Adding a Nurse Delegator to Your Workspace

Invite a nurse to your account to monitor medications and to create delegated task sheets

FAQ: I need to add a nurse delegator to my account so they can access the medications and do delegations.

  1. Create a Role for the Nurse Delegator

    • Go to the "Manage Roles" section.
    • Choose an existing role (e.g., Resident Manager) and copy it.
    • Name the new role "Nurse" and assign the necessary permissions.
  2. Set Role Permissions

    • Decide which permissions the nurse delegator should have.
    • If they need access to medications, enable the "Medications" section.
    • If they should not be able to edit or delete certain items, disable those permissions.
    • Enable "Pharmacy Permissions" if they need to approve pharmacy orders.
    • Save the role once all permissions are set.
  3. Create an Account for the Nurse Delegator

    • Go to "Manage Accounts" and add a new user.
    • Enter the first name, last name, email, and mobile number.
    • Assign the newly created Nurse Delegator role to the account.
    • Click "Save."
  4. Assign Facility and Resident Access

    • Select which facility (or multiple facilities) they should have access to.
    • If they need access to a specific resident, select the resident's profile.
    • Send the account confirmation email.
  5. Update Staff Information

    • After confirmation, edit the staff member’s profile.
    • Toggle "User is a Non-Employee" if applicable.
  6. Allow Access to Medication and Delegation Forms

    • Once logged in, the Nurse Delegator can go to EMAR and view the medication list.
    • Navigate to the "Form Builder" section to access Nurse Delegation documents.
    • Use the "Template Library" to find 25 pre-made nurse delegation forms.
    • Modify or add information to the forms as needed.


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