How do I assign a program from my program template library to a patient?

How do assign a Program from my Program Library to a patient?

Getting Started - You can start from a few different places.

From your “Home” page or from 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.

From the “Create Programs” page, click on the “Use Template From Program Library” button, in the upper right corner of your screen. The “Choose a Program Template” window will appear.

Search for your Program Template - Start by searching for the program you’d like to use. You can do this by typing a search term in to the “Search” bar, by checking one or more of the “tags” under the “Filter Search”, or by doing both. Each time you check a filter box, it will narrow your search.

So, for example, if you type “flexion” in to the search bar, all results with the word flexion in the title or description will appear in the middle “Results” column. If you then check “Elbow”, only those programs with the word “flexion” AND categorized as “Elbow” programs will appear. If you then check “Shoulder”, you will be searching for programs that are in both categories, and have “flexion” in the title or description text. Each addition narrows your search further. All of the categories you’ve selected will be listed to the right of the “Search” bar. If you’d like to remove one of the categories you’ve selected, uncheck the box, or click the “x” next to that category to the right of the “Search” bar.

Select a Program Template - The results of your search will appear in the middle “Results” column. By clicking on a program, you can view the name of the program, the author, and all of the exercises included. Click on any exercise name to watch the video. Once you’ve selected the program you’d like to assign, click the “OK” button in the bottom right corner of your screen. This will bring you back to the “Create Programs” page.

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 in the bottom right corner of the page. The “Save and Assign Program” window will appear. The “Save and Assign” window will allow you to name your program. It will also allow you decide if you would like to a) assign the program to a specific patient b) save the program as a template to your library, or c) do both.

First, enter the “Program Name”. Because you’re using a program template, you can simply leave the existing name, or you can give the program a new name.

Please note that if you use the existing name, and try to save the program to your template library, you will be asked if you want to overwrite the existing program.

Assign to 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, you’ll see an additional checkbox, “Assign to Patient”. To assign the Program to a specific patient, check the “Assign to Patient” box. A “Patient Name” bar will appear. 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.

Please note that if you use the existing name, and try to save the program to your template library, you will be asked if you want to overwrite the existing program.

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.

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