Care Guide Libraries: Adding and Assigning Clients to Libraries

Assigning/Un-assigning Libraries to a client can be done three ways, when initially adding the client, when editing the client’s settings or when adding a new episode.  Libraries can also be assigned to a client that is not pregnant although, not auto-sent.

1. When Adding a client

Assign Libraries when adding a client who is pregnant.  Libraries can be made visible (ie, can be viewed by the client in their Library), or if made visible, can be added or removed from the auto-send schedule.  The Library name is in bold font next to each row in the Libraries section (see below).

Assigning Libraries when adding a client who is not pregnant (ie.,GYN).  Libraries can be made visible (ie, can be viewed by the client in their Library), but no Libraries can be auto-sent (auto-send is just for pregnancy episodes).  

Notice: If Sharing is turned off, no ability to assign Libraries when adding a client.

2. When Editing the Client's Settings

(if sharing off, there will be no ability to manage Libraries for the client).

3. When Adding a New Episode of Care

Example of adding a new pregnancy episode of care.

If adding non-pregnancy episode (ie, GYN/Other), but no ability to turn off or on the auto-send.