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  1. View Tasks from Location

    View Tasks from Location Steps: From dashboard. Click  Locations. Click show.  Click Tasks. System  displays the tasks that has been assigned to the location. ...
  2. View Tasks from Patient Record

    View Tasks from Patient Record Steps: Patient Record  Tasks ...
  3. Viewing my tasks via Dashboard

    View My Tasks via Dashboard See also: Dashboard Interface Steps: Dashboard  My Tasks Or Dashboard  Tasks My Tasks Note: A user will get a notification when a task has been assigned. ...
  4. Adding a Task

    Add Task via CR Dashboard Steps: 1. Click Dashboard 2. Click Task 3.   Click New 4. Select Task type 5. Select and complete relevant fields: Patient/Contact Assigned to  Note Start Date Due Date Due Time 6. Click Create Tas...
  5. EMMA Integration

    This document provides information on securely accessing the EMMA platform, by Compact Care . Setup Prerequisites Register your Organisation/Providers with   Compact Care CareRight version 6.98 or higher Configure  Health Identifier Serv...
  6. Uploading Contacts to Salesforce

    Similar to  Uploading data to 3rd party systems (csv export) , CareRight published new Contact or Patient records to Salesforce, when configured. This allows at the first point of contact, provided marketing consent is indicated, for new records to...
  7. 6.98 Release Notes

    About this Release In each release there may be new features and functions that require one or all of the following: · Purchase of a module to access · User Training · Specific process to be used to ensure the correct functioning Please re...
  8. Permissions

    To configure accounting and other setup, grant  Can administer accounting   permissions.
  9. 6.97 Schema Changes

    Schema changes between CareRight V6.96.3 and 6.97 Healthlink Messages All Healthlink NZ messages are migrated to the Secure Message schema. insert into secure_messages( vendor, ...
  10. Information Classification for sensitive or restricted patients

    Information Classification: CareRight features (as of 6.97) the ability to mark certain records as  sensitive . Required Permissions: To managed information classifications requires the permission Can manage Information classifications. ...