Therapy Transfer - Mackay and PEL (Admin)
In the Braver App
Create New Care Channels (for old and new clients)
In the Admin App
In the Braver App
Archive former students
Archive a Patient FileCreate new patient profiles
Create a New Patient FileInvite parents or simply add their information
In the patient file, click here.

Then click here.

Fill out the parent information. Make sure “Parents” is selected in step 5.

Repeat the same steps for the second parent.
Create Care Channels
Click the care channel named 2026-2027 - Therapy Transfer.

For each team, select the appropriate participants by clicking here.

Then select the appropriate participant from the list.

Create the care channel with a first message.

Use a thread template
In the care channel, click here.

Select the required thread template.

Add an attachment or mark the thread as high priority, then click Next.

Click Send.

Archive old care channels
In the patient file, identify the care channel and select See more.

Click on the box next to the title of the care channel.

Select OK.

In the Admin App
Remove access for professionals who have left
In the admin app, open the Teams page.

1) Select the Members page, then clear 2) Participant and 3) Triaging for the person you wish to remove.

Confirm here.

1) Select the Users page. 2) Select the three dots next to the person's name.

Select Remove the user from the organizational unit.

1) Enter the required text, then 2) click Delete permanently.

Add new professionals
Select the Users page, then click on Add User.

Complete the User Information.

Add the new user to the appropriate team by selecting Participant next to the team. IMPORTANT: Do not activate Triaging.

Assign the Care Giver Manager role.

Click on Send invite.

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