Inviting clinicians in bulk
Quickly invite new clinicians or admins to your account. This can be done in bulk or one at a time. The video below gives you a quick overview of the process.
Before inviting new users it's highly recommended to setup your hospital onboarding template
From the Users page click 'invite new users'. Then enter in the details of the people you want to invite (all sections are required).
You can also select an access expiry date if you want.
Click invite to send out the invitations.
Send reminders when clinicians haven't accepted
Send a reminder SMS that their invite is still outstanding from the 'invited' tab of the user list.
Go to the 'invited' tab when on the users page
Select the checkboxes next to the people you want to send reminders to
Click 'send reminders' in the bottom right.
Alternatively send it to an individual by pressing resend invitation next to their name
Users requesting access
People can also find your hospital account via the locations list in the app and write a 'request'. see below
Approve / Deny clinicians access quickly
Under 'Action Items' manage requests by clicking 'approve access or 'deny' next to the user name. Who you approve or deny is up to you and the preference of your hospital.
Before finalising you'll be prompted to send a message and set access expiry date
What Happens when I invite someone?
When you invite a new user (who doesn't have the app) they will get a SMS with a unique invitation link.
Clicking the link will take them to the app download page
Once the app is opened, the user will be validated and their credentials setup
Give Temporary Access, with a QR Code!
Temporary access means users can scan a unique QR code for you site, get access for a set period of time.
Find your site's unique QR code (and associated URL) directly on the dashboard
Users can be approved for full access or have it expire.
🔥 If you want some special posters to put them on, ask your Hospital Success Manager for some engaging designs.
