How to Generate an In-Person Code

In this guide, you will learn:

• How to generate an in-person code
• When to use an in-person code vs. a clinician link
   

Who has access:

All access levels apart from Read Only 

Overview

For patients attending in-person clinics, you can generate an in-person code that allows them to complete their assessment on:

• Their own device, or
• A device provided by hospital staff

This is designed to support self-completion by the patient while they are on-site.

Steps to Generate an In-Person Code:

1. Open the patient's assessment.
2. Click the “Actions” button.
3. Select “Resend to patient”.
4. Choose the option: “In-Person code”.

You will now see:

• A 6-character code
• A QR code
   

How the Patient Uses the Code:

1. Patient visits this link on their device: https://patient.ultramed.app/
2. They either:
   
   • Scan the QR code, or
   • Manually enter the code

This gives them access to their online pre-assessment.

Important Notes:

Audit Trail: Any answers submitted using an in-person code are recorded as being completed by the patient.

Do not use it for clinician-led assessments (e.g., telephone assessments or when a clinician is inputting responses on behalf of a patient). Instead, use the “Clinician Link” to ensure proper attribution and audit trail.

System Availability

If you don’t yet see this feature in your portal, don’t worry — it will become available once your portal is updated.