How do I create a new exercise program for a patient?

Getting started - Start on the “Patients” page, find the patient you’d like to work with, then click the “Assign Program” link, on the right side of the page. This will bring you to the “Create Programs” page with the patient already assigned.

Alternately, you can start on the “Create Programs” page, in which case you’ll be prompted to assign the patient at a later time.

Search for your exercises - From the "Create Programs page, start by typing a search term in to the search box; let’s type “shoulder”. You’ll notice that when you start typing, a drop-down list of categories will come up. You can click on shoulder from the drop-down list, or just type in the word and press enter. If you prefer, you can use the checkboxes below the search bar. 

If you’d like to narrow your search results, check one or more of the “categories” under the “Filter Search”, or type a second term in to the “Search” box.  Each time you add another search term, you narrow your search. 

So, for example, if you already have “Shoulder” in your search box, and you check the “Ball” category under “Equipment” (or just add “Ball” to the search box), your exercise results will be narrowed to show only those exercises that fall in to both categories. Got it?

Press the “Search” button, and your results will appear in the middle “Exercise Results” column. 

The Exercise Results column will always start by listing the 15 results that you have personally assigned most recently, followed by all the other results of your search, listed in alphabetical order.  

At the top of the page, you’ll see the “Show” and “Hide” buttons, which allow you to see, or hide, photo thumbnails for each exercise. 

You can scroll through the “Exercise Results list, and if you’d like to watch an exercise, click on the name of that exercise. 

Select exercises - To add exercises to your program, you’ll need to bring them over to the “Edit Program” column, on the right side of the page. To add an exercise, you can either drag the exercise to this column, or click the “+” button.

Customize your program - Under the “Edit Program” column, you can customize your program by changing the reps, sets, daily, and hold time, and you can add exercise-specific notes by clicking on “Show Notes”.

Save and assign your program - Once you’ve finished creating your program, click on the “Save & Assign” button on the top right corner of the page. The “Save and Assign Program” window will appear. 

First, enter the “Program Name”.

Next, decide if you would like to a) assign the program to a specific patient b) save the program as a template in your library, or c) do both.

Assigning a patient -  If you started this process from the “Home” or “Patients” page, then you’ve already chosen a patient, and you will not be prompted to assign a patient now. However, if you started at the “Create Programs” page, and want to assign your program, start typing the patient name, and an auto-complete feature will present you with a list of patients to choose from. For example, if you type the letter “a”, all patients with an “a” in their name will appear. If you type “Anne”, the list will be narrowed.  To select a name, click a name on the list.

Save Program to your Library - If you would like to save this program to your library, for future use, check “Save as template to Program Library”. A text box will appear, “Program Template Description (Optional)”. This description will not be seen by patients, and is for your reference only. The description will be visible when you view your template library, and any text in the description will be searchable when you are searching your library.

Add Categories - If you are creating this Program for your library, consider adding one or more "Categories". If you are only creating a program for one patient, and don't plan to use this program with other patients, skip this step. Categories correspond to the Category search filters, and can help you more easily find the program in your library. To add a category, start typing in the category you’d like to add, and the auto-complete feature will automatically present you with a list of categories to choose from. To select a category, click a word on the list. You can add as many categories as you wish. For example, you might add “Abdominal”, “Ball”, and “Cervical”.

Wrap it up - Press the “OK” button to finish. If you’ve assigned a program to a patient, they will receive an email letting them know that a new program is now waiting for them on their page. If you’ve saved a program to your library, it’s available for use.

That's it! Once you get the hang of it, you'll find this process is extremely quick and easy.


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