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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

Written by Mikal Hetland

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. 

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. 

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