FAQ

CareRelay FAQ

CareRelay Family Caregiver
App Frequently asked questions (FAQ) or
Questions and Answers (Q&A), are listed questions and answers

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Application FAQ (57)

Step 1: Click on “Records” button. A secondary slider menu will open.

Fig.1

Steps 2: Click on “Medical” button. It will open a list of forms in medical forms.

Fig.2

List of Medical forms.

Fig.3

Step 3: Click on “Attending Doctors” form. It will open the page.

Fig.4

Step 4: Enter the following details. They are

  1. Last name
  2. First name
  3. Select Specialty

Fig.5

Step 5: Click on “Search” button, it will show the list of physician list. If the physician details don’t exist in the list click “Add New Physician” button to add the new physician details manually.

Mouse hover to “info” icon to view the short description.

Fig.6

Step 6: Click on “Add New Physician“.

Fig.7

It will navigate to add physician form.

Fig.8

Enter all the details

  1. Last name
  2. First name
  3. Email ID
  4. Phone number
  5. Address
  6. Specialty
  7. Reason for attending

Click the “Save” button data will be saved in the form.

Fig.9

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Step 1: Once the user registered an account successfully, the user will get an account activation email with an agreement documentation.

Fig.1

Step 2: Click on “VERIFY NOW” button, the page will  redirect to the login page of CareRelay Portal and

it will display validation message as “Your account is now activated, you may  proceed to login”

Fig.2

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Step 1: Click on profile image or Drop down icon.

Fig.1

It will show the following options,

  1. Profile
  2. Logout

Step 2: Click on “Profile“, it will navigate to the profile page.

Fig.2

Profile Page:

Fig.3

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Step 1: On the login page,

Fig.1

Enter the email address & password. Clicks “Login” button, it will show alert popup window like “Your account has not yet been activated, Please verify your email address. To resend the verification email please click “RESEND” button.

Fig.2

Click on “RESEND” button, the verification will be resent to the email address.

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Step 1: Click on profile image or Drop down icon.

Fig.1

It will show the following options,

  1. Profile
  2. Logout

Step 2: Click on “Profile“, it will navigate to the profile page.

Fig.2

Step 3: On the profile page, there were two tabs.

  1. Personal
  2. Password

Fig.3

Step 4: Click on “Password” tab, it will navigate to update password page.

Fig.4

Enter the following details,

  1. Current password
  2. New password
  3. Confirm new password

Click “Save & Update” button, the password will be updated and it will display the message as “Password updated successfully”.

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Step 1: Click on profile image or Drop down icon.

Fig.1

It will show the following options,

  1. Profile
  2. Logout

Step 2: Click on “Profile“, it will navigate to the profile page.

Fig.2

Step 3: On the profile page, enter the basic details like

  1. Date of birth
  2. Mobile number
  3. Work number
  4. Address
  5. Delete [Click on “Delete” button to remove an uploaded profile image]
  6. Upload profile image

Click on the update button, the user profile will be updated.

Fig.3

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Step 1: Open the appointment invitation email that received from the CareRelay Portal.

Fig.1

Here the user can add this event calendar directly using attached “.ics” file. The following details will show in the template.

  • Description
  • Schedule
  • Location
  • Patient
  • Doctor name
  • Accompanied by
  • Can you do this? “Yes and No”

To accept an invitation clicks “YES” button.

  • It will redirect to Carerelay site and display a confirmation message.
  • Click “Go Home” button it will navigate to Dashboard page if already logged into the Carerelay site otherwise will show the login page.

Fig.2

To reject an invitation clicks on “No” button.

Fig.3

If the user tries to accept or reject an already accepted invitation. It will redirect to Carerelay site and the display message as “Sorry, you unable to accept. This appointment is accepted by someone!!

Fig.4

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Step 1: On the menu list, Click on “Contact” button it will open the contact details page.

Here it will show the following member details

  1. Circle Care members[Invited care Member]
  2. Professional Care Members [Doctor’s]
  3. Medical Care Members [Attending Doctor’s]

Fig.1

Step 2: Click on “Contacts” button. it will show the list of contacts related to the patient.

