On arrival and departure of staff

You must maintain who has access to Communicare at your site.

On arrival of new staff

  • Add the new person to an appropriate user group at File > User Groups and give them a password. This will allow them to log on to Communicare with appropriate rights.
  • Add the new person as a provider at File > Reference Tables > Provider and add their details. This will allow them to record services in their name.
  • Train the new person in the use of Communicare. The new person should be trained appropriately according to their job description. Allowing untrained users access to Communicare may compromise the integrity of your data.
  • Create an Appointments Session Template at File > Reference Tables > Appointments > Session Templates if they will be requiring appointment slots and you use Communicare for appointments.
  • To print a worksheet that will help you collect the required information before you create the session templates, go to Help > Forms > New Appointment Template Worksheet.

On departure of staff

  • Remove their username from their user group at File > User Groups.
  • Add a disable date to their provider record at File > Reference Tables > Provider.
  • Disable or delete their Appointments Session Template at File > Reference Tables > Appointments > Session Templates.