Click on the plus sign (+) icon in the top right corner of your screen in Twine to add a new patient.
Fill out the required fields (First Name, Last Name, date of birth). Note that email address is not required to create the profile, however, it is required in order for the patient to register.
- Assign the patient to a group or multiple groups.
Add as many coaches as you'd like, or no coaches at all, to the patient's care team:
Primary Coach (one primary coach per patient)
the patient’s “go to” contact, primarily interacts with the patient
Support Coach (as many support coaches as desired)No Coach Assignment
usually a provider or specialist who will be consulted about the patient’s care
not ready to assign a coach to this patient's care team quite yet? No worries! Remove yourself from the care team by clicking on the three stacked dots to the right of your name. You can always make a coach assignment later!
Keep the invite email button checked below the patient's email address, and click Add Patient 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. Note that the welcome email is not required to enter the app. The patient may also go directly to the App or Play Store to download the app, or access Twine via web browser at app.twinehealth.com.
- Now that your patient's profile has been created, be sure to send a welcome message:
They'll be delighted to see you're already "there" and eager to begin working with you to set goals and create a health action plan.