What is "switch to client"?

SPECIAL NOTE: The function “Switch to Client” is used primarily by Peer Staff users, but can be added to other user groups if your program has additional staff members who support the completion of CommonGround Health Reports.

In order to complete a CommonGround Health Report, individuals must be logged into the system via the “switch to client” feature. Although clients can access CommonGround outside of their programs with their own login account, they must be logged in by staff to complete a health report. The “Do My CG Report” button is greyed out when a client logs in from home.

Staff working in Decision Support Centers, or other staff supporting clients in the use of CommonGround start by logging into their own account. Then, when the client is present and ready to use CommonGround, Click on “Switch to Client” button.

It is important to use the  “switch to client” button ONLY with the client present, as this will decrease the chance of error.  

The process for switching to a client is:

• Ask the client their name, and enter it in the space provided.
• Ask the client their date of birth, and enter it in the space provided.
• Click "lookup"

If the client account is active, the staff user is logged out, and the client user is logged in. The homepage is changed to the client view, and you can verify the client is logged in by checking their user name at the top-right corner of the screen.

If the client account is not active, or if any information in their profile is incorrect, you will receive an error message.

Confirm that the correct name and DOB was entered. If the name and DOB are correct and you are still receiving the error message, click "cancel" and check with your CommonGround Clinic Admin for troubleshooting.