How to add someone to a Program

Adding a patient or person to any Program
Written by Jeff Barson
Updated 1 year ago

To add someone to a program you have 2 options.To add someone directly:

  1. Click on "Programs" in the left side menu to go to your list of programs.
  2. Click on the Program you want to add someone to
  3. Click on "Add People" link towards the top right of the page.
  4. Enter their information.
    (Recommended: Add their phone number so that they can download the 'Storyline App" and they can take the Program from their phone.)

They will be added to the program and will receive an email and/or text to join. if this is the first time and they get a text message they will download the app to their phone and then the Program will run.


How to have someone self register with Openstory.

 You can turn on Openstory in the Program Settings and this will generate a link and a QR code. Either of these can be used to allow patients to self-register without knowing who they are. 

To turn on Openstory:

  1. Go to the Program you want to use Openstory on.
  2. Click on Program Settings - the gear icon towards the top right.
  3. Turn on Openstory with the sliding toggle on the top of the first settings page

Copy the link or print out or copy the QR code.

You can post a link on Facebook for example or print out the QR code and put it at the front desk.

Did this answer your question?