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¶
Your account can have a different role in each household.
| Role | What you can do |
|---|---|
| Member | View household care records and record doses and health events. |
| Administrator | Everything a member can do, plus manage household members, invitations, settings and audit records. |
| Owner | Everything an administrator can do, plus remove owner access while keeping at least one active owner. |
Your membership must be active. Access to one household does not give you access to another.
Managing a person's care¶
You can manage your own care. Managing someone else's care requires a current guardian declaration; being an owner or administrator does not make you their guardian. A care relationship label alone does not give that permission.
Household owners and administrators can use the guardian recovery journey for an eligible minor who has no effective guardian.
Platform administrators¶
Platform administrators manage the installation's users and settings, recover households without a usable owner, and import the NHS medicine catalogue. Platform administration is separate from household roles.
Platform administrators need the household owner's approval for temporary support access to household care records. Platform status alone does not give them unrestricted access to everyone's care.
If you have platform access, open Platform administration from your account security page. Household administration remains available to household owners and administrators.
To import an NHS dm+d release, sign in as a platform administrator and open
/admin/nhs-dmd directly; there is currently no importer link in the
administration menus. Household administration access alone is not enough.
See NHS dm+d import instructions.
Add a person¶
- Open People and select New Person.
- Enter the person's name and date of birth.
- Choose the person type.
- Confirm whether the person has capacity to manage their own medication.
- Assign a parent or carer when the person needs support.
- Select Create Person.
Invite someone to the household¶
A household owner or administrator can invite an account and choose its household role. Membership grants household-wide viewing and recording for participating people, so invite only people who should have that access.
Review membership, participation and guardian authority when a care relationship changes. Use individual accounts so actions remain attributable.