How do I get started as a new user?
1. Account Setup – Your admin will create your account.
2. Email Invitation – You’ll receive an email with a one-time password (OTP).
3. First Sign-In – Use the OTP to sign in and create a permanent password.
4. Enable MFA – Set up multi-factor authentication (MFA) for added security.
5. You’re All Set! – Start using the platform.
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You can add a new MDT/Team Member from the MDT/Team Members page by clicking "+ Add Member" and filling out the required information. An MDT/Team Member must be a user in the system. If you cannot find the name of the User you want to create as a ...
How do I add a new client
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I just finalized my questionnaire but need to modify it. But it’s no longer editable. What should I do?
To ensure a consistent end-user experience, finalized questionnaires cannot be modified. To make changes, you can duplicate the existing questionnaire, modify the copy, and then finalize and publish the new version
How do I add an MDT/Team Member to a site?
You can add a new MDT/Team Member from the MDT/Team Members page by clicking "+ Add Member" and filling out the required information. An MDT/Team Member must be a user in the system. If you cannot find the name of the User you want to create as a ...
What are Caseloads?
Caseloads display a list of individual encounters that require follow-up, where the provider is the currently signed-in user. These encounters represent the latest encounter in their respective episodes of care, meaning each belongs to a different ...