Based on the preferences selected, you can allow for minimal information to be viewed and/or invite forms to be sent and filled out virtually by clients.
At this time, this is a detention/residential facility feature and requires that clients utilize the wristband feature, which has a QR Code on it that the client can use to log in. You can find the print wristband feature on any facility placement page (It looks like a little band).
This resource is a much more minimal view and access point for clients/youth specifically.
For more information on portals for guardians or outside users of YouthCenter, see CaseStream Connect here.
Setting User Privileges #
To set these preferences, open the Administration tab and choose “Site Settings.”
On the upper tabs, choose “General Settings.”
Scroll to the Connect Portal section and look for the section shown below in red. This will be the area that sets the Client Portal viewing powers.
Giving Form Access while Creating Custom Forms: #
To create a new Custom Form, open the “Administration” tab, followed by “Form Admin.”
Select “Custom Forms” and select the green “New form” button.
Fill out the normal information needed for your form creation.
For invite access, be sure the following sections in red are completed and/or checked.
Below are descriptions of the fields shown in red:
- Active: Form appears and is accessible to all users with access
- Allow invitations: Others can be invited to fill this form out.
- Default Invitation Expiration: How many days should an invitation be active before it expires?
- Default Invitation Message: Along with the necessary information, what else would you like to say in the invitation? (Optional)
- Read only: Rarely used, but if you have a form that must be completed via paper
- Send to EMR: If an EMR is connected, the responses for this form will be sent to EMR system.
Click Save if edits are complete. Or choose Save and Next for additional edits to the form.
Giving Form Access for Previously Created Custom Forms #
Open the “Administration” tab, followed by “Form admin.”
Choose the Custom Form you would like to give invitation access to.
Select the down-carrot and choose Edit form.
Scroll to the “Invitations” section and ensure that the check box for “active” and “allow invitations” is checked.
Fill in the information details as necessary and as described above.
Click Save if edits are complete. Or choose Save and Next for additional edits to the form.
