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

Creating A New Team

Creating a team allows managers to designate roles to other team members and quickly monitor updates across all team channels via Optoome’s advanced searching and retrieving features.

Step 1 – After login view dashboard as shown in Fig. 1 and click on the setting gear in the bottom left corner.

Fig. 1

 

Step 2-View settings menu as shown in Fig. 2 and click on “My Teams”

Fig. 2

 

Step 3– View “My Teams” screen and click on “Create a new team” as shown in Fig. 3

Fig. 3

 

Step 4 – Input Team Name and click on the green”Create” button as shown in Fig. 4

Option to Upload an avatar or logo

Fig. 4

 

 

Step 5 -Optional – After the creation of the new team, your team will be listed under “Owned”  as shown in Fig. 5. You may then edit the team settings as shown.

Fig. 5

User Dashboard

Optonome community viewWelcome to your personal dashboard based on your current location (You must allow your device to access your location). You will be presented with a local community map (as shown) populated with transportation information, businesses, restaurants, and shops.

From this screen, you are also able to access your calendar, Quick Notes, Emergency team channel, notifications, training courses via the bottom right corner (book icon), team settings via your avatar top left corner (gear icon) or real-time communication channels via the bottom center (double arrows).

 

 

Beacon Sensors

Integrated Beacon Sensors

Each installed beacon verifies the location of both patients and staff while actively using Optonome within any brick and mortar home, facility, hospital, workplace or business. Optonome uses Beacons as an added layer of security and transparency when receiving and providing human services in any location around the world. Beacons give families, health professionals, supervisors, managers, and local governments with permission the ability to access and view sensitive behavioral, financial or protected health information (PHI) based on location inside a home or facility. Each beacon has a Bluetooth® Low Energy Transmitter. It allows Bluetooth devices to broadcast or receive tiny and static pieces of data within short distances inches up to 100 feet.

 

 

When actively using Optonome, smart devices interact with these beacons within distance helping document and verify information related to tasks based on location.

 

  • If there are any incidents, certified investigators can accurately verify whereabouts of staff within the home, tasks completed by staff, regulation requirements documented to reduce allegations of fraud, abuse, and neglect. Support professionals can access, view, be notified or train based on location in a home community or workplace setting.

 

If the healthcare professional forgets to administer medications or complete an activity related to the healthcare of a patient. Optonome beacon sensors can verify the location of the professional as it related to the timely needs of the patient and either prompt to complete or find someone who can complete the task on time.

 

 

For example, during a renovation project, a project manager can manage multiple sites and workers to ensure punch list items are completed on time.

 

Join the discussion in our public smart home channel