1. Organizations
Regardless of whether they were invited to or are the owner of an organization, all users will be a member of one. Your organization is the parent of all the data you will interact with, including:
Everyone directly involved with screening patients, distributing eyeglasses, or managing submission data alongside you should be a member of your organization.
2. Intakes
Often referred to as a submission, or patient form, an intake is the form you will submit containing the patient data you collected.
You will be required to complete the training series before submitting an intake.
This button can be used even when not all patient data has been entered. The purpose of this feature is to enable multiple agents in different locations to contribute data to a patient’s intake.
For example, if your organization has multiple stations for capturing basic info, screening, etc., with an agent at each one, they can submit a partial form after entering all data they are able. Then, the patient can proceed to the next station, and the next agent can retrieve an incomplete intake and continue adding information.
The process can be repeated as many times as necessary for as many “stations” as required.
Partial submissions can be determined by the badge displayed in a list:
All members of an organization will be able to view partial submissions, regardless of their permissions.
