To get the most out of Greenspace, patients need to be added in order to assign assessments and start measuring results.
To get started follow the step below:
Step 1: Select "Add Patient" located at the top right of the Patient Tab to access the add patient page.
Please note: If your organization has an integration they may disable the "add patient" in Greenspace. This is to stop duplicates from being added and encourages the creation of patients by integration.
The Add Patient page
Once on the "Add patient" page, please follow the steps below to add patients.
Step 1: Select whether your patient should have a child or adult account.
Step 2: Enter the preferred name of your patient.
Step 3: If you would like to add any pre-existing tags to your patient please use the + icon to do so.
Step 4: Select the level of patient access you would like your patient to have.
Please note: By default all patients will be able to complete assessments via the kiosk or in-session method.
Step 5: If you would like to add assessments immediately after creating a patient, select "Create Patient and Add Assessments", otherwise select "Create Patient".
For more information check here.
Adult vs Child Accounts
The main difference between "Adult" accounts and "Child" accounts is the ability to add additional participants to the account. The additional participants can be Parent, Teacher or Other as shown below.
To add participants follow the steps below:
Step 1: On the add patient page of a child account select "Add Participant".
Step 2: Select the participant type by navigating to the dropdown arrow next to "Parent".
Step 3: Select and confirm what access the participant should have.
Patient Access
There are two types of patient/participant access that is available to be configured for clients. The first one is "Complete assessment via email or text". The second is "Invite to create account".
If a patient is given access to complete assessments remotely, also known as Remote Delivery, they will be able to complete assessments via email or SMS depending on what setting they select. This can be updated by the patient in their account.
Inviting a patient to create an account will allow the patient to view their results as well as any notes that may be shared with them.
Please note: Patient access will not be able to be rescinded once confirmed. However it will be viewable in the patient access page of a patient's profile.
Adding additional patient access
Patient access acts as progressive levels of access. For example, you cannot be invited to create an account without having access to complete assessments via email or text. To change the patient access in the "Add Patient" page, please follow the steps below:
Step 1: Indicate which level of access a patient/participant is to have by selecting the checkbox next to the access level.
Step 2: Enter the patient email address or phone number in the contact method below patient access. Use the dropdown toggle next to "Email" if switching to SMS.
Changing delivery method
As mentioned previously, to change the delivery method of an assessment, patients can do this themselves under their settings if they were given access to create an account. This can be done by navigating to settings and selecting preferences.
Step 1: Have the patient login and navigate to "Settings" by selecting their name at the top right of the login page.
Step 2: Once in settings select "Preferences".
Step 3: Under "Notifications" there will be a preference statement for SMS or email.
Step 4: Use the dropdown arrow to select the preference for assessment delivery.
If the patient is not given access to create an account. The delivery method can be changed by anyone who has access to the patient file. To do this follow the steps below:
Step 1: Navigate to the patient profile on the patient list.
Step 2: Navigate to "Patient Access".
Step 3: Next to "Contact Method" use the dropdown to select your desired method of delivery and enter the relevant contact information.
Step 4: Press "Save".
Visibility permissions for participants
Visibility permissions is a feature available for child patient accounts with participants (parent, guardian, or teacher, etc.) invited to join Greenspace. Once a participant accepts the invite and is signed into their Greenspace account, they will see the assessment results as specified by the Visibility permission set by the child's therapist.
Therapists can specify which participants have access to view which assessment results. For each individual participant, you can provide access to their personal, personal and child, all, or no assessment results. To manage the visibility follow the steps below:
Step 1: Navigate to the participants section of the patient profile. This can be found under the Manage tab.
Step 2: You can select the Visibility type for each individual participant by selecting the more option icon and selecting edit to access the "Update Participant" page. Note you can also delete participants from a child account here as well.
Step 3: Once in the "Update Participant", select the dropdown arrow under visibility to select the visibility you prefer for the participant. Below you will find a breakdown of each visibility type.
Types of Visibility
| Child Participant | Parent/Teacher/Other Participant |
Personal | Child can only see their own assessment responses | Participant can only see their own responses |
Personal and Child | N/A | Participant can see both the child's and their own assessment responses |
All | Child can see their own responses and all other participant assessment responses | Participant can see the child's and all other participant assessment responses |
None | No assessment responses can be viewed | No assessment responses can be viewed |