How to Manually Create a Patient Account

  1. Click on the plus sign (+) icon on the top right in Twine to add a new patient.

  2. Fill out required fields (First Name, Last Name, email address, date of birth).

  3. Select a primary coach and select at least one support coach.

    Primary Coach:
    the patient’s “go to” contact, primarily interacts with the patient

    Support Coach:
    usually a provider (or multiple providers) who will be consulted about the patient’s care

  4. Keep the invite email button checked and click done to generate a welcome email to the patient. The welcome email will provide a link to the App Store (Apple) or Play Store (Android) for downloading the app. The welcome e-mail is not required to enter the app. The patient can also go directly to the App or Play Store to download the app. 

  5. Now that your patient has been added, be sure to send a welcome message:


They'll be delighted to see you're already "there" and eager to begin working with them to set goals and create a health action plan.

patient-welcome-email.png

Tip: Patients can download Twine directly from the App Store (Apple) or Play Store (Android) by searching for “Twine Health” and then using the email address and date of birth in the profile page to log in.

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