Patient Accounts Setup

Owned by Mckenna Garfein (Unlicensed)
Last updated: Nov 06, 2024 by Jason Howell
4 min read

Create Patient Account

image-20240422-181346.png

To create a Patient, begin on any screen in the SureAdhere site. Click on the green person icon with a plus sign at the top right corner of the screen. Select New Patient and a new Create Patient Record box will display. Fields with an asterisk are required. The field boxes are all free text, meaning any combination of letters AND/OR numbers may be used to fill them in. Hovering the cursor over the question marks (?) will display additional instructions.

  1. Optional: Fill in the First Name AND/OR Last Name fields.

  2. Required: Enter a MRN/ID (Medical Record Number/Unique ID) for the Patient.

  3. Required: Create a Username for the Patient. This will be the username the Patient will use to log into the SureAdhere App. This field is case sensitive!

  4. Required: Pick the appropriate phone country and enter the Patient’s Phone Number. The phone number is used to send the Patient their PIN number and reminders. If the Patient does not have a phone number enter all zeros into the field.

  5. Optional: Enter the Patient’s Email Address. This information can be entered at a later time.

  6. Required: Choose the appropriate Site for the Patient. Depending on the client, the site will be the clinic or county the Patient is from.

  7. Once all necessary fields are filled out and reviewed for accuracy, click SAVE.

After clicking SAVE, the page will be redirected to the Patient’s new profile. 

Create Patient Test Account

Patient Test Accounts are patient accounts that can be set up by a Client Administrator or Site Staff Administrator to allow staff members to practice using the CMS.  Test account data will not appear in any reporting.

To Create A Test Account

  1. Go to Patients → Profile Tab

  2. Tick Test account.

  3. Create a test account in the same way you would set up a Patient account

image-20240624-201924.png

To View Test Account Information

  1. Go to the Patients screen.

  2. Choose the Test tab.

image-20240624-202105.png

Setup Patient Profile

The Patient profile is where additional Patient information can be added to the Patient’s account. Most importantly the Patient’s PIN for signing into the SureAdhere app will be created in the profile. Daily reminders may be set up in the profile and Staff members may be added to be a part of the Patient’s treatment team. Other information that can be added includes treatment start and end dates.

image-20241106-165517.png
image-20241106-165615.png
image-20241106-165755.png

Create Patient PIN

  1. Scroll to the bottom of the Patient profile page.

  2. Click SEND/RESEND PIN.

  3. The PIN will display on the screen AND an SMS text message of the PIN will be sent to the phone number save to the profile.

  4. Note: A new PIN will be sent every time SEND/RESEND PIN is clicked on. The Patient will not be able to use prior PINs.

  5. If the PIN needs to be retrieved at a later time, a record of the PIN(s) can be found in the Notifications Tab in the Patient’s account.

Opt-In to Daily Reminders 

If reminders are opted-in, a daily reminder will be sent to the Patient as an SMS text message before their daily dose is due. The reminders will be turned on in the Patient profile, but the time of the reminders will be set up when creating the Patient’s regimen (see Regimen Reference Guide). 

  1. On the Patient’s Profile page, look to the Contact section. 

  2. If the Patient’s phone number has not already been entered, enter the Phone or Alternate Phone the daily reminders should be sent. 

  3. Next to the Virtual Care Preferences section select the Preferred Language of the Patient.

  4. Under Reminder Settings, toggle the Opt-In slide button.

  5. When finished, scroll down the page to click SAVE. 

  6. An opt-in message will be sent to the phone (or alternate phone). "Welcome to SureAdhere. Reply with '111' to confirm this number to receive Reminder SMS from us. Reply '777' to opt-out of SMS to this number."

  7. Patients will need to reply 111 to the message to receive reminders.

  8. Once the Patient has selected their opt-in choice, the status will be displayed in their account profile on the SureAdhere website profile page (Verified, Pending, Not Verified).

 

  1. image-20241106-170021.png

Additional Features

  • Secure SMS Messaging - allows secure messaging between patient and staff using the Client Management System and SMS text messages.

  • Virtual Visits - allows virtual visits between Staff using the Client Management System and the patients device using a browser.

See: Messaging

Other Patient Profile Fields

Background: The Background fields on the right side of the Patient profile page collect demographic information on the Patients. These fields are optional.

Account is Active: When the Patient has finished treatment, their account can be inactivated by unchecking the Account is Active box. This will then sort the Patient into the Inactive Patient list.

SA-ID: A SureAdhere ID (SA-ID) is automatically assigned to each Patient account and cannot be changed. This unique ID should be used to discuss the Patient confidentially while troubleshooting.

Treatment Team: To assign Staff members to a Patient’s profile, click the Patient Manager and Treatment Monitor boxes and select the Staff member’s name from the dropdown list.

Treatment Dates: Enter the appropriate treatment start and treatment end dates for the Patient.