Adding a Patient

Scenario

Care Coordinator

Carrie Corden

Patient

Patrick "Pat" Goodheart

Power of Attorney

Tori Powers

Carrie Corden is a care coordinator for a facility with patients with a caregiver account. Her job is to sign up Patrick “Pat” Goodheart. Pat’s account will be managed by Tori Powers, his daughter and Power of Attorney. 

Add a patient flow

Ways to arrive

There are many ways to add a patient on the PocketRN platform:

• On the My Stuff page, select Patients and Add a Patient. 
• On the Home page, select Schedule an Appointment and Add a Patient.
• On the Meetings page, select Schedule a meeting and Add a Patient.

Step-by-step

For this scenario, we’ll be considering the flow from Carrie’s, a care coordinator’s, perspective.  You’ll want to consider your situation and adjust accordingly.  The app will guide you through the process.

1. Select an owner. When considering who should be the owner, consider who is going to be responsible for confirming the patient’s personal details, contact information, and helping to sign the consents.  An owner will not need to create an account on PocketRN, but they will be invited to do so.  As the person creating the patient, you will also have full access to the patient’s account, so consider if anyone else, such as a holder of Power of Attorney, would be essential for establishing this patient.  In this case, we’ll select A Caregiver, Loved One, or Power of Attorney because Pat has a Power of Attorney.
2. Follow the steps to add the contact information of the account owner and the personal information of the patient.  We will send them an invitation to confirm this information and to optionally create an account on PocketRN.  This invitation will also explain the services PocketRN offers, but we recommend you introduce PocketRN to them ahead of time as well.
3. Follow the steps to pass the device to the patient or Power of Attorney if they are present, or to send the consents as a link in an email or text message to be signed later.

We highly recommend scheduling the first meeting as part of this flow if possible. Visits with our nurses are more successful when the patient onboarding timeline is as short as possible. Try to find as early of a time as conveniently possible for the patient. If needed, you can schedule an appointment for this patient later from your app home screen, or you can send a scheduling link out to the patient or a loved one to find an appropriate time. For more tips on scheduling meetings on PocketRN, see: Support Article - Scheduling a Meeting.