A guided help wizard for every account type.

RhythmIQ.Health helps you organize your health information, track day-to-day patterns, and review supportive insights in one place. It combines your routines, self-reports, optional device data, medications, appointments, support-group tools, and selected rhythm features so you can better understand what may be changing over time.

1. Start with Create your patient account (Patients Only) and Connect a device if you want to use supported device metrics.
2. Set up core tools like Metric Permissions.
3. Use My Groups and the sharing guides when you want to connect trusted clinicians or family supporters.
4. Explore rhythm tools only if they fit your preferences. They are optional, supportive, and non-diagnostic.

Sign up with your email, select the account type that matches your role, verify your email, and then open your dashboard.

1. Choose Patient, Family, Clinician, or Clinic during registration.
2. Verify your email to complete onboarding.
3. Use the left profile rail to move between your role-specific tools.

RhythmIQ.Health integrates with most wearable devices. When you log in to the mobile app, you’ll be prompted to grant permissions for the metrics you want AI to track.

1. Open the app on your phone and sign in.
2. Grant Health and Notifications permissions if prompted.
3. On the Profile Overview screen, tap “Phone Metrics”.
4. Grant phone permissions if prompted.

My Care Plan (Patients Only) is your patient-friendly planning area. It gives you one place to organize important information such as goals, reminders, support steps, personal notes, and other details that help you manage your care more clearly.

1. Open the Care Plan section from your patient account.
2. Review the overview and update the sections that matter most to your care routine.
3. Use the care plan to keep key information easy to find when you need it.
4. Remember that sharing is still controlled by your group permissions and consent settings.

To invite caregivers or family, open the “Create Group” panel.

• Enter a Group Name.
• Click “Create Group” — a reference code will be generated. Share this code with members you’d like to join.

Patients can delete a group or remove members at any time.

1. Open the “My Groups” panel.
2. Click “Show Details”.
3. In the modal, remove a member individually or delete the group entirely.

Send encrypted messages to family members and caregivers.

1. Open the “My Groups” panel.
2. Click “Open Chat” on the group card.
3. In the Messenger panel, select a member and start chatting.
4. Note: Patient accounts can message Clinician and Family accounts. Clinician and Family accounts can message Patient accounts.

Share your medication adherence reports, AI anomaly alerts, and optionally allow clinicians to modify your medication and appointment schedules.

1. Open the “My Groups” panel.
2. Click “Show Details”.
3. In the modal, use the toggles next to each member to grant or revoke permissions.
4. Note: Enabling Medication Reports sharing also shares adherence schedules and AI anomaly alerts with selected members.

Metrics & Alerts (Patients Only) helps you review supported readings, trends, summaries, and alert-style signals in one place. It is meant to make information easier to understand — not to diagnose a condition or replace professional judgment.

1. Open Metrics & Alerts (Patients Only).
2. Choose a date range if you want to focus on a specific period.
3. Review the summary area to understand what kinds of readings or alerts are present.
4. Use the list or table to look at more detail and identify patterns worth discussing.

Metric Rhythms (Patients Only) focuses on change over time. Instead of only showing one value at a time, this section helps you review whether your supported health metrics appear more consistent, less consistent, or different from your usual routine.

1. Open Metric Rhythms (Patients Only) and review the available trend view.
2. Look for changes in timing, regularity, and overall pattern across days or weeks.
3. Use the trend information to better understand your recent routine compared with your personal baseline.
4. If you notice a meaningful shift, consider documenting how you feel and discussing it with a trusted clinician.

Text Rhythms (Patients Only) is an optional patient feature for reviewing written check-ins over time. It uses supported text-based activity to help you reflect on whether your recent written check-ins seem similar to your usual pattern or different from it.

1. Open Text Rhythms (Patients Only).
2. Complete the available written prompts or review your past entries if they already exist.
3. Look at the summaries to understand your recent text-based tracking pattern over time.
4. Use the information as supportive insight rather than a diagnosis or final judgment.

Camera Rhythms (Patients Only) is an optional feature for supported camera-based check-ins. It is intended to help you review gentle, supportive visual pattern information over time when that feature is available to your account.

1. Open Camera Rhythms (Patients Only) and review the instructions.
2. Allow camera access only if you are comfortable using the feature.
3. Complete the guided capture or review your previous entries if available.
4. Use the summary as reflective support for noticing changes over time.

Voice Rhythms (Patients Only) is an optional section for short spoken check-ins and guided voice tasks. It helps you review voice-based tracking patterns over time in a simple, supportive, patient-friendly way.

