Service User Records | Knowledge Base

Accessing the Service User Record

You can access a service user’s record from wherever you see a service user name displayed in Care Partner.

Service User Record

By default the Summary screen of the service user record will be displayed when the record is accessed.

The Summary screen provides access to key information about a service user in a single click. The information on this screen pulls from the relevant sections of the record.

The tabs immediately below the patient’s name will help you to navigate between the different sections of their record:

Summary: Key information pulled from all the different sections is displayed here.

Activities: Within Care Partner, an Activity can be either an Assessment (for example, a Risk Assessment) or a record of an intervention with a Service User (for example, a Contact Record). This section allows you to record a new activity or view and edit existing activities.

Care Plans: Records the service user’s needs, goals and outcomes and the interventions needed. It also records the Contact Records linked to the Plan.

Notifications: Key information about a service user that all staff members need to be aware of, for example a risk or an allergy. This includes Alerts, Key Items and Reminders.

Diagnosis: Record Primary, Unrelated, Related and Provisional Diagnoses.

Pathways: Record the service user’s pathways

Contacts: Information for both Professional and Personal Contacts.

Calendar: Allows users to add and view events for service users, as well as recording attendance.

Involvements: Information about which Centres of Care the service user belongs to, both current and historical.

Dashboard: An overview of Service User’s data and Key Item Reports.

History: A basic history of what staff and users have changed, updated or viewed in the service user’s record.

Important

Based on your organisation’s configuration of Care Partner, the quantity and names of tabs displayed in your local system may differ from the tabs displayed in the image above.

Multi Activity Print

Users can select multiple activities to print within a Service User record by pressing the print icon next to the Service User name on the banner. This icon is available from all tabs within the Summary screen.

The user can then click which forms types they want to include in the export and a date range to apply.

Please Note

The date range will filter the list of forms to show only the forms that were completed within the date period selected.

The forms are grouped by the form name, so rather that each form instance display, they are grouped.

In the example above, all Care Plan Activity Records will be exported for the month of February 2023.

Only activities that the user has permission to view will appear in this list. This function adheres to the application security settings configured.

Once the User clicks the green Export button the application will then process that request in the background. Once the export is ready, the User will see a popup notification in the bottom right corner of the screen:

Users may also notice the bell icon at the top of the screen will change colour to orange and will animate. Users can click the notification bell to download the export.

The export will be downloaded to the user’s local downloads folder and will contain two folders:

‘Forms’ folder - This will contain PDF files of the forms. Each PDF has the date of activity included in the filename.
‘Masterfile’ spreadsheet - This will contain details of what is included in the forms export, including Service User demographic data.