In this article we provide an overview of the steps to quickly onboard clinicians and provide access to your hospital's version of Med App. You can do this one at a time or in bulk, manage user expiry date, set their role and add them to cohorts.
How to invite clinicians to Med App
Quickly invite new clinicians or admins to your account. This can be done in bulk or one at a time.
Open Med App > Users and click 'invite new users'
For bulk invitations:
Download the CSV template & populate with details (Name, Email, Mobile number) & save as CSV file type.
Drag the CSV file back into the invite new users page (Grey box).
For inviting people one at a time:
Add in name, email, mobile to the 'Invitee Details'
Click '+ Add Another' and continue the process
Assign Role, Expiry Date and Cohort
Before inviting new users it's highly recommended to setup your hospital onboarding template & link to core material about your hospital or department for a better experience, tracking completion and complaince.
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
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
Clinicians can request access to your hospital by downloading Med App, finding your hospitals account and sending a request. In this case you will have to approve this request before they can see local information and receive some forms of communication.
How to manage requests for access?
It's important to respond quickly to requests for access to your hospital. This ensures no delays to onboarding, frustration and access to critical hospital information for patient care.
Open 'Action Items' to view requests.
Clicking 'approve access or 'deny' (Note you will be taken to another screen before this action happens).
Send a message and set access expiry date
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 on the dashboard by clicking the QR code icon
2. Copy your hospital's unique QR code onto a poster or print it. For a poster template and a more in-depth guide Read more.
4. When clinicians scan a QR code, Admins will then need to approve users from the action items feature of the dashboard. Users can be approved for full access or have it expire. Read more about managing user requests.
