Care Guide Libraries : Creating Multiple Libraries with Different Resources

NOTE:  The Correct User Privilege must be set for an administrator to create Libraries within Care Guide.  Before attempting this set-up please make sure that your user record has been edited to add 'Librarian' privileges to your role by the Account Owner.

Create and Manage Libraries for a Practice

1.  Libraries can be created and managed by clicking the three bar menu on the upper left hand side>Settings>Libraries 

Click on Libraries

Which will open the Libraries main screen

2. To create a new library, click on the “New Library” button on the Libraries screen (see screenshot above).

Enter the name of the Library, and check the boxes if the Library is to be visible to clients, and if it is to be autosent (for the default settings, and can be overridden on a client by client basis if desired).

3. Next, click on “Add Resource,” this will open a screen for you to search the Library for previously loaded resources, and select resources to add to the Library.  Note:  You must first add new resources to the practice Library before you can search for and include a new resource in a new “Library.”  

Once the new resource is searched and found, it can be selected by clicking on Select

4. The selected resource will then appear in the list.  You can then continue to add more resources until the Library has all of the resources you want.  Once all of the resources are added, click the “Save Changes” button.

SUCCESS!  Your newly created Library will then appear in the Libraries main screen, in the list of Libraries for the practice.

Edit or Delete an Existing Library

1. To edit or delete an existing Library, click the Title of one of the Libraries on the Libraries main screen (see screenshot above). The screen below will be presented.

2.  To make edits, click on the Edit button on the top right of the page (see screenshot above).  On the Edit Library screen you can add new resources or remove existing resources to the Library.  You can also rename the Library, and change its default visibility and autosend settings.   When done editing, click the Save changes button.  See screenshot below.

3.  To delete a Library, click the Delete button on the top right of the page (see screenshot below).

You will be asked to confirm your deletion request before the deletion occurs.

After a Library is deleted, it will no longer appear in the Libraries main screen, or in any other screen in Maternity Neighborhood.