What's a User Relationship and how do I edit them?

SPECIAL NOTE: The function “Edit Relationships” is only used by Clinic Admin users.

CommonGround allows for the management of relationships between each user group. Rather than everyone being able to access all client information, relationships can make it possible for only specific treatment team members to see medically relevant information. In this way, the program helps an agency maintain proper HIPAA compliance practices.

It's important to keep User Relationships up to date. Staff can only see client information if they are in a CommonGround relationship with them.

There are two ways to manage or edit User Relationships.

Relationships in the User Profile

Relationships can be added, edited or removed from each user's profile page. Use “Select All” to put all users in a relationship with the client or staff you are enrolling/editing. Or, select each user individually.

Edit Relationships Page

The User Relationship Page is a second way to manage relationships with the CommonGround program. The Edit Relationships is particularly helpful when managing large groups of relationships or to update a number of relationships at a time.

Clinic Admins can access this page by clicking on the “ Edit Relationships” button under "Other Operations" on the Users page.

Begin by selecting a specific staff person or a user group from the drop-down menu.

By selecting a specific staff member or staff group, you can view which clients are in a relationship with that person, and make changes by selecting or deselecting the individual.

Clients who are already in a relationship with that staff member or group will show up in green.

If a client is not in a relationship with that staff member or group, they will show up in white.

To add all clients into a relationship with the staff member or group, click on “Check All”. To remove the relationships for all clients, click “Uncheck All”.

You can also click on clients individually to remove or add relationships.

Additionally, you can filter for specific clients to manage relationships for the selected staff or group.