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How do I activate Wellbeing Frameworks, fill them out, and then send them back to the clinical record?
How do I activate Wellbeing Frameworks, fill them out, and then send them back to the clinical record?

This article will help you ensure you have the correct frameworks enabled, they are properly filled out, and sent to the clinical record.

Support at Joy avatar
Written by Support at Joy
Updated over a week ago
  1. Head to the ‘My organisation’ tab on the left-hand side

  2. Select ‘Wellbeing Frameworks’ 👇

    Capture 1-2

  3. Activate any inactive frameworks that you would like to complete by selecting the three little dots on the relevant framework 👇 in the top right-hand corner and then selecting ‘Activate’ 👇

  4. Find the client you would like to complete a framework for by going to the 'Clients' tab and selecting their name

  5. Head to their ‘Wellbeing’ tab 👇

    Capture-Nov-07-2023-01-05-22-3831-PM

  6. Select ‘Create’ 👇 in the top right-hand corner

  7. Select the framework you would like to complete and fill it out ✍️, including the date

  8. Select ‘Save’

  9. Then go to the 'Client record' tab and select the wellbeing framework answers within the record

  10. You then should select 'Send to clinical record' 👇

  11. This will pull up a pop-up where you can add SNOMED codes, add the relevant ones to you by ticking the box ☑️ next to the relevant code

  12. Then press 'Send'

  13. You have successfully sent wellbeing data over to the clinical record! 🎉

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