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How Do I?

Add a new Staff User#

  • Find Staff on main menu
  • Click Staff to open
  • Look for Add Staff button on left-hand side of screen
  • Click to add a Staff
    1. Fill in Staff data
    2. Add user Permissions - Apply
    3. Add
    4. Back
    5. Assign Users to Staff if applicable. On the left side of the screen underneath Add a Staff next to Related click Assign users

Add a new Patient User#

  • Find User on main menu
  • Click User to open
  • Look for Add User button on left-hand side of screen
  • Click to add a New User
    1. Fill in patient data
    2. Add an Emergency Contact
    3. Add User Permissions - APPLY
    4. Click Update to save
    5. Click Back to return to User Menu
    6. Assign Users to Staff if applicable. On the left side of the screen underneath Add a User next to Related click Assign User to Staff

Create a Patient care plan#

Create/Edit Activities#

  1. Pick the Activity Type you'd like to create/edit:
    1. Health in Motion Exercise Routine
      • Click the green Create New Routine button
      • Enter the text for a Routine Name
      • Drag an Available Exercise activity to the Selected Exercises box on the right
      • Note the options to adjust Reps, Hold Time, Resistance Band, Support Device (based on activity)
      • Copy | Delete Exercise sub-menu underneath Selected Exercises will duplicate of delete exercise accordingly
      • Repeat until the routine has all the required activities
      • Pro Tip: using the optional Breaks And Transitions can help create a better exercise experience for the patient user
      • Save or Save and Finish when you have added all the exercises and adjustments to the routine
      • Be sure to review exisiting routines to avoid creating duplicates
    2. Health in Motion Vestibular Routine
      • Click the green Create New Vestibular Routine button
      • Enter the text for a Routine Name
      • Drag an Available Exercise activity to the Selected Exercises box on the right
      • Note the options to adjust activity (based on activity)
      • Copy | Delete Exercise sub-menu underneath Selected Exercises will duplicate of delete exercise accordingly
      • Repeat until the routine has all the required activities
      • Save or Save and Finish when you have added all the exercises and adjustments to the routine
      • Be sure to review exisiting routines to avoid creating duplicates
    3. Health in Motion Action Plan
      • Click the green Create New Action Plan
      • Under What type of action plan would you like to create?
        • Select:
          • Asthma
            • Enter the text for Action Plan Name
            • Under Color Day - Green - Actions to Assign
              • Click on Add Action
              • Enter the text for your new action below
              • Click done
            • Repeat for Yellow and Red Color Days
          • COPD
            • Enter the text for Action Plan Name
            • For each Symptom, and Feeling, enter text for each action. Consider sliding action from the Actions Library when appropriate.
            • Press Save or Save and Finish when all of the conditions have actions.

Create Activity Schedules#

  1. Click the Green Create button
  2. Select the type of activity you wish to schedule
    • Action Plan
      • Select the Action Plan you would like this Daily Task Schedule to include
      • Choose how often should these Action Plans be assigned? Consider - Every Day/Daily for best results
      • Please enter a name for this Action Plan Daily Task Schedule. Consider - a descriptive name like Daily Asthma Action Plan as you will refence this name when Assigning Activities in the next scheduling step.
    • Test
      • Select the Tests you would like this Daily Task Schedule to include (you may select multiple)
      • Select how often should these Tests be assigned?
      • Please enter a name for this Test Daily Task Schedule. This is the name you will reference when assigning activities to your patient.
    • Exercise Routine
      • Select the Exercise Routines you would like this Daily Task Schedule to include
      • Choose how often should these Exercise Routines be assigned?
      • Please enter a name for this Exercise Routine Daily Task Schedule. This is the name you will reference when assigning activities to your patient.
    • Lesson
      • Select the Lessons you would like this Daily Task Schedule to include
      • Choose how often should these Lessons be assigned?
      • Please enter a name for this Lesson Daily Task Schedule. This is the name you will reference when assigning activities to your patient.

Assign Activities#

  1. Select the activity to schedule in Activity Schedules
  2. Check Assign to the left of the User you wish to assign activity
  3. Click the green Assign to Selected user to assign

Updated 10/08/2024