Getting Started Workflow

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 Center.