Person Health Professionals

Mohammed Jamal Updated by Mohammed Jamal

You can add Health Professionals, such as a GP or Nurse, to a Person We Support record.

  1. Navigate to Workplace > My Work > People We Support.

Alternatively, you can navigate to Workplace > My Work > People.

The 'People We Support' page is displayed:

From the People We Support page, you can perform quick searches using the filters on the left to find People.

There is a more effective and dedicated Person Search functionality which is detailed here.

  1. Select the record from the grid.

The 'Person: Record' page is displayed:

  1. Select the Menu drop-down.
  1. Select Daily Care > Health Professionals.

The 'Person Health Professionals' page is displayed:

  1. Select the Create new record button on the toolbar.

The 'Person Health Professional: New' page is displayed:

  1. Select the Profession Type from the following options:
  • Care Coordinator
  • General Practitioner
  • Homecare Worker
  • MHM Care Coordinator
  • Nurse
  • Police Officer
These are the out-of-the-box values and will be used in any out-of-the-box mail merge templates. You can add additional Profession Types to the list via Reference Data, in which case you will be required to make your own mail merge templates.
  1. Select the Start Date of when this information was provided.
  2. Enter a Freetext Name. This would be the name of, for example, the GP.
  3. The Professional (User) would be a respective System User in the organisation associated to the Person. Whereas the Professional field would be external to the organisation and added in Workplace > My Work > Professionals.
  4. Complete any other fields as necessary.

You may have something like this:

  1. Select the Save and Close button.

The record will be displayed in the grid as follows:

Was this article useful?

Body Map Setup

Recording Daily Care

Contact