Enrolling Your First Patient

This tutorial walks you through the complete patient enrollment workflow — from creating a patient record to assigning a monitoring device and verifying that vital sign data flows from the device to the Vantrexia dashboard. By the end, you'll have a fully enrolled patient transmitting real-time data.

Step 1: Log in to the Dashboard

1. Open your browser and navigate to https://app.vantrexia.com/login (or http://localhost:3000/login for local dev).
2. Enter your admin credentials — the email and password you created during the initial setup.
3. After successful authentication, you'll land on the Dashboard overview showing patient counts, active alerts, and device status summary.

Step 2: Navigate to Patient Management

1. In the left sidebar, click Patients or navigate to /patients.
2. You'll see the patient list with columns for Name, MRN, Status, Last Reading, and Actions.
3. Click the + Add Patient button in the top-right corner of the patient list.

Step 3: Add a Patient Manually

The patient creation form collects all required demographic and insurance information. Fill out each section:

Personal Information

Address

Insurance Information

Click Create Patient to save. You'll be redirected to the new patient's detail page.

Step 4: Verify Patient Appears in the List

1. Navigate back to Patients list (/patients).
2. Use the search bar to search for "Garcia" — the patient should appear immediately.
3. Verify the status shows Active and the MRN matches MRN-2026-001.
4. The "Last Reading" column will show "No data" until a device is assigned and transmitting.

Step 5: Assign a Monitoring Device

1. From the patient detail page, click the Devices tab.
2. Click + Assign Device.
3. Select the device type: Blood Pressure Monitor (MioConnect).
4. Enter the device serial number (found on the device label, e.g., MC-BP-2026-0042).
5. Set the Transmission Schedule — for RPM billing compliance, select Daily (required for CPT 99454 eligibility).
6. Click Assign Device to complete the pairing.

Step 6: Configure Vital Thresholds

Set the clinical thresholds that determine when alerts are triggered for this patient:

1. On the patient detail page, click the Thresholds tab.
2. Configure blood pressure thresholds:

3. Click Save Thresholds. The system will immediately begin evaluating incoming readings against these values.

Step 7: Verify Data Flow

1. Have the patient (or you, using the simulator) take a blood pressure reading on the assigned device.
2. Within 1–2 minutes, the reading should appear on the patient's Vitals tab.
3. Verify the reading shows:
   • Systolic / Diastolic values (e.g., 128/82 mmHg)
   • Timestamp matching when the reading was taken
   • Source showing "MioConnect" as the device
   • Status — "Normal" (green) if within thresholds, "Warning" (amber) or "Critical" (red) if outside
4. Check the Dashboard — the patient should now appear in the active patients widget, and the "Last Reading" column in the patient list should update.

API Alternative: Create a Patient via REST

You can also create patients programmatically using the API. First, authenticate to obtain a JWT token, then call the patients endpoint:

curl -X POST https://app.vantrexia.com/api/v1/patients/ \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "Maria",
    "last_name": "Garcia",
    "date_of_birth": "1958-03-15",
    "mrn": "MRN-2026-001",
    "phone": "+15551234567",
    "email": "maria.garcia@email.com",
    "address": {
      "street": "123 Oak Street, Apt 4B",
      "city": "Austin",
      "state": "TX",
      "zip_code": "78701"
    },
    "insurance": {
      "primary_payer": "Medicare",
      "insurance_id": "1EG4-TE5-MK72",
      "group_number": "GRP-887421"
    },
    "status": "active"
  }'

A successful response returns 201 Created with the full patient object including the assigned id (UUID):

{
  "id": "f47ac10b-58cc-4372-a567-0e02b2c3d479",
  "first_name": "Maria",
  "last_name": "Garcia",
  "date_of_birth": "1958-03-15",
  "mrn": "MRN-2026-001",
  "phone": "+15551234567",
  "status": "active",
  "created_at": "2026-02-06T10:30:00Z",
  "devices": [],
  "thresholds": null
}

Next Steps

Now that your patient is enrolled and transmitting data:

• Configure Vital Alerts — Fine-tune threshold settings and set up notification routing for this patient.
• Patient Management — Learn about bulk import, patient grouping, and care plan assignment.
• Billing Setup — Ensure billing is configured so this patient's device transmissions generate CPT 99454 claims.