People
Choose a help page in this topic.
- People overviewFind people and open the profiles available through your CareMap access.
- Accounts and peopleUnderstand the difference between a CareMap sign-in account and a person profile.
- Invite and manage contactsConnect with another CareMap account, choose its permissions, and understand what removal and reconnection do.
- Edit and archive Client profilesUpdate a Client's name, detail, status, and Next guide, or archive and restore their profile.
- Profiles and contactsReview the profile and contact information available to you.
- Add and update profile detailsMaintain personal information, addresses, insurance, identification, and supporting photos on a profile.
- Assign contact designationsIdentify a person’s care contacts without changing their permissions or organization roles.
- Organizations on a profileView a person's organization affiliations and understand what each relationship means.
- Certificates on profilesReview your own or an active contact's Course certificates and understand the separate visibility rules.
- Read retained questionnaire answersFind earlier questionnaire information on profiles and distinguish it from editable profile details.
- GuardiansDesignate an account Guardian, use passthrough, and end Guardian access and existing sessions.
- Manage delegated access to a PersonAdd, relabel, revoke, or restore a Person Guardian relationship without granting account passthrough.
- Manage a client's ShelfAdd and arrange Guides as an authorized supporter or organization Staff member, and understand who can change Shelf Mode.
- Care teamsCreate care teams, assign clients, maintain members, and recover from concurrent membership changes.
- Invite someone to a care teamSend, resend, accept, decline, or cancel a care-team invitation and resolve expired or unavailable requests.
- Care records and observationsFind a Person's goals, tasks, documents, and observation timeline, and understand their separate access rules.
- Manage care plan goalsRecord outcomes and review dates, update goal status, and connect goals to care tasks.
- Manage care tasksAdd care work, link it to a goal, and track priority, due date, and status.
- Profile DocumentsPin personal Library files to a profile, upload and pin new files, and review retained versions.
- Replace Profile Documents and review historyReplace a current profile file, review earlier revisions, and understand comparison and deletion behavior.
- Documents and signaturesAdd care-record documents, download available files, and record acknowledgments.
- Bulk upload care documentsUpload several care-record files, acknowledge them when appropriate, and retry individual failures.
- Profile AIRead a person's current cited state and understand its sources, limits, and access.
- Generate profile summariesRequest a category review, understand weekly updates and personal AI credit use, and recover failed generation.
- Review summary history and sourcesRead past profile reviews, understand changed or restricted citations, and delete a generated summary.
- Manage summary categoriesCreate, edit, order, retire, or reactivate personal, organization, and CareMap summary categories.
- Consent and accessChoose contact permissions and understand why Report access, care-record consent, and profile access differ.
- Start and save a Smart PDF draftCreate a profile document from a Library Smart PDF, save answers, and return to unfinished work.
- Fill Smart PDF answers from a profileSuggest the subject’s name or permitted birth date, review it, and deliberately replace an existing answer.
- Add a signature to a Smart PDFType or draw a signature, attach the drawing, and save it with the document answers.
- Preview and complete a Smart PDFReview PDF placement, resolve missing answers, and make the completed document current.
- Review shorter Smart PDF wordingFit reviewed text into a PDF box while retaining the full saved answer.
- Edit a completed Smart PDF and review replacementsCreate a new draft from completed answers and handle another document becoming current.
- Read Smart PDF answers and saved changesReview completed answers, signatures, source information, and before-and-after changes.
- Research a Smart PDF answer with AIRequest one field suggestion, inspect its evidence, and add it to the draft for human review.
- Understand Smart PDF research sources and datesCheck which records can support research and how source dates differ from event dates.
- Read recorded Smart PDF sourcesOpen supporting excerpts and understand why an older source may no longer be available.
- Smart PDF AI credits for research and shorteningRead credit quotes, identify the payer, and distinguish temporary holds from final charges.
- Review Smart PDF research and shortening historyReopen research or shortening results, inspect charges, and remove eligible saved proposals.
- Ask AI for shorter Smart PDF wordingGenerate a proposal from the saved full answer, review it, and accept it separately.