Education

The Education feature allows clinicians to manage, assign, and share educational documents with clients efficiently. This feature provides a structured way to share knowledge and resources to improve patient engagement and adherence.

Key Functionalities:

• View a list of available educational documents

• Assign shared and private documents to clients

• Upload new documents

• Send notifications to clients about assigned documents

• Delete or remove documents from the client's list

• Preview documents within the app

Accessing the Education Feature

1. Open the App: Log into Newton Metrics and navigate to the "Education" section.

2. Selecting a Client: Ensure a client is selected. If no client is selected, an error message will display.

Viewing Educational Documents

• The Education page displays two sections:

  • Client Documents: Documents specifically assigned to a client.

  • Shared Documents: Documents accessible to the entire clinic.

• If no documents are available, the app displays a prompt to upload or assign new documents.

Assigning Documents to a Client

1. Tap the "+" button in the top-right corner.

2. Select an available document from the list or upload a new one.

3. If the document is shared, it will be assigned to the selected client.

4. A success message confirms the assignment.

Uploading a New Document

1. Tap the "Upload Document" button.

2. Choose from:

   • Private Document: Only visible to the assigned client.

   • Shared Document: Available for all clients within the clinic.

3. Select a PDF file from the device.

4. The file uploads and appears in the respective document list.

Sending a Document Notification to a Client

1. Select a document from the list.

2. Tap "Send" to notify the client.

3. Confirm the email address in the pop-up dialog.

4. A notification is sent to the client’s registered email.

Viewing and Interacting with Documents

• Tap any document in the list to open it in the document viewer.

• Use navigation buttons to move between pages.

• Zoom in and out for better readability.

Deleting a Document

• Private Documents: Directly deleted from the client’s list.

• Shared Documents:

  • If not assigned to any client, it is removed entirely.

  • If assigned to multiple clients, it is removed only from the selected client’s list.

Troubleshooting

• Cannot upload a file: Ensure the file is a PDF.

• Error while assigning a document: Verify that a client is selected.

• Document not visible: Refresh the document list by pulling down on the screen.

• Client didn’t receive the notification: Double-check their registered email.

Summary

The Education feature streamlines document sharing between clinicians and clients, allowing for effective knowledge dissemination while maintaining easy management of assigned resources. By following these steps, clinicians can enhance patient education with minimal effort.