Manual Enrollment

Manual enrollment is a quick process that takes anywhere between 30-60 seconds per patient. To enroll a patient, you will first want to sign into your account using either https://ca.seamless.md or https://usa.seamless.md, depending on where your hospital is located.

Follow These Steps to Manually Enroll a Patient

1. Select the 'Patients' tab at the top left of your screen to ensure you are on the patient roster dashboard
2. Click on the green 'Add a Patient' button on the right

3. This will open up the enrollment page. Fill out all of the patient's information, including:
   1. Patient Name
   2. MRN (or health card number)
   3. Contact information (email address or phone number)
      1. This is required in order for a patient to receive a notification they have been enrolled and to receive messages and reminders from SeamlessMD
   4. Caregiver information
   5. The care plan they are to be enrolled in and any care plan specific characteristics (if applicable - such as surgery sub-type, surgery approach, bowel prep)
   6. Physician
   7. Procedure date (if applicable)

Please note that if patient characteristics have been setup for the program during implementation, you will have to select the patient characteristic upon enrollment (eg: ERAS, procedure type, inpatient or outpatient)

4. Click 'Save' to enroll the patient or click 'Save and Add Another Patient' if you are enrolling more than one patient at once

Other considerations when manually enrolling a patient:

• Refer to the article on Caregivers for information as to how to add the caregiver
• When entering the contact information, please ensure that the email address or phone number are entered correctly (you will see a notice that the email/phone number is either valid or invalid)
  • You will want to toggle 'ON' if the patient wants to receive reminder
• You can enroll a patient without a surgery/procedure date. However, unless it is a chronic program, the patient will not progress through the program until a date is added
• You can add a discharge date if it is already known during the enrollment process (typically for same-day patients)

Please note that your CSA/CSM will provide you with training on how to enroll patients so it is best to follow the steps provided during training.