TABLE OF CONTENTS

• Overview of Provider Dashboard
• Patients
  • Patient List Overview
  • How do I add a new patient into the system?
  • How do I update a Patient Profile? 
  • How do I add notes to a patient?
  • How do I add a manual activity for a patient?
  • How do I see Patient Details and what could I see?
  • How do I delete a Patient Record?
  • How do I activate an inactive patient user?
  • How do I update a patient's medical information? (diagnoses, allergies, vaccinations, etc)
  • How do I initiate and monitor patients under an RPM program?
• Vitals
  • How do I set up Patient Thresholds?
  • How do I acknowledge/delete vitals alerts?
• Devices
  • How do I assign/unassign devices to a patient?
• Medications
  • How do I assign Medications to patients?
  • On the left-hand side menu, click Patients
• Alerts & Notifications
  • How do I setup notifications?
• Video Consultation Scheduling
  • How do I setup my schedule availability?
  • How do I create a new video consultation or appointment?
  • How do I join a video consultation?
  • How would I consult with patients who are not in the system?
  • How would I see my schedule?
• Communication
  • If I want to send sensitive patient information, how would I do this?
  • How would I send out a phone call to a patient?
• Education
  • How would I upload media and sent it to my patients?

Overview of Provider Dashboard

Patients

Patient List Overview

How do I add a new patient into the system?

Manually

1. On the left-hand side menu, click Patients 
2. From the Patients page, click + Add Patient on the top right
3. Enter information such as Login Details, Address Details, etc. All required fields are marked with a red asterisk
4. Scroll to the bottom of the page and click Submit. The patient is now created

How do I update a Patient Profile? 

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you wish to edit and click on their name under the column Patient Name
3. Click on View Complete Patient Info on the right side of the screen
4. From here you can update Personal Info, Contact Info, Emergency Contact Info, Address, and Other Info 

How do I add notes to a patient?

Clinical Notes (Free Text) Method 1

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you want to edit. In the same row, to the very right, click on the button which says Add Note
3. On the pop-up, enter the subject and the note and click Add Note

Clinical Notes (Free Text) Method 2, Clinical Notes (Template), SOAP Notes

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you want to edit. Click on the patient's name to navigate to Patient Details.
3. From Patient Details page, click on Notes
4. On the right hand side of the screen, click on the type of note you want to add. 

NOTE: All previous notes added to a patient (from all providers) will be shown on the Notes tab on the Patient Details screen. 

How do I add a manual activity for a patient?

1. On the left-hand side menu, click Patients
2. From the Patients page, click on the name for who you want add a manual note for
3. Click on Add Manual Activity towards the top of the page
4. From here, fill out fields including Select Service, Select Activity, Activity Date, Start Time, End Time, Select Participant, and Comments

NOTE: The manual activities which you can add for patients must be added to the system via the client admin. Those activities will show on the dropdown menu when clicking on Select Activity.

How do I see Patient Details and what could I see?

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you wish to edit. Click on said patient under Patient Name column
3. In the Overview tab, you can see the patients Health Score and Today's Upcoming Schedule
4. From Vitals & Readings, you can see all readings from the devices the customer is assigned to. You have the option to see it in a chart form or numeric from either the last week, last month, or last 3 months. 
5. From Medications, you can see the patient's medication adherence score (what percentage of their prescribed medications they are taking)
6. From Surveys, you can see what surveys the patient has taken in the last 30, 90 or 365 days.
7. From Clinical Notes, you can see what notes have been added to the patients and by whom (Practitioner, Client Admin, Nurses, etc)
8. From Health Records, you could see EMR information such as past Diagnoses, Vaccinations, Allergies, Procedures, and Lab Reports
9. From More, you can see the patient's Care Plan, Consent Forms, Invoices, Thresholds, Patient Rules, Care Circle, Patient Alerts, and Programs

How do I delete a Patient Record?

For audit purposes, patient records may not be deleted. Instead, they can be Inactivated

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you wish to edit. Click on said patient under Patient Name column
3. Directly parallel to the right of Patient Details, there will be a toggle switch labeled as Status (Active). Click on the toggle and there will be a warning asking if you are sure that you want to Inactivate the patient. Click "Yes" and patient will be Inactivated

How do I activate an inactive patient user?

