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MedITEX Connect

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<p>&lt;p&gt;&lt;strong&gt;MedITEX Connect&lt;/strong&gt; 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.&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;h2&gt;Before a patient can register&lt;/h2&gt;&lt;p&gt;There are two settings in the patient's record that must be checked &lt;strong&gt;before&lt;/strong&gt; inviting the patient to register.&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;p&gt;&lt;strong&gt;Setting no. 1&lt;/strong&gt;:&lt;/p&gt;&lt;/td&gt;&lt;td&gt;&lt;p&gt;The patient's &lt;strong&gt;email address&lt;/strong&gt; is entered in the &lt;strong&gt;demographics&lt;/strong&gt; section.&lt;/p&gt;&lt;!-- TODO: screenshot of the email field in the demographics section --&gt;&lt;p&gt;[[Image:Setting1-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Setting1-Connect.png]]&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Setting no. 2&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;In &lt;strong&gt;Applications&lt;/strong&gt;, both &lt;strong&gt;Active&lt;/strong&gt; and &lt;strong&gt;Registration&lt;/strong&gt; are ticked.&lt;/p&gt;&lt;!-- TODO: confirm the menu path to Applications and add a screenshot of the two ticked boxes --&gt;&lt;p&gt;[[Image:Setting2-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Setting2-Connect.png]]&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;img src="/images/hint129.png" alt="" width="129" height="129" /&gt;&lt;/td&gt;&lt;td&gt;&lt;p&gt;When the patient registers, MedITEX Connect checks the email the patient enters against the email stored in MedITEX. The two must match &lt;strong&gt;exactly&lt;/strong&gt;.&lt;/p&gt;&lt;p&gt;If the email is missing or different, or if &lt;strong&gt;Active&lt;/strong&gt; or &lt;strong&gt;Registration&lt;/strong&gt; is not ticked, the patient will see the message &lt;strong&gt;"Unable to connect / email not found"&lt;/strong&gt;.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;h2&gt;How patients register&lt;/h2&gt;&lt;p&gt;The patient opens your clinic's Connect address and selects &lt;strong&gt;Register&lt;/strong&gt;. Registration is done in three steps.&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Step no. 1&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;&lt;strong&gt;Create the account&lt;/strong&gt;: choose a password, accept the privacy policy and note the generated &lt;strong&gt;username&lt;/strong&gt;.&lt;/p&gt;&lt;p&gt;Set up two-factor authentication with an authenticator app and save the &lt;strong&gt;recovery key PDF&lt;/strong&gt;.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Step no. 2&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;Enter the &lt;strong&gt;email address stored in MedITEX&lt;/strong&gt; and confirm it with the code sent to it.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Step no. 3&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;Select &lt;strong&gt;Connect to your clinic&lt;/strong&gt;.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;img src="/images/hint48.png" alt="" width="48" height="48" /&gt;&lt;/td&gt;&lt;td&gt;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.&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;h2&gt;Setting up treatments&lt;/h2&gt;&lt;p&gt;Every &lt;strong&gt;new treatment&lt;/strong&gt; must be prepared before patients can see it in the portal.&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Setting no. 1&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;&lt;strong&gt;Link the treatment to a resource.&lt;/strong&gt; Without a resource, the treatment is not visible in the portal.&lt;/p&gt;&lt;!-- TODO: confirm the menu names for treatments and resources and add a screenshot --&gt;&lt;p&gt;[[Image:Treatment1-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Treatment1-Connect.png]]&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Setting no. 2&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;&lt;strong&gt;Link a treatment app to the treatment.&lt;/strong&gt; Every treatment needs one.&lt;/p&gt;&lt;!-- TODO: confirm the menu name for treatment apps and add a screenshot --&gt;&lt;p&gt;[[Image:Treatment2-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Treatment2-Connect.png]]&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;img src="/images/hint129.png" alt="" width="129" height="129" /&gt;&lt;/td&gt;&lt;td&gt;&lt;p&gt;Whether a patient can only &lt;strong&gt;view&lt;/strong&gt; a treatment, &lt;strong&gt;book&lt;/strong&gt; it directly or send a &lt;strong&gt;request&lt;/strong&gt; depends on the appointment type settings.&lt;/p&gt;&lt;p&gt;Requests stay &lt;strong&gt;Requested&lt;/strong&gt; until you confirm or decline them in MedITEX.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;h2&gt;Messages and documents&lt;/h2&gt;&lt;p&gt;Messages and documents are exchanged through the inbox in MedITEX.&lt;/p&gt;&lt;!-- TODO: confirm the exact inbox buttons in MedITEX and add a screenshot --&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Send to a patient&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;Open the inbox in MedITEX, write the message, attach a document if needed and click on &lt;strong&gt;Send&lt;/strong&gt;.&lt;/p&gt;&lt;p&gt;[[Image:Inbox-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Inbox-Connect.png]]&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Receive from a patient&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;Messages and attachments arrive in the MedITEX inbox. Open the message to read it and download the attachment.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Patient downloads&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;&lt;p&gt;Patients download documents from the &lt;strong&gt;Documents&lt;/strong&gt; page of the portal.