Searching For Channels

You can search for channels you create, are invited to or join or available to the public.  You can only access a channel based on the type of the channel outlined when creating a channel and role. ex. If the channel type is HIPAA compliant you can only access based on the location specified for that channel.  After accessing the channel screen you can view the left curtain by clicking the top left corner as shown in Fig. 1.

Fig. 1

After accessing the left curtain click on the “search channel input area to type the desired channel name as shown in Fig. 2.Fig. 2

 

As you type you will see search results of channels matching your inputted text as shown in Fig. 3. Select the desired channel and you may view channel history based on the channel type.

Fig. 3

Searching Channel History

Searching channel history is easy! As you document more and more data there will be a need to find specific information based on what you remember what was said, a specific form or date range. Here is how you find what you are looking for:

 

Step 1 – While in channel click on the magnifying glass in the top right corner of the channel

 

Step 2 – View and fill out required fields to your liking (date range is optional) and click search

 

Step 3 – View results – You may click on each result to view the actual form completed or view location data.

 

Happy Searching!

Interested in learning more? 

Email us hello@optonome.com

 

Assigning A Form To A Channel

After you create a form you can assign the form to a channel to be viewed or completed by someone you invite to the channel Ex. if the channel is a HIPAA type the user will only have access to the form after verification of location or if an invite channel type the user will have access to the form anywhere.

 

Step 1View channel settings of the channel you are interested in assigning the form to as shown in Fig. 1

Fig. 1

 

Step 2 – View the section titled “Forms Available For The Channel” as shown in Fig. 2

Fig. 2

 

Step 3 – Click on “Choose a Form to Add” to view or search for available forms on a team as shown in Fig. 3 and select desired form. Click o

Fig. 3

Step 4-  After selecting the desired form click on the plus sign next to the form to confirm adding the form to the channel as shown in Fig. 4

Fig. 4

 

Step 5 – View confirmation of the form added to the channel as shown in Fig 5. Click done to return to the channel.

Accessing Channel Settings While In Channel

After you create a new channel you can later change the settings on the fly while in the channel.

Step 1 – Open left curtain as shown in Fig. 1

Fig. 1

 

Step 2 – Click edit channel as shown in Fig. 2.

Fig. 2

Step 3 – Managers of the channel only – View and edit channel settings such as adding forms to the channel, inviting new users or changing the type of the channel as shown in Fig. 3.

Fig. 3

 

Creating New Channels

Channels are created to communicate: healthcare information, behavioral data, financial transactions, pictures with friends, moments with family members, emergency situations, meetings, healthcare needs, event updates and anything else you can think of!

There are two ways to create channels

  1. By accessing section 4 of your team settings 
  2. By accessing the curtain from any channel screen which we will go over in this post.

Step 1 – Go to your channel screen from the dashboard as shown in Fig. 1.

Fig. 1

 

Step 2 – Click on the curtain to view channel options as shown in Fig. 2.

Fig. 2

 

Step 3 – View channel options in open curtain as shown in Fig. 3. You may access a member list, invite users, create a new channel and view channels of teams.

Fig. 3

Step 4 – Click on “New Channel” as shown in Fig. 4

Fig. 4

 

Step 5 –  Edit new channel settings as shown in Fig. 5.  Your options are as follows

  1. Channel Name
  2. Pick which team to associate with the new channel
  3. Rollup Channel – Ability to group channels for easy searching (Coming Soon)
  4. Description
  5. Channel type(s)
    • HIPAA Compliant: Members entering the channel to verify their location is within1969 feet/ 600 meters/.3 of a mile before accessing the channel with more accurate location verification if the user makes an update in the channel. Ex. Healthcare Information or Financial transactions
    • Invite: Members can access the channel from anywhere with an invite without a need to verify location. Ex. Any messaging between family, friends, contractors, businesses, events attendees, managing documents, sharing forms for completion with temporary users (most used).
    • Public with GPS:  Anyone registered in Optonome.com can search and view the channel if they are within 1969 feet/ 600 meters/.3 of a mile of the location you enter. Ex. Live event or meeting updates, neighborhood updates or emergencies exclusive to people within 1 mile.
    • Public without GPS: Anyone registered in Optonome.com can view the channel. Ex. customer service for small businesses, share events and updates of business to the world, share birthdays or random events.
  6.  Address – Used to verify users in HIPAA compliant and public with GPS channels.

Fig. 5

 

Step 6 – Click on “Create” button to create the channel. You may create as many as you like following Steps 1-5.  Click the blue “Done” button when finished to go back to the channel screen.

Accessing and Leaving Channels

Optonome gives users the ability to quickly communicate and share information. All information on Optonome is shared based on the creator of the channelCreating a Channel helps ensure security by replacing email and text messaging with instant messaging secured by location, beacons sensors, HIPAA compliant servers.  Optonome makes it easy for friends, family, staff, third parties, service workers, advocates, community members, emergency personnel, or any team of interest can access channels from the dashboard (Fig. 1) with permission

Fig. 1

While in the channels view click on the lock button as shown in Fig. 2 to exit the channel view and view the dashboard.

