User Management

Completing a To-Do

To-Do’s can be competed from 3 areas in the program. Once you open the to-do itself all the instructions are the same. They can be accessed from Your Dashboard or the Client’s Dashboard in the To-Do widget or from the Activity button at the top of the screen.

Open the To-Do you want to action on.

Check the box for List as Completed

You can write completion comments at the bottom and save

OR

You can click “Update and Document” if you want to add a Document Time note (when you save this note your To-Do will automatically save as completed)

 

Delete person duplicates

• Admin
• User Management
• Person Duplicates
• Select Person from left column
• Click “select as main person” for the profile you want to keep
• Preview
• Merge
• Ok

To remove the name from the let column you must exit this screen and open it again

 

Reset CNS Password

• Profiles
• Click the person’s name
• Account and Status
• Change Password
• Save

  OR

• Admin
• User Management
• User Management
• “…”
• Edit User
• Change Password
• Save

 

Reset c2go pin

• Profiles
• Click the person’s name
• Account and Status
• Change Pin
• Save

  OR

• Admin
• User Management
• User Management
• “…”
• Change Pin
• Save

 

Unlock / disable a user

• Admin
• User Management
• User Management
• “…”
• Edit User
• Disable Account or Unlock Account
• Ok
• Cancel
• (Refresh page if needed)

 

Customize the Widgets on your Dashboard

• From your Dashboard
• Settings icon in the top right corner
• Set Widgets
• Turn On/Off the ones you want
• Refresh page if necessary

 

Text Templates – for templated document time notes

• Admin
• Company Administration
• Set up
• Text Templates

 

Text Customization – to customize labels in your system

• Admin
• Company Administration
• Set up
• Text Customization
• Edit
• Update

 

Set up notifications - for To-do’s, messaging, scheduling, flags, plan of care signatures

• Profiles
• All or Staff depending on who you are looking to set
• Select the persons name
• Account & Status
• Select Email and/or Text for the Preferred Communication Method for Notifications
• Set Status to Active
• Select a Start Date

 

Send a message to a user

NOTE: users must have notifications set up in their profile to receive messages – please follow instructions for Set up Notifications before sending messages.

Click the yellow envelop icon in the top right corner

Click the “+” icon in the top right of the drop down box

Click in the To field and select a name or type a the first few letters of a name to narrow the search, you can add as many recipients to the list as you would like

Pertains to  allows you to select from a dropdown of clients associated to the person you are messaging; only works if you are sending secure messages

Type your message in the box

Click “SEND”

Depending on the set up of your company you may have the option at the bottom of the message screen to send your message unsecured. If selected the user will receive your message exactly as written instead of a message to log in and view the message in CNS. It is your responsibility to follow HIPPA regulations.

 

Add clock in / out

• Admin
• Company Admin
• Accounting and Payroll
• Clock in List
• “+”
• Employee
• ClockIn Date
• ClockOut date
• Select Client
• Client
• Save

 

Edit clock in / out

• Admin
• Company Admin
• Accounting and Payroll
• Clock in List
• “…”
• Edit
• Save

 

Show Caregiver in Flowsheet Admin

*You must have a pin # set for them

• Profiles
• Click the person’s name
• Account and Status
• Change Pin
• Save

  OR

• Admin
• User Management
• User Management
• “…”
• Change Pin
• Save

 

Delete / Archive a Task

• Clients
• Click the client’s name
• Plan of Care
• To the far right of the task you cant to delete, click the grey pencil icon
• Archive