Administrators can grant employees access to all any existing and/or future files, learning tress, and sessions at once when making new contact connections!
To begin, go to Contacts > Utilities & Tools.
Type and select the name of a client or employee. The matching contacts will show all the clients/employees that the searched contact is currently not yet connected with.
In the case below, we want to connect Alfred, our new employee, with all of his clients. Once the client names are checked, contact connection permission type and sharing option menu will appear below. Client-admin permission will allow Alfred to make edits to the client profiles, while Read-only allows him to only view their profile.
We also want Alfred to have all previous files, learning trees, and sessions that are currently existing on behalf of these clients. Furthermore, we want any future files, trees, and sessions to be automatically shared with Alfred, so All Future boxes are checked. Especially for files, we highly recommend that they get auto-shared with only the employees that are a part of your admin team.
Once the consent box is checked, simply click Connect contacts and the desired connections will be made. When Alfred logs into his CentralReach account, all relevant documentation that are uploaded on behalf of these clients (no matter who uploaded them), will already be available in his account. All-existing pertains to all of those types of files already in CR to date. All future pertains to anything added after today.
Here are the specific connection parameters with regards to each sharing option:
Documents: any file uploaded to CR that is not from a Note, nor specified as an authorization.
Notes: any file that is created from a Note/Form template.
Authorization: any file that is uploaded as an authorization. NOTE: IF a file is a document first, then later, it is made into an authorization (by adding a payor and a global authorization date), there would be 2 different auto-sharing instances, 1) any auto sharing, as a document, then 2) any auto sharing as an authorization. If the document was shared during step 1, nothing will be removed during step 2. Step 2 would simply be an additive process only.
Learning trees: Connects to learning trees in the LEARN module.
Sessions: Connects to sessions of learning trees.
Please keep in mind: You do not need to select any of the sharing options; they are entirely optional. If you simply want to make contact connections, just select Client-admin or Read-only, and leave the check-boxes in Files, Learning trees, and Sessions blank. Files, trees, and sessions, can always be shared manually from their respective modules.
Viewing or modifying existing connection parameters is easy from the client’s profile. Simply click on their name to pull up their facesheet > Profile > Provider Network.
Click on the gear icon next to the employee whose permissions you want to inspect. Any checked items are those that have also been checked during contact connections.
You can update sharing settings by checking/unchecking any desired items, then clicking on Update sharing settings.
You can also change profile permission parameters, or remove (disconnect) these users from each other altogether.
Last updated: 7/6/2017 AS