HOW-TO GUIDE

Get Started: Clinician Guides

Patient Registration, Care Plan Assignment

A step-by-step reference for registering a new patient and assigning their care plan.


01 | Login

  • Log in to prod.reliacare.ai

  • Open the Users module.

  • Select Register User in the top-right corner.


02 | Register the Patient

  • Fill in the required patient information.

  • Select Register User to confirm.

  • A popup will appear asking whether you'd like to assign the care plan now or later.


04 | Review and Finalize

  • Review the care plan details, make any necessary updates, then select Assign Plan to complete.


03 | Assign a Care Plan

  • To assign the care plan now, select Assign Plan from the popup.

  • To assign it later, go back to the Users module, select the three-dot menu next to the patient, then select Assign Plan.

  • Select the Diagnosis and Procedure from the dropdown menus, then choose the Location and enter the Date of Surgery.

  • Select Next.

Diagnosis Review

A step-by-step reference for locating a diagnosis, review its associated procedures, and publishing or saving protocols.


01 | Open the diagnosis

  • Navigate to the Diagnosis module.

  • Locate the diagnosis you want to review and select the three-dot menu next to it.

  • Select Edit.


02 | Review procedures

  • On the first page, confirm that all procedures performed for this diagnosis are selected.

  • If everything looks correct, select Next.

    Note: If a procedure is performed by your clinic but is not listed, contact support@reliacare.ai.


03 | Review and publish protocols

  • For each procedure, select the three-dot menu in the header, then select Edit Protocol.

  • Review each section of the protocol.

  • To save your progress and return later, select Save and Exit. To publish the completed protocol, select Publish Protocol.

  • Once all protocols for every procedure have been reviewed, select Save and Exit. You will be returned to the Diagnosis module.