Invitations

The Invitations page is where clinicians invite new patients and manage patients who have been invited but have not yet started treatment.

What you can do on this page

• Send a new patient invitation
• Review active invitations
• See when an invitation was sent
• See the last reminder date
• Review reminder count
• Re-send an invitation
• Filter active invitations

How it works

The page has two main sections. The left side shows active invitations. The right side contains the invitation form used to invite a new patient.

Step by step

1. Open Invitations from the left navigation.
2. Review the Active invitations list to see which patients have not started treatment.
3. Use the Show filter to change which invitations appear.
4. To invite a patient, complete the form on the right.
5. Enter the patient’s first name and last name.
6. Select gender.
7. Add email and phone number.
8. Select the treatment area.
9. Choose the treatment type.
10. Select Invite patient.
11. To remind a patient, use the re-send action in the active invitations table.

Tips

• Double-check the phone number before sending an SMS-based invitation.
• Review reminder count to avoid over-contacting the same patient.
• Use the active invitations list regularly to follow up on patients who have not enrolled.

Notes

Treatment types shown in the current interface include RTM and HEP.