Demo Patient 17

Steps

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 A.

   Entry: Oct 10, 11:19 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 11, 5:49 AM · TS Demo A

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 12, 12:19 AM · TS Demo A

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 12, 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 13, 1:19 PM · TS Demo A

6. ✓

   6. Consent signed

   ✓ Done

   Patient Recorded by system

   The patient signs the consent online.

   Entry: Oct 14, 7:49 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 15, 2:19 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 15, 8:49 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 16, 3:19 PM · TS Demo A

   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 17, 9:49 AM · TS Demo A

11. ✓

    11. eNURSE configuration record sent to manufacturing

    ✓ Done

    Tech Support

    Tech Support sends the eNURSE configuration record to manufacturing.

    Entry: Oct 18, 4:19 AM · TS Demo A

12. ✓

    12. Shipment notification sent

    ✓ Done

    Tech Support

    Tech Support lets the patient know the eNURSE has shipped.

    Entry: Oct 18, 10:49 PM · TS Demo A

13. ✓

    13. Schedule installation support call

    ✓ Done

    Tech Support

    Tech Support schedules the installation support call with the patient.

    Entry: Oct 19, 5:19 PM · TS Demo A

14. ✓

    14. Installation complete

    ✓ Done

    Patient

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

    Entry: Oct 20, 11:49 AM · TS Demo A

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 21, 6:19 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 22, 12:49 AM · TS Demo A

17. ✓

    17. eSSIST installed / active

    ✓ Done

    Caregiver Recorded by system Optional

    The caregiver installs eSSIST and it becomes active.

    Entry: Oct 22, 7:19 PM · 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 23, 1:49 PM · TS Demo A

19. ✓

    19. Final QC

    ✓ Done

    Tech Support

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

    Entry: Oct 24, 8:19 AM · TS Demo A

20. ✓

    20. Case closed

    ✓ Done

    Tech Support

    Enrollment is finished. The case leaves the open list.

    Entry: Oct 25, 2:49 AM · TS Demo A