Open Connect
Where you are: The patient workspace shows the status Not connected.
What to do: Select Connect for the intended patient.
Complete when: The Connect panel opens for the patient.
Workforce guide
Invite a patient
Create a personal QR code and link for the patient. The patient must sign in and approve the connection before anything is shared.
Create the invitation
Where you are: The Connect panel shows that the patient is not connected.
What to do: Select Create QR and link.
Complete when: A personal QR code and link become available to share with the patient.
Check the waiting status
Where you are: The patient workspace is shown after the invitation has been created.
What to do: Check that Connect shows Waiting for patient.
Complete when: The invitation waits until the patient approves the connection.