Fig.2

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Method 1: Search discussion topic via given discussion title

Step1: Open the discussion page.

Fig.1

Step 2: Enter the topic name in the search field.

Fig.2

Click on “Go” button, it will show the list of discussion topic related to the entered text.

Fig.3

Method 2: Search discussion topic via Tag name

Step 1: On the medical category list page, it will show the list of the popular Tag name.

  • Tag names are that we added to the discussion topic while creating a discussion topic.

Fig.4

Click on “Medical” Tag name, it will show the list of the discussion topic that has the medical tag name.

Fig.5

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Step1: Click on Discuss icon. It will open the discussion forum page.

Fig.1

Step 2: Click on “Medical” category.

The user can only reply/post comments on either the discussion post should be created by login user or user should have access permission.

For demonstration,Opened medical category discussions.

Fig.2

Click “Reply” button on “Anxiety Disorder”. 

Fig.3

Enter the comments and click post.

Fig.4

If the user has “No permission”, “Reply” button won’t display and the user tries to open the discussion topic, it will display the message as “You don’t have permission to view this discussion. Please contact administrator”

Fig.5

Option 2/Type 2: User can post a comment on the discussion topic

Step1: Click on Discuss icon. It will open the discussion forum page.

Fig.6

Step 2: Click on “Medical” category.

The user can only reply/post comments on either the discussion post should be created by login user or user should have access permission.

For demonstration,Opened medical category discussions.

Fig.7

Click on “Anxiety Disorder” topic, it will discussion open the topic detail page.

Fig.8

Click on “Reply” button. It will open the comments text box.

Fig.9

Click on “Add Post“, comments will be posted on the discussion topic.

Fig.10

How to add an attachment to comments?

Click on “Attach” button, it will open the file attachment box.

Fig.11

Clicks browse button to choose a file from the local storage then click upload files button. it will upload the file to the comments.

Fig.12

  • Here the user can remove an attachment by Clicks cross icon to remove an attachment.
  • Mouse over to an attachment to view a file name.
  • Here the user can download an attachment by Click on attached file will be download to local storage.
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Step1: Click on “Add Appointment/Task” icon. It will open the add appointment/task popup window.

Step2: Change type to “Task“.

Step3: Enter the following details

  1. Select Type as “Task” [Default selected an appointment]
  2. Enter the title
  3. From Date [Defalt current date will be selected]
  4. Start time [Defalt current time will be selected]
  5. End time [Defalt current time will be selected]
  6. To date [Defalt current date will be selected]
  7. Select visibility of task [Public or Private]
  8. All day
  9. Description
  10. Check who is available?
  11. Assigned to

Event Types

Select the event type as Task.

Title

Enter the title of the event

From Date/To Date

  • Default it will be selected current day.
  • Click on the field, it will open the date picker. Click on the dates it will be shown on the field.
  • It’s an editable field user can also enter the date manually.

Start Time and End Time

  • Default it will be selected current time.
  • Click on the field, it will open the time picker. Click on the up & down arrow mark to change a time it will be reflected on the field.
  • It’s an editable field user can also enter the time manually.

Click on the HH & MM field, it will display the hours “01 to 12similarly Minutes will show 15 Min duration of “00, 15, 30 & 45“.

HH

MM

All Day

Click on “All Day” checkbox to schedule an event for the whole day, there is no start and end time.

Public Event:

  • The public checkbox will be defaulted selected.
  • The created event will be visible to all the care member dashboard.

Private Event:

  • The created event will be only visible to the invited/assigned to care member dashboard.
  • Click on the “Private checkbox”.

Task Type:

Here choose the what type of task.

Priority

Select the task priority.

  1. Low
  2. Medium
  3. High

Default it will be selected as “Low” priority for the task.

Description

Enter the important description of the task.

Check who is available?

The user can also add assigned to from the Check who is available? list.