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you wish to edit. Click on said patient under Patient Name column
3. Directly parallel to the right of Patient Details, there will be a toggle switch labeled as Status (Inactive). Click on the toggle and the patient will be reactivated

How do I update a patient's medical information? (diagnoses, allergies, vaccinations, etc)

Ex. Diagnoses

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you wish to edit. Click on said patient under Patient Name column
3. Click on the section which says Health Records > Diagnoses
4. Click on Associate/Disassociate
5. Find the diagnoses you want to associate with said patient under Available Diagnoses. Simply click Associate Diagnoses in the lime green box to assign that diagnoses to the patient

How do I initiate and monitor patients under an RPM program?

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient for whom you want to add a program. Click on the said patient under Patient Name column.
3. Click on the section which says More > Programs. Click on Enroll
4. Fill out fields including Program Name, Patient's Enrollment Date, Patient's Start Date, Patient's End Date, Consent Form, and all relevant Diagnoses. 
5. Once filled out, click on Enroll Patient to Program

NOTE: This is the same process in order to enroll patient's to other programs such as CCM, BHI, CoCM, etc.

Vitals

How do I set up Patient Thresholds?

Thresholds can be setup from a provider (Practitioner, Nurse) level or from the patient level. The settings at the provider level will be applied to all patients under the specific branch. The patient level will be for that specific patient.

Provider Level

1. On the left-hand side menu, click on Settings > Provider Thresholds
   
2. From here you can choose thresholds for various vital reading from Temperature, Pulse Rate, Blood Glucose, Weight, etc. Enter your LL (low-low), L (low), H (high) and HH (high-high) levels for each of the vitals you are tracking. If a patient goes above a HH reading or below a LL reading, then the reading will be alerted and colored as red. If a patient goes above a H reading but not above HH, the reading will be alerted and colored yellow.
3. When done entering information, scroll down to click on Update Threshold to save settings

Patient Level

1. On the left-hand side menu, click Patients
2. From the Patients page, find the patient you wish to edit. Click on said patient under Patient Name column
3. Click on the section labeled Vitals & Readings. Scroll down to a section labeled as threshold and click on Edit Thresholds on the right side of the screen
4. From here, enter your specific thresholds for this patient. Then click on Save Threshold to save settings

How do I acknowledge/delete vitals alerts?

1. On the left hand side menu, click Patients
2. Click on the name of the patient for who you want to acknowledge or delete an alert for
3. Click on Vitals section. From here, the critically alerted alerts will show in bright red on the right side of the patient's devices. 
4. Click on the name of the device which you want to acknowledge or alert
5. Scroll down to where you the readings. Under the column which states Action, click on Add Note to acknowledge a reading or X to delete a reading. 

NOTE: Once a critically alerted note is acknowledged, the Noted column will change from a red caution sign to a green check mark sign.

Devices

How do I assign/unassign devices to a patient?

1. On the left-hand side menu, click Patients
2. Click on the name of the patient for who you want to assign or unassign devices for
3. Click on Vitals > Manage Devices
4. The Assigned Devices and Medical Kits section will show all the devices the patient is currently assigned to. You can Unassign a particular device or devices by clicking on the Unassign button under the column Action.
5. If you scroll down you can see all available devices under the Available Devices and Medical Kits section. To assign any of these devices, click on the Assign button under the column Action.

NOTE: The client admin must add all devices to the system before a provider can assign or unassign them.

Medications

How do I assign Medications to patients?

1. On the left-hand side menu, click Patients

2. From the Patients page, find the patient you wish to edit. Click on said patient under Patient Name column
3. Click on Medications to + Add Medication on right side of screen
4. From here you enter the "Start Date", "End Date", "Medication Name", "Dosage", "Medication Route", "Select Time Slots" and "Quantity"
5. Once done, you may click Add Medication & Close or Save & Add More Medications to add more medications

NOTE: To edit information of a patient’s medication, click on the medication listed under the patient’s account. The Edit Medication page will be displayed where relevant information can be edited.