This tutorial will walk you through how to access and customize the Admission Packet within GoCareflow. Admission Packets are an essential tool for managing patient onboarding and ensuring that your organization’s forms, attachments, and resources are kept up to date. By the end of this guide, you’ll know how to locate, edit, and manage these packets directly within the platform.
Step 1. Access the Admin Settings
From your dashboard, start by clicking the Admin Settings icon. This will take you into the configuration area where you can make changes to various parts of the GoCareflow system.
Step 2. Navigate to Customization
Inside Admin Settings, look for and click on Customization. This section is where you can control items such as templates, packets, and other configurable features.
Step 3. Select "Admission Packet"
Once in Customization, click on Admission Packet. This opens the workspace where all admission packets are stored and managed.
Step 4. Manage Existing Packets
You’ll see a list of your existing Admission Packets. Each packet can be updated, copied, renamed, deactivated, or deleted, depending on your needs. Simply click the corresponding option for the packet you want to manage.
From here, decide what action you’d like to take:
Update: Make edits to the current packet.
Copy: Duplicate the packet to use as a base for a new version.Rename: Change the title to keep naming consistent.
Deactivate: Temporarily remove a packet without deleting it.
Delete: Permanently remove a packet from the system.
Step 6. Editing an Admission Packet
To edit, click directly on the packet you want to modify. This will open the packet editor where you can work with its contents.
Step 7. Make Content Changes
Within the editor, you’ll be able to:
Modify existing text or sections.
Upload new PDFs, forms, or other attachments.
Adjust packet content to reflect updated policies or workflows.
Step 8. Add Additional Sections
If you need to expand the packet, look to the left side of the screen. Here you can click Add Section to insert new content blocks. These sections can be used for supplemental instructions, additional documentation, or customized resources.
Step 9. Save and Finalize
After making your edits or adding sections, ensure you save your changes so the updated packet is available for use across the system.