You can completely customize the Care Overview template and configure it to contain all the fields you’d want for storing key information about your Service Users.

Please note:

Care Overview is divided into two sections: Care Overview and Admin Summary (a place for storing sensitive data, as the section is only viewable by staff with an ‘All Operations’ Permission Level for the feature), so when adding new fields, ensure you are adding them to the correct section.

Assessment Scores, Active Medication, Medical Conditions, and Preferred Activities are not editable or removable as this data syncs with and pulls information from other areas of the platform.

Click on the wheel/cog icon at the top of the page to change the settings.

From here you can:

• Use the search bar at the top to filter for specific fields

• Delete default fields you won’t use by clicking the trash bin icon

• Edit any existing default fields and tailor them to your liking

• Reorder fields by clicking the arrows around the placement numbers on the left side

• Add new fields anywhere on the page by clicking on the +Add Field text

An Overview of Field Types

TEXT: Basic text entry

NUMBER: A numeric entry (no letters or grammatical symbols can be entered)

RICH TEXT: This allows you to upload photos & videos, attach files, insert links, enter tables, and use basic rich text elements like bold, underline, italics, etc.

OPTIONS: Create a list of options for staff to select from. Indicate whether they can choose a single option or multiple options. Presets are available for fields like 'Race', 'Religion', 'Gender'. Clicking on the paint bucket icon will enable you to select custom colors for each option.

USER SELECT: This allows you to select someone from your Service User and/or Staff list. This could be used for a field like 'Case Worker' or 'Room Mate'.

CONTACT: This allows you to select someone from your Contacts list. Ideal for fields like 'Emergency Contact' or 'Doctor'.

ADDRESS: This allows you to input multiple lines for formatting an address field.

DATE/TIME: With this, you can choose to include a Date, Time, and/or Recurrence. This field option would be ideal for including something like a Care Plan Review Date (i.e. 10/06/2022; 10:00 AM; Semi-Annually).

LINKED: Linked fields on Care Overview will pull data from other areas across StoriiCare, such as Measurements.

HIDE IF EMPTY: Turning this on will reduce any unpopulated fields that, whilst may still be important for other Service Users, may not be relevant for a specific Service User. This makes a Care Overview compact and easy to read, no matter which Service User you are working with.

CLICK TO REVEAL: This option is great sensitive data that should not be automatically shown on the screen without clicking directly on that field (i.e. Social Security Number)

SHOW IN ANALYTICS: Turning this on for a field will allow you to view analytics for all that field data in the Analytics section of StoriiCare. This means you generate reports and gain insight on virtually any custom data point you want.