Inviting Patients to Engage

Overview
This guide provides step-by-step instructions on how to invite patients to engage with MediRecords. It covers prerequisites, the invitation process, troubleshooting, and helpful hints and recommendations to ensure a smooth experience for both users and patients.

---

Table of Contents

1. Prerequisites

   • Ensure all required setup steps are completed first.

2. Helpful Hints and Recommendations
   • Tips to optimise your workflow and avoid common issues.
      
3. How to send an Invitation for the Patient to Join Engage
   • Invite patients to access their health info via Engage
4. Understanding Invitation States
   • Learn what each status means in the invitation process
5. Troubleshooting

   • Resolve common issues with patient invitations

6. Frequently Asked Questions
   • Find quick answers to common Engage queries.

---

ℹ️ Prerequisites

User Requirements

• Users must have appropriate permissions to access the Clinical tab in the patient's record.
• Ensure that the patient has a valid email address and mobile number recorded in MediRecords.

System Requirements

• Access to MediRecords with an active user account.
• A stable internet connection.

---

ℹ️ Helpful Hints and Recommendations

• Verify Patient Record is completed with all required fields:
  • Title, Address, Gender, Email, Mobile
• Ensure that the patient contact details are accurate before sending the invitation.
• Inform the patients in advance that they will receive an invitation to Engage.
• Encourage patients to check their spam or junk folder if they do not receive the invitation.

---

🎓 How to send an Invitation for the Patient to Join Engage

 

---

---

---

ℹ️ What Happens Next?

After you send the invitation:

1. The patient receives an email with the instructions to create their Engage account.
2. The patient must use the exact email, mobile and DOB recorded in their patient record to join Engage.
3. Once the patient creates their account, the Engage invitation button will update to the "Joined Engage" state.
4. No further action is required from the user unless the patient needs assistance.
   

---

 

ℹ️ Understanding Invitation States

State	Visual Indicator	Meaning	Image
Engage Invite	Standard button	Patient has not been invited to Engage
Engage Pending	Yellow clock icon	Invitation sent but patient has not created an account
Engage Joined	Green chain/link icon	Patient has successfully created an Engage account

 

 

---

 

ℹ️ Troubleshooting

Issue	Possible Cause	Solution
Error message about mandatory fields	Incomplete patient record	Complete all required fields in the patient's demographics section.
Cannot click Engage Invitation button	Patient record was created via Walk-in or New Appointment method	Update patient record with all required fields.
Patient reports not receiving invitation	Incorrect email address or email went to spam	Verify email address, resend invitation, and advise patient to check spam folder.

 

 

---

 

ℹ️ Frequently Asked Questions

Q: Can I invite multiple patients at once?
A: No. Each patient must be invited individually.

Q: Can I resend an invitation if the patient didn't receive it?
A: Yes. Simply click the Engage invitation button again on a patient with "Engage Pending" status.

Q: What if the patient's email address has changes?
A: Update the email address in their patient record, then send a new invitation.

Q: Is there a time limit for patients to accept the invitation?
A: Invitations will expire after 7 days if a new invitation is issued to the same address

 

 

---

 

We value your feedback! If you have suggestions for improving this guide, please contact our support team.