Demo data only. No patient information.
itracHEALTH Enrollment Console

← Back to dashboard

ITH-000114

Demo Patient 15

Telephone
555-0115
Email
demo.patient15@example.com
Source
Home care agency
Lead captured by Sales
Oct 12, 2:49 PM

Home health agency

Agency
Demo Home Care Agency 3
Contact name
Demo Agency Contact 3
Contact telephone
555-0153
Contact email
contact@agency3.example.com

Tech Support

TS Demo B

Current step

17. eSSIST installed / active

Caregiver for 11 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: 555-0115

Sent Oct 15, 2:49 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 3, Demo Agency Contact 3

555-0153 · contact@agency3.example.com

  • Patient authentication sent status sent 10/15 2:49 AM
  • Patient authentication complete status sent 10/15 10:49 PM
  • Consent signed status sent 10/17 2:49 PM
  • Shipment notification sent status sent 10/22 2:49 PM
  • Installation complete status sent 10/24 6:49 AM
  • 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 13, 10:49 AM · 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 14, 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 15, 2:49 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 15, 10:49 PM · System

    ID review and access log

  5. 5. Consent sent

    Done
    Tech Support

    Tech Support sends the consent to the patient.

    Entry: Oct 16, 6:49 PM · TS Demo B

  6. 6. Consent signed

    Done
    Patient Recorded by system

    The patient signs the consent online.

    Entry: Oct 17, 2:49 PM · 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 18, 10:49 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 19, 6:49 AM · 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 20, 2:49 AM · 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 20, 10:49 PM · TS Demo B

  11. 11. eNURSE configuration record sent to manufacturing

    Done
    Tech Support

    Tech Support sends the eNURSE configuration record to manufacturing.

    Entry: Oct 21, 6:49 PM · TS Demo B

  12. 12. Shipment notification sent

    Done
    Tech Support

    Tech Support lets the patient know the eNURSE has shipped.

    Entry: Oct 22, 2:49 PM · TS Demo B

  13. 13. Schedule installation support call

    Done
    Tech Support

    Tech Support schedules the installation support call with the patient.

    Entry: Oct 23, 10:49 AM · TS Demo B

  14. 14. Installation complete

    Done
    Patient

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

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

  15. 15. Generate eSSIST token (if required)

    Done
    Back-end team Recorded by system Optional

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

    Entry: Oct 25, 2:49 AM · System

  16. 16. Generate itracINSITE token (if required)

    Not needed
    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.

    Entry: Oct 25, 10:49 PM · TS Demo B

  17. 17. eSSIST installed / active

    Waiting
    Caregiver Recorded by system Optional

    The caregiver installs eSSIST and it becomes active.

    Waiting since Oct 25, 10:49 PM (11 h ago)

    Recorded automatically in the real system.

  18. 18. itracINSITE installed / active

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

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

    Entry: Oct 12, 4:49 PM · TS Demo B

  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, 8:49 PM

    Doctor prefers paper reports for now, so itracINSITE is not needed.