Learn how to add a user and set up a PIN in TouchMD Consult, Snap, and Dashboard Apps to quickly access patient accounts.
Steps to add a user and set up PIN:
- In the Consult app, tap the Patient Tab FIRST
In the Snap & Dashboard app, tap “Add” FIRST. In the Consult app select it SECOND
- Enter your username and password and select “Sign In
WARNING: Saved CredentialsDO NOT using pre-saved credentials as this will cause issues. TYPE IN your credentials instead.
- Enter your desired PIN & confirm your PIN. Select the checkmark after entering the PIN *PINs must be 4 digits or longer
- Your PIN has been setup, now login using your new PIN. Select the checkmark after entering the PIN
- Repeat the steps above to setup your PIN on all the iPad devices you use.
HIPAA Requirement
Because HIPAA requires a strong password, a PIN cannot be set at a system level. Your TouchMD password must be used to authenticate your PIN on each device.
Steps to reset your PIN:
Learn how to reset a PIN via the Consult, Snap, and Dashboard apps.
- In the Consult app, tap the patient badge FIRST and select your name from the staff list
In the Snap & Dashboard app, select your name from the staff list
- Tap the menu
- Select “Reset PIN”
- Enter your username and password and select “Sign In”
- Enter your desired PIN and select the checkmark. You will be prompted to verify your PIN. *PINs must be 4 digits or longer
- Your change will be confirmed to you. Tap “OK” and “Done”
- Your PIN has been setup, now login using your new PIN