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How to Use Curio's Smart Sharing: A Step-by-Step Guide

At Curio, we're dedicated to not just improving but revolutionizing the way patient support staff engage with patients. Our latest offering, Smart Sharing, serves as a seamless, intuitive platform for sharing resources—be it financial aids, support group details, or educational materials—with cancer patients. If you've ever felt overwhelmed with juggling multiple spreadsheets, sticky notes, or patient files, Smart Sharing is designed to streamline your work, freeing you up to do what you do best: providing empathetic and effective care.

In this step-by-step guide, we aim to walk you through the user-friendly features of Smart Sharing, from setting up your new account to sharing your first resource. Read on to discover how Curio is making healthcare more personalized, efficient, and impactful.

Getting Started: Activate Your Curio Smart Sharing Account

1. Visit the Curio page about Smart Sharing

Visit Curio's Smart Sharing page to learn how it can save you time and elevate your patient support services. Learn more at Curio Smart Sharing.

2. Sign Up for a New Account

Signing up is the first step in optimizing your patient engagement process. Insert your email at the designated space at the top of the page to begin.

3. Activate and Personalize Your Account

Check your inbox for an activation email with your login credentials. Follow the steps to set your unique password for Smart Sharing.

The Basics: Exploring the Smart Sharing Interface

1. Access Your Navigator Dashboard

You can always access your navigator dashboard at app.joincurio.com where you can sign in using your credentials created above.

2. Patients Dashboard

The default view is your list of patients. Your organization may have predefined your patient list; otherwise, we’ll show you how to add your patients in the next section.

3. Engagement Metrics

In each patient row, you will find their basic profile info as well as engagement info under “Latest Action.” These real-time metrics, such as how often a resource has been accessed, can help you understand patient engagement levels.

4. All Resources

This is where all your resources are stored. If your organization has uploaded pre-defined lists of resources, you will find them saved here. Otherwise, we’ll show you how to add new resources in a following section.

Patients Dashboard: Adding and Editing Patient Profiles

1. Add a New Patient

You can quickly add a new patient with just a name and any notes you’d like to add. You can update with contact info such as email and phone at the next step.

The “Notes” section is a great place to store personal details, such as their kids' or dogs' names, favorite music, or other things that can help personalize their journey, in addition to important information related to their treatment.

2. Edit Patient Profile

You can update contact information as well as the patient’s name and notes with the “Manage” button to the right of a patient’s name.

In the profile itself, you can access and edit info. Click “Update Profile” to save.

All Resources: Adding a New Resource

1. Start Adding a Resource

Navigate to “All Resources” and click on the “Add New Resource” button to start.

2. Insert Info About Resource

Input the title, link URL and description (or upload an image or PDF instead). Click "Save" when you are finished.

You can use “Description” section to add pertinent details about a resource, such as the link to a form, a direct phone number to call, etc.

How to Share a Resource

1. Select a Patient

Choose the patient you wish to share a resource with from the "Patient Dashboard." Click on the “Manage” button to access their profile.

2. Share a Resource

Under “Shared Resources,” click on “Share Resources.”

3. Select Resources

Once you've found the right resources, click on the checkbox to the left to add it to the Sharing Bundle Link. You can also add a new resource if it is not already part of your resources list.

If you’d like to add a specific note with just one resource, you can do so in the “Custom Note” section.

4. Complete Sharing Bundle

Now, click the “Generate Sharing Link” button.

5. Add Contextual Information (Optional)

You can add personalized notes or additional information to give the patient context about the resource you are sharing. There will be default messaging in place that you can edit. This message is for the full sharing bundle link, whereas the “Custom Note” section above is for that particular resource.

6. Generate Sharing Link

Now click on the “Generate Sharing Link” button to generate…a sharing link!

7. Send Resource

Click on the box with the text to copy and then use your text, messaging, or email service to paste the message.

8. Verify Send

After you have shared the resource with the selected patient, verify that you have sent the message by clicking on “I sent the message to the patient.”

9. See Shared Resources

You can now find the list of resources you have shared with that patient under their profile:

Upcoming Features: What to Look Forward To

We're committed to constant improvement. Here are some of the features we are planning to add to Smart Sharing in the future:

  • Direct Sending: Send a resource to a patient via text or email via a one-click integration with your mail client.
  • AI-Powered Recommendations: Suggest other relevant resources based on patient behavior and history.
  • Personalized Messaging: Automate personalized messages to enhance patient engagement.
  • Multi-Language Support: Provide resources in multiple languages to cater to a diverse patient population.

Smart Sharing is more than just a feature; it's a shift towards a more patient-centric approach in cancer care. It streamlines the process of sharing vital information, allowing support staff to focus on what really matters—providing empathetic and effective care. Start using Smart Sharing today and be a part of this transformation.

We hope this guide helps you make the most of Curio's Smart Sharing. If you have any questions or feedback, please don't hesitate to contact us.

Happy Sharing!

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