Fig. 2

Invite To A Channel

If you want to Invite someone to a channel without making the user a part of your team please the following instructions. Example users that you may want to invite directly into a channel include a potential employee, 3rd party medical professional on a temoporary basis, certified investigator, doctor, contractor completing a task or even a landlord.

NOTE invite permissions are based on the type of the channel and role of the user in the channel.

Step 1 – From the dashboard, access the curtain from the specified channel (Fig. 1)

Fig. 1

 

Step 2 – Double check channel and click on Invite as shown in Fig. 2

Fig. 2

 

Step 3 – Enter desired email address and press enter to highlight each individual contact. When done click send and done.

 

 

Creating Paperless Forms

Our goal is to help you go paperless as fast as possible. In order to do that we created a custom form builder to document offline activities no matter the required inputs.

 

Step 1 – Sign In and access your desired team settings screen as shown in Fig. 1

Fig. 1

 

Step 2– Scroll down to Section 3 and click on “Create New Form” as shown in Fig. 2

Fig. 2

Step 3 – The form edit screen allows you or a designated manager of the team to edit the form name, required fields or other form options as shown in Fig. 3 with a simple drag and drop operation

Fig. 3

Step 4 – Edit the Form name as shown in Fig. 4. After you edit the name of the form click the Blue check button next to the input box to update the form name

 

Fig. 4

 

Step 5 – Drag and Drop desired form options from right column as shown in Fig. 5. 

Fig. 5

 

Step 6 – After you drag and drop the desired form field(s) you have the following option to duplicate, make a required field, edit or delete the selected field as shown in Fig. 6.

**The Edit form Field button opens and closes the edit window for the form field as shown in Fig. 6.**

Fig. 6

Each form field has different options as listed below

a) Checkbox group: Users are able to complete field by checking  more than one option

Fig. 7

 

b) Date Field: Users are able to complete the field by selecting a date

c) File Upload: Users are able to complete the field by uploading a file or picture

d) Header: Used for displaying heading to a form only (No input required)

e) Paragraph: Used for displaying instructions or text only (No input required)

f) Number: Users are able to complete the field by inputting a number

g) Radio Group: Users are able to complete the field by checking only one option

h) Select: Users are able to complete the field by selecting one of the options from a dropdown list

i) Text Field: Users are able to complete the field by inputting a maximum one line of text

j) Text Area: Users are able to complete the field by inputting at least one line of text

k) Signature: Users are able to complete the field by signing their name with their finger on their smartphone or mouse on a desktop.

Step 7 – Click on the blue save button in the bottom right corner to save the form as shown in Fig. 6.

Invite Members To Team

We made it very simple to invite new users to your team. This will allow you to quickly manage all users and set who has managing rights to create channels and forms within the team.

Step 1 – Access Settings from the dashboard as shown in Fig. 1

Fig. 1

 

Step 2– Click on “My Teams” to view a list of joined and owned teams as shown in Fig. 2

Fig. 2

 

Step 3 – Click on “Invite User” icon in the row of the team you want to invite the new user as shown in Fig. 3

Fig. 3

 

Step 4 – Enter the email address of the user you want to invite and press “Enter” or “Return”  You may invite as many people as you wish to the team at one time as shown in Fig. 4 **do not press tab***

Fig. 4

 

Step 5 – View verification displaying that an invite was sent to the user as shown in Fig. 5

Fig. 5

 

Optional Step 6 – View users invited to a team – Click on Edit Team icon as shown in Fig. 6

 

Optional Step 7 – List of team members will be displayed in Section 2 as shown in Fig.  7

 

Accessing Your Team Settings

1) After registering, a personal team is created for you, named after your email address. This team is for your friends and family. To access your personal team settings click the gear icon on the user dashboard to access your user settings click on “My Teams” as shown in Fig. 1

Fig. 1

 

2) After clicking on “My Teams” view available teams then click on the “Edit Team” icon to access your owned team(s) as shown in Fig. 2 or you may create a team.

Fig. 2

 

3) Edit Team Screen as shown in Fig. 3 has four sections for easy accessibility.

Section 1 allows you to change your team name or logo or avatar for the team.

Section 2 allows you to add or remove team members and designate manager roles allowing other users you invite to your team the ability to create new forms or channels for the team.

Section 3 allows you invite new team members and designated managers of the team. Managers are able to create forms for other users to complete while in channels of the team.

Section 4 allows you or a designated manager of the team to create channels and invite other users who are a part of the team, Optonome application (non-team members) or non-Optonome users into a channel via email.

Fig. 3

When changing the name of your team simply edit the “Change Team Name” field and click on the green “Update” button

 

 

To go back to the dashboard from settings Click on Arrow as shown in Fig. 4.

Fig. 4