Demo data only. No patient information.
itracHEALTH Enrollment Console

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ITH-000111

Demo Patient 12

Telephone
555-0112
Email
demo.patient12@example.com
Source
Home care agency
Lead captured by Sales
Oct 16, 6:49 PM

Home health agency

Agency
Demo Home Care Agency 1
Contact name
Demo Agency Contact 1
Contact telephone
555-0151
Contact email
contact@agency1.example.com

Tech Support

TS Demo B

Current step

11. eNURSE configuration record sent to manufacturing

Tech Support for 2 days

Over 48 h

Patients answer texts, not calls.

Even when a caregiver or home health agency is helping, the authentication link always goes to the patient.

Patient: authentication link

Sent only to the patient’s own phone by text: 555-0112

Sent Oct 19, 12:49 AM at step 3. Demo: nothing was sent.

The patient also gets the enrollment link and token. They are never sent to anyone else.

Caregiver or agency: status notifications only

Demo Home Care Agency 1, Demo Agency Contact 1

555-0151 · contact@agency1.example.com

  • Patient authentication sent status sent 10/19 12:49 AM
  • Patient authentication complete status sent 10/19 6:49 PM
  • Consent signed status sent 10/21 6:49 AM
  • Shipment notification sent not yet
  • Installation complete not yet
  • Case closed not yet

Never the authentication link, the token, the ID photos or the patient’s answers. Demo: nothing is sent.

Steps

Colour = who does it: itracHEALTH personnel Patient Other party (caregiver, doctor, agency)
Shape = status: Done Waiting Failed Not needed Not started

  1. 1. itracHEALTH Tech Support resource assignment

    Done
    Sales Mgmt

    Sales management assigns a Tech Support person to the new lead. The unique patient ID is assigned at this moment.

    Assigned to TS Demo B.

    Entry: Oct 17, 12:49 PM · Demo Sales Manager

  2. 2. Patient contact info verified

    Done
    Tech Support

    Tech Support confirms the name, email and telephone captured by Sales.

    Entry: Oct 18, 6:49 AM · TS Demo B

  3. 3. Patient authentication sent

    Done
    Tech Support

    Tech Support sends the identity check (Persona) link to the patient. The link always goes to the patient's own phone, even when a caregiver or home health agency is helping; they get status notifications only.

    Entry: Oct 19, 12:49 AM · TS Demo B

  4. 4. Patient authentication complete

    Done
    Patient Recorded by system

    The patient completes the Persona identity check. Persona returns Passed, Failed or Needs review with a reference number; the photos stay with Persona. Failed raises an alert. Fallback: manual review by Tech Support.

    Result: Passed

    Entry: Oct 19, 6:49 PM · System

    ID review and access log

  5. 5. Consent sent

    Done
    Tech Support

    Tech Support sends the consent to the patient.

    Entry: Oct 20, 12:49 PM · TS Demo B

  6. 6. Consent signed

    Done
    Patient Recorded by system

    The patient signs the consent online.

    Entry: Oct 21, 6:49 AM · System

  7. 7. Enrollment link and token sent

    Done
    Back-end team Recorded by system

    The back end sends the patient a personal enrollment link and token.

    Entry: Oct 22, 12:49 AM · System

  8. 8. Enrollment inputs 1, 2, 3 and 5 received

    Done
    Patient Recorded by system

    The patient completes enrollment inputs 1, 2, 3 and 5 in the enrollment portal. Tech Support can correct or complete them for the patient on the Edit inputs page; every change is logged.

    Entry: Oct 22, 6:49 PM · System

    View or edit inputs 1, 2, 3 and 5

  9. 9. Verify patient's inputs / complete input 4

    Done
    Tech Support

    Tech Support checks the patient's inputs and completes input 4.

    Entry: Oct 23, 12:49 PM · TS Demo B

    View or edit inputs 1, 2, 3 and 5

  10. 10. QA (enrollment info verification)

    Done
    Tech Support

    Tech Support verifies all enrollment information before manufacturing.

    Entry: Oct 24, 6:49 AM · TS Demo B

  11. 11. eNURSE configuration record sent to manufacturing

    Waiting
    Tech Support

    Tech Support sends the eNURSE configuration record to manufacturing.

    Waiting since Oct 24, 6:49 AM (2 days ago)

  12. 12. Shipment notification sent

    Not started
    Tech Support

    Tech Support lets the patient know the eNURSE has shipped.

  13. 13. Schedule installation support call

    Not started
    Tech Support

    Tech Support schedules the installation support call with the patient.

  14. 14. Installation complete

    Not started
    Patient

    The patient finishes installing the eNURSE, with Tech Support on the call.

  15. 15. Generate eSSIST token (if required)

    Not started
    Back-end team Recorded by system Optional

    The back end generates the eSSIST token for the caregiver. Not needed if there is no caregiver.

  16. 16. Generate itracINSITE token (if required)

    Not started
    Back-end team Recorded by system Optional

    The back end generates the itracINSITE token for the doctor or agency. Not needed is common at first.

  17. 17. eSSIST installed / active

    Not started
    Caregiver Recorded by system Optional

    The caregiver installs eSSIST and it becomes active.

  18. 18. itracINSITE installed / active

    Not started
    Doctor (PCP) or HHA Recorded by system Optional

    The doctor (PCP) or home health agency (HHA) installs itracINSITE and it becomes active.

  19. 19. Final QC

    Not started
    Tech Support

    Tech Support does a final quality check of the whole case.

  20. 20. Case closed

    Not started
    Tech Support

    Enrollment is finished. The case leaves the open list.

Notes

Process notes only. Do not write health information here.

  • TS Demo B · Oct 25, 12:49 PM

    Waiting on manufacturing slot confirmation.