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This document lists down the features of the Therapist Portal and instructions on how to access and process them.
User Roles and Permissions
The Therapist Portal can be accessed by therapist users and have the following user roles and permission.
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Permissions
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Details
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Manage Patient Users
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Create a patient user
Update existing Patient user's information
Deactivate/delete existing patient user
View list of patient users
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View Dashboards
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View the therapist dashboards
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Manage Exercises
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Create an exercise
Duplicate a global exercise
Update created exercise information
Delete created exercises
View list of exercises available in the system including self created exercises
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Manage Education Materials
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Create an education material
Duplicate a global education material
Update created education material information
Delete created education materials
View list of education materials available in the system including self created education materials
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Manage Questionnaires
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Create a questionnaire
Duplicate a global questionnaire
Update created questionnaire information
Delete created questionnaires
View list of questionnaires available in the system including self created questionnaires
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Manage Treatment Plan
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Create a treatment plan
Assign a treatment plan to a patient
Update treatment plan
View patient’s treatment plan history and treatment plan details
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Manage Treatment Plan Presets
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Create a treatment plan preset
Update a treatment plan preset
Delete a treatment plan preset
Assign treatment plan preset to a patient
View list of treatment plan presets
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Manage Appointments
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Create an appointment with patients
Update an appointment with patients
Delete an appointment with patients
Approve/reject appointment requests from patients
Approve/reject appointment cancellation requests from patients
View list of appointments
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Manage Chat
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Send chat messages to patients
Receive chat messages to patients
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Manage Voice/Video Calls
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Call patients
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Manage User Profile
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Update own user profile information
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Reset password
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Login
First Time Login
After the user receives the account creation notification email and clicks on the link provided in the email, it will launch a page that will ask the user to review and accept the Terms and Conditions and Privacy Policy of the app and then set their password.
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After successfully setting up your password, you will be redirected to the Dashboard.
Successive Login
After initial password setup, successive login will load the regular login page.
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User Profile and Settings
The user can edit their profile and personal settings by clicking on their names on in the top-right corner and clicking on User Profile.
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To save any updated information, click on the Savebutton or click on the Cancel button to cancel and go back to the previous page.
Dashboard
After a successful login into the Therapist Portal, the user will land on the Dashboard page. The dashboard displays different quick information about the system for the user.
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Collapsible Boxes - These boxes will display information as pie charts. The boxes can be clicked on top to show/hide the information
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Therapist Portal Dashboard
The Therapist Portal dashboard displays the following information:
Information Cards
Total number of Patients
Total number of Ongoing Treatment Plans
Collapsible Boxes
Total number of patients by gender - Pie Chart
Total number of patients by age (range per 10) - Pie Chart
Total number of the ongoing treatment plan by gender - Pie Chart
Total number of the ongoing treatment plan by age (range per 10) - Pie Chart
Patients Page
Clicking on the Patients menu will display a page that lists the patient's users managed by the therapist.
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Users can hide the other columns in the list by clicking on the Columns button.
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Creating Patient Accounts
The therapist can create new patient accounts by clicking on the + New Patient button to launch the Create New Patient pop-up.
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Click on the row of a treatment plan on the list to view the Treatment Plan Details page.
Creating a Treatment Plan
To create a Treatment Plan for a patient, click on the + Create Treatment Plan button on the Patient Treatment History page.
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To add another week click on the ⊕ after the Week 1 button.
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NOTE: The day will have an orange highlight if it lands on a Saturday or Sunday depending on the treatment plan start date. |
To add activities, click on the ⊕ buttons under the respective day columns to open the Select Activities to Add pop-up. The pop-up allows the therapist to select from Exercises, Education Materials, Questionnaires and Treatment Plan Presets and add them to the day.
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To add the selected activities, click on the Add to day button.
NOTE: When selecting to add a treatment plan preset all activities scheduled in the preset will automatically be added on the treatment plan being created without overwriting previously added activities. |
Revising Target Sets and Reps and Additional Information for the Exercise
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Therapists can also add some Additional Information to exercises added in the treatment plan.
