Patient onboarding
Invite patients and manage consent
Connect a patient to your clinic and understand when clinical information becomes visible.
7 min readPatients and care plans
Invite a patient
- 1Open Patients and choose Invite patient.
- 2Enter the patient’s email carefully and send the invitation.
- 3Ask the patient to open the invitation, sign in to the PeptIQ app, and review the clinic connection.
- 4Track the roster status until the link becomes active.
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.