Caregiver Access

Welina offers the option to create a “Caregiver” role type that allows clients’ caregivers (e.g. parents, guardians, etc) to use Welina to view their child’s information and if desired, collect data on the child’s treatment plan goals. Caregiver role types can be given as little or as much access as desired. Additionally, more than one Caregiver role type can be created to meet the various needs and preferences of the families you are supporting.

Creating A Caregiver Role

Before a Caregiver Profile is created, a Caregiver Role must be created first.

Create a Caregiver Role by navigating to: Organization Setup > Settings > Roles and Permissions on the left-hand menu on Welina Web.

Click in the top right to add the new Caregiver role. This will open the following new window:

Type in the Role Name (e.g. Parent, Caregiver). If there will be more than one different Caregiver Role Type with differing permissions, make sure you select a name that indicates these differences (e.g. Caregiver Data, Caregiver No Data).

Select Role Type “Caregiver” from the dropdown menu

Use the toggles to give or remove access for Welina Web and Welina App based on desired preferences

Modify Web and App permissions based on desired preferences.

Creating A Caregiver Profile

After the Caregiver Role has been created, a Caregiver Profile can be created.

Navigate to Organization Setup > Caregiver on the left-hand menu on Welina Web.

Click in the top right to add the new Caregiver Profile. This will open the following new window:

Complete all required fields and any desired optional fields.

Select the previously created Caregiver Role from the drop down menu in the “Job Role” field.

Link the caregiver to their client using the “Assigned Clients” drop down menu.

When viewing the client’s profile, you will now see the Caregiver populate as “Assigned Caregiver” in the “Assigned Caregiver” field. 

Alternatively, when viewing a client profile, the “Assigned Caregiver” field can be used to view a drop down menu of all Caregiver Profiles that has been created. The appropriate Caregiver can then be selected.

After the Caregiver Profile has been created, the Caregiver can be invited to create their Welina account by clicking the “mail” icon to the far right. 

Understanding Caregiver Access and Permissions

Web Access

If desired, a Caregiver can be given access to Welina Web. When accessing Welina Web, caregivers will only be able to view information for the client as assigned in their profile.

It is up to the Organization to decide what features the Caregiver will be permitted to view if accessing Welina Web. Depending on family and organizational preference, here are some features that a Caregiver may have access to view on the Web:

1. Schedule

1. Client Programs

1. Analytics

1. Lesson Notes

If wanting to restrict access to view certain parts of Welina Web, ensure the “View” box is unchecked for that part of the Website. If wanting to restrict access for editing and deleting, ensure these boxes are unchecked as well.

App Access

If desired, a Caregiver can be given access to the Welina App to collect data on client programs that can then be reviewed by clinical staff.

If a Caregiver will be collecting data using the Welina App, it is recommended that that the BCBA create programs specifically for Caregivers (e.g. separate from RBT-run programs) and use the Lesson Builder function on Welina Web to create a curated lesson of these programs for the caregiver to run. This also helps to keep data collected by Caregivers separate from Data collected by Staff.

See below for a video tutorial on how a Caregiver can run a Session in Welina:

At this time, Caregivers can also use the Welina App to view scheduled appointments, and view/sign Lesson Notes for their client. See below for a tutorial on how Caregivers can use Welina App to bulk sign completed Lesson Notes:

As the Caregiver function within Welina continues to be refined, additional permission and access settings will be available!

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