Sub-Admin Assistance

Create a Patient Account

Institutional staff now have the ability to create patient accounts in JoinCareTeam. Institutional staff consists of the site Admin, Sub Admins, and Providers. Creating a patient account requires a minimal set of data: name, DOB, mobile phone number, and email. All the patient needs to do is confirm their account and sign-in. ------------------------- HOW TO CREATE A PATIENT ACCOUNT 1. Navigate to the Create Patient tab at the bottom of the left-hand-side toolbar 2. Fill out the patient's i...

Invite Patients to Register

Inviting patients to JoinCareTeam will require the patient to register and create their own account. To create an account for the patient, use the Create Patient feature instead. Inviting a patient to JoinCareTeam will allow the patient to create their own account in order to engage in video consultations. Inviting patients may be done by the Admin and Sub Admins given access in the portal. There is no limit to the number of patients a portal can have. ------------------------- HOW TO INV...

Book a Normal Appointment

A Normal Appointment is a scheduled appointment made for a time or day in the future. ------------------------- HOW TO BOOK A NORMAL APPOINTMENT 1. Navigate to the Book Appointment tab on the left Vertical Toolbar 2. Search for the patient and once found, click Select - the box should now be green and say Selected 3. Select the Provider the patient is to see from the drop down list 4. Click Create Appointment under the Provider’s profile picture 5. JoinCareTeam’s scheduler default is ...

Book a Quick Appointment

A Quick Appointment is an on-demand appointment that either the Patient or Provider has requested. This feature is used when the appointment is to happen right away. ------------------------- HOW TO BOOK A QUICK APPOINTMENT 1. Navigate to the Book Appointment tab on the left Vertical Toolbar 2. Search for the patient and once found, click Select - the box should now be green and say Selected 3. Select the Provider the patient is to see from the drop down list 4. Click Create Appointment...

View Provider Calendar

The Calendar is an easy tool to quickly view a Provider’s schedule. The Calendar can be viewed by month, week and day. Once a provider is selected from the drop-down list, JoinCareTeam will inform you of how many appointments are scheduled each day and the status of those appointments for that specific provider. ------------------------- Appointment Status: - Green Circle = Confirmed Appointment - Yellow Circle = Pending Appointment (the appointment still needs to be accepted by ...