  • Here it will show the list of active care member user.
  • Click on the checkbox of Check who is available? it will show the list of member who assigned member for this task. before creating a task user has to assign member for the relevant task on Personal & Home task form.
  • Click on the member name, it will be shown on the assigned to list.

Assigned To

The user can assign to the “n” number of the user. there is no restriction.

How to add assign to care member?

Step 1: Click on “+” icon, it will open the input search box.

Search box

Step 2: Enter the care member name

For example, enter “S”, it will show the list of care member name.

Step 3: Click on the care member name. it will show on the assigned to the member list.

How to remove an added assign to care member?

Click on “X” icon assigned member will be removed from the event.

Click on “save” button, a task will be added on scheduled date and time.

  • The added task will be shown on the Dashboard “Calendar Card” & Patient record “Calendar page”
  • Assigned to care member will get a task invitation email.

Task Invitation

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Step1: Click on “Add Appointment/Task” icon. It will open the add appointment popup window.

Fig.1

Step2: Enter the following details

  1. Select Type as “Appointment” [Default selected an appointment]
  2. Enter the title
  3. From Date [Defalt current date will be selected]
  4. Start time [Defalt current time will be selected]
  5. End time [Defalt current time will be selected]
  6. To date [Defalt current date will be selected]
  7. Select the visibility of an appointment [Public or Private]
  8. All day
  9. Appointment with
  10. Location
  11. Description
  12. Check who is available?
  13. Assigned to

Event Type

Select the event type as Appointment from the drop-down type.

Fig.2

Title

Enter the title of the event.

Fig.3

From Date/To Date

  • Default it will be selected current day.
  • Click on the field, it will open the date picker. Click on the dates it will be shown on the field.
  • It’s an editable field user can also enter the date manually.

Fig.4

Start Time and End Time

  • Default it will be selected current time.
  • Click on the field, it will open the time picker. Click on the up & down arrow mark to change a time it will be reflected on the field.
  • It’s an editable field user can also enter the time manually.

Fig.5

Click on the HH & MM field, it will display the hours “01 to 12” similarly Minutes will show 15 Min duration of “00, 15, 30 & 45”.

Fig.6

All Day

Click on “All Day” checkbox to schedule an event for the whole day, there is no start and end time.

Fig.7

Public Event:

  • The public checkbox will be defaulted selected.
  • The created event will be visible to all the care member dashboard.

Fig.8

Private Event:

  • The created event will be only visible to the invited/assigned to care member dashboard.
  • Click on the “Private” checkbox.

Fig.9

Assigned To

The user can assign to “n” number of the user. there is no user limit restriction.

How to add assign to care member?

Step 1: Click on “+” icon, it will open the input search box.

Fig.10

Search box

Fig.11

Step 2: Enter the care member name

For example, enter “a”, it will show the list of care member name.

Fig.12

Step 3: Click on the care member name. it will show on the assigned to the member list.

Fig.13

How to remove an added assign to care member?

Click on “X” icon assigned member will be removed from the event.

Fig.14

Check who is available?

The user can also add assigned to from the Check who is available? list.

  • Here it will show the list of active care member user.
  • Click on the checkbox of Check who is available? it will show the member list.
  • Click on the member name, it will be shown on the assigned to list.

Fig.15

Appointment with

Enter the name of the physician, it will show the list of suggested physician name from the following forms

  1. Attending physician
  2. Therapist
  3. Footcare
  4. Dentist
  5. Other Care

before adding an appointment, you have to add physician details/Family doctor details on “Attending Physician” Form.

Enter the physician name in the appointment with the field.

Fig.16

 Click on “Physician name“, it will be auto-populate the name and address on the field.

Fig.17

Location

The user can able to edit the auto-populated address and change it. When the user starts typing it will show the list of suggested address.

  • Click on the suggested address it will be populated on the field.

Fig.18

Description

Enter the description of the appointments event.

Fig.19

Clicks on “save” button, an appointment will be added on scheduled date and time.