1. Open Voice Rhythms (Patients Only).
2. Allow microphone access if you want to use the feature.
3. Complete a supported spoken task such as a guided check-in or structured read, when available.
4. Review the results as reflective information rather than a diagnosis.

RhythmIQ.Health provides a flexible medication scheduler so you can set reminders and earn rewards for consistent adherence.

• Open the “Medications” tab.
• Enable reminders with “Toggle Medication Reminders”. You’ll receive notifications when a dose is due, delivered to your RhythmIQ.Health Inbox.
• You can grant clinician accounts permission to edit your schedule.

• “Generate report for clinician” and “Generate report for family” share your adherence reports and AI anomaly alerts with your group members.
• You can also toggle “Med Share” in the Group Details modal within the My Groups panel.

Customize your medication schedule and earn rewards.

1. Enter the medication name and dosage.
2. Select a start date. We recommend starting the day after your initial entry.

1. Select the recurrence type to build a schedule that fits your routine.
2. Choose a Dose Mode: Single Dose (enter one time) or Multiple Doses (up to 10 dose times per day).

After you add a medication, RhythmIQ.Health creates log tables to help you track your schedule and confirmations.

• Confirm a dose by clicking “Confirm” under the ACTION column.
• Note: The Confirm button is available starting 2 hours before the scheduled time. If not confirmed, the dose is automatically marked MISSED 2 hours after the scheduled time.

Open the “Appointments” tab to access the Appointments Panel and create a new appointment.

• Enter the Title, Date, Time, Location, and optional Notes.
• Appointment reminders are enabled automatically and delivered to your RhythmIQ.Health Inbox.

To delete an appointment, open the “Appointments” tab to view the Appointments Panel.

• Scroll past the scheduling form to find your Appointment Card.
• Click “Delete” on the relevant appointment.

To grant a clinician permission to manage your appointments, open the “Appointments” tab.

• Check “Allow Clinicians to Create/Edit My Appointments”.
• Follow the dialog to grant permission to selected clinician accounts.
• Note: Clinicians can only view, add, or delete their own appointments. They cannot view existing patient-scheduled appointments.

Use the Mood Tracker to log how you’re feeling and earn tokens. Open the “Mood Tracker” tab to get started.

1. Answer the prompts to track your mood daily and earn rewards.
2. Tap or click each mood to highlight what matches how you felt today.

To view saved entries, scroll below the Mood Tracker form and click an item in the “Previous Mood Entries” list. A modal will open with full details.

Use My Journal (Patients Only) to write daily reflections and earn tokens. Open the “My Journal (Patients Only)” tab to begin.

1. Optionally answer the prompts each day to build your journal and earn rewards.

To view saved journal entries, scroll below the Journal form and click the saved journal title. A modal will appear with your entry details.

Earn IQ Coins by engaging with the app features below.

1. Medication adherence scheduling: Confirm a dose as taken to receive +100 IQ Coins.
2. Note: Missing a scheduled dose results in −25 IQ Coins.
3. Mood Tracker: log your mood to earn up to +25 IQ Coins daily.
4. My Journal (Patients Only): add an entry to earn up to +25 IQ Coins daily.
5. To view your total, navigate to the “Profile Overview” tab to open the Profile Overview Panel.
6. Your accumulated IQ Coins appear on the Profile Card.

Set your preferences so the AI can tailor content to your likes and interests.

1. Click the “Preferences” tab.
2. Enter your likes and interests.
3. The AI will automatically personalize your feed. Your recommendations will appear on the Profile Overview Panel.

Access these options from the “Edit Profile” tab.

• Note Data exports can be requested up to 3 times per month.
• Note Only patient accounts can request data exports.

A family supporter account is for trusted people who support a patient through consent-based sharing. The account does not automatically unlock patient information. The patient must invite you or approve the correct group relationship first.

1. Create your account using the family/supporter account option.
2. Verify your email if prompted.
3. Wait for the patient to provide a group reference code or confirm the shared relationship.
4. After joining a group, review only the information the patient has chosen to share.

Family accounts are support accounts. They are not clinician accounts and do not replace emergency services, medical care, or crisis support.

A family account joins a patient's group using a reference code provided by the patient. Joining a group is the first step, but it does not mean every patient feature is visible. Some sections require additional patient permission.

1. Ask the patient for their current group reference code.
2. Open the family Join Group area.
3. Enter the group code exactly as provided.
4. Submit the request and confirm that the group appears in your family dashboard.
5. If a report is still unavailable, ask the patient to review the specific sharing toggles in their group details.

