English | Newid i'r Gymraeg

How to Complete a Health Diary

The Health Diary is a very personal matter and so it is necessary to request an individual’s permission to use it. You must use your own judgment if someone cannot give their informed consent, and consider entering a Note to explain your reasons.

You will be required to note if consent has been given at the beginning of each Health Diary every time you create a new entry.

Step 1: Find the individual in CHAI

Using  My List find the individual whose details you need to change.

If the person isn’t in your list please speak to your group manager.

Step 2: Check Covid-19 Household Status If visiting in person

The current Covid-19 Status Icon is indicated in the Banner .

Step 3: Navigate your way to the Health Diary

Option 4.1: Via the Status Shortcut in the Banner

The person’s Banner will appear across the top of all of their pages.

On the right-hand side of the Banner is a block of Shortcut & Status Icons .

Tap the  Health Diary Icon at the bottom right corner of this set of icons.

Option 4.2: Via the Person’s Side Menu

Go to an individual’s Summary Page (tapping the Personal Icon will always take you to this page).

Tap the Health Diary Icon in the Side Menu on the left-hand side of the page.

Step 5: Turning Diaries On

Answering the relevant questions in the Personal Details will automatically turn on Health Diaries.

However, if you need to turn on any of the others scroll below the existing diaries and click the toggle the to switch it to the “on” position.

Switched On

It is switched on when the toggle is highlighted in blue and the button is resting on the right hand side.

Step 6: Turning Diaries Off

Click the toggle on a diary that is on to switch it to the “off” position.

You will be prompted for a reason as to why the diary has been turned off.

If the health diary has previously been filled it will now be in the “Past Filled Health Diaries” section.

Switched Off

It is switched off when the toggle is faded out in grey and the button is resting on the left hand side.

Step 6: Using a Diary

Select the Health Diary of immediate interest.

They will usually begin with checking that the client consents to using this health diary at this time.

Follow the questions on this page, continue scrolling down until you reach the SUBMIT button.

The selected health diary will be automatically alarmed to be re-done based on the date entered for next due.

Tip: Health Diaries are marked with a coloured bar to give you brief information about the last user who competed that form or to let you know whether it is due soon:

Green Bar Forms completed by you.

Blue Bar Forms completed by someone else.

Amber Bar Forms that are going to be due soon

Red Bar Forms that are overdue.