How can I enter a Life Plan Author who is an organization and not a Staff Member
  • 16 Oct 2023
  • 1 Minute to read
  • Dark
    Light
  • PDF

How can I enter a Life Plan Author who is an organization and not a Staff Member

  • Dark
    Light
  • PDF

Article summary

Create a new Life Plan/Care Plan or open an existing plan.

Locate the Authorship panel on the Details tab:

image.png

Select External Organization:

image.png

Choose the External Organization:

image.png

Enter an optional External Author Name if there is a particular person from that organization who authored the Life Plan.

The Enternal Organization contact details will display:

image.png

Click Save or Apply to save your selections and entries.


Was this article helpful?