Leaving a group removes your family account from that patient support group. After leaving, you should no longer see the shared group context connected to that relationship.

1. Open your family groups area.
2. Find the group you want to leave.
3. Use the leave/remove option if available.
4. Confirm the action before leaving the group.

If you leave by mistake, the patient may need to invite you again or provide a new group reference code.

Family messaging gives trusted supporters a simple way to communicate with the patient through the supported group workflow.

1. Open your family group or messenger area.
2. Select the patient conversation connected to the group.
3. Read new messages and reply when appropriate.
4. Use messages for support and coordination, not emergencies.

If the patient may be in immediate danger, use emergency services or the patient’s crisis plan instead of waiting for an app message.

Patient Insights combines the family-visible insight details that a patient has chosen to share. This can include generated AI alert information, mania-risk threshold style indicators, explanatory reasoning, and medication adherence report details.

1. Open Patient Insights from your family account.
2. Use the date filters when available to review a specific time range.
3. Review generated alert rows, risk labels, threshold context, and reasoning when the patient has opted into sharing those details.
4. Review medication adherence information in the same insight view when medication-report sharing is enabled.
5. If no information appears, confirm that the patient has granted the correct sharing permissions.

This view is consent-based. If the patient does not share AI alerts, medication reports, or insight details with your family account, the view may be empty or limited.

Care Plans lets a family supporter review the patient’s current care plan only when the patient has opted into sharing it. The care plan can help supporters understand goals, support steps, reminders, and patient-provided context.

1. Open Care Plans from your family account.
2. Review the patient’s shared care-plan summary, goals, support notes, or other visible sections.
3. Use the information to support the patient’s stated plan and preferences.
4. If the care plan is unavailable, ask the patient to review their sharing settings.

Notifications is the family inbox for received alerts, messages, and call-related updates. It helps you quickly see what needs attention without searching through every family panel.

1. Open Notifications from your family account.
2. Review new alerts, message updates, and call notifications.
3. Open the related item when a notification points to a message, patient insight, or call event.
4. Clear or mark items as read if the interface provides that option.

Use account settings to keep your family supporter profile current and secure.

1. Open your family account or profile settings.
2. Update supported profile information such as your name, email, or password when available.
3. Review connected support groups so you understand which patient relationships are active.
4. If you no longer support a patient through RhythmIQ.Health, leave the group or ask the patient to remove your access.

RhythmIQ.Health helps clinicians review patient-shared information as a longitudinal pattern, not just a single isolated reading. When a patient opts in and shares the correct permissions, the clinician view can bring together supported metrics, medication adherence, appointment context, mood and journal activity, patient-generated check-ins, text rhythm summaries, voice rhythm summaries, camera rhythm summaries, and generated alert context.

1. Start by confirming that the patient has shared the correct permissions for reports, alerts, metrics, and schedules.
2. Use shared insights to review changes in the patient’s own routine over time.
3. Compare dashboard context with the patient’s narrative, current presentation, medication plan, and clinical history.
4. Follow up when patterns appear meaningful, but do not rely on the app alone for urgent or clinical decisions.

A clinician account is for licensed or authorized care-team users who need patient-shared context inside the supported RhythmIQ.Health workflow.

1. Create your clinician account with the correct role type.
2. Verify your email and complete any required account setup.
3. Join patient groups only when the patient provides the appropriate group relationship or invitation path.
4. Use the clinician tools only for patients who have shared the relevant permissions.

Clinicians join patient groups so the patient can share selected reports, alerts, medication information, appointment tools, and insight context.

1. Ask the patient for the current group reference code or supported invitation path.
2. Open the clinician Join Group area.
3. Enter the group code exactly as provided.
4. Confirm the group relationship appears in your clinician dashboard.
5. If a feature is unavailable, ask the patient to confirm that the specific sharing toggle is enabled.

Leaving a group removes the clinician account from that patient group relationship. Use this when you are no longer part of the patient’s care workflow inside RhythmIQ.Health.

1. Open your clinician group list.
2. Select the group relationship you need to leave.
3. Confirm that you are leaving the correct patient group.
4. After leaving, do not rely on old shared views as current patient context.

Group Messages let clinicians communicate with patients through the supported group workflow.

1. Open the clinician messaging or group chat area.
2. Select the patient conversation connected to the group.
3. Use messages for routine support, follow-up, and coordination.
4. Do not use chat as the only method for urgent or emergency situations.

