Docs / Patient Onboarding / How to invite a patient for RTM or HEP

How to invite a patient for RTM or HEP

Use the Invitations page to invite a new patient into Joint Academy. During the invitation workflow, you can select the treatment type that fits the patient’s program.

When to use this

Use this workflow when:

  • you are adding a new patient to the platform
  • a patient is ready to begin treatment
  • you need to re-engage a patient through a new onboarding flow

What you can do in this workflow

  • send a new invitation
  • choose treatment area
  • select RTM or HEP
  • review active invitations
  • resend an invitation if needed

How it works

The Invitations page has two sections:

  • Active invitations on the left
  • Invite patient form on the right

After you send an invitation, the patient appears in the active invitations list until they begin treatment.

Step by step

  1. Open Invitations from the left navigation.
  2. In the Invite patient panel, enter the patient’s first and last name.
  3. Select the patient’s gender.
  4. Enter the patient’s email address.
  5. Enter the patient’s phone number.
  6. Select the appropriate Treatment Area.
  7. Under Treatment Type, choose either RTM or HEP.
  8. Review the information for accuracy.
  9. Select Invite patient.
  10. Check the Active invitations table to confirm the patient appears in the list.

RTM vs HEP

Use the treatment type that matches the intended care workflow:

  • RTM is typically used when the patient will be managed within a remote therapeutic monitoring workflow.
  • HEP is typically used when the patient will receive a home exercise program without the same RTM-specific workflow.

Tips

  • Double-check the phone number and email before sending the invitation.
  • Make sure the treatment area is correct, since it will affect the patient’s setup.
  • Review active invitations regularly and resend when appropriate.

Common questions or notes

Where can I see whether the patient has started treatment?
Use the Active invitations list. This page is designed to show invited patients who have not yet started treatment.Can I resend an invitation?
Yes. Use the resend action in the active invitations table.