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How can I share a document with a support worker or member of staff?

Explains how to share service user documents with staff

Mikal Hetland avatar
Written by Mikal Hetland
Updated over 5 years ago

Documents cannot be shared with support workers inside Careflo, they would need to have "Office user functionality" permission but that applies across all participants and clients. By default a support worker only has access to their own visits for the next 4 days.ย 

When you add a new service visit to a service user note that you can there add notes to the support worker as text, but not as a document:

Sharing visit information with support workers:

Best way to share a document with support workers is to store the document against the service user in Careflo then download and email it to them.ย 

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