If a patient may be in immediate danger, use emergency or crisis procedures rather than waiting for an in-app message response.

Metrics & Medication Adherence is the clinician view for patient-shared report context. This tab can include the same major categories the patient can review — such as generated alerts, selected metrics, reasoning, medication schedule context, and adherence summaries — only when the patient has specifically enabled report and alert sharing.

1. Open Metrics & Medication Adherence.
2. Use the date filters to focus on a recent period or a specific clinical review window.
3. Review generated alert rows, risk labels, threshold-style context, and reasoning when the patient has opted into sharing alerts.
4. Review medication adherence totals, taken/missed counts, medication-level rows, and schedule context when medication-report sharing is enabled.
5. Use the information to guide follow-up questions and clinical review, not as an automatic diagnosis or treatment instruction.

If this tab is empty, the most likely reasons are: the patient has not shared the relevant report permissions, the date range has no data, the patient has not used the required feature yet, or the account relationship is not in scope.

Clinicians can modify a patient medication schedule only when the patient has granted the appropriate permission.

1. Confirm the patient has enabled clinician medication-edit permission.
2. Open the patient’s shared medication schedule.
3. Review the existing medication name, dosage, timing, recurrence, and reminder context.
4. Make only clinically appropriate updates and communicate changes clearly with the patient.
5. If the edit option is unavailable, ask the patient to review permissions rather than attempting to bypass the workflow.

Medication schedule deletion should be used carefully and only when the patient has granted the proper clinician permission.

1. Open the patient’s shared medication schedule.
2. Confirm you are viewing the correct patient and medication.
3. Use delete/remove only when the schedule should no longer be active.
4. Confirm the change and communicate the update with the patient using your normal clinical workflow.

Removing a schedule in the app is an operational update. It should not replace documentation, prescribing workflows, or direct patient counseling.

Clinicians can modify patient appointment schedules only when the patient has shared appointment-edit permission.

1. Confirm the patient has enabled clinician appointment permission.
2. Open the patient’s appointment schedule.
3. Create, update, or remove appointment records only when appropriate.
4. Review the date, time, title, location, and notes before saving.
5. Ask the patient to review permissions if appointment controls are hidden.

Patient Insight Dashboard gives clinicians a broader, consent-based view of patient-shared longitudinal context. It can help clinicians understand whether the patient’s recent routine, metrics, adherence, mood or journal activity, and optional rhythm check-ins are changing from the patient’s own baseline.

1. Open Patient Insight Dashboard.
2. Select the patient and date range you need to review.
3. Review trend summaries, alert context, reasoning, and supporting rows where the patient has shared access.
4. Look for repeated patterns rather than relying on one isolated value.
5. Use the insight dashboard as a pre-visit review and follow-up planning tool.

Account settings help clinicians keep profile and login information current.

1. Open your clinician account/profile area.
2. Update supported profile details such as name, email, or password when available.
3. Review active group relationships so your patient list stays accurate.
4. Leave or request removal from groups that are no longer part of your care workflow.

RhythmIQ.Health clinic accounts are designed as a permission-aware operations console. A clinic account can help organize clinic groups, doctor memberships, patient-scope review, RPM monthly packets, secure exports, and Clinic AI Agent summaries while respecting patient opt-in settings and active clinician relationships.

1. Start with Clinic Dashboard for the operational overview.
2. Use Doctor Memberships and Patient Scope to confirm who is actually in scope.
3. Use patient-level drilldowns only when the selected patient has the relevant surface available.
4. Use RPM packets and exports only for authorized operational workflows and store exported files securely.
5. Use clinic AI tools for bounded summaries, not diagnosis, emergency decisions, billing claims, or unrestricted data access.

A clinic account is for organization-level workflows such as managing linked doctors, authorized patient panels, account creation, patient-scope review, RPM packets, audit exports, and clinic-level summaries.

1. Create the clinic account with the correct clinic role.
2. Verify the account and complete clinic profile setup.
3. Use clinic tools only for authorized operational relationships.
4. Confirm internal privacy, security, retention, and access-control procedures before exporting or reviewing sensitive information.

Clinic Dashboard is the main operational landing page for a clinic account. It helps the clinic orient itself before opening deeper modules such as groups, doctor memberships, patient scope, RPM packets, exports, or Clinic AI Agent support.

