How Do I Create a Patient Account for Myself (for providers experimenting with the system)

If you're a provider using the system, chances are you'll want to create a "test" patient account for yourself.  This will enable you to see how the system works from the patient's perspective.  It's simple to do if you follow the following steps:

1 - Log In to your provider account

2 - Click on Patients and then Enroll New Patient

3 - Use an email address that is NOT the same as your provider log in

4 - Fill out the email, name and wellness plan fields

5 - Click Submit to start the enrollment

6 - IMPORTANT STEP - LOG OUT OF YOUR PROVIDER ACCOUNT

7 - Go find the email from our system with the activation link

8 - Click on the activation link and follow the instructions to create a password for the patient account

9 - You’re in.  (as patient)

If you follow those steps, you’ll have a provider account and a new patient account. 

(The two main principles to follow to avoid getting hung up are (1) you can't create two account with the same email and (2) you can't be logged into a web portal (any portal for that matter, e.g. Facebook, etc.) at the same time, as two different people. :)