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Doctrin Help Centre - for successful work

Login and logout

Activity panel – ongoing cases
Filter, search and sort cases
Icons and status
Lists and columns
Main menu
Patient profile
Permissions and professions – who sees what in the overview
The overview in detail

Archive for closed cases
Attachments
Cases that expire (deleted functionality)
Close a case – using default way
Close a case – using hard closure
Delete attachment
Enter a case as a participant
Flag a case
Mark a case as handled or not handled
Medical history report – copy items
Medical history report – graph of results from assessment scales
Note for a case
Ownership of a case
Patient’s contact information – patient card
Pause a case
Protected identity
Rank a case – with priority number
Remove participant from a case

Send documents
Send links in the chat
Use and send questionnaires
Use of Phrase templates
Use the chat with a patient

Modify questionnaires – show and hide questions
Preview questionnaires

Create an appointment
Get started with appointments

Age limits for sendouts (configuration)
Create a bulk sendout – for information sendouts
Create a sendout
Create a sendout – child and teenager
Date stamps for sendouts
Explanation of statuses for sendouts and bulk sendouts
Get started with Sendouts
Import CSV file for a bulk sendout
List of sendouts – sent, scheduled and received

Change owner of a case – manually
Control tower
Handover a case to a colleague
Invite a colleague to a case
Open a case pending handover
Out of office – inform colleagues when you are away
Respond to an invitation to a case
Send link to case documentation
Team chat – in private with colleagues

Doing a consultation on a case – in another unit
Handover a case – to another unit
Invite colleague to a case – from another unit
Respond to a handover – from another unit
Respond to invitation from another unit (consultation)

Allow a colleague to join a video consultation
Schedule video consultation with Sendouts
Share screen during video consultation
Start video consultation from a case
Video quality tips and tricks

Attach meeting rooms to information sendouts
Create and manage meeting rooms
Delete Meeting Room
Get started with meeting rooms
Join meeting room as a patient
Join meeting room as caregiver
Schedule and manage invitations to activity in meeting rooms

Notifications and consent
Notifications to caregiver
Notifications to patient (sms or email)

Answer memory
Rule based decision support
Self assessment scales
Visual analog scales

Delete patient and their data
How long are cases saved?
Log file for patients
Log files for users

Accessibility Statement
Add, remove permission and delete users
Change multiple users at the same time (bulk change)
Create a user
Create and manage phrase templates
Disable ‘create new case’ for patients
Edit user details
Export users
Getting started with admin
Information text on consent to notifications
Information to patient on logged out screen
Manage documents and policies
Manage opening hours
Manage questionnaires
Notice board
Overview with links
Payment Policy
Privacy Notice
Profiles and permissions (configuration)
Shortcuts for patient interface
Signposting
Switchboard
View users

Deep links with preselected reason for contact
Teleq – book phone appointment

Redash
Standard dashboards
Waiting time within open hours

Help centre Protected identity

Protected identity

This functionality is currently only available for the Swedish market

Updated on 2023-01-19

Instructions for use (multiple languages)

Bruksanvisning Doctrin Source (svenska)
Bruksanvisning Doctrin Source (norsk)
Instructions for use Doctrin Source (English)
Instructions d'utilisation de Doctrin Source (francais)
Návodem k použití Doctrin Source (cestina)

Support & Performance

Contact Support
Supported devices and browsers