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SimpLECare support: How to onboard a patient

Here’s a step-by-step guide on how to add new patients to the SimpLECare service:

1. There are different ways to enter the onboarding website:

2. When in the onboarding platform:

  1. Click ‘New patient’

2. Fill in the details of the patient and click ‘Save’

3. Click on ‘SimpLECare onboarding by HCP’ in the green box and then click ‘Save’.

4. The button will change to ‘Next’. Click ‘Next’ to view the onboarding email that will be sent to the patient.
5. Click ‘Send selected emails’

The patient will receive an onboarding email where they can register and give consent.

5. If the patient agreed to give consent via the HCP, the HCP can check the boxes of the consent file under ‘consent overview’. This can only be done with permission of the patient.

Updated on December 6, 2024

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