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Version: 3.1

Manage patient users

Overview​

This flow describes how to assign a user to a patient in Care. The assigned user supports the patient in the field, separate from the patient's clinical encounters.

Pre-requisites​

  • The patient is registered in Care.
  • The user that you want to assign has an account in Care.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Update a Patient's dataLets you assign a user to the patient and remove an assigned user.

Steps​

1. Open the patient's profile​

Open the profile of the patient that you want to manage. For the full steps, see View a patient's profile.

2. Open the User section​

On the patient's profile, go to the Users section. This section lists the users that are assigned to the patient.

3. Search for the user that you want to assign​

Enter the name or the username of the user in the search box. Care shows the helper text "Search for a user and assign a role to add them to the patient."

4. Select the user and assign a role​

Select the user from the search results. Assign a role to the user. Care adds the user to the patient with that role.

5. Remove an assigned user​

Note: Do this step only when you want to remove access.

Select an assigned user in the Users section. Remove the access of that user from the patient.

Expected Outcome​

  • The Users section shows the assigned user together with the role that you gave.
  • The assigned user can support the patient in the field.
  • When you remove a user, the Users section no longer shows that user.

Concepts:

Flows: