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...
Changing the Service User name Format on StoriiCare
StoriiCare allows you to customize how participant (service user) names appear across the platform. This is useful for organizations that prefer alter...
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...
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...