Accounts List (Mobile App)

This is where you can view and update Wellness Hub users. Accounts cannot be created or deleted in the Mobile App, only by using the Care Portal. You can navigate from the Home screen by tapping on Accounts.

The Account list will automatically update and refresh every two minutes.

Other actions can be performed from the Accounts List:

• Account List View Types
• View an Individual Account
• Search for an Account
• Account List Filters

Accounts are listed in the priority of attention required.

1. Accounts Needing Attention
2. Incomplete Accounts
3. Other Accounts

Account List View Types

The default view is for only one Account Needing Attention, one Incomplete Account and all Other Accounts to be displayed.

If there is more than one Account Needing Attention or more than one Incomplete Account, you can tap on View more or View less to expand and contract the list.

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1. Tap on View more to view more accounts.
2. More accounts are displayed.
3. Tap on view less to only view one account.
4. Only one account is shown again

View an Individual Account

Click on the tile of the account that you would like to view.

Search for an Account

You can search for an Account using a full or partial name. Any Accounts that match will be displayed.

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1. Tap on the search icon.
2. The search bar will be displayed.
3. Start typing the name into the search bar. A minimum of two characters is required. Accounts matching what was typed will be displayed.

Account List Filters

You can filter Accounts to be displayed. These filters are set as long as you are logged into the Mobile Appl. If you logout, the filters that you set, are cleared to the default state.

Available filter types:

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1. All.
2. Alerts (Account needing attention).
3. Incomplete.
4. Other.

Accounts Needing Attention

Accounts that are listed un Account Needing Attention are Accounts that have had a rule triggered. The Account will be displayed with a purple band on the left. The rule category that was triggered will be displayed. Click on the Account to view more information. 

Incomplete Accounts

Accounts that are missing information or have not had a Wellness Hub assigned to them will be listed under Incomplete Accounts. Click on the Account to add the missing information or assign a Wellness Hub.

Other Accounts

All Accounts that do not need attention or are complete will be listed here.