Editing patient info and resending the welcome email

Patient welcome email

Embodia sends patients a welcome email with instructions on how to log in to their account for the first time. The welcome email is sent when you (the practitioner), add a patient to your Embodia account and you perform one of the following actions:

• Prescribe their first home exercise programs, or;
• Share an education for the first time, or;
• Share a questionnaire for the first time, or;
• Schedule a consult.

Here's an example of what the welcome email to patients looks like:

This email contains a temporary password that the patient can use to sign up for the first time. Once the patient has signed up, they will be asked to update their password for security reasons.

Resending the welcome email

If the patient has not signed up for Embodia, there will be a notice on their profile informing you that the patient has not signed up:

Click on the 'Other actions' button and select 'Resend welcome email':

Editing patients' information

To edit a patients' information, go to My patients and click on the patients' name. 

Then click on the Edit info button

You will then be able to:

• Edit the patient's first name
• Edit the patient's last name
• Edit the patient's email address. NOTE: You can only edit a patients' email address if the patient has not yet signed up for Embodia using the information in the email
• Change the time zone associated with this patient

A patient can also update their information on their account by following the steps in this guide.

Click on the Assign property button to complete or edit patient properties. Learn more about patient properties in this guide and this video tutorial.

Click on the Other actions button to:

• Resend Welcome Email: resend the welcome email that includes their temporary credentials.
• Print Welcome Page: you can print a welcome package that includes their temporary credentials as well as a short tutorial on the features available to patients on Embodia.
• Archive / Make active the patient profile.
• Export data: You can learn more about exporting patient data in our lesson, Exporting patient data.