NOTE: Revision on the sets and reps target value and text of the additional information field are specific to the exercise added in the treatment plan. If there are more of the same exercise added on different days, the revised values will only be applied to the exercise edited on the specific day. |
Editing an Existing Treatment Plan
The therapist can edit an existing treatment plan by clicking on the row of the plan in the Patient Treatment History page to open its Treatment Plan Details page. On the treatment plan details page, click on the Edit Treatment Plan button to open Edit Treatment Plan page. Follow the same instructions above on Creating a Treatment Plan to edit the treatment plan.
Monitoring a Patient’s Treatment Plan
Therapists can monitor the patient's progress on their treatment plan by opening the treatment plan details by clicking on the treatment plan in the patient’s treatment history list.
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The treatment details page have 4 tabs: Activities, Adherence, Questionnaires, and Goals Tracking
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Activities
The Activities tab displays all activities of the treatment plan. The user can toggle between weeks and also click on the activity cards to see their details.
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Adherence
The Adherence tab displays the patient's exercise pain level and sets and reps completion feedback.
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On the y-axis shows the satisfaction rating and the x-axis are the days/weeks that the rating was given.
Library Page
Clicking on the Library menu will display a page that lists the global library of different activities that a therapist can assign to their patients. There are four tabs that list the different activities that the therapist can view 1) Exercises, 2) Education Materials, 3) Questionnaires, and 4) Preset Treatments. The list will also include activities that were created by the logged-in therapist user.
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Exercises
Get the list of existing Exercises by clicking on the Exercises tab on the Library page. The exercises are displayed as cards that show the following:
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Double-clicking on the card will show all details of the exercise. It will display any additional information about the exercise. On the card details pop-up, the therapist can create a copy of the exercise. If the exercise is created by the therapist, it will have the button to edit the exercise.
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Creating an Exercise
To create a new exercise, click on the + New Content button while the active tab is Exercise, to open the Add New Exercise page.
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Select the Upload single exercise radio button
A MEDIA section to display the uploaded image/video to the exercise
An Upload Image button - Opens a file browser pop-up to select the image to upload. Users can select multiple images.
Showing language version - This displays the language of the exercise. If this is a new exercise, it will always show English by default to create the initial exercise in the default language.
Title - The title/name of the exercise
CATEGORIES section - composed of collapsible boxes, one box for each main category.
A category box will show a tree view of sub-categories that the user can select to categorize the exercise
Additional Information - Users can add more information fields by clicking on the + Add more field link. Each additional information will require the users to enter a Label and Value field.
Set default exercise sets and reps - The therapist can set default sets and reps of the exercise
Get pain level feedback - The therapist can check this to get the pain level feedback from the patient
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NOTE: Therapist can also create a duplicate of a global exercise by clicking on the copy button in the detail pop up. When you click on the copy button of the exercise, it will open the create edit exercise form to customize the exercise details. |
Search and Filter
Users can filter the exercise list by entering a search text, selecting a matching language, and/or selecting matching categories in the Search and Filter sidebar. The list will automatically update as soon as the user enters or selects information from the sidebar.
Education Materials
Get the list of existing Education Materials by clicking on the Education Materials tab on the Library page.
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Users can view the details of the education material by clicking on the card that will display a pop-up containing the details. The user can quickly preview and download the attachments in the pop-up.
Creating Education Materials
To create a new education material, click on the + New Content button while the active tab is Education Materials, to open the Add New Education Material page.
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Showing language version - This displays the language of the education material. If this is a new education material, it will always show English by default to create the initial education material in the default language.
Title - The title/name of the educational material
Upload file - Upload the document/file that will be attached to the educational material content.
The attachment can be a PDF, image, or video file.
CATEGORIES section - composed of collapsible boxes, one box for each main category.
A category box will show a tree view of sub-categories that the user can select to categorize the exercise
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NOTE: When creating translated versions of education materials, the user also needs to upload a translated version of the attachment. |
Search and Filter
Users can filter the education material list by entering a search text, selecting a matching language, and/or selecting matching categories in the Search and Filter sidebar. The list will automatically update as soon as the user enters or selects information from the sidebar.
