Inviting Members

There are a two places in the app where you can invite new members. Both will generate the same invitation to your clients, which includes 3 unique messages:

  • Initial Invitation - this is sent immediately upon submission. 
  • Invitation Reminder - sent 5 days after initial invitation if the person has not joined the app.
  • Final Reminder - sent 7 days after first reminder if the person still has not joined the app.

Dashboard Block

This option is the fastest way to send an invitation to clients, but it does not include all the optional fields available. If you are inviting another staff member who needs admin access, or you want to include extra data on a client's profile, we recommend using the Full Invitation Form (instructions below). 

To invite via the Dashboard Block:

  • Navigate to Menu > Dashboard, then locate the block titled Invite a member. 
  • Enter the person's email address and/or mobile phone number. You must fill in at least one. 
  • Use the Team drop down to select the appropriate team for that person. Occasionally someone may need to be a member of two teams. If so, you can check membership to multiple teams. 
  • Tap Send

Full Invitation Form

To invite via the full invitation form:

  • Navigate to Menu > Invite a Member.
  • Enter the person's email address and/or mobile phone number. You must fill in at least one. 
  • Enter an External ID if you wish to associate this person with an electronic medical record ID.
  • Use the Team drop down to select the appropriate team for that person. Occasionally someone may need to be a member of two teams. If so, you can check membership to multiple teams. 
  • Use the Role drop down to select the appropriate role for that person. Your clients should have the 'member' role, but facility staff may need extra administrative permissions. This role chart can help you determine the appropriate role for staff.
  • Enter the dates the person began and/or left treatment
    Note: These dates can be used to automatically assign Care Journeys, Surveys and Assessments to your members. 

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