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| − | <p><p><strong>MedITEX Connect</strong> is your clinic's secure patient portal. Existing patients sign in at your clinic's own web address to see their appointments, exchange messages and documents, and book or cancel appointments. MedITEX stays your source of truth.</p><p>&nbsp;</p><h2>Before a patient can register</h2><p>There are two settings in the patient's record that must be checked <strong>before</strong> inviting the patient to register.</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><p><strong>Setting no. 1</strong>:</p></td><td><p>The patient's <strong>email address</strong> is entered in the <strong>demographics</strong> section.</p><!-- TODO: screenshot of the email field in the demographics section --><p>[[Image:Setting1-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Setting1-Connect.png]]</p></td></tr><tr><td><strong>Setting no. 2</strong>:</td><td><p>In <strong>Applications</strong>, both <strong>Active</strong> and <strong>Registration</strong> are ticked.</p><!-- TODO: confirm the menu path to Applications and add a screenshot of the two ticked boxes --><p>[[Image:Setting2-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Setting2-Connect.png]]</p></td></tr></tbody></table><p>&nbsp;</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><img src="/images/hint129.png" alt="" width="129" height="129" /></td><td><p>When the patient registers, MedITEX Connect checks the email the patient enters against the email stored in MedITEX. The two must match <strong>exactly</strong>.</p><p>If the email is missing or different, or if <strong>Active</strong> or <strong>Registration</strong> is not ticked, the patient will see the message <strong>"Unable to connect / email not found"</strong>.</p></td></tr></tbody></table><p>&nbsp;</p><h2>How patients register</h2><p>The patient opens your clinic's Connect address and selects <strong>Register</strong>. Registration is done in three steps.</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><strong>Step no. 1</strong>:</td><td><p><strong>Create the account</strong>: choose a password, accept the privacy policy and note the generated <strong>username</strong>.</p><p>Set up two-factor authentication with an authenticator app and save the <strong>recovery key PDF</strong>.</p></td></tr><tr><td><strong>Step no. 2</strong>:</td><td><p>Enter the <strong>email address stored in MedITEX</strong> and confirm it with the code sent to it.</p></td></tr><tr><td><strong>Step no. 3</strong>:</td><td><p>Select <strong>Connect to your clinic</strong>.</p></td></tr></tbody></table><p>&nbsp;</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><img src="/images/hint48.png" alt="" width="48" height="48" /></td><td>The recovery key PDF is the only way for the patient to sign in again after losing the authenticator app. Ask patients to keep it safe.</td></tr></tbody></table><p>&nbsp;</p><h2>Setting up treatments</h2><p>Every <strong>new treatment</strong> must be prepared before patients can see it in the portal.</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><strong>Setting no. 1</strong>:</td><td><p><strong>Link the treatment to a resource.</strong> Without a resource, the treatment is not visible in the portal.</p><!-- TODO: confirm the menu names for treatments and resources and add a screenshot --><p>[[Image:Treatment1-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Treatment1-Connect.png]]</p></td></tr><tr><td><strong>Setting no. 2</strong>:</td><td><p><strong>Link a treatment app to the treatment.</strong> Every treatment needs one.</p><!-- TODO: confirm the menu name for treatment apps and add a screenshot --><p>[[Image:Treatment2-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Treatment2-Connect.png]]</p></td></tr></tbody></table><p>&nbsp;</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><img src="/images/hint129.png" alt="" width="129" height="129" /></td><td><p>Whether a patient can only <strong>view</strong> a treatment, <strong>book</strong> it directly or send a <strong>request</strong> depends on the appointment type settings.</p><p>Requests stay <strong>Requested</strong> until you confirm or decline them in MedITEX.</p></td></tr></tbody></table><p>&nbsp;</p><h2>Messages and documents</h2><p>Messages and documents are exchanged through the inbox in MedITEX.</p><!-- TODO: confirm the exact inbox buttons in MedITEX and add a screenshot --><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><strong>Send to a patient</strong>:</td><td><p>Open the inbox in MedITEX, write the message, attach a document if needed and click on <strong>Send</strong>.</p><p>[[Image:Inbox-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Inbox-Connect.png]]</p></td></tr><tr><td><strong>Receive from a patient</strong>:</td><td><p>Messages and attachments arrive in the MedITEX inbox. Open the message to read it and download the attachment.</p></td></tr><tr><td><strong>Patient downloads</strong>:</td><td><p>Patients download documents from the <strong>Documents</strong> page of the portal.</p></td></tr></tbody></table><p>&nbsp;</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><img src="/images/hint48.png" alt="" width="48" height="48" /></td><td><p>Each message can carry <strong>one file</strong> of type PDF, PNG, JPEG, HEIC, HEIF or GIF, up to <strong>20 MB</strong>.</p><p>Rejected files show <strong>E1001</strong> (file type), <strong>E1002</strong> (size) or <strong>E1003</strong> (virus scan).</p></td></tr></tbody></table><p>&nbsp;</p><h2>Pausing or ending a connection</h2><p>The connection between a patient and the portal can be paused or ended at any time.</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><strong>Deactivate</strong>:</td><td>The patient keeps earlier data but cannot send messages or book appointments. A banner in the portal explains why.</td></tr><tr><td><strong>Reactivate</strong>:</td><td>Everything works again.</td></tr><tr><td><strong>Remove</strong>:</td><td>The patient loses access and their portal data is deleted.</td></tr></tbody></table><p>&nbsp;</p><table style="margin-left: auto; margin-right: auto;" border="0"><tbody><tr><td><img src="/images/hint48.png" alt="" width="48" height="48" /></td><td>Your MedITEX records are <strong>never</strong> affected by any of these actions.</td></tr></tbody></table><p>&nbsp;</p><h2>Troubleshooting</h2><table style="margin-left: auto; margin-right: auto;" border="1" cellpadding="5"><tbody><tr><td><strong>Problem</strong></td><td><strong>Check</strong></td></tr><tr><td>"Unable to connect / email not found"</td><td>Email, <strong>Active</strong> and <strong>Registration</strong> (see <a href="#Before_a_patient_can_register">Before a patient can register</a>)</td></tr><tr><td>Treatment not visible</td><td>Is a resource linked?</td></tr><tr><td>Treatment visible but not working</td><td>Is a treatment app linked?</td></tr><tr><td>No free slots</td><td>Booking window of the appointment type and resource availability</td></tr><tr><td>Attachment rejected</td><td>Allowed file type, under 20 MB</td></tr><tr><td>Lost authenticator app</td><td>Use the recovery key PDF, or contact support</td></tr></tbody></table><p>&nbsp;</p><p>Need help? Contact CRITEX Support: <a href="mailto:support.nn1@critex.de">support.nn1@critex.de</a></p><p>&nbsp;</p><table style="float: right;" border="0"><tbody><tr><td style="text-align: center;"><a href="/index.php?title=MedITEX_IVF_manual">Back to the MedITEX IVF menu</a></td><td style="text-align: right;"><a href="#top">Back to top</a></td></tr></tbody></table><p><span class="mw-headline"><br /><br /></span></p></p>
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