Learn how to create a new support recipient profile, access their information, and update details like allergies, risk levels, and carer preferences in Elate.

Adding a New Support Recipient (Managers)

1. Select the Add Support Recipient button located at the top right of the Support Recipient Dashboard.
2. Fill in the following details:
   • First and last name of the care recipient.
   • Email address.
   • Date of birth.
   • Home address.
3. Click Save at the bottom of the page to upload the new recipient into the system.

✅ Tip: Use the + button to add multiple team members or support recipients before saving. This allows several records to be created in a single session, making bulk onboarding quicker and more efficient.

1. Complete the details for the first record.
2. Click the + button to add another blank form.
3. Repeat the process for as many records as required.
4. Click Save once all records have been entered.

This feature is particularly useful when onboarding multiple team members or adding several support recipients at the same time, reducing the need to repeatedly open and close the creation form.

‍

Accessing the Support Recipient’s Profile

1. Go to the Client Dashboard and select the recipient you want to view.
2. Within the recipient’s profile dashboard, you’ll find a top information bar with key tabs:
   • Dashboard: Overview of their calendar and upcoming support activities, as well as recent notifications (e.g., incidents or safeguarding reports).
   • Profile: The recipient’s detailed personal information.
   • Notes: A log of notes related to their care.
   • Calendar: Scheduled activities.
   • Medication: Information about prescribed medications.
   • Support Plan: Current care plans.
   • Assessments: Initial and ongoing assessments.

Editing and Updating the Profile

1. Click the Profile Tab to view the recipient’s profile overview.
2. To make changes, click the Edit button on the right-hand side.
3. Update the following details as needed:
   • Address and contact information.
   • Risk level (low, medium, or high) based on risk assessments or medical examinations.
   • Carer preferences and the total number of required support hours per week.
4. Once completed, click Save to store the changes.

Managing Allergies

1. To add or view allergen information, click Add Allergy in the top right corner of the profile dashboard if none have been added yet.
2. To view or update existing allergies, click View All.
3. For each allergy:
   • Add details or edit/delete existing entries as necessary.
4. Save any changes to ensure the profile reflects the correct allergen information.

🎥 Watch the step-by-step video guide below for a visual walkthrough of this process.

‍