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;img src="/images/hint48.png" alt="" width="48" height="48" /&gt;&lt;/td&gt;&lt;td&gt;&lt;p&gt;Each message can carry &lt;strong&gt;one file&lt;/strong&gt; of type PDF, PNG, JPEG, HEIC, HEIF or GIF, up to &lt;strong&gt;20 MB&lt;/strong&gt;.&lt;/p&gt;&lt;p&gt;Rejected files show &lt;strong&gt;E1001&lt;/strong&gt; (file type), &lt;strong&gt;E1002&lt;/strong&gt; (size) or &lt;strong&gt;E1003&lt;/strong&gt; (virus scan).&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;h2&gt;Pausing or ending a connection&lt;/h2&gt;&lt;p&gt;The connection between a patient and the portal can be paused or ended at any time.&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Deactivate&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;The patient keeps earlier data but cannot send messages or book appointments. A banner in the portal explains why.&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Reactivate&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;Everything works again.&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Remove&lt;/strong&gt;:&lt;/td&gt;&lt;td&gt;The patient loses access and their portal data is deleted.&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;img src="/images/hint48.png" alt="" width="48" height="48" /&gt;&lt;/td&gt;&lt;td&gt;Your MedITEX records are &lt;strong&gt;never&lt;/strong&gt; affected by any of these actions.&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;h2&gt;Troubleshooting&lt;/h2&gt;&lt;table style="margin-left: auto; margin-right: auto;" border="1" cellpadding="5"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td&gt;&lt;strong&gt;Problem&lt;/strong&gt;&lt;/td&gt;&lt;td&gt;&lt;strong&gt;Check&lt;/strong&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;"Unable to connect / email not found"&lt;/td&gt;&lt;td&gt;Email, &lt;strong&gt;Active&lt;/strong&gt; and &lt;strong&gt;Registration&lt;/strong&gt; (see &lt;a href="#Before_a_patient_can_register"&gt;Before a patient can register&lt;/a&gt;)&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;Treatment not visible&lt;/td&gt;&lt;td&gt;Is a resource linked?&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;Treatment visible but not working&lt;/td&gt;&lt;td&gt;Is a treatment app linked?&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;No free slots&lt;/td&gt;&lt;td&gt;Booking window of the appointment type and resource availability&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;Attachment rejected&lt;/td&gt;&lt;td&gt;Allowed file type, under 20 MB&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td&gt;Lost authenticator app&lt;/td&gt;&lt;td&gt;Use the recovery key PDF, or contact support&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;Need help? Contact CRITEX Support: &lt;a href="mailto:support.nn1@critex.de"&gt;support.nn1@critex.de&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;table style="float: right;" border="0"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td style="text-align: center;"&gt;&lt;a href="/index.php?title=MedITEX_IVF_manual"&gt;Back to the MedITEX IVF menu&lt;/a&gt;&lt;/td&gt;&lt;td style="text-align: right;"&gt;&lt;a href="#top"&gt;Back to top&lt;/a&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;&lt;p&gt;&lt;span class="mw-headline"&gt;&lt;br /&gt;&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;</p>
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<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>
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<p>&nbsp;</p>
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<h2>Before a patient can register</h2>
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<p>There are two settings in the patient's record that must be checked <strong>before</strong> inviting the patient to register.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
 +
<tr>
 +
<td>
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<p><strong>Setting no. 1</strong>:</p>
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</td>
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<td>
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<p>The patient's <strong>email address</strong> is entered in the <strong>demographics</strong> section.</p>
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<p>[[Image:Setting1-Connect.png|none|400px|thumb|middle|link=http://wiki.meditex-software.com/images/Setting1-Connect.png]]</p>
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</td>
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</tr>
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<tr>
 +
<td><strong>Setting no. 2</strong>:</td>
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<td>
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<p>In <strong>Applications</strong>, <strong>Active</strong> is ticked.</p>
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<p>[[Image:Setting2-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Setting2-Connect.png]]</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
 +
<tr>
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<td><img src="/images/hint129.png" alt="" width="129" height="129" /></td>
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<td>
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<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>
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<p>If the email is missing or different, or if <strong>Active</strong> is not ticked, the patient will see the message <strong>"Unable to connect / email not found"</strong>.</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<h2>How a patient registers</h2>
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<p>Give the patient your clinic's Connect address (for example <strong>https://yourclinic.meditex-connect.com</strong>). The patient opens the address and selects <strong>Register</strong>, then:</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
