Once logged into your account, you will see your list of activities to complete on the “To do” tab. These activity items are pre-set by your healthcare provider (see Picture 1 below).

To begin an activity, select “Click to complete”. Depending on the type of activity you may need to read information and select “Confirm” or you may need to answer questions (see 2.2 “Complete a questionnaire activity”). Completed items will appear in the “To do” list with a line through the middle (see Picture 2 below).

Note: For information about accessing completed activities, see “2.4 Access past activities”.

Completing a questionnaire activity is very simple. Work through each screen, reading and answering questions as directed. Some answers are required and others may be optional (see pictures 3-4-5 below).

Important: On the last page select “Submit” to complete the questionnaire and to send your information to your healthcare provider.

Note: For information about accessing completed activities, see “2.4 Access past activities”.

The messages feature allows you to send secure and private messages directly to your healthcare team.

Important: In case of an emergency, call your local emergency service.

You can access the message feature in one of two ways

Note: This feature might be disabled depending on your healthcare provider’s settings.

Once you have completed your activities, they will appear struck out in your “To do” list. You can review these completed items via the “Previous item” button at the bottom of the “To do” screen (see Picture 8 below).

Alternatively, select the menu icon in the top left of the screen and select the “Information” item from the dropdown menu (see Picture 9 below).

If you have an account with more than one healthcare provider and/or you are acting on behalf of one or more people, you will need to be able to switch between them.

In the “To do” list, use the “Switch Health Care Provider / Active Patient” button to access your various active pathways (see Picture 12 below).

If you are acting on behalf of other people they will also be listed here (see Picture 13 below).

Select the appropriate provider or person to switch accounts as desired.

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Personify Care Customer Experience Team