Therapy Transfer - Mackay and PEL (Admin)

In the Braver App

• Archive former students
• Create new patient profiles
• Invite new parents, or simply add their information
• Create New Care Channels (for old and new clients)
• Use a thread template
• Archive old care channels

In the Admin App

• Remove access for professionals who have left
• Add new professionals

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In the Braver App

Archive former students

On the Patients page, activate only the "Not Archived" filter to view all non-archived patients. Archive the patient files of students who will not return for the new school year.

Archive a Patient File

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Create new patient profiles

Create a New Patient File

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Invite parents or simply add their information

1

In the patient file, click here.

2

Then click here.

3

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

4

Repeat the same steps for the second parent.

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Create Care Channels

1

Click the care channel named 2026-2027 - Therapy Transfer.

If it does not appear as shown below, please let us know.

2

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

3

Then select the appropriate participant from the list.

4

Create the care channel with a first message.

If you decide to create a care channel without a first message, you can then use a thread template to notify only the parents.

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Use a thread template

We can configure the thread templates you need. It is easy to configure them in the admin app if you want to learn how.

1

In the care channel, click here.

2

Select the required thread template.

3

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

4

Click Send.

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Archive old care channels

On the Patients page, activate the "With active channels" filter to view all patients with the 2025-2026 RPSS - Therapy Transfer care channel. Archive those care channels.

You can always access an archived care channel by clicking here. Parents can also access archived care channels in their app.

1

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

2

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

3

Select OK.

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In the Admin App

Remove access for professionals who have left

1

In the admin app, open the Teams page.

2

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

3

Confirm here.

4

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

5

Select Remove the user from the organizational unit.

6

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

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Add new professionals

1

Select the Users page, then click on Add User.

2

Complete the User Information.

3

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

4

Assign the Care Giver Manager role.

5

Click on Send invite.