Questionnaires
Get the list of existing Questionnaires by clicking on the Questionnaires tab on the Library page.
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Users can view the details of the questionnaire by clicking on the card that will display a pop-up containing the details. Each question in the questionnaire is in its own collapsible box.
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Creating Questionnaires
To create a new questionnaire, click on the + New Questionnaire button while the active tab is Questionnaires, to open the Add New Questionnaire page.
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Title - The title/name of the questionnaire
Showing language version - This displays the language of the questionnaire. If this is a new questionnaire, it will always show English by default to create the initial questionnaire in the default language.
Description - A short description of the questionnaire. Users can also add general instructions of the questionnaire in this field.
CATEGORIES section - composed of collapsible boxes, one box for each main category.
A category box will show a tree view of sub-categories that the user can select to categorize the exercise
QUESTIONS section - composed of collapsible boxes, one box for each question
A questionnaire has at least one question
Another question box by clicking on the ⊕ New Question link.
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Question Box
Users enter the details of a question on the collapsible question box. The box has the following information:
Enter title - The question text
Upload image - Users can upload an image that can supplement the question
Question type - A dropdown selection of either of the following:
Checkboxes - Users can select multiple answers from the options presented
Multiple choice - Users can select one answer from the options presented
Open-ended free text - Users can enter a text based answer to the question
Open-ended numbers only - Users can enter a numeric answer to the question
NOTE: Questions that are either Checkboxes or Multiple choice types will require the user to enter options of possible choices. |
Search and Filter
Users can filter the questionnaire list by entering a search text, selecting a matching language, and/or selecting matching categories in the Search and Filter sidebar. The list will automatically update as soon as the user enters or selects information from the sidebar.
Preset Treatments
Users can create treatment plan preset templates that can be reused and assigned to multiple patients. Preset templates can also be used to supplement new or existing treatment plans.
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To edit the Preset Treatment follow the same instructions on creating a treatment plan.
Search and Filter
Users can filter the preset treatment list by entering a search text on the search bar and/or filter search fields. They can view the filter search fields by clicking on the Filter button.
Appointments Page
Clicking on the Appointments menu will display a page that shows a calendar and a list of appointments of the therapist. Users can list their appointments by clicking on the date in the calendar. The list of appointments will be displayed on the right-side panel.
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Users can navigate to past and future appointments by clicking the left and right arrow buttons on top of the calendar. They can also quickly go back to the current date by clicking the Today button.
NOTE: Users can clear the selected date by clicking on the current selection. |
Adding Appointments
The user can add new appointments by clicking on the Add Appointment button to open the Add Appointment pop-up.
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Patient - A dropdown selection of the user’s patients
Date - The user can select the date of the appointment
From/To - Start and end time of the appointment. The time can be increased/decreased in 15 minutes increments
Note - A text field to enter additional notes for the appointment
NOTE: Existing appointments can be edited and deleted by clicking the edit or delete icon on the appointment list panel. |
Appointments Requested by Patients
Patients can request appointments to their therapist using their mobile app. These requested appointments will be added to the appointment list and the therapist can accept or decline the appointment as they see fit.
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Unaccepted or declined appointments will be displayed as:
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Chats and Calls Page
Clicking on the Chat/Call menu will display a page that shows a chat and call page. The page displays a patient contact list on the left panel and the message history panel on the right,
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Patients that are currently online will have a green icon on the contact list and the total number of online patients will be displayed next to the “Chat” label on top of the contact list.
Starting a Chat Conversation
To start a chat conversation, select the patient you want to message from the contact list and enter your message in the message box at the bottom of the message panel. To send the message, you can press Enter.
Users can also send photo and/or video attachments to their messages by clicking on the Attach file button and choosing the file you want to attach, The attachment can be seen in the message history panel and can be clicked to expand the view and also allow the option to download the attachment,
Starting an Audio/Video Call Conversation
To start an audio call, select the patient you want to call from the contact list and click the phone icon on the top of the message history panel. If you want to have a video call, click on the video icon instead. This will launch the audio/video call screen and you will need to wait for the other party to answer the call.
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