eCaring has various options to customize client profiles. This article will review the areas of the Admin settings that correlate directly to the client profile.
Access Admin Menu
- Navigate to “Admin” on your toolbar
- Select on Allergies- This area has various seeders listed you can add to the list in this area if needed
- Client Sources area allows you to manager your client sources. This list is associated to client profiles in the edit profile area and can be used for tracking purposes
Select on Doc Types- In this area you can assign documents to client profiles or add additional docs if needed.
- To view or make changes to an existing Document select the blue pencil icon, make the needed changes and select Update
Now let's take a look at the Doctors menu- select Doctors
- If you need to add a Doctor to a client's Care Circle, come to this area add a new doctor or edit an existing Doctor
Med History- Select on Med History to view the current list of Med History options
- This area has over 450 items, please check the drop down in the Care Plan area prior to adding new options.
- This list can be viewed and used in the client Care Plan
Select Relationships
- The Relationships menu houses the options to be used when adding contacts to a Client Profile
Navigate to the Tags menu
- In this area you can create tags or edit tags that are associated to client profiles
- Once Tags are created, select + Tag to add a tag to a profile
