### Gather Insights and In-Depth Reports

Tealio offers a robust filtering feature that makes it effortless to search for and organize the information you need.

### Patients Filter

The patients list provides a wide range of filtering options, making it simpler to find specific patient information or gather insights. You can filter based on patient information as ‘Patient Fitness Status’ and health records status ‘Performed Tests’. 

Click the “Load additional filter options” to see a list of extended filters options as consent status, ‘Patient Fitness Status’, ‘Email Activity’ and your custom fields.

![Patients Filter](//images.ctfassets.net/l4tkpdi0se49/4qyIDU6qOO4juQhrhoFk6k/10479571ec9fcf61283e3d181db3fe02/Patients_Filter.png)

### Health Records Filter

Don’t forget to try the health records filter. You can filter your health records by the tests performed, assessments (pass/referred), or whether they have been signed or not.

![Exams Filter](//images.ctfassets.net/l4tkpdi0se49/2T1szUr9XM6drqzOn46M1R/458fa0e9686ae40711420eda7cb7896a/Exams_Filter.png)

### Common Filtering options:

-  Whether health assessments have been signed or not. 
-  Occupational health patients fitness status (fit, unfit, etc).
-  Filter by email activity to learn if a patient was sent a health assessment result.   

Just give it a try!


How can I easily gather insights or look for specific records?

Stripe, a global technology company, is at the forefront of empowering entrepreneurs and businesses to streamline their payment processes. 

## Requirements
  - Ensure you have an account with Stripe (stripe.com).
  - Ensure you have an account with Tealio (tealio.ai).

## Instructions:
### On Stripe:
**Navigate to Your Payment Link:**
  - Log in to your Stripe account and access your payment link for online transactions.
  - Your payment link format will resemble this: ```https://buy.stripe.com/test_dR66oZ6ns9JC2vmfZ0```

### On Tealio:
**Navigate to Your Project:**

  - Log in to your Tealio account and proceed to the project where you wish to integrate payment functionality.

**Access the Project Registration Page:**

  - Within the project, navigate to "Project Settings."
  - Under "Project Settings," find "Customization" on the left menu and select "Digital Registration Page."

**Edit the Page:**

  - Click on the "Edit" option to modify the page's content.

**Add Stripe Payment Link:**

  - In the page editor, scroll down to the "Form Submitted" section.
  - Copy the following code: ```[Click to Pay](https://buy.stripe.com/test_dR66oZ6ns9JC2vmfZ0?prefilled_email={{email}})```
  - Modify the link to be yours while keep ?prefilled_email={{email}} value

Collect payment using Stripe on Registration Form

Yoco specializes in tools that streamline payment procedures for small businesses. Based in South Africa, they offer a user-friendly platform, making it effortless for businesses to set up accounts and seamlessly collect payments in South African rands.

## Requirements
- Ensure you have an account with Yoco ([yoco.com](https://www.yoco.com)).
- Ensure you have an account with Tealio ([tealio.ai](https://www.tealio.ai)).

## Instructions:

### On Yoco:
**Navigate to Your Web Payment Link:**
   - Log in to your Yoco account and go to your web/online payment link; copy the link to your clipboard.
   - Example: ```https://pay.yoco.com/Tealio```

### On Tealio:

**Navigate to Your Project:**
   - Log in to your Tealio account and go to the project where you want to integrate booking functionality.

**Access the Project Registration Page:**
   - Inside the project, navigate to "Project Settings."
   - Under "Project Settings," find "Customization" on the left menu and click "Digital Registration Page."

**Edit the Page:**
   - Click on "Edit" to modify the page's content.

**Add Yoco Payment Link:**
   - In the page editor, scroll down to the "Form Submitted" section.
   - Copy the code: ```[Click to Pay](https://pay.yoco.com/youryocolink?amount=115&reference={{patient_id}}&email={{email}})```
   - Modify "youryocolink" to your specific link.
   - Adjust the amount as needed.

**Charging Different Amounts:**
  - Customize the amount for each project using Tealio Project customization.
  - If the amount is not specified, patients can input their desired amount during the payment process.

Collect payment using Yoco on Registration Form

Tealio is a game-changer for increasing your daily efficiency and growing your operations. Streamline both patients intake and health assessments, making sure your teams are equipped with the right tools at the right-time. 

### Never Miss a Beat with Live Monitoring
The project dashboard provides a live overview of the project progress during the assessment day, empowering both the managers and the team to take proactive steps at the right time 🎯. 

