Legend and Terminology
Color Legend
Staff users manually update patient doses after monitoring a patient's dose. These colors appear throughout the Provider Application to display treatment progress.
Held - Dose was held for the day
Rescheduled - Dose was rescheduled for the day
Challenge Series - Dose was part of a challenge regimen
A future dose that hasn't come due yet.
Partial - Recorded when a patient took some, but not all, of a drug's prescribed amount. Available per drug for organizations using per-drug adherence.
Dose Data Legend
Dose data is added by staff users when reviewing patient doses. The dose data icons display on patient Adherence Calendars based on the data added by staff users.
The stethoscope icon indicates that the patient had side effects on the given day.
The warning icon indicates that the patient was flagged for follow up on the given day.
The notepad icon indicates that comments were made on the given day.
Event Legend
Please note, your program may not be using all the events supported by the SureAdhere platform.
Patients may record videos of their daily doses. Once the video has been uploaded, patient providers may watch the videos in the Provider Application.
On a day where a virtual visit took place between a staff user and a patient, a Virtual Visit event is captured in the events bar. The event displays the metadata for the call, such as when the call took place, how long it lasted, and any recorded comments.
In-person events may be recorded by patients when they are recording their video dose with the provider on any given day.
Self-reported events may be recorded by patients either after a video is recorded or on its own.
MERM events are recorded in the Provider Application when a patient opens their MERM box. Providers may review MERM details such as the date the patient opened their box, the date the heartbeat was uploaded, signal strength, battery level, etc.
Terminology/Definitions
Adherence Percentage: Adherent doses divided by expected doses. Shown for the last 7 days, last 30 days, or all time on the dashboard, and as an all-time figure on each patient row and the patient's Adherence tab.
Adherence Tab: Where staff users watch patient videos, record whether and how patients have taken their medication, and identify side effects reported by patients. Located in a patient's record.
Android: One of two types of smartphones available to use the SureAdhere VDOT platform.
App Opened Status: A read-only badge in the patient profile's Settings section showing whether the patient has set up their mobile app.
Asynchronous Video: Recorded videos that patients send from the SureAdhere mobile app to the Provider Application.
Dashboard Tab: Where staff users can see an overview of adherence performance for patients, see a list of patients filtered using specified criteria, and review the side effects and progress for a list of patients. Staff users can also view a graphical representation of the number of doses reviewed & categorized (taken, missed, unknown, etc.) and open doses waiting to be reviewed.
Dose Audit History: The record of every change to a dose (who, what, when), viewable via "Show dose audit history" in dose details.
Dose Observation Summary: Where staff users provide information on the status of a patient dose, how it was taken, whether the dose counts towards overall adherence, and additional dose details. Located on the Adherence tab of the Patients tab.
Dose Status: Refers to whether a dose was Taken (green), Open (orange), Missed (red), Unknown (blue), Held (purple), or Scheduled (cream — a future dose that hasn't come due yet). See also Partial.
Drug Schedule Summary: All of the drugs, corresponding dosages and administration frequency for a single regimen, located on the Regimen page.
Escalation Flag: Set with "Submit and flag" during dose review to mark a dose needing follow-up (a comment or support action is required); cleared with "Submit and resolve".
Filters: Functionality located on the Dashboard and Staff Tabs that allow a staff user to view patients by site, treatment monitor, patient manager, and disease and staff accounts by site.
In-Person Event: Survey question in SureAdhere mobile application that indicates whether a patient was with their provider at the time of recording their dose.
iPhone: One of two types of smartphones available to use the SureAdhere VDOT system.
iOS: The operating system used to run an iPhone.
MERM/Smart Pill Box: Smart pill box that sends a signal to the Provider Application upon opening.
Medical Record Number (MRN): An optional patient identifier determined by a clinic or site and located in the Profile page.
Messages Tab: A page in the patient's record where staff users can send patients secure in-app messages (delivered as SMS text messages only as a fallback) — like reminders to take their medications or to call the clinic to schedule an appointment — and where video visits are scheduled and initiated.
Overview Tab: The first place to review the progress of a specific patient. It is a patient dashboard where staff users can view overall adherence.
Partial: Recorded when a patient took some, but not all, of a drug's prescribed amount. Available per drug for organizations using per-drug adherence.
Patient Record: This is a patient account within the Provider Application and can be used to store all information related to a patient's treatment.
Patients Tab: This is where the major case management work is done in the Provider Application. Patient information regarding drug regimens, adherence progress, and side effects is inputted and reviewed. The patient record is organized into sub-tabs: Overview, Adherence, Regimen, Profile, and more. Patient communication preferences live in the profile's Settings section (formerly "Virtual Care Preferences").
PIN: A Personal Identification Number is a four-digit number used with a user ID by the patient to log in to the smartphone device to record and upload videos. See Patient Accounts Setup for how to obtain, reset, and send PINs.
Profile Tab: Located on the Patients tab, the Profile page is where account, contact, treatment team, and treatment start and end dates are provided. See Patient Accounts Setup for resetting and sending PINs.
Provider Application: A secure, web-based environment where staff users can input and store patient information, medication regimens, adherence records, and overall treatment progress.
Quick Actions: The alert panel at the top of the dashboard. It surfaces new patient videos to review, late videos, consecutive missed doses, and site-level alerts, with a direct action on each.
Regimen Audit History: The record of every change to a regimen (who, what, when), viewable via "Show regimen audit history" on the Regimen page.
Regimen Tab: Located on the Patients tab, the Regimen page shows the medication regimen assigned to a patient. See Regimen Management for creating, reviewing, and changing regimens.
Reports Tab: The Reports tab holds organization-wide reports, each with a description. The set you see depends on your organization's configuration.
Self-Reported Event: An event recorded when a patient reports taking their dose themselves in the mobile app, without submitting a video or being observed.
Staff Account Roles: Staff roles determine what each user can see and do. See Staff Accounts Setup for the full list of roles and their permissions.
Support Action: A structured note recording what follow-up was done for a flagged dose.
Test Account: Staff and patient accounts that can be set up by a Client Administrator or Site Staff Administrator to allow staff members to practice using the Provider Application.
Treatment Team: Although the makeup of treatment teams will differ across clinics and disease conditions, in the SureAdhere Provider Application a treatment team can be comprised of a Patient Manager (oftentimes a registered nurse or provider) and/or a Treatment Monitor (oftentimes an Outreach or Case Worker).
Urgent Follow-Up: The dashboard section where flagged doses appear until they are resolved.
User ID: A unique identifier of at least four characters long used by a patient to log in to the SureAdhere app on a mobile device to record and upload videos.
Video Directly Observed Therapy/Treatment (VDOT): Sometimes referred to as VOT, VDOT is the recording of a patient taking his or her medication and uploading it to a HIPAA-compliant server, which is then viewed by a healthcare staff member who records the adherence status for the dose. VDOT is an asynchronous form of medication administration that does not require a patient or health care staff member to coordinate a single time to administer a dose, which differs from synchronous forms that occur in real-time and are not recorded.
Virtual Visit: Video call between a staff user and a patient. The call is initiated from the Provider Application by a staff user; the patient receives a link that opens the video call.
Verified against SureAdhere release 3.7.3 (July 2026).