Once you've Created a Plan, it's easy to assign it to your members.
Find the Patients tab on the navigation menu on the left side of the screen. You will be directed to the list of participants. If a participant has not been assigned to a plan, you will see red text next to their name that says "No Plan Assigned". Click on the participant's name to begin setting them up.
Once you are in a participant's profile, click on the Care Plan tab. Then, select the Assign Plan button towards the right side of your screen.
Fill the Group Plan field with the appropriate plan from the drop-down menu. (Optional) Enter a start date. Once you have finished, click the blue Assign Plan button.
Once you have assigned a participant to a plan, you will need to invite the user.
There are two ways to do this: the Send Invite method or Generate Secret Key method.
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