  • The added appointment will be shown on the Dashboard “Calendar Card” & Patient record “Calendar page”
  • Assigned to care member will get an appointment invitation email.

Appointment Invitation

Fig.20

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Step 1: Click on Discuss icon. It will open the discussion forum page.

Fig.1

Step 2: Click on “Medical” category or Choose which topic to give permission for the care member user.

For Eg. Open “Medical” category.

Fig.2

Step 3: Click on “Discussion Topic”. It will open the topic details page.

Eg. Click on “Anxiety Disorders” topic.

Fig.3

Step 4: Select the participant list, Click on member profile image to give access permission.

Note: Select the participant option/Member list only displays for the parent user/The user who created this patient.

Fig.4

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Step 1: Open CareRelay Portal website.

Step 2: Once register an account successfully, the Verification email will be sent to given email address.

Verification Email

Step 4: Click on “VERIFY NOW” button, Page will  redirect to the login page of Carerelay site and display validation message as “Your account is now activated, you may  proceed to login”

  • Once email verification successful, the user can login into the system using “Email ID & Password”.
  • If the user wishes to login via mobile number, at the very first time user has to verify the mobile number next no need to verify, the user login into a system using mobile number & password. [Follow steps below to verify a mobile number]

Step 3: Enter mobile number, password and click the login button.

Step 4: Click on “Login” button. It will show alert popup window to verify your mobile number.

Step 5: Click “Send” button, Authentication Code will be sent register mobile number/Entered mobile number and it will show enter authentication code page.

Step 6: Enter the authentication code and Click “Verify Code” button. The phone number will be verified. A page will navigate to the login page.

Step 7: Enter the mobile number and password. The site will be navigated to the dashboard page.

Note: Email verified should be completed before login via Phone number.

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Step 1: Click on “More” button. It will open list of options.

Fig.1

Step 2: Click on “Manage Member“, it will open the manage member page.

Fig.2

Manage List Page:

Member will default shows on grid view.

Fig.3

For ListView:

Click on “List View” icon. it will show the list of the caregivers.

Fig.4

Fig.5

Click on “Edit icon“, it will open the edit member page. Below the profile details card, it shows the special permission card.

Fig.5

Apply for Special Permission:

  1. For all the invited member/caregiver users default special permission will be “No Access“.
  2. Here the user can apply for special/Custom permissions.
  3. Level of permissions are

i] Level 1

ii] Level 2

iii] No Access

Level 1: This user will have full permissions. [View & Write permissions]

Level 2: This user can only view the details. [ View permission]

No Access: This user can’t view the pages.

Special Permission forms: 

Fig.6

Continuation of above screenshot

Fig.7

The user can apply “Full Access”, “List” & “No Access” to particular forms. Click “Update” button, the changes will be updated for the member user.

How to change default permission?

Click “Default” button, the level of permission automatically change to what level applied at inviting a member/caregiver. Click on update button then only it special permission will be updated.

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Step 1: Click on “More” button. It will open list of options.

Fig.1

Step 2: Click on “Manage Member“, it will open the manage member page.

Fig.2

Manage Member page:

Grid View:

Fig.3

List View:

Click on “List View” icon. it will show the list of care members.

Fig.4

Fig.5

Status:

Here the user manually activates or inactivate the care member.

  • To Activate a member user- Drag toggle button from right to left, the member user will be activated and button color will be shown in green color. [Patient profile will be shown on the dashboard page]
  • To Inactivate a member user- Drag toggle button from left to right, the member user will be deactivated and button color will be shown in grey color. [Patient profile didn’t show on the dashboard page]

Fig.6

Re-send care member invitation:

Click on “Re-send” icon, it will resend the invitation to care member.

Fig.7

  • Resend icon only show to inactive member user.

Care Member Invitation Email Template:

Fig.8

Delete care member:

Click on “Delete” icon to remove this care member for the patient.

  • Once deleted the care member, corresponding patient profile remove the care member dashboard.

Fig.9

Edit care member profile:

Click on “Edit icon“, it will open edit member page.

