How to schedule a monitoring session

This guide explains how to schedule a monitoring session in the Care Portal after a patient has already been created.

Prerequisites

Before scheduling a monitoring session, make sure that:

1. You have access to the Care Portal
2. The patient has already been added to the system

Step 1: Open the Patient Profile

Log in to the Care Portal and navigate to the patients list.

Step 2: Start a New Monitoring Session

Select or hover over the three dots located at the far right of the patient’s row, then click Request monitoring session.

Step 3: Configure the Monitoring Details

1. Choose the Session type.
2. Write the name of the treating clinician for the patient.
3. Choose whether you want to receive an email notification when the report is ready to be previewed and generated:
   • Yes: You will receive an email when the report is ready.
   • No: No email notification will be sent.
4. Click Next.

Step 4: Add Medication Reminders

You can optionally add a medication plan before starting the session.

1. Enter the medication plan in the available field, if applicable.
2. Choose one of the following options:
   • Add reminders manually
   • Generate schedule

For each medication:

1. Enter the medication name.
2. Optionally enter the strength.
3. Set the reminder time using the Hours and Minutes fields.
4. To add additional reminder times, click Add another time and repeat the process.
5. Optionally add a comment, such as dosage instructions or other notes.
6. Select whether the medication is the default medication.
   • The default medication is the medication whose intake times are displayed in the report.
   • Only one medication can be designated as the default medication.
7. Select whether to enable in-app reminders.
   • In-app reminders are always enabled for the default medication and cannot be disabled.
   • When enabled, the patient receives push notifications at each scheduled intake time.
   • When disabled, notifications are not sent, but medication intake windows remain available for manual logging.
8. Repeat these steps for any additional medications.
9. Click Next.

Step 5: Review and Submit

1. Review all session and medication information.
2. Confirm that the details are correct.
3. Click Request monitoring.

The monitoring session will be created using the selected settings.

Step 6: Next Steps

After scheduling the monitoring session, you can proceed with assigning a wearable to the patient.