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Note

It is important to note that since each client will have slightly different access, this area describes the common access to the module functionality.

Director

Directors have identical level of access as a Counsellor, the only difference is they can see all Confidential Notes/Transition Notes instead of just their own.

  • Referrals

    • Create Referrals

    • Manage Referrals

      • Edit

      • Delete

      • Do an Action (Accept, Wait list, Deny)

      • Consent Obtained

  • Logs

    • Create Logs

    • Manage Logs

      • View all logs

      • Edit

      • Delete

      • Update

      • See all Confidential and Transition Notes

  • Dashboard

    • Access to all charts

Counsellor

  • Referrals

    • Create Referrals

    • Manage Referrals

      • Edit

      • Delete

      • Do an Action (Accept, Wait list, Deny)

      • Consent Obtained

  • Logs

    • Create Logs

    • Manage Logs

      • View all logs

      • Edit

      • Delete

      • Update

  • Dashboard

    • Access to all charts

Admin

  • Create referrals

  • See read-only list of referrals

  • Access to Dashboard

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