Note:

  1. If care member added/invited by currently logged in user then the user can edit all the personal details of care member.
  2. If added existing care member profile from lifecare site then the user can only able to edit details below

i] Relationship

ii] Special permissions

Fig.10

Apply for Special Permission:

  1. For all the invited member user, default special permission will be “No Access”.
  2. Here the user can apply for special permissions
  3. Level of permissions are

i] Level 1

ii] Level 2

iii] No Access

Level 1: This user will have full permissions. [View & Write permissions]

Level 2: This user can only view the details. [ View permission]

No Access: This user can’t view the pages.

Special Permission forms: 

Fig.11

Continue….

Fig.12

The user can apply “Full Access”, “List” & “No Access” to particular forms. Click “Update” button, changes will be updated for the member user.

How to set default permission?

Click “Default” button, level of permission automatically change to what level applied at while inviting a member. Click on update button then only special permission will be updated to the user.

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Step 1: Click on “More” button. It will open list of options.

Fig.1

 Step 2: Click on “File Manager“, it will open the file manager page.

Fig.2

File Manager Page:

Fig.3

Here the user can add the document based on the type of category.

1. List of folders

  1. Personal
  2. Legal
  3. Medical
  4. Financial
  5. Service
  6. House

2. Modified date

3. Member list [Care person List]

How to upload a personal document?

Step 1: Click on “Personal” Folder, it will open the document page.

Fig.4

Step 2: Click on “Upload File” button, it will open the file upload popup window.

Fig.5

Click on “Save” button, the file will be saved in the personal documentation page.

  • Here the user can upload multiple files at same time.
  • Mouse over to file name, it will display full file name in a tooltip.
  • The user can only able to upload a file size less than 5MB.

Step 3: Add document as Favorites.

Click on “Star” icon, it will be changed to the “Filled star“.

Fig.6

Step 4: Change Filter to “Favorites“, It will show only favorites document.

Fig.7

  • For unfavorites the documentation, click on “Filled star“, it will be removed from the favorites list.

Favorites List:

Fig.8

Step 5: Click on “More option icon“, it will show the list of option

  1. Copy
  2. Move
  3. Rename
  4. Delete
  5. Download

Fig.9

 Step 6: How to give folder access permission for the user?.

Click on “View 1 More” link, it will display the list of care member list.

Fig.10

Member list:

Fig.11

Mouse over to profile image, it will show the member username.

Fig.12

Click on “Profile” image, the Green color “tick mark” will display on the profile image. The corresponding users access the folder make a change. If the user doesn’t have permission it will display the message as “You don’t have permission to access this folder”.

Fig.13

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Home Page/Dashboard:

Here the user can drag a card to change card position.

Fig.1

Medicine Notification Card:

Here it will show the list of recent activities has done in the patient profile.

Fig.2

Below activities are tracked in the card.

  • The user update a patient profile
  • Create an Appointment & Task
  • Update patient record
  • Appointed invitation Accept/Reject by care member
  • Add new medicine
  • Invite new member.. etc everything will be tracked by the recent activities.
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Home Page/Dashboard:

Here the user can drag a card to change alignment align.

Fig.1

Medicine Notification Card:

Here it will show the list of active medication for the day.

Fig.2

Click on “info” icon to view the details of the medicine.

Fig.3

It will open the medicine details popup window.

Fig.4

Click on “Checkbox” to change the medicine status as “Taken“.

  • The user can only change status for the current day/Today.

Fig.5

The metric details will be shown on the card. How many medicines “Taken and Missed” for the day.

Fig.6

If the patient relationship is “Myself“, User can change the medicine status for past day.

How to change the date?

Click on date picker to change the date based selected date it will show the list of medication for the day.

Fig.7

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Home Page/Dashboard:

Here the user can drag a card to change alignment align.

Fig.1

Calendar Card:

Here it will show the list of next 10 days upcoming Appointment/Task.

Fig.2

Public Event(Appointment/Task):

If the user created the public event for the patient, it will visible all the care member Dashboard page/Home Page.

