RotaWiz provides two ways to manage the information that carers can view about clients. You can either set privacy controls individually for each client or apply the same privacy settings to all clients.
Option 1: Set Privacy Settings for an Individual Client
Step 1:
Click on Clients from the left-hand side menu.
Step 2:
Locate the required client and click on Edit from the right-hand side.
Step 3:
You will be taken to the Client Management page.
Step 4:
Click on Next from the bottom-left hand side.
Step 5:
You will see different options that allow you to choose which client information you want to share with staff/carers.
Step 6:
Select the required options (Yes / No) based on the information you want carers to view.
Step 7:
Click on Save from bottom right hand side.
Client Documents:
When adding a document for a client, you can also choose whether you want to share the document with staff/carers or keep it private.
Option 2: Apply the Same Privacy Settings to All Clients
Step 1:
Click on your Profile Name from the top-right hand side.
Step 2:
Select Profile & Settings.
Step 3:
Click on Company Settings.
Step 4:
Under the Privacy Controls section, click on Edit from the top-right hand side.
Step 5:
Manage the privacy settings according to the client information you want carers to be able to view or hide.
Step 6:
Click on Submit to save the changes.