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Manage People and Household Access

MedTracker keeps health records separate from sign-in access. A person can have a medication record without having an account.

People and accounts

A person is someone whose health and medication are tracked. Their profile contains their date of birth, medication plans, dose history, and health events.

An account lets someone sign in. An account joins a household through a household membership. It can also be linked to a person when the account holder manages their own medication.

A child or dependent adult usually has a person profile without a separate sign-in.

Person types

Choose the type that describes the person's support needs:

  • Adult: an adult who can manage their own medication.
  • Minor: a child who needs a parent or carer's support.
  • Dependent adult: an adult who needs someone else to manage their medication.

Minors and dependent adults cannot be marked as having capacity to manage their own medication. Assign at least one parent or carer before saving a person who does not have capacity.

Household roles

Each signed-in account has one household role:

  • Owner: controls the household and its memberships. A household must always have an active owner.
  • Administrator: manages household records and members but cannot promote someone to owner.
  • Member: receives access only to the people covered by their active grants.

Platform administrators can manage every household. This is separate from a household role.

Access to a person's records

Owners and household administrators manage access for members. A grant applies to one person and has one of these levels:

  • View: read the person's records.
  • Record: view records and record medication or health events.
  • Manage: change the person's medication plans and other records.

A grant can represent self-management or a relationship with a parent, family member, carer, or professional. It can expire or be revoked. Access to one person does not give access to everyone in the household.

Add a person

  1. Open People and select New Person.
  2. Enter the person's name and date of birth.
  3. Choose the person type.
  4. Confirm whether the person has capacity to manage their own medication.
  5. Assign a parent or carer when the person needs support.
  6. Select Create Person.

Invite someone to the household

A household owner or administrator can invite an account and choose its household role. Give members access only to the people they support and select the lowest access level they need.

Review access when a care relationship changes. Revoke an old grant instead of sharing an account or leaving broad access in place.

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