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<tr>
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<td><strong>Step no. 1</strong>:</td>
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<td>
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<p><strong>Account and security</strong>: chooses a language, enters their name and a strong password, and accepts the privacy policy. The portal shows a generated <strong>username</strong>, which the patient must note down.</p>
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<p>The patient sets up two-factor authentication by scanning the QR code with an authenticator app and entering the 6-digit code, then downloads the <strong>recovery key (PDF)</strong> and keeps it safe.</p>
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</td>
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</tr>
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<tr>
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<td><strong>Step no. 2</strong>:</td>
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<td>
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<p><strong>Email</strong>: enters the <strong>email address stored in MedITEX</strong> and confirms it with the code sent to that inbox.</p>
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</td>
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</tr>
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<tr>
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<td><strong>Step no. 3</strong>:</td>
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<td>
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<p><strong>Connect</strong>: selects <strong>Connect to &lt;your clinic&gt;</strong>. The portal checks the record in MedITEX. On success the patient lands on the dashboard.</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>Tell patients that the email in step 2 must be <strong>exactly</strong> the one you hold for them.</p>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
 +
<tr>
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<td><img src="/images/hint48.png" alt="" width="48" height="48" /></td>
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<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>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<h2>Setting up appointments so patients can see them</h2>
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<p>Patients only see appointment types that the portal received from MedITEX. Whenever you create a <strong>new treatment</strong>, follow both steps, or the treatment will not show up or work in the portal.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
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<tr>
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<td><strong>Setting no. 1</strong>:</td>
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<td>
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<p><strong>Create the app treatment.</strong> Every treatment shown in the portal needs an app treatment, so create it first.</p>
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<p>[[Image:Treatment2-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Treatment2-Connect.png]]</p>
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</td>
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</tr>
 +
<tr>
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<td><strong>Setting no. 2</strong>:</td>
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<td>
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<p><strong>Link the treatment to a resource and to its app treatment.</strong> Both links are set on the same page.</p>
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<p>A treatment without a resource is not visible in the Connect portal. A treatment without an app treatment does not work.</p>
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<p>[[Image:Treatment1-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Treatment1-Connect.png]]</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>Treatments are shared with the portal automatically. A new treatment can take a short while to appear.</p>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
 +
<tr>
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<td><img src="/images/hint129.png" alt="" width="129" height="129" /></td>
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<td>
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<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>
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<p>Requests stay <strong>Requested</strong> until you confirm or decline them in MedITEX.</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<h2>Messages and documents</h2>
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<p>There are several ways to send a message or document to a patient through MedITEX Connect.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
 +
<tr>
 +
<td><strong>From a patient entry</strong>:</td>
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<td>
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<p>In an entry of the patient, click on the dropdown on the <strong>Send</strong> button and select <strong>MedITEX Connect</strong>.</p>
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<p>[[Image:Send1-Connect.png|none|206px|thumb|middle|link=http://wiki.meditex-software.com/images/Send1-Connect.png]]</p>
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</td>
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</tr>
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<tr>
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<td><strong>From the patient's record</strong>:</td>
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<td>
