User Guides

Clinic Staff - Login Problem
Firstly, please make sure you are logging into the right place: Login with you clinic email address. Use the forgotte...
Wed, 7 Dec, 2022 at 8:54 AM
Patient - Login Problem
Firstly check the patient is accessing the correct clinic patient portal, e.g. The most common problems include: Enteri...
Wed, 7 Dec, 2022 at 9:32 AM
How to view the Audit logs
Clink on the ‘Audit logs’ button and audit for case will appear
Wed, 27 Mar, 2024 at 3:04 PM
Reset patient password
The Key phrase This is given to the patient/partner to identify them the first time they login. Once they have entered their patient ID, they will be p...
Sun, 10 Mar, 2019 at 3:03 PM
The importance of Archiving
When all the consenting actions are complete, the clinic MUST archive the case. Why? Archiving a case exports any remaining forms and the full audi...
Mon, 21 Aug, 2023 at 8:38 AM
Notification Groups
Notification Groups are lists of clinic staff and/or other email addresses that can be used to receive messages when certain events occur, for example: ...
Wed, 27 Mar, 2024 at 12:05 PM
Custom Document Upload
At times during a treatment cycle clinics need patients to sign additional documents specific to them, for example: Storage Renewals – confirming detai...
Thu, 2 Feb, 2023 at 11:24 AM
Creating a new case (Pre-consultation stage)
Pre-consultation stage This is the quickest and easiest way to start the consent process. It will capture and check all the key patient and partner informa...
Wed, 29 Sep, 2021 at 10:32 AM
How to change a case?
Important: As long as a case hasn't been started by the patient or partner all case details can be edited. However, once a case has been started the opt...
Fri, 11 Jun, 2021 at 10:48 AM
Assigning treatment details (Pre-treatment stage)
Once the type of fertility treatment, and any additional treatments, have been agreed on, the consent case can be updated. Firstly, enter the cases sec...
Fri, 11 Jun, 2021 at 10:48 AM