon at the bottom of the screen. Within your file you will see your care plan, needs assessments and other forms in File Forms and you will see your previous and future visit records in Visits:
Using Care Connect
Care Connect is a section within our care management app to help everybody involved in a client's care stay connected including the carer, loved ones and the care management team. With Care Connect, you're now not only able to view your care plan and needs assessments, details of past and future care visits and all notes and records produced during these, but you are also able to read and add notes with the carer, view and add planned appointments or alert the care management team in the office.
How to access Care Connect
To access Care Connect simply click on File Forms within your file where you will be able to view various sections including Care Connect.
Records that are kept in Care Connect
Care Connect contains the following forms which may be submitted by the carer, client or a loved one:
- Care Connect Post: This form is used by the carer, client or a loved one to communicate general updates to each other, including photos. The care management team in the office may also share updates here. Note that it will NOT alert the care management team in the office when submitted (an Alert the Office Form should be used for this instead)
- Alert the Office Form: This form is used to alert the care management team in the office of any important information for them to act on
- Appointment Form: This form is used to add any planned appointments (e.g. GP appointment) which will then be added to the client's rota by the care management team in the office
How to view records in Care Connect
To view records in Care Connect simply navigate to the Care Connect section (see above) and click on each form to read it.
How to add records to Care Connect
As a client or loved one, you can add records to Care Connect at any time. To do this simply navigate to the Care Connect section (see above) and then click the + button in the top right hand corner. You can then select the form you wish to complete and submit it.
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