This article provides instructions for clinics with the integration between their EMR, nAble, and EngagedMD.
Table of Contents
- Signing Forms
- Adding a Patient
- Updating Patient Demographics
- Assigning Forms and Modules
- Frequently Asked Questions
Signing Forms
Staff and doctors can access forms either from nAble or an EngagedMD task email.
A. nAble Homepage
1. Access the nAble homepage.
2. Select "Manage EngagedMD" from the Dashboard
3. This will redirect you to EngagedMD's “My Tasks” page, where you can view Forms awaiting signature.
B. nAble Patient Record
1. Navigate to the patient’s record in nAble
2. Click on the "Educational Docs" button on the left-hand side
3. Select “Go to EngagedMD”
4. You will be redirected to the patient's EngagedMD record, where you can view Forms awaiting signature.
C. EngagedMD Email Notification
1. Open the EngagedMD “Forms to Sign” email notification in your inbox
2. Click the "Review & Sign Form" button
3. You will be redirected to log in via the EngagedMD login page. (If needed, password reset instructions can be found here)
4. After signing in, click "Continue" to sign the form
Note: Forms are not accessible directly from email inboxes. Logging in is required for security purposes.
Adding a Patient
1. Navigate to the patient’s record in nAble
2. Click on the "Educational Docs" button on the left-hand side
3. Select “Go to EngagedMD” to transfer the patient and partner’s demographic information from nAble to CareXP
Note: This is also where you can enable patient access to EngagedMD via their nAbleIVF patient portal.
4. After the patient’s CareXP account has been created, you will be redirected to the EngagedMD patient record
Updating Patient Demographics
1. Navigate to the patient’s record in nAble
2. Update their demographic information
3. Click on the "Educational Docs" button on the left-hand side
4. Select “Go to EngagedMD” to update the patient in CareXP
5. After the patient’s CareXP account has been updated, you will be redirected to the EngagedMD patient record
Assigning Forms and Modules
1. Navigate to the patient’s record in nAble.
2. Click on the "Educational Docs" button on the left-hand side
3. Select “Go to EngagedMD”
4. You will be redirected to the patient record where you can assign Forms, Modules, and Bundles.
Frequently Asked Questions
1. Why do I get an error message when accessing a patient’s EngagedMD record through their nAble chart?
This error typically occurs when there is a mismatch between the demographic information in nAble and EngagedMD. If a patient has an EngagedMD account with one ID or email address but a different ID or email address in nAble, an error will be triggered.
Example:
- In EngagedMD: Email: patient@email.com | ID: 123
- In nAble: Email: patient@email.com | ID: 456
Since the same email is linked to two different IDs, an error message will appear when you try to access the record.
2. How should I proceed if I encounter a mismatch between nAble and EngagedMD records?
If you encounter a mismatch of demographic information between nAble and EngagedMD, please contact EngagedMD Support for assistance. Our team will help guide you through the steps to resolve the issue and ensure the correct patient record is accessible.
3. Why does a patient have multiple Episodes of Care in EngagedMD?
Multiple Episodes of Care are automatically created based on the information sent from nAble. If there are discrepancies or overlapping details in nAble, separate Episodes may be generated for the same patient.
4. How do I manage multiple Episodes of Care when accessing EngagedMD from nAble?
When accessing EngagedMD from a patient’s nAble chart, review any active Episodes of Care to identify which one should be used. For example, if you need to assign Forms to both the patient and their partner, assignments should be made in the Episode where both the patient and partner are listed.
Note: Check who is listed as the primary patient and the related patient. If Patient A is the primary patient, they should be listed as such within the Episode.
5. Can I access EngagedMD from CareXP directly?
No. Staff should always access CareXP from nAble.
7. Can patients share an email address?
No. Patients and related patients must each have a unique email address listed in nAble.
8. Can I test out EngagedMD as a patient?
Yes. If you would like to see firsthand what the CareXP experience is like for patients, you can make a test patient. When creating the account in nAble, make sure it is associated with an email address that is not tied to the clinic.
Need More Help?
For questions or concerns, please reach out to our Support Team.