Monitoring Adherence

Monitoring drug regimen adherence is vital for treatment success, preventing disease progression, and curbing drug resistance. SureAdhere provides a dashboard, quick actions and the Adherence screen to monitor and track adherence for patients.

Dashboard Screen - Quick Actions

The SureAdhere Quick Action Model helps you quickly see and improve medication adherence. Your dashboard shows your patients' adherence rate and guides you to important tasks like reviewing patient videos and deactivating patients.

Here's how to use it:

1. Check Adherence Rate:

   1. See your average adherence rate directly on the dashboard. This is calculated by dividing the total adherent doses by the total expected doses for all patients for which you have permission to view.

   2. The adherence filter at the top right of the screen lets you switch between 7-day, 30-day, and All Time views.

   3. Every patient row in the patient list also shows that patient's all-time adherence percentage, with a count of doses taken out of doses scheduled.

2. Quick Actions

   1. Review New Videos:

      1. Click the "Review new videos" button to go straight to video review without needing to navigate to patient pages. This is the fastest way to get your video review done.

      2. Once you review a video, it's removed from this quick action list.

   2. Late Video Notifications on Dashboard - The Quick Actions panel shows a notification when a patient's video has not been submitted on time.

      1. Late video alerts appear on your dashboard when a patient's scheduled video is overdue by 6 hours or more.

      2. Each notification includes an action to message the patient directly.

   3. Consecutive Missed Dose Alerts - An alert appears when a patient misses 2 or more doses in a row, with an action to open the patient's profile.

   4. Site-Level Alerts - An alert appears when a site has a low adherence rate or a low video review rate, with an action to email the site's staff.

   5. Multiple notifications of the same type are grouped together and can be expanded to view each one.

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3. Manage Alerts for Inactive Patients:

   1. The Alert widget in the top right of your Dashboard shows up once a month letting you know if patients haven't used SureAdhere for 6 months.

   2. Remind Me Later turns off the alert for the rest of the month.

   3. Deactivate All deactivates all patients who haven't used the app in 6 months. This ensures they don't appear in current reports. If needed, you can reactivate these patients from their Patient Profile page by checking the "Account is active" box.

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Daily Adherence Workflow

The Adherence page is where providers may watch patient videos, document information about each dose, and view each patient’s adherence status. Providers may fill all, some, or none of the fields depending on how each client chooses to use the platform. Since data entered into this page are used to populate reports, completing more of the fields will provide more informative reports and exportable datasets.

Events

Events are uploaded by patients from the SureAdhere patient facing mobile application. (Except MERM events, see below for more details.)

• All events are default linked to doses if there is a dose due on the day the event(s) were recorded.

• To view all doses that are linked to a particular dose, click on the day on the Adherence Calendar, all events linked to the dose will display in the "This Dose" tab under the Events section.

• To review all the patient's events, click the "All" tab.

Seeing dose details at a glance

For organizations with Inline Dose Preview enabled, dose details for In Person and Self Report events appear directly in the Events panel, without clicking into the event.

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Inline Dose Preview is optional — email sureadhere@dimagi.com to enable it.

Dose Details on Main Adherence Screen

If the patient is not being monitored by recorded VDOT fill in the Dose Details in the middle of the screen.

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1. Select a date on the Adherence Calendar with a dose that needs to be observed (see Legend and Terminology).

2. Record the amount (mg) of each drug taken for the dose and the Status for each individual drug.

3. If the patient took any New Unscheduled Drugs.

4. Based on all available information, including videos and communication with the patient, select an overall status for the dose under Dose Observation Summary.

5. If the status of ‘Taken’ or ‘Missed’ is selected, choose an Observation Method accordingly.

6. Record any Side Effects the patient reported or that were observed while the patient was ingesting their medication.

7. Record any necessary Comments about the patient’s dose or video.

8. Select an Escalation Action if further intervention is required:

   1. Submit and Flag: Choose this if the patient requires follow-up. You must provide a Comment or a Support Action before the system will allow you to escalate the dose.

   2. Submit and Resolve: Choose this if you are reviewing a dose that was previously flagged and the necessary follow-up has been completed. This will clear the escalation flag.

   Flagged doses stay visible in the dashboard's Urgent Follow-Up section until they are resolved. See Escalation and Follow-Up for the full workflow.

9. Review the information and click SUBMIT REVIEW when finished.

Every change to a dose is recorded — click Show dose audit history in the dose details to see who changed what and when.

Reviewing Videos

If the patient IS being monitored by recorded VDOT fill in the Dose Details within the Video Window.

1. Select a date on the Adherence Calendar with a dose that needs to be observed (see Legend and Terminology).

2. Review the videos that are linked to the dose by clicking on the video under the Events - This Dose tab. The Video Window will open above the Adherence screen. (Note: only videos that are linked to a dose will display dose details in the Video Window)

3. After viewing the video there are two options

   1. MARK AS ADHERENT - This will mark the dose Status as Taken; the Observation Method as VDOT and checks the Count towards adherence checkbox. After confirming these details choose Submit Review.

   2. MORE OPTIONS - If the video cannot be confirmed as Taken or is Taken but details need to be added, choose More Options and proceed to step 4.

4. Complete the dose details exactly as described in the section above, then choose a submit option.

5. The Dose Details added to the Video Window will be displayed in the main adherence screen and on any other videos that are linked to the dose.
   
   

Legend and Terminology

Patient Mobile Application

Verified against SureAdhere release 3.7.3 (July 2026).