1. Open Clinic Dashboard first when starting a clinic review session.
2. Review clinic-level status cards, operational summaries, linked clinician context, patient-scope indicators, and follow-up areas when available.
3. Use the dashboard to decide which deeper workspace is needed: memberships, patient scope, RPM packets, exports, or AI Agent summaries.
4. If a panel appears limited, confirm that the clinic role, clinician relationship, and patient sharing scope are active.

Create Patient, Doctor, or Family Accounts helps clinics onboard users into the correct account type. This is especially useful when a clinic is setting up multiple participants for a program or care workflow.

1. Open Create Accounts.
2. Select the account type you need: patient, doctor, or family/supporter.
3. Enter account details individually or use the supported bulk upload workflow when available.
4. Review invalid entries, duplicate emails, and unintended contacts before submitting.
5. After account creation, confirm that group membership, doctor membership, and patient sharing permissions are set separately when needed.

Account creation does not automatically grant access to patient data. Patient scope and sharing permissions still control what can be viewed.

Clinic Groups help organize clinic-owned relationships and workflows. Groups can support coordination between clinic users, doctors, patients, and authorized support structures depending on how the clinic has configured the account.

1. Open Clinic Groups.
2. Review active clinic groups and confirm they match the clinic’s operational structure.
3. Use group context to understand which clinicians and patients belong to a workflow.
4. Do not treat group membership alone as proof that all patient data is visible; patient-level permissions still apply.

Doctor Memberships helps clinics review which clinicians are linked to the clinic workflow. This is one of the key checks before relying on patient panel visibility or clinic-level summaries.

1. Open Doctor Memberships.
2. Review pending, active, removed, or historical clinician relationships when shown.
3. Confirm each doctor belongs to the correct clinic context before using patient panel views.
4. If a doctor is removed, review whether related patient visibility or clinic summaries should change.

Patient Scope is the clinic’s permission map. It helps show which patients are visible to the clinic and which patient surfaces are available, locked, or not present for the selected relationship and date range.

1. Open Patient Scope.
2. Search by patient label, patient ID, doctor ID, group ID, or other visible relationship context when supported.
3. Use the surface filter to focus on Metrics / AI, Medication Reports, Care Plans, RPM Consent, or RPM Packets.
4. Use availability filters to distinguish available surfaces from locked or unavailable surfaces.
5. Open only the patient drilldowns that are actually available for that patient.

Patient Scope Drilldowns are the patient-specific views opened from Patient Scope. These are not separate unrestricted dashboards. They are permission-aware windows into the patient surfaces that are available to the clinic.

1. Start in Patient Scope and find the patient you need to review.
2. Check which surfaces are available for that patient.
3. Open the correct drilldown: Metrics / AI, Medication Reports, Care Plans, RPM Consent, or RPM Packets.
4. Use date filters when available so reports match the period you are reviewing.
5. If a drilldown is unavailable, confirm patient opt-in, doctor membership, clinic scope, date range, and feature usage.

RPM Monthly Packets organize monthly remote-monitoring style evidence and packet status for eligible, permission-scoped patients. This area is meant for operational review, documentation support, and packet readiness checks.

1. Open RPM Monthly Packets.
2. Use available filters to focus on patient, doctor, packet status, date/month, or review period.
3. Review packet availability, status, coverage, supporting records, and follow-up flags.
4. Open packet details or packet PDF workflows when available and authorized.
5. Store or share packet materials only according to clinic policy.

Export RPM CSV / Export Audit ZIP are direct download actions, not normal content panels. The CSV export is for structured RPM packet data. The Audit ZIP is for audit-oriented supporting records when available.

1. Use Export RPM CSV when the clinic needs structured packet rows for authorized operational review.
2. Use Export Audit ZIP when the clinic needs audit-supporting materials for authorized records.
3. Wait for the download status to complete before navigating away if the interface displays a status message.
4. Store downloaded files according to clinic privacy, security, retention, and access-control policy.
5. Do not download or redistribute exports unless the workflow is authorized and minimum-necessary.

Clinic AI Agent supports permission-aware program summaries, coverage gap review, risk-watch style snapshots, and clinician-panel insights inside the clinic’s authorized scope.

1. Open the Clinic AI Agent area when the clinic needs a high-level summary or operational question answered.
2. Ask for summaries about authorized patient panels, linked clinicians, patient-scope coverage, or follow-up gaps.
3. Use AI Agent outputs as organizational support and review context.
4. Do not use the AI Agent for diagnosis, prescribing, emergency decisions, billing claims, or unrestricted exports.
5. If a summary is missing expected details, check patient scope, doctor membership, entitlement, and patient sharing settings.