7.6 Professional Users features

Outline

This outlines the features and functionalities that Professional users can perform. Professional Users has access to their own dashboard and are not responsible for administration activities. They can create patients and have access to a single hospital. They manage hospital-specific versions of procedure pathways.

STEP 1: Professional User - Receive the registration code

SA users will be able to create a new Professional User after which the Professional user will receive an email with the registration code.

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STEP 2: Click on “Register”

Enter the email address and click on the “Register” button to register as a Professional user.

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STEP 3: Enter the registration code

Enter the 6-digit registration code, which you received over an email. Click on “Submit”.

STEP 4: Fill the Welcome card details

You can see a Welcome card with an input field to add the Password & Mobile number. Choose a strong password and enter the mobile number with the country code.

STEP 5: Review the Privacy Policy and Terms & Conditions

Scroll down after the above-mentioned step and you would be able to see an option called “Review the Privacy Policy and Terms & Conditions” from which the hospital admin user can open to view the Privacy Policy and Terms & Conditions. You should be able to view 2 agreements( (global and hospital admins) in total (1 of each). Read the agreements by opening it in a new modal. Click on Submit.

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STEP 6: Navigate to the home page of the dashboard

Following the above steps, this would navigate to the home page of the dashboard.

STEP 7: Accessing Terms and Conditions, Privacy Policy

Click on the menu present on the bottom-left corner of the dashboard. You can click on the “View Terms and Conditions” or “View Privacy Policy” options to view and access the policies.

STEP 8: Navigating to the “My Profile” page

On clicking on any of the above options( View Terms and conditions or View Privacy Policy), this would navigate to the My Profile page where you would be able to view and access the Terms and Conditions, Privacy Policy with the history of acceptance consisting of language, type, and date accepted.

Terms and Conditions:

Privacy policy:

Note: As a Professional user on the My Profile page, you can click the menu link to view the Terms & Conditions & Privacy Policy in a modal popup window.

STEP 9: Professional Users-Create and Invite new patients

Professional users can create and invite new patients who belong to their hospital.

From the dashboard, click on “Patients” present on the left menu bar. Now click on the “New Patient” button available on the top-right corner to create a new patient.

STEP 10: Professional User-Setting up a new patient

Click on this link to know more about creating a new patient and inviting them to install the app.

3.1 Setting up a new patient

3.2 Overview of Patients

STEP 11: Create Ad-hoc messages- Professional users

From the dashboard, you can select Ad-hoc messages>Sent/Scheduled from the menu. Professional users will be able to create and view the ad-hoc messages sent/scheduled that belong to the patients of their hospital.

You can learn more about ad-hoc messages here: 6.0 Ad-hoc Messages- Hospital admin and Professional users

STEP 12: Create Content- Professional users

From the dashboard, you can select Content from the menu. Professional users will be able to create and view the content that belongs to the patients of their hospital.

You can learn more about creating and managing the content here: 4.0 Content Creation and Management

STEP 13: Professional Users: No Permission to create Administration section of the dashboard

Professional users won’t be able to create any Index event or a new hospital or any dashboard users. There won’t be an option called “Administration” in the dashboard for Professional users.