New Account Configuration
Business Settings
Setting up This is Me Template
It is important to first view the This is Me feature from a Service User’s profile to get an idea of what this looks like and how it functions. Then, ...
Configuring Staff Records
In the Business Settings section of StoriiCare there is a Staff Records tab where you can configure the following settings. Please note that ONLY the ...
Setting up Care Plan Template
It is important to first view the Care Plan feature from a Service User profile to get an idea of what this looks like and how it functions. Then, you...
Configuring Staff Roles & Permission Levels
From the Business Settings section of StoriiCare, you will find dedicated Staff Roles and Permission Level tabs where you can configure the following ...
Configuring Business Profile, Account & Appearance Settings
From the Business Settings section of StoriiCare, you will find dedicated Account, Appearance, and Features tabs where you can configure the following...
Refer StoriiCare to Another Business
Hello! We know it is common for providers to discuss and share best practice regarding the tools and processes used in their businesses. A good por...
Features with Note-taking Components
Configuring Staff Noticeboard Settings
Click on the wheel/cog icon at the top of the page to change the settings. Switch the toggles OFF and ON as you see fit: Service User tagging : Do you...
Configuring Progress Notes Settings
Click on the wheel/cog icon at the top of the page to change the settings. Toggle the switch next to each line item on/off as you see fit: Service Use...
Configuring Community Announcements Settings
Click on the wheel/cog icon at the top of the page to change the settings. Toggle the switch next to each line item on/off as you see fit: Note Flaggi...
Care Plan Update Notes Settings
Go to the Care Plan feature on a Service User’s profile. Click into any of the Care Plan categories. Scroll down to where you see the ‘Update Notes’ s...
Dashboard Features
Configuring Calendar Settings
Click on the wheel/cog icon at the top of the page to change the settings. There will already be a Digital Signage link turned on for you. However, ...
Configuring Workflows
Within workflows, you can configure email alerts and automate actions specified by certain triggers. For example, ‘When a Nutrition Assessment form is...
Configuring Activity Instructions
StoriiCare has a dedicated area where you can store activity instructions. These instructions can be added to activities in your Activities Database ...
Configuring Incident & Accident Settings
Click on the wheel/cog icon at the top of the page to change the settings. Every time an Incident or Accident report is completed, a notification is s...
Configuring Schedule Settings
If using the Schedule feature to populate a Staff Rota, you have the option to configure custom Work and Leave hour types. From the main Schedule page...
Configuring Documents
Within Documents, you will be setting up desired folder structures for storing files and uploading any necessary documents to those folders. Each memb...
Configuring Measurements Settings
Click on the wheel/cog icon at the top of the page to change the settings. On this page you are creating any custom measurement types your staff will ...
Configuring Tasks Settings
Click on the wheel/cog icon at the top of the page to change the settings. Here, you will be creating all the tasks you want to be able to assign to s...
Service User Profile Features
Configuring Visit Notes
If you’ve already entered all the contacts for a Service User, you can assign specific contacts to the medical professionals listed in this feature. F...
Configuring Care Overview Settings
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 S...