Private Event(Appointment/Task):

If the user created the private event for the patient, it will only visible to the invited care member Dashboard page/Home Page.

Event Create Member Login:

1. The user has full access to the events.

2. The user can “Edit, Accept and Reject” an event.

Appointment:

Step 1: Click on “Info” icon to view appointment details.

Fig.3

It will display the short information about the appointment.

Fig.4

To view appointment details:

Step 1: Click on “Appointment” button. it will open an appointment details popup window with an edit permission.

Note: For the invited member login, Care member can abe to view the details but can’t edit the appointment details.

Fig.5

Appointment details:

Fig.6

Care Member Login:

1. The user can view the Appointment details but can’t edit the event.

2. The user can “Accept & Reject” an event.

Appointment:

Step 1: Click on “Info” icon. It will show short information about the appointment.

Fig.5

Info details

Fig.6

To view Appointment Details:

Step 1: Click on “Appointment” button. it will open an appointment details popup window.

Fig.7

Appointment details:

Fig.8

  • Default it will be “Not yet response” status.
  • A user can Drag a button to right accept a task.
  • A user can accept a two way first in above screenshot (Fig.6) and another way in My Task calendar(Fig.8).

Reject an appointment: 

To reject an appointment drag the button from right to left. It will display validation message as “Appointment has been updated” and button color will be changed to red color.

Fig.8

Another Way Accept an Event on My Task Card:

When a user creates an appointment one “Transportation” task automatically will be created on the My Task Card.

  • To accept an appointment drag button from left to right.

Fig.9

If another care member accepted for an appointment to take care, the accepted user profile will show on the card next to appointment list.

Fig.10

User status:

  • User Accepted =>It will show “Tick mark” icon
  • User Reject =>It will show “Cross” icon
  • User Not yet response => It will show “Question Mark” icon
  • The only accepted user can “Complete” an event. The completed event status will show as “Hand icon

How to change status to “Completed“?

Click on “Checkbox“, event status will be changed to completed.

Fig.11

The completed event will be disappeared from the “My Task Card” list and Event status will be changed to completed and it will show a hand icon on the profile image.

Fig.12

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Home Page/Dashboard:

Here the user can drag a card to change alignment align.

Fig.1

My Task Card

Here it will show the list of assigned task for the user.

Note: Here it will show both appointment and Task events.

  1. Appointment event title will show as “Transportation” task.
  2. Task event title will show based on “Task category selected”.

Fig.2

How to Accept a Task?

Drag a “Toggle” button to the right side, the task will be accepted and the button will be shown in green color. Parent/Invited member user will get the notification email as the user has accepted your invitation.

Fig.3

Task accepted by another member user:

If the other member user accepted the task, their accepted user profile image will display next to task details.

Fig.4

The user can view the person name by mouse over to the profile image.

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Step 1: Click on “Records” button. A secondary slider menu will open.

Fig.1

Steps 2: Click on “Medical” button. It will open a list of forms in medical forms.

Fig.2

List of Medical forms.

Fig.3

Step 3: Click on “Other Care” form. It will open the Other care form page.

Here the user can add details of all optometrists, Ophthalmologists, opticians, etc.

Fig.4

Step 4: Enter the following details,

  1. Name
  2. Professional title
  3. Email ID
  4. Phone
  5. Country
  6. Address  [Look up field – User can search and add the physician address]
  7. Unit Number/State
  8. City
  9. State/Province
  10. Postal
  11. Location [Automatically pinpointed will be located on the map based on address.]

Fig.5

Click “Save” button. Physician details will be saved in the form.

Fig.6

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Home Page/Dashboard:

Fig.1

Patient Details Card

Here the user can view some basic details of the patient profile.

Fig.2

Emergency info:

Click on “Emergency Info” button, it will open the popup window and display the important details about the patient.

Fig.3

Emergency info details:

Fig.4

Here it will show the following details

  1. Profile info
  2. Prescription
  3. Attending doctors
  4. Medical Condition
  5. Allergies

Print PDF 

Click on “Print” icon, Patient details will be downloaded into PDF file.

