Contents

DEPRECATED Navigating Care Cloud

Mohammed Jamal Updated by Mohammed Jamal

The original menu will be able to all users until you switch over to the new user interface. Please click here to view the article on enabling the new user interface.

Relevant Security Profiles are required to be added against System Users to access the different areas of the main menu as well as having access to perform certain tasks like creating, editing and deleting records. General speaking, System Administrators should have access to all areas of the system. If you are unsure about access rights, please speak to the Support Desk or your Customer Success Manager.

Top Main Menu

The top main navigation menu is accessed at the top of the Care Cloud interface and is displayed as follows:

The following items are available from the top main menu:

Item

Description

Allows you to return to the home screen page.

Access the Workplace menu, which provides all the tools required to perform your tasks in Care Cloud. There are 4 sub-sections in here:

  • My Work
  • Admin
  • Finance
  • Quality and Compliance

Allows you to access the Settings menu, which enables configuration of the various areas of Care Cloud. There are 5 sub-sections in here:

  • Forms Management
  • Security
  • Configuration
  • Views & Dashboards
  • Care Provider Setup

Allows you to perform an Advanced Search. This is a powerful search tool that allows you to perform detailed searches of Care Cloud records. You can build and save your favorite searches as record views and reports. These views can also be edited or shared with colleagues.

Allows you to perform a Person Search, which enables you to search for Person records according to the specified criteria.

Allows you to access pinned Case / Person records.

Allows you to access bookmarked Care Cloud pages e.g. People we Support.

Allows you to revisit records that you've recently viewed e.g. a People or System User record.

Allows you to access your notifications and create notifications to send to others.

Allow you to access helpful articles (like this one), Product Announcements and Release Notes.

Allows you to do the following:

  • View/edit your user profile
  • Change your password
  • Change your default Team
  • Change Team visibility
  • Generate a one-time password*
  • Sign out of Care Cloud

*For System Administrators only.


Care Cloud has two menu items that contain submenu options as follows:

  1. Workplace
    1. My Work
    2. Admin
    3. Finance
    4. Quality and Compliance
  2. Settings
    1. Forms Management
    2. Security
    3. Configuration
    4. Views & Dashboards
    5. Care Provider Setup

Example:

Navigate to Settings > Configuration on the top menu.

The options for the Configuration sub-menu is displayed.


Toolbar Buttons

The following buttons may appear on the toolbar in the different pages you navigate to:

Button

Description

  • Allows you to save the record.
  • Allows you to save the record and returns you to the previous page.
  • Allows the creation of a new record. For example, in System Users this will allow a new person to be added
  • Allows multiple records to be added or associated to a section
  • Allows you to removes the selected records.
  • The data displayed on the page can be exported using this button.
  • Opens the ‘Change Home Screen’ dialog and allows the home screen against the System User to be changed
  • Allows information associated with the selected record/s to be changed.

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