This is a guide for each user role within the platform. In order to be able to create users on the platform, Service Delivery need to know what role each of the users will have, therefore you must use this guide to help populate the Data Upload spreadsheet.
User roles
There are five user roles within the platform.
Link Worker
The Link Worker role will give the user access to the Client Tools and Task Tools features.
If a user has the Link Worker role, this means they will also need to be attached to a hub, which is usually the social prescribing project they are part of. For example, as a Link Worker, I may be part of two hubs within my licensee.
The Link Worker role means they can do the following:
Create referrals and send them to any hub within their licensee.
Manage incoming referrals to the hubs they belong to.
Search and manage existing clients within the hubs they belong to.
Set themselves tasks and view these on their task calendar.
Set appointments and view these within their appointment.
Provider (Internal/External)
The Provider role will give them access to the Provider Tools. This will mean they will be able to do the following:
Create interventions.
Manage interventions they have created.
Create venues.
Mange venues they have created.
Create facilitators.
Manage Facilitators
Facilitator
The Facilitator role will give them access to the Facilitator Tools. They will have a tab which will have their calendar, which they can use to view and manage the attendance list. The calendar tab will redirect the facilitators to a calendar where they can see which interventions they are assigned as facilitator on their calendar.
Client
The client will give the user access to the client calendar, where they can track their appointments. It will also give them access to the dashboards, and will show them a visual representation of their baseline metrics. A client has very limited access to Elemental.
Venue Manager
The Venue Manager role will give you access to the Venue Management tab, which will see a list of the venues for the licenses, and also be able to create and edit their own.
Admin roles
Healthcare Establishment Access
Healthcare Establishment Access allows you to view the Healthcare Establishments within your licensee when creating a Health Care Processional via User Access.
Reports Access
Reports Access will give you access to all the reports for the hubs you are part of. Similar to the Link Worker role, you have to be a member of a hub to have access to the reports. Once you are a member of a hub, and you have reports access, you will have access to all the reports that are available. These will include:
Client reports |
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Attendance reports |
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Programme report |
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Referrals/cases |
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Healthcare Professions Access
Healthcare Professions Access allows you to set up a Health Care Professional via User Access.
Merge Tool Access
Merge Tool Access will give the user access to the Merge Tool within the platform. This means they will have the ability to merge clients if the situation ever arises. Sometimes clients can be uploaded twice in error, therefore the Merge Tool allows you to merge the two profiles together. Normally, this access would only be given to a Hub Manager or anyone that is overseeing the project.
Hub Manager
Hub Manager will give the user access to the Hub Management section of the platform. This is usually a project lead who would have this access, or sometimes admin staff, as you have the ability to set up cohorts for licensee within here. Hub Management gives you access to the following tabs:
Interventions | When you select interventions along the top, an intervention list will appear. This will show all the interventions across the platform. |
Interventions Classification | You can set up domain categories to align with your interventions. This is used when filtering the intervention list for your client, or in the reporting tools. |
Programmes | In this section, you can set up programmes that you can align your interventions to. You will see a list of current programmes you have created, showing the target number of beneficiaries and interventions that should be completed for each programme. |
Monitoring Tools | This will bring up a list of monitoring tools available to you at your hub. |
Cohort Groups | In this section, you can create cohort groups that you can then assign to a client group to track, measure and monitor their outcomes. |
User Collection | In this section, you will be able to create a collection of users, depending on a certain need. You can then assign a collection of users to the collection. |
Referral Settings | Referral Settings lets you set up Reasons for Referral for Auto Refer, if this is switched on at licensee level. |
Incoming Referral Settings | This section allows you to limit the HCES which can refer to your hubs. |
Data Exporter (Licensee)
This will give you access to the Data Extractor function, that runs a scheduled download of all data held on Elemental in linked tables of data for further analysis. It is recommended that we allow two people maximum per licensee access to the Data Extract Tool.
This will need to be signed off by the Program Lead in the Data Extraction Addendum before access is granted.
Task Manager
Task Manager give you access to view everyone in your Hub Tasks, therefore you will be able to filter between your Referral Handler's tasks. This is normally given to a project lead, so they have the ability to view their staff's task lists.
Appointment Manager
Appointment Manager give you access to view everyone in your Hub Appointments, therefore you will be able to filter between your Referral Handler's appointments. This is normally given to a project lead, so they have the ability to view their staff's appointments.
User Access
User Access gives you access to create users for your project, as well as edit any existing users. This access is normally given to a project lead or any admin staff. You also have the ability to send out password resets from here, for any users within your hub.
Referral Agent/Healthcare Establishment set up
Healthcare Professional
If you are settings up a Referral Agent on the platform, they will need to have healthcare professional tags. Therefore, they will need to have one of the following:
Doctor
Nurse
Social Worker
Health Worker
Select the most applicable.
Health Care Establishments (HCP Establishments)
Healthcare Establishments
If you are setting up a Referral Agent, they also need to be tagged to a healthcare establishment. This would be the GP surgery they are a member of.