1. Adding Patients

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Once you have successfully logged into the Connect and Coach platform, your first task is to add your patients so that you can begin to schedule and document your patient interactions. To add a patient: Once you have entered the minimum required fields, the Create a New Patient button will be enabled. First Name, Last Name, […]

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2. E-mailing a Pre-Assessment Survey (PSA) link

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Any patient added to Connect and Coach has the option to complete a pre-assessment survey through a secure online patient portal.  If you have the patient’s e-mail address when you create their record  in Connect and Coach, you can choose to email a link to the pre-assessment survey in advance of your appointment. You can […]

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3. Consent and Waiver Signatures

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PHRQL provides a way for you to store electronically signed consent and waiver forms for your patients.  You can gather consent signatures in one of two ways.  1.) the customer can sign the consents before they attend a session while completing the pre-assessment questionnaire (PSA) or,  2.) you can have them sign the consents […]

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4. Setting Goals

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Connect and Coach provides an area to document patient goals both within the patient record and also through the assessment forms. This section shows you how to document patient goals through the patient’s record.  To begin documenting a patient’s goals:   The Add New Goal screen opens. This screen defaults to the Dietary goal tab, but also features […]

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5. Entering PES Statements

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Connect and Coach enables you to document nutrition diagnoses using the standard Problem, Etiology, Signs/Symptoms (PES) nomenclature both through the assessment forms and within the patient’s record.  This page shows you how to add and edit PES statements through the patient’s record. Enter a PES Statement To enter a PES Statement:     The Patient […]

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6. Messaging Patients using Connect App

The Connect tab allows an RD to communicate with her patients through a mobile app on their phone.  Both Android and iPhone are supported.  The RD utilizes the Connect tab in the platform to send and receive messages and the patient sends and receives messages through their mobile device. To view the thread of messages […]

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