ITH-000117
Demo Patient 18
- Telephone
- 555-0118
- demo.patient18@example.com
- Source
- Patient or family
- Lead captured by Sales
- Oct 7, 2:49 PM
Tech Support
TS Demo B
Current step
Case closed
Patients answer texts, not calls.
Who gets what
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: 555-0118
Sent Oct 10, 1:19 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
No caregiver or agency on this case.
If one is added, they get status notifications only (for example “authentication complete”, “device shipped”), never the link.
Steps
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1. itracHEALTH Tech Support resource assignment
DoneSales 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 8, 10:19 AM · Demo Sales Manager
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2. Patient contact info verified
DoneTech Support confirms the name, email and telephone captured by Sales.
Entry: Oct 9, 5:49 AM · TS Demo B
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3. Patient authentication sent
DoneTech 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 10, 1:19 AM · TS Demo B
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4. Patient authentication complete
DoneThe 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 10, 8:49 PM · System
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5. Consent sent
DoneTech Support sends the consent to the patient.
Entry: Oct 11, 4:19 PM · TS Demo B
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6. Consent signed
DoneThe patient signs the consent online.
Entry: Oct 12, 11:49 AM · System
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7. Enrollment link and token sent
DoneThe back end sends the patient a personal enrollment link and token.
Entry: Oct 13, 7:19 AM · System
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8. Enrollment inputs 1, 2, 3 and 5 received
DoneThe 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 14, 2:49 AM · System
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9. Verify patient's inputs / complete input 4
DoneTech Support checks the patient's inputs and completes input 4.
Entry: Oct 14, 10:19 PM · TS Demo B
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10. QA (enrollment info verification)
DoneTech Support verifies all enrollment information before manufacturing.
Entry: Oct 15, 5:49 PM · TS Demo B
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11. eNURSE configuration record sent to manufacturing
DoneTech Support sends the eNURSE configuration record to manufacturing.
Entry: Oct 16, 1:19 PM · TS Demo B
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12. Shipment notification sent
DoneTech Support lets the patient know the eNURSE has shipped.
Entry: Oct 17, 8:49 AM · TS Demo B
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13. Schedule installation support call
DoneTech Support schedules the installation support call with the patient.
Entry: Oct 18, 4:19 AM · TS Demo B
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14. Installation complete
DoneThe patient finishes installing the eNURSE, with Tech Support on the call.
Entry: Oct 18, 11:49 PM · TS Demo B
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15. Generate eSSIST token (if required)
Not neededThe back end generates the eSSIST token for the caregiver. Not needed if there is no caregiver.
Entry: Oct 19, 7:19 PM · TS Demo B
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16. Generate itracINSITE token (if required)
DoneThe back end generates the itracINSITE token for the doctor or agency. Not needed is common at first.
Entry: Oct 20, 2:49 PM · System
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17. eSSIST installed / active
Not neededThe caregiver installs eSSIST and it becomes active.
Entry: Oct 21, 10:19 AM · TS Demo B
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18. itracINSITE installed / active
DoneThe doctor (PCP) or home health agency (HHA) installs itracINSITE and it becomes active.
Entry: Oct 22, 5:49 AM · System
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19. Final QC
DoneTech Support does a final quality check of the whole case.
Entry: Oct 23, 1:19 AM · TS Demo B
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20. Case closed
DoneEnrollment is finished. The case leaves the open list.
Entry: Oct 23, 8:49 PM · TS Demo B
Notes
No notes yet.