Adding a Caregiver to the Family Mobile Application

To add a Caregiver to the Family Mobile Application, follow these steps:

Go to the Main Menu, click Settings, then click on Master Contact.

Click on Add New Master Contact.

The Contact Information screen will appear.

Complete the Information tab.

• Contact ID – Give the contact a unique ID the system can reference
• Enter a First Name and a Last Name
• Set the Relationship form the drop down menu. If the exact relationship is not on the list, use something similar (e.g., for Caregiver use Case Manager).
• Enter addresses, email addresses and phone numbers where shown

Next click on the User Settings tab and provide the needed information.

• Select Inherit From Organization
• Enter a User Name (best practice: first name initial+last name)
• Enter a Password, then type it again to confirm it
• Click on Save User Settings

Once a Caregiver has been added as a Master Contact, link them to the appropriate Patients, as follows:

• From the Main Menu select Clients
• Search for the desired Client using the filters, or just click on Search
• Select the desired Client by clicking on their first or last name
• When the Client’s electronic health record appears, click on the Client Contact tab
• Click on Add New to add a new Contact to the Client
• When the blank Contact Information screen appears, click on the drop down box marked “Select Master Contact” and select the desired Caregiver
• Scroll down to the bottom of the screen and click on Save Contact