Fig.5

PDF Downloads:

Fig.6

Note: If PDF file didn’t download, Please check the setting popup is “Allow or Block“.

Step 1: Click “Secure/ Lock” icon in the address bar it will open the settings details.

Step 2: Click the popups dropdown to “Allow

Email Share:

Click on “Share” icon, it will open the popup window.

Fig.7

Email Share Popup Window:

Fig.8

Enter the following details,

  1. Last name
  2. First name
  3. Email ID

Click the “Send” button email will be sent to the email address with patient emergency details attached documentation.

Fig.9

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Step 1: Click on “Records” button. A secondary slider menu will open.

Fig.1

Steps 2: Click on “Medical” button. It will open a list of forms in medical forms.

Fig.2

List of Medical forms.

Fig.3

Step 3: Click on “Dentist” form. It will open the Dentist form page.

Fig.4

Here the user can add details of Dentist.

Step 4: Here the user can search and add dentist details.

Enter the dentist name in the search field like “Dentist in Toronto“. It will show the list of the dentists.

Fig.5

Click any one dentist center. It will show the details of the center.

Fig.6

Step 5: Click on Add button, data will be populated in the field.

Fig.7

Step 6: The user can able to edit  the populated details

Click the “Save” button. Dentist details will be saved in the form.

Fig.8

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Step 1: Click on “Contact” icon. It will open the contact page.

Fig.1

Circle Care Team: Here it will show the list of invited care member for the selected patient.

Professional Care Team: Here it will show the list of doctors from Medical forms like “Therapist, Footcare, Dentist etc.

Medical Team: Here will show the list of contact from attending physician form or family doctor.

Fig.2

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Step1: Click on Discuss icon. It will open the discussion forum page.

Fig.1

Step 2: Click on “Medical” category.

Fig.2

Step 3: Click on “Create Discussion” button. It will open create a discussion page.

Fig.3

Step 4: Create discussion page

Fig.4

Enter the following details

  1. Choose category [Default selected based on form selection category]
  2. Enter the Title
  3. Enter the Description
  4. Add attachment
  5. Add Tag
  6. Select participant
  7. Click the “Post” button- Discussion will be posted on the forum

Fig.5

Title

Enter the title of the discussion topic.

Description

Enter the description of the topic.

  • Here the user can use the toolbar to change the user interface of the description.

Attachment

Here the user can attach a document related to the topic.

  • Attachment file should be in the format of JPG, JPEG, GIF, PNG, XLSX, DOCX, DOC, XLX.
  • Attachment file size should not more than 5MB.

Tag

Add a “Tag” related to this discussion, in future we can easily identify the topic.

Select Participant:

Here it will show the list of care member user, the User can choose the member user who can view the discussion topic.

  • The user can de-select the member user anytime to restrict the user to access the discussion topic.
  • Mouse hover to profile image to view the care member name

Click the “Post” button- Discussion topic will be posted on the forum. This post only visible to who are all care member of this patient.

Fig.6

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Step 1: Click on “Records” button. A secondary slider menu will open.

Fig.1

Steps 2: Click on “Medical” button. It will open a list of forms in medical forms.

Fig.2

List of Medical forms.

Fig.3

Step 3: Click on “Therapist” form. It will open the Therapist form page.

Here the user can add details of therapist- acupuncture, chiropractic, reflexology, massage, pain therapy, etc.

Fig.4

Step 4: Here the user can search and add therapist details.

Search for the “Therapist in Canada”. It will show the list of the therapist in Canada country.

Fig.5

Clicks any one of the therapist centers. It will show the details of the center.

Fig.6

Step 5: Click on “Add button”, Data will be populated in the field.

Fig.7

Step 6: Enter the remaining data like

  1. Name of the contact person
  2. Email ID
  3. Fax Number

Fig.8

Step 7: Click the “save” button. Therapist details will be saved in the form.

Fig.9

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