Here are the elements that depend on visibility
Several elements depend on the level of visibility granted to them in order to be seen by clients or other professionals. Here is the list:
Visibility may include:
Just me
Only the person who added the item will be able to access it.
My branch
All professionals in the branch who are involved in the client's file will be able to access it (but excluding the client).
My company
All professionals in the company who are involved in the client's file will be able to access it (but excluding the client).
Me + My client
The person who added the item will be able to access it, but so will the client.
My company + My client
All professionals in the company who are involved in the client's file will be able to access it, as well as the client.
Everybody
All professionals involved in the client's file will be able to access it, as well as the client.
This includes professionals from any company, as long as they are involved in the client's file
1. Program
When creating a program, you can choose who will be able to see it. You can also make changes to a program that has already been designed.
The visibility of the program can be selected or modified using the advanced settings.
❗ N.B.: In order for the client to see their program in the application, they must be included in the visibility settings. (+ My client or Everyone) |
To learn more about program visibility for clients, click here.
2. Food plan
When creating a plan, you can choose who will be able to see it. You can also edit this for a plan that has already been designed.
Visibility can be modified in the first step, which is the information step.
This is also where you can edit all general information such as: the name of the plan, its duration, the recipient, etc.
❗ N.B.: In order for your client to see their plan in the app or for another professional to see their meal plan from the client file, visibility must include them. To learn more about visibility in meal plans, click here. |
3. Objectives
The client's objective can be determined through the client's file. It can be further subdivided into secondary objectives if desired. The client will also be able to mark the secondary objectives as “done” if they are shared with him.
It can be chosen or modified by going to the client's file, then choosing the “objective” tab.
The objective can be seen by all stakeholders and if the client is chosen, he will also be able to see it on the application on a mobile device.
Note that only the person who created the objective can edit its visibility.
Click here to find out more.
4. Documents
By creating or modifying a document, you can change its visibility. To do so:
Go to administration
Go to the “documents” tab
Click on “create a document” or on “Actions” ⇾ “Edit”
You can make the modification from the “Document creation” section.
To learn more about document visibility, click here
5. Files
Files are items that have been placed in the client's file by the client himself, by the professional or may have been added automatically, for example in the case of a document completed in the Hexfit format.
Visibility can be changed:
Choose the desired client;
Then go to the “files” tab;
Click on the folder or directly pick the desired file.
Visibility is at the bottom of the page.
To edit, click on the visibility.
Click here to find out more.
6. Model events
Model events are used for making appointments. Thus, you can make that only you can see these events, include your colleagues or your client.
❗ Note that in order for your client to make an appointment, he must be able to select from the model events that are offered to him.
By creating or modifying a model event, you can change its visibility. To do so:
Go to administration.
Go to the “model events” tab.
Click on “create a model event” or directly on the event to modify.
Click here to learn more.
7. Note type intervention
When creating a text intervention, you can choose its visibility.
To learn more about the interventions, click here.