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<p>In the toolbar, click on the arrow next to <strong>Send data</strong> and select <strong>MedITEX Connect</strong>.</p>
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<p>[[Image:Send2-Connect.png|none|600px|thumb|middle|link=http://wiki.meditex-software.com/images/Send2-Connect.png]]</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
 +
<tr>
 +
<td><strong>Receive from a patient</strong>:</td>
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<td>
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<p>Messages and attachments arrive in the MedITEX inbox. Open the message to read it and download the attachment.</p>
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<p>They are also shown on the <strong>Messages</strong> tab in the patient's overview.</p>
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</td>
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</tr>
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<tr>
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<td><strong>Patient downloads</strong>:</td>
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<td>
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<p>Patients download documents from the <strong>Documents</strong> page of the portal.</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
 +
<tr>
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<td><img src="/images/hint48.png" alt="" width="48" height="48" /></td>
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<td>
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<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>
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<p>Rejected files show <strong>E1001</strong> (file type), <strong>E1002</strong> (size) or <strong>E1003</strong> (virus scan).</p>
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</td>
 +
</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<h2>Pausing or ending a connection</h2>
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<p>The connection between a patient and the portal can be paused or ended at any time.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
 +
<tbody>
 +
<tr>
 +
<td><strong>Deactivate</strong>:</td>
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<td>The patient keeps earlier data but cannot send messages or book appointments. A banner in the portal explains why.</td>
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</tr>
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<tr>
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<td><strong>Reactivate</strong>:</td>
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<td>Everything works again.</td>
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</tr>
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<tr>
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<td><strong>Remove</strong>:</td>
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<td>The patient loses access and their portal data is deleted.</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
 +
<tbody>
 +
<tr>
 +
<td><img src="/images/hint48.png" alt="" width="48" height="48" /></td>
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<td>Your MedITEX records are <strong>never</strong> affected by any of these actions.</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<h2>Troubleshooting</h2>
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<table style="margin-left: auto; margin-right: auto;" border="1" cellpadding="5">
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<tbody>
 +
<tr>
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<td><strong>Problem</strong></td>
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<td><strong>Check</strong></td>
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</tr>
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<tr>
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<td>"Unable to connect / email not found"</td>
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<td>Email and <strong>Active</strong> (see <a href="#Before_a_patient_can_register">Before a patient can register</a>)</td>
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</tr>
 +
<tr>
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<td>Treatment not visible</td>
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<td>Is a resource linked?</td>
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</tr>
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<tr>
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<td>Treatment visible but not working</td>
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<td>Is an app treatment linked?</td>
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</tr>
 +
<tr>
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<td>No free slots</td>
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<td>Booking window of the appointment type and resource availability</td>
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</tr>
 +
<tr>
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<td>Attachment rejected</td>
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<td>Allowed file type, under 20 MB</td>
 +
</tr>
 +
<tr>
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<td>Lost authenticator app</td>
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<td>Use the recovery key PDF, or contact support</td>
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<p>Need help? Contact CRITEX Support: <a href="mailto:support@nexus.meditex.de">support@nexus.meditex.de</a></p>
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<p>&nbsp;</p>
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<td style="text-align: center;"><a href="/index.php?title=MedITEX_IVF_manual">Back to the MedITEX IVF menu</a></td>
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<p><span class="mw-headline"><br /><br /></span></p>

