Give staff access to family case treatment planning
Staff access to family case treatment plans is by worker role and should correspond to clinical staff who have access to family cases.
- Go to Agency Setup > Staff and Security Setup > Worker Roles > Security for Events.
- Select the worker role.
- Go to the Treatment/Service Plans for Profiles category and click the drop-down arrow.
- For each family case event, select the appropriate access.
Note: To allow or remove access to all family case treatment plan events at one time, select Actions and select Allow Access or Remove Access as appropriate. - Select Save.