### Project Progress
But this is not all! By clicking the performance indicators at the project overview, you can see a breakdown of the various health assessments. And if you wish for an in-depth view, simply click on the desired graph and you will be redirected to the related patients list.
![ProjectOverview](//images.ctfassets.net/l4tkpdi0se49/5jQS2v4XRpTRSYy2oE37iq/47185905d1254fccbcae912615b6f595/ProjectOverview.png)

### Step-by-Step Workflow
Utilize our step-by-step workflow to ensure everything is tailored to your operational needs. During the health assessment day, the active view aids the team to verify all employees undergone the health assessment. Patients who did not pass the assessment will be displayed as flagged, pending a follow-up exam.
![Project dashboard](//images.ctfassets.net/l4tkpdi0se49/1t9DmDMEqPQqgmJuVbsMjv/3020b5da25c139387187fca691586696/Untitled_design.gif)

### Keep Track of your Scheduled Projects
🗓️ The project calendar offers a comprehensive overview of your planned projects.   Facilitating a clear perspective for efficient resources management, anticipating teams and patients needs, and maintaining smooth operations.
![Projects Calendar](//images.ctfassets.net/l4tkpdi0se49/4WmMymSI1mgXqMjmhk3ima/9bfdd94ced254aa9e9d4916905fce298/Projects_Calendar.png)

### Insights and In-Depth Reports
Read more: [How to gather insights or look for specific records](https://help.tealio.ai/articles/search-and-filter)


How to manage and monitor my projects efficiently?

### How can I upload documents directly into a patient profile, health record, or project?

Uploading documents into a patient profile, health record, or project is a straightforward process. Simply navigate to the designated section within the system labelled as "Documents". Click on the “Add Files”, select the file from your device, and confirm the upload.

### What types of documents can be uploaded?

You can upload a variety of documents, including medical reports, test results, images, consent forms, and any other relevant files. 

### What are the benefits of uploading documents directly into patient profiles or health records?

- Centralized Information: Uploading documents centralizes patient information, making it easily accessible in one location. This streamlines healthcare processes and enhances efficiency.
- Improved Collaboration: Healthcare professionals working on a project or a patient's case can collaborate seamlessly by accessing shared documents. This fosters better communication and coordinated care.
- Enhanced Patient Care: Having a comprehensive set of documents in a patient's profile aids in better diagnosis, treatment planning, and monitoring. It provides a holistic view of the patient's medical history.
Data Security: Uploading documents to a secure system ensures data integrity and protects sensitive patient information. Encryption and strict access controls are implemented to maintain confidentiality.

### Can I upload documents to a project to ensure a collaborative workspace?

Yes, This feature facilitates teamwork among healthcare professionals, researchers, or project members, ensuring everyone has access to the necessary information.

### How does document upload contribute to compliance with privacy regulations?

The document upload feature comes with built-in security measures to comply with privacy regulations. These measures include encryption, access controls, and audit trails, ensuring that sensitive patient information remains confidential and secure. [Learn How to Archive a Certificate](https://help.checkitcare.com/articles/how-to-archive-a-certificate)

### Can I edit or update uploaded documents?

You have the ability to archive or modify access permission. This not only facilitates document management but also safeguards against inadvertent or unauthorized sharing by enabling you to control and adjust access levels as needed.

### How can I retrieve documents once uploaded?

Retrieving documents is as simple as accessing the patient profile, health record, or project section where the documents were uploaded. Users can view, download, or print the documents as needed.


Uploading Documents into Patient Profiles, Health Records, or Projects

### Can one patient be added to multiple projects without needing to recapture their details?

There is no need to add the same patient to multiple projects. The recommended action would be to pull the patient into the project where they are receiving their health assessment.

### How to pull a patient into a project:

1. Open the project you wish to pull the patient to.
2. Locate and click on the "Patients" tab to manage patient-related activities.
![Patient select screen shot ](//images.ctfassets.net/l4tkpdi0se49/4NsQVIXGeLIHPT4BpUPkUw/9ddef810e13b955ea82005144c072f0f/Screenshot_2023-12-19_at_13.48.24.png)
3. Click on the "Add Patients" option to initiate the process of including a patient in the project.
4. Select the option to "Add Patients From Existing Projects."
![Screenshot 2023-12-19 at 13.51.07](//images.ctfassets.net/l4tkpdi0se49/2QQ8HamkTjvUrVlzhLFvFn/6bd587a64b04781312fdf3f6cd82c91c/Screenshot_2023-12-19_at_13.51.07.png)
6. From the list of existing patients, select the one you want to include in the current project.

Following these steps ensures that the patient is seamlessly pulled into the new project without the need to recapture their details. This method helps maintain consistency and avoids redundant data entry.


Adding a Patient to Multiple Projects

### Why am I unable to log into different devices at the same time using the same profile?

The restriction on simultaneous logins from different devices with the same profile is implemented for security reasons or to adhere to platform policies.

### What security considerations lead to restrictions on simultaneous logins?

Simultaneous login restrictions enhance security by reducing the risk of unauthorized access and potential account compromise.

### I want to have more than one station during my screening day, how can i do this when i cannot log into more than one device 

The best practice for using multiple devices for a screening day would be signing in with different profiles for each device.


Why Can't I Log Into Different Devices at the Same Time from the Same Profile?

At times you may find you need to remove a health record or a patient from a project. Rest assured, the process is straightforward and user-friendly.

### Remove a health record from a project
- Select the Health Record you wish to remove
- Press the "Edit" button
- Press the "Remove from Project" button

### Remove a patient from a project
- Select the Patient you wish to remove
- Press the "Remove from Project" button on the bottom left corner


How do I remove a health record or a patient from a project?

Optimize your health assessments to the fullest

Tips for Smooth Operations