I’m a bit confused on the Document Storage module – can only the Individual Admin role access the documents, or are the documents available to other roles who have access to the specific Individual’s documents via Caseloads? I notice there is a Document Storage link on the Individual Home Page – does this allow access to the documents that are already there, but Individual Admin users cannot create new documents? Or, does this link only show for Individual Admins?
Hope you are all having a wonderful fall. I have been especially busy with reporting and Therap data over the past few weeks. This week I’ve been compiling a procedure for family/guardians and outside entities (like pharmacists) to receive access to Therap. What an undertaking! So many questions, so few answers, and I faced the additional challenge of incorporating our IT department’s policies and procedures into this one as well. I’ve used the information gained from prior Therap conferences and webinars to create the process, so hopefully it works with only a few tweaks (I’m sure there will be at least a few)!
Anyone else implemented access for outside entities to Therap? Any tips that you have found? In particular, do you only grant “View Only” access? What about SComm’s – any issues or do you even allow them?
Oh, by the way, I spent a week down in Baja California Sur Mexico in September – thought I would share a pic I took – can’t wait to go back!