Instructions
1. Log in to CareSimple.
2. Click on the Invite tab on the left side of the portal.
3. Select the Care Group you want to add your patient to and press Next to confirm.
4. Select which program you want to add your patient to between CCM, RTM or RPM. Click on Next to confirm.
Important: You cannot assign RTM and RPM to the same patient. The Next button will be blocked until you select only one of those. You can select CCM with either RTM or RPM. For more information about the currently supported Care Programs, please refer to this article.
5. Fill in the patient information. When done, press Next.
A patient's username must be unique. It can also be an E-mail address that would be mainly used to communicate with the patient. The "E-mail" field can be filled with a shared E-mail (ex. Family E-mail) and will be used to send password reset links and/or application invites.
6. Select a Care Plan template among the ones available. Click on Next when it is done.
7. If a monitoring program is selected, the device ordering window will open (can be skipped).
8. If a device is selected for the order, fill in the shipping information.
9. Confirm what you typed by reviewing the summary of all information asked. If you notice a mistake, you can always click on Previous located at the bottom of the screen to correct it. Otherwise, click on Confirm.
10. That's it! Your invitation is being sent to your patient's mailbox. Add a new patient if necessary or go back to the clinical portal using one of the two buttons down below.
