1. After the app is downloaded, the member will need to tap on the “Sign Up” button. 
2. The first screen will ask them for an access code. If this field is not pre-populated, please provide the access code to the member, and instruct them that the code does need to be added in all lowercase letters with no spaces. 
3.  The member will receive confirmation that there is a match, they should click the “Continue” button. 
   • If the member receives an error, have them click the back arrow and confirm their input for the access code. Once they fix their mistake, they should be able to proceed.
   • Note: access codes do NOT expire so it is likely it was input incorrectly 
4. Next, the app will ask “Whose health you will be managing through your account?” Have the member select the “My Own” option. 
5. Next the member will be prompted to enter a MemberID and DOB. Instructions for the format the MemberID should be entered in are displayed on this screen.
   • Note: If there are “alpha” characters in their MemberID, they must be capitalized. 
6. Next the member will be prompted to enter a Date of Birth. Click “Submit” 
7. The next screen is a confirmation screen, that states “Excellent, you’re almost done”. Please have the member click on the “Continue” button. 
8. On this screen, the member will complete their profile. If the member has been “invited” through the dashboard, then most of the information will be pre-populated, however, the member should complete any missing information and click “Submit” when done. 
   • First Name 
   • Last Name 
   • Date of Birth 
   • Gender 
   • State of Residence 
   • Cell phone number 
9. The next screen will have you set up your account login information.
   • The member needs to enter their email address twice. 
   • The member needs to create a password. There are green checkmarks that will display once the member meets each password requirement. The password requirements are: 
     • A minimum of 8 characters. 
     • At least 1 letter 
     • At least 1 number 
     • At least on special character (e.g. !@#$%^&*) 
10. The member will need to confirm their password by entering it again. 
11. Next the member will check the checkbox that they agree to the terms of our End-User License Agreement. (If the member has any questions about the EULA, there is a link to that agreement on this screen, and the member can read through it.) 
12. The member can then click the “Submit” button 
13. The next screen is the Privacy Policy screen. The member must scroll to the bottom of the screen, then click the “Accept” button.
    • Note: The “Accept” button will be disabled until the member scrolls to the bottom of the Privacy Policy.
14. The member should then be brough to their checklist and they are ready to use the app! 

1. After the app is downloaded, the caregiver will need to tap on the “Sign Up” button. 
2. The first screen will ask them for an access code. If this field is not pre-populated, please provide the access code to the caregiver, and instruct them that the code does need to be added in all lowercase letters with no spaces. 
3.  The caregiver will receive confirmation that there is a match, they should click the “Continue” button. 
   • If the member receives an error, have them click the back arrow and confirm their input for the access code. Once they fix their mistake, they should be able to proceed
     • Note: access codes do NOT expire so it is likely it was input incorrectly 
4. For “Self-Onboarding” caregivers only (caregivers who are invited through the dashboard will not receive this prompt): Next, the app will ask “Whose health you will be managing through your account?” Have the caregiver select the “Someone Else’s” option. 
5. Next the caregiver will be prompted to enter the MemberID for the person they will be caring for. Instructions for the format the MemberID should be entered in are displayed on this screen.
   • Note: If there are “alpha” characters in their MemberID, they must be capitalized. 
6. Next the caregiver will be prompted to enter the Date of Birth for the member they will be caring for. Click “Submit” 
7. The next screen is a confirmation screen, that states “Excellent, you’re almost done”. Please have the caregiver click on the “Continue” button. 
8. On this next screen, the caregiver will complete their profile. If the caregiver has been “invited” through the dashboard, then most of the information will be pre-populated, however, the caregiver should complete any missing information and click “Submit” when done. 
   • First Name 
   • Last Name 
   • Date of Birth 
   • Relationship to the member
   • State of Residence
   • Cell phone number
9. The next screen will have the caregiver complete the “members” profile. Again, most of this information will pre-populated if the caregiver was invited via the dashboard. 
   • Member’s first name 
   • Member’s last name 
   • Member’s Date of birth 
   • Member’s gender 
   • Member’s State of residence 
10. The next screen will have the caregiver set up their account login information. 
    • The caregiver needs to enter their email address twice. 
    • The caregiver needs to create a password. There are green checkmarks that will display once the caregiver meets each requirement. The password requirements are: 
      • A minimum of 8 characters
      • At least 1 letter
      • At least 1 number 
      • At least on special character (e.g. !@#$%^&*)
11. The caregiver will need to confirm their password by entering it again. 
12. Next the caregiver will check the checkbox that they agree to the terms of our End-User License Agreement.
    • If the member has any questions about the EULA, there is a link to that agreement on this screen, and the caregiver can read through it.
13. The caregiver can then click the “Submit” button 
14. The next screen is the Privacy Policy screen. The caregiver must scroll to the bottom of the screen, then click the “Accept” button.
    • Note: The “Accept” button will be disabled until the caregiver scrolls to the bottom of the Privacy Policy. 
15. The caregiver will then receive a message stating “Thanks for signing up! We are looking forward to working with you. Before we begin, your account needs to be approved.  
16. The caregiver can click on the “What happens Now?” button which informs them that their care team is reviewing their account. 
17. The caregiver can then click on the “How Will I Be Notified?” button, and it informs them that they will receive a notification or a message when it’s time to access the app. 
18. The next button they can click states “What Will I Gain Access To?”. If the caregiver clicks on that they are brought to a screen that outlines the key points of the app, and also a link for them to contact their care team. 
19. Once the care manager approves the caregiver’s account in the dashboard, the member can simply re-open the app and they will be brought to their checklist. 
20. See Personalizing Your Health Journey for additional configuration information. 

At the top of the checklist there is an option to personalize their health journey. This explains what Wellframe is, what a care team is, and how we are here to empower them. 

It will prompt them to choose a health goal. They can “Choose it now” or “Come back later”. If they choose “Come back later”, the option to jump back into the personalization will be available at the top of their checklist. 

Goals available are: 

• Weigh loss 
• Pain management 
• Stress management 
• Stop Smoking 
• Be more physically active  
• And many condition specific goals as well

After they select a goal, they are brought to a screen that lists the tools available for them, such as Care Programs, Reminders, and Secure Messaging.  

The member can click through each tool or choose the skip option for each. They can always access each option through the app at a later date if needed. 

At the end of the personalization journey, the member can either click on the “Say Hi to Your Care Team” option, which will bring them to the chat window, or they can click the “Explore Your Checklist” button, which will bring them back to their checklist. 

The member is now ready to use the app