Email Login Credentials

This page will guide you through the process of sending the login credentials to a Brevity mobile app user.

These are the topics on this page:

1 Introduction
2 Notifying the Community Care Worker of their Login Credentials
3 Notifying the Client of their Login Credentials
4 Notifying the Providers of their Login Credentials
5 Updating Login Credentials

Introduction

The Email Credentials feature enables the system administrator to notify either a employee, client or provider of their login credentials via an email message.

When issuing login credentials for an employee, it is recommended that this feature be used ONLY for those staff, for example COMMUNITY CARE WORKERS that will be using the mobile application on a daily basis for service delivery. For all other employees, establish login credentials as outlined in the Manage Login topic.

The Set Credentials form allows the system administrator to view employees, client or provider records that have not been assigned a login credential, additionally the form allows for new login credentials to be dispatched to either employees (specifically community care workers), clients or providers.

To ensure either the support worker, client or provider is available for selection within the Set Credentials screen, a valid email address to which their login credentials are receipted must be registered against the record profile. For Support Coordinators, they must also be linked against one or more client records.

The password contained within the email notification is temporary and will need to be updated with one that the support worker, client or provider can remember.

The email notification shall also contain two links for the Brevity Care mobile application. One link is to the Apple App Store, whilst the other is to the Google Play Store.

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Notifying the Community Care Worker of their Login Credentials

To notify one or more community care worker(s) of their login credentials to the Brevity Care mobile app observe the following steps:

Select the Employee>employee menu option to open the User List Screen.
Select the email credentials button located in the ribbon bar to open the Set Credentials : User screen.
Select if applicable All Accounts or Accounts with no Login. By default only those employees without a login will be displayed.
Search for the user profile that will receipt the login credentials email. Do this by either reordering the name column or input the care workers name partially or in full to filter the records listed. If an care workers profile is not listed check for the presence of an email address against the record profile, or select the ALL ACCOUNTS option.
To select the record mark the checkbox in the far left column
Select the CONTINUE button to send an email to email address that is listed on the user profile. Brevity will alert you with a message that this activity has occurred. The record will revert back to unchecked.

Notifying the Client of their Login Credentials

To notify one or more client(s) of their login credentials to the Brevity Care mobile app observe the following steps:

Select the Clients>clients menu option to open the Client List Screen.
Select the email credentials button located in the ribbon bar to open the Set Credentials : Client screen.
Select if applicable All Accounts or Accounts with no Login. By default only those clients without a login will be displayed.
Search for the client profile that will receipt the login credentials email. Do this by either reordering the name column or input the the client name partially or in full to filter the records listed. If an client profile is not listed check for the presence of an email address against the record profile, or select the ALL ACCOUNTS option.
To select the record mark the checkbox in the far left column.
Select the CONTINUE button to send an email to email address that is listed on the client profile. Brevity will alert you with a message that this activity has occurred. The record will revert back to unchecked.

Notifying the Providers of their Login Credentials

To notify one or more provider(s), specifically support coordinators of their login credentials to the Brevity Care mobile app observe the following steps:

Select the Clients>service providers menu option to open the Provider List Screen.
Select the email credentials button located in the ribbon bar to open the Set Credentials : External Provider screen.
Select if applicable All Accounts or Accounts with no Login. By default only those providers without a login will be displayed.
Search for the provider profile that will receipt the login credentials email. Do this by either reordering the name column or input the the provider name partially or in full to filter the records listed. If an provider profile is not listed check for the presence of an email address against the record profile, or select the ALL ACCOUNTS option.
To select the record mark the checkbox in the far left column.
Select the CONTINUE button to send an email to email address that is listed on the provider profile. Brevity will alert you with a message that this activity has occurred. The record will revert back to unchecked.

Updating Login Credentials

The community care worker, client or provider will receive an email from alert@brevitycaresoftware.com and an example of the email that would be received is presented below

The community care worker, client or service provider will need to observe the following steps:

From the email notifying them of their login credentials, they are to download the app by selecting the appropriate link and install onto their mobile device.
Once the Brevity Care mobile app has installed onto their mobile device they are to use the username, password and code code contained within the email to login.
They will be prompted to specify a new password.
Once a new password has been set, combined within the username and company code the support worker or client will be able to to access the mobile app.