Latest revision as of 12:18, 26 October 2026

MedITEX Connect 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.

 

Contents

Before a patient can register

There are two settings in the patient's record that must be checked before inviting the patient to register.

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Setting no. 1:

The patient's email address is entered in the demographics section.

Setting1-Connect.png

Setting no. 2:

In Applications, Active is ticked.

Setting2-Connect.png

 

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<img src="/images/hint129.png" alt="" width="129" height="129" />

When the patient registers, MedITEX Connect checks the email the patient enters against the email stored in MedITEX. The two must match exactly.

If the email is missing or different, or if Active is not ticked, the patient will see the message "Unable to connect / email not found".

 

How a patient registers

Give the patient your clinic's Connect address (for example https://yourclinic.meditex-connect.com). The patient opens the address and selects Register, then:

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Step no. 1:

Account and security: chooses a language, enters their name and a strong password, and accepts the privacy policy. The portal shows a generated username, which the patient must note down.

The patient sets up two-factor authentication by scanning the QR code with an authenticator app and entering the 6-digit code, then downloads the recovery key (PDF) and keeps it safe.
Step no. 2:

Email: enters the email address stored in MedITEX and confirms it with the code sent to that inbox.
Step no. 3:

Connect: selects Connect to <your clinic>. The portal checks the record in MedITEX. On success the patient lands on the dashboard.

Tell patients that the email in step 2 must be exactly the one you hold for them.

 

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<img src="/images/hint48.png" alt="" width="48" height="48" /> 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.

 

Setting up appointments so patients can see them

Patients only see appointment types that the portal received from MedITEX. Whenever you create a new treatment, follow both steps, or the treatment will not show up or work in the portal.

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Setting no. 1:

Create the app treatment. Every treatment shown in the portal needs an app treatment, so create it first.

Treatment2-Connect.png

Setting no. 2:

Link the treatment to a resource and to its app treatment. Both links are set on the same page.

A treatment without a resource is not visible in the Connect portal. A treatment without an app treatment does not work.

Treatment1-Connect.png

Treatments are shared with the portal automatically. A new treatment can take a short while to appear.

 

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<img src="/images/hint129.png" alt="" width="129" height="129" />

Whether a patient can only view a treatment, book it directly or send a request depends on the appointment type settings.

Requests stay Requested until you confirm or decline them in MedITEX.

 

Messages and documents

There are several ways to send a message or document to a patient through MedITEX Connect.

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From a patient entry:

In an entry of the patient, click on the dropdown on the Send button and select MedITEX Connect.

Send1-Connect.png

From the patient's record:

In the toolbar, click on the arrow next to Send data and select MedITEX Connect.

Send2-Connect.png

 

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Receive from a patient:

Messages and attachments arrive in the MedITEX inbox. Open the message to read it and download the attachment.

They are also shown on the Messages tab in the patient's overview.
Patient downloads:

Patients download documents from the Documents page of the portal.

 

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<img src="/images/hint48.png" alt="" width="48" height="48" />

Each message can carry one file of type PDF, PNG, JPEG, HEIC, HEIF or GIF, up to 20 MB.

Rejected files show E1001 (file type), E1002 (size) or E1003 (virus scan).

 

Pausing or ending a connection

The connection between a patient and the portal can be paused or ended at any time.

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Deactivate: The patient keeps earlier data but cannot send messages or book appointments. A banner in the portal explains why.
Reactivate: Everything works again.
Remove: The patient loses access and their portal data is deleted.

 

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<img src="/images/hint48.png" alt="" width="48" height="48" /> Your MedITEX records are never affected by any of these actions.

 

Troubleshooting

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Problem Check
"Unable to connect / email not found" Email and Active (see <a href="#Before_a_patient_can_register">Before a patient can register</a>)
Treatment not visible Is a resource linked?
Treatment visible but not working Is an app treatment linked?
No free slots Booking window of the appointment type and resource availability
Attachment rejected Allowed file type, under 20 MB
Lost authenticator app Use the recovery key PDF, or contact support

 

Need help? Contact CRITEX Support: <a href="mailto:support@nexus.meditex.de">support@nexus.meditex.de</a>

 

 

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