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Staff Accounts

Designated staff users will create staff accounts for themselves and for their program.

  1. Create staff accounts

  2. Assign staff to appropriate roles and sites. 

Patient Information

Once a staff user has an account in the SureAdhere CMS, they can proceed to create patient accounts.

  1. Create a patient record.

  2. Provide additional information in the Patient Profile and get a patient PIN. 

  3. Give or send the PIN and User ID to the patient. 

Mobile Device

  1. Train patient on how to log in to the mobile device and record and send videos. 

  2. Have patient send at least one test video and verify it is in the CMS.

Add Patient Regimen

  1. Create a regimen. 

Monitor Treatment Adherence

  1. Select a date on the Adherence Calendar. 

  2. View videos/events uploaded by the patient.

  3. Complete the Dose Observation Summary - select side effects, make a comment and/or indicate if patient follow-up needed.

Monitor Patient Treatment Progress

  1. Go to the Overview tab and view the patient’s overall adherence progress. 

  2. Check the drug tables for the patient’s dosing history. 

Communications 

  1. View messages sent to the patient such as a PIN or medication reminder text on the Notifications page.

  2. Set up Daily Reminders with patients.

  3. *Additional Feature: Schedule and initiate Virtual Visits with patient.

  4. *Additional Feature: Chat with patient via 2 way SMS Messaging capabilities.

Monitor Aggregate Patient Analytics

  1. Dashboard

    1. Site Managers: go to the Dashboard Tab and view the status and progress of patients at your site. 

    2. Patient Managers and Treatment Monitors: Go to the Dashboard Tab and view the progress of the patients assigned to you.

  2. Reports

    1. Find aggregated reports in the main menu under "Reports"

*Additional Features must be activated. Please contact Support using the Help Desk CenterWelcome to the guide for getting started with SureAdhere! This page outlines the high-level steps needed to set up your system, ensuring that you can efficiently manage both staff and patient accounts, monitor treatment adherence, and access helpful patient data.

Follow the steps below in sequence to ensure a smooth setup:

  1. Staff Accounts: Begin by creating accounts for your staff members and assigning them the appropriate roles and sites within the system. This ensures that each user has the correct permissions to perform their tasks.

  2. Patient Information: After staff accounts are created, staff can proceed to set up patient records. This includes creating patient profiles, issuing unique PINs, and sending login details to patients.

  3. Mobile Device Setup: Once the patient has received their login details, train them on how to use the mobile device to record and send videos for adherence monitoring. Verify the system receives the patient’s test video before moving forward.

  4. Treatment Monitoring: As the system is populated with patient data, you can start monitoring treatment adherence, track progress, and utilize advanced features like messaging and virtual visits to stay in touch with patients.

  5. Aggregate Analytics: Finally, review the overall progress of patients at your site through the Dashboard and Reports features, which offer insights into treatment adherence and patient outcomes.

By following these steps in order, you’ll ensure that your SureAdhere system is properly set up and optimized to support both staff and patient management, ultimately leading to better treatment monitoring and patient care to increase adherence.