Support Worker review of Client Documents

 Introduction

Documentation shared with the Support Worker within the Brevity Care mobile app can be accessed from two locations. Those locations are the documentation tab and the view documents page direct from the shift panel.

Reviewing Documentation

Documentation Tab

The document tab lists documentation that has been uploaded to the document panel within the branch record. To access and preview available documents the Support Worker can observe the following steps: 

1. Log into the Brevity Care mobile app within their credentials.

2. Click the documents icon located in the bottom navigation bar to open the page listing the documents that the Support Worker has access to.

3. Tap on the applicable document, to open it and view its content.

 

Open

 

 

  

Open

 

 

Service History Tab

The Client Documents which is accessed through the shift panel lists documentation that has been uploaded to the document panel within the client record. To access and preview the available documents the Support Worker can observe the following steps: 

1. Log into the Brevity Care mobile app within their credentials.

2. From the Dashboard select and open a shift.

3. Tap the Summary Report link to open the Summary Report page.

4. Select the View Documents button to open the Client Documents page.

5. Tap on the applicable document, to open it and view its content.

Controlling Access to Documentation

It is important to note that not all documents associated with the client will be available for review by the client through the Brevity Care mobile app. Restrictions to view may be applied Case managers and system administrators through the Brevity Care web application. Denying access is done directly against the document by select the document floating menu, denoted by […] within the documentation section of the client profile.