Invite patients and manage consent | PeptIQ Provider Help

Invite a patient

1:02 min

Adding your first patient and sending an invite

Invite a patient by email and follow the invite on the roster.

1Open Patients and choose Invite patient.
2Choose the location (defaults to your organization’s default location) and enter the patient’s email carefully.
3Send the invitation. Ask the patient to open it, sign in to the PeptIQ app, and review the clinic connection.
4Track the roster status until the link becomes active. You can change a patient’s location later from their profile card.

Pending and expired invites sit at the bottom of the Patients list, below linked patients. Use Status → Invited to see only people who have not joined yet.
When a patient accepts, their invite row is replaced by their patient row.
To see every invite you have sent, including accepted ones, choose Status → Invite history. Accepted invites link to the patient.

Understand consent scopes

Patient consent is granular. Current scopes cover injections, labs, protocols, vitals, and read/write messaging. The console must continue to respect revoked, expired, or absent consent.

A clinic link and clinical-data consent are related but distinct.
Assignments can be prepared while analytics remain unavailable; the chart explains when consent is required.
If a patient revokes consent, previously available clinical panels may become restricted.

Resolve missing clinical data

1Confirm the patient link is active for the current clinic.
2Check whether the relevant consent scope is granted and not expired or revoked.
3Ask the patient to refresh or reopen the patient app after changing consent.
4Refresh the patient chart. Do not work around a consent restriction by copying data into an unrelated field.