Patient Onboarding Guide
A simple, secure process to get your patients started with Acumi.
Time to complete: Most patients are up and running within 5 minutes.
How It Works
Clinic
Patient
Then your patient is ready to start logging and you can track their progress.
For Clinic Administrators
Step 1: Send an Invitation
From the Acumi Portal, inviting a new patient takes just 30 seconds:
- 1. Navigate to Patients in the sidebar
- 2. Click + Invite Patient
-
3.
Enter the patient's details:
- Email address — where the invitation will be sent
- Full name — how the patient will be addressed
- Clinic — (if you manage multiple clinics)
- License — select from your available licenses
- 4. Click Send Invitation
That's it. The patient receives a welcome email immediately with instructions to get started.
What Happens Behind the Scenes
When you send an invitation:
- • A license slot is reserved for the patient
- • A welcome email is sent with your clinic's details
- • The invitation is tracked in your Patients list
- • An audit record is created for compliance
Managing Invitations
From the Patients page, you can:
| Action | When to Use |
|---|---|
| Resend Invitation | Patient says they didn't receive the email |
| Delete Invitation | Patient no longer needs access, or invited by mistake |
| View Status | Check if patient has verified email or completed signup |
Invitation Statuses
For Patients
What Patients Receive
Your patients receive a professional welcome email that includes:
- • A personal greeting using their name
- • Your clinic name
- • Clear explanation of what Acumi does
- • Step-by-step instructions
- • Links to download the app (App Store & Web)
The Patient Signup Experience
Patients follow the links in their invitation email - it's that simple.
Step 1: Check Email
The patient finds their invitation email from Acumi (with your clinic's name).
Step 2: Download the App
They tap the App Store or Google Play link in the email to download and install the app.
Step 3: Open App & Enter Email
After installing, they return to the email and tap "Open App", then enter their email address (the one the invitation was sent to) and tap Continue.
Step 4: Verify Email
A 6-digit verification code is sent to their email. They enter this code in the app to confirm their email address.
- • Code arrives within seconds
- • Valid for 1 hour
- • Can tap "Resend Code" if needed
Step 5: Create Password
They create a secure password (8+ characters, uppercase, lowercase, number).
Step 6: Complete Profile Setup
A short guided setup wizard (7 screens) helps personalise the app:
Profile Setup Wizard (7 Screens)
Getting Started
Explains what data will be collected and how it's protected. The patient must tick the checkbox to agree to the Terms of Service and Privacy Policy before continuing.
Screenshot: Getting Started
About You
The patient enters their personal details:
- • First name
- • Last name
- • Date of birth
Screenshot: About You
Starting Measurements
Baseline health measurements to track changes during treatment:
- • Weight (required) — can toggle between kg and lbs
- • Blood pressure (optional) — systolic/diastolic
- • Resting heart rate (optional) — in BPM
Screenshot: Starting Measurements
Add Medications
The patient searches for their current ADHD medication and selects it from the list. Multiple medications can be added.
Screenshot: Add Medications
Configure Medications
For each medication, the patient sets:
- • Dosage — select from available options
- • Reminder time — when they usually take it
Screenshot: Configure Medications
Security Setup
On supported devices, the patient can enable Face ID, Touch ID, or fingerprint login for quick, secure access. This step is optional and can be configured later in Settings.
Screenshot: Security Setup
Setup Complete
All information is saved automatically. The patient is taken directly to the Home screen where they can start logging their medication and health data.
Screenshot: Setup Complete
For detailed step-by-step instructions with screenshots, patients can visit our User Guide.
Security & Privacy
Invitation-Based Access
Only patients you invite can create accounts. There's no public signup — you control who accesses your clinic's platform.
Email Verification
Every patient must verify their email address before creating an account. This prevents unauthorised access.
Secure Passwords
We enforce strong password requirements to protect patient health data. Passwords are never stored in plain text.
Audit Trail
Every action is logged for compliance and support — when invitations were created, emails sent, and accounts completed.
Common Questions
What if a patient doesn't receive the email?
- 1. Ask them to check their spam/junk folder
- 2. Verify the email address is correct in the Acumi Portal
- 3. Click Resend Invitation to send a new email
- 4. If problems persist, try an alternative email address
Can I invite a patient who already has an account?
No — the system will notify you if the email is already registered. The patient should sign in with their existing account instead.
What happens if a patient loses their verification code?
The code expires after 1 hour for security. In the app, patients can tap Resend Code to receive a new one. There's a 60-second cooldown between requests.
Can I see what stage a patient is at in the signup process?
Yes. The Patients page shows the current status for each invitation: Invited, Verified, or Active.
Do patients need to enter a license key?
No. When you send an invitation, the license is automatically assigned. Patients skip the license entry screen entirely — making their experience smoother.
Can I cancel an invitation?
Yes. Click on the invitation in the Patients list and select Delete. This removes the invitation and releases the license slot. The patient will no longer be able to complete signup.
Best Practices
For Smooth Patient Onboarding
- ✓ Verify email addresses — Double-check spelling before sending invitations
- ✓ Explain the process — Let patients know they'll receive an email
- ✓ Set expectations — Tell patients it takes about 5 minutes to set up
- ✓ Offer support — Provide a contact if patients have trouble
For Efficient Clinic Management
- ✓ Batch invitations — Invite multiple patients in one session
- ✓ Monitor statuses — Check the Patients page regularly for stuck invitations
- ✓ Use resend sparingly — Wait a few hours before resending to avoid spam filters
- ✓ Keep licenses organised — Assign patients to appropriate licenses for tracking
Technical Requirements
For Patients
| Platform | Requirement |
|---|---|
| iOS | iPhone with iOS 15 or later |
| Web | Modern browser (Chrome, Safari, Firefox, Edge) |
| Android | Android 8.0 or later |
For Clinic Administrators
| Platform | Requirement |
|---|---|
| Web Browser | Chrome, Safari, Firefox, or Edge (latest) |
| Internet | Stable connection required |
Need Help?
For Clinic Administrators
Email: support@acumi.app
Include your clinic name, patient email (if relevant), and a description of the issue.
For Patients
Patients should contact your clinic directly in the first instance.
Your team can resend invitations, check account status, and escalate technical issues to our support team.