Getting Started

Everything you need to know to get set up with Panacea. Tutorial videos are here.

Account & Setup

    1. Go to the Account sign in page.

    2. Click “Create Account” tab

    3. Fill in the fields and confirm your password.

    4. Click “Create Account”

    5. A verification code will be sent to your email. Copy and paste the code to verify your account.

    Once you have set up your account, you can go directly to the Sign In. For signing in, you will use your username and password.

  • Click “Forgot your password?” on the log in page. You will receive an email with a link to reset your password.

  • Please let us know how Panacea is working for you! You can submit feedback directly here or reach out directly to info@openpanacea.com with any questions or concerns.

  • For questions about your account, such as migrations, cancellations, pricing, etc. please contact info@openpanacea.com

Manage Client Records

  • To create a new client, click “Add New Client”. Only name and DoB are required to make the profile. Once created it will show up on the dashboard and you click into to add further information.

    Watch how here

  • To edit client information, click on the client name in the dashboard. From the profile page you can edit their contact information or demographics by clicking “Edit” in the top right corner.

  • Client status can be changed from within the client’s profile. In the profile, click “Edit” in the top right corner, then scroll down to “Status” and select the new status.

  • All team members within an organization have access to the client profiles and can enter or edit data.

  • Clients can only be archived by setting the client status to “Archive”. To delete a client permanently reach out to customer support.

Automated Care Planning

  • The care plan drafting tool is available in the “Care Plan” tab within a client’s profile.

    1. Click “Create New Care Plan” to launch the chatbot.

    2. Enter a summarized case assessment. The chatbot may ask follow-up questions for more information based on the entered information.

    3. Provide any additional information. The chatbot will suggest potential goals for the case. Request any changes or modifications to the goals. Once you agree with the goals enter “Yes”

    4. Once the goals have been finalized, the chatbot will recommend tasks for each goal.

    5. Hit “Prepare Draft” to be able to directly edit the goals and tasks.

    6. An edit window will open below to directly edit the care plan.

    7. Once that is finalized hit “Save to Profile”

  • To draft a care plan, first enter a de-identified summary of the patient’s assessment. This summary can including age, gender, description of assessment, and any additional information you might use to describe this individual to another member of the care team. Do not include name, address, or other specific details that would be considered personal health data. Each time you hit enter it will generate a different draft, even if you have not changed the assessment.

    Example 1

    Client is a 78 year old widowed retiree who lives alone in a suburban community. She has been diagnosed with early-stage Alzheimer's disease and struggles with managing her medications and often forgets important appointments. She is also experiencing social isolation due to mobility issues and fears about her cognitive decline.

    Example 2

    Man with limited mobility living alone at home, 80 years old, digestive problems include constipation, some skin irritation from sitting in one position

    Example 3

    A 79-year-old woman referred by her physician’s office due to an elevated HbA1C of 9% and fasting sugars above 150. She had a history of COPD and difficulty maintaining energy conservation. Her physician reported that she had poor adherence to blood sugar testing. She was unsure how to use her new glucose monitor

  • If the outputted care plan draft is not to your satisfaction, you can hit “Search” again and Panacea’s system will output a new version.

    In instances where a patient has many conditions simultaneously, it may create a care plan that is more focused on one condition over the others. In such a case, we recommend editing the assessment summary to clearly focus on the condition of interest.

    Please reach out directly to info@openpanacea.com with any feedback or requests for the care plans. We are actively working on improving the output and will take your feedback into account.

  • Once you log out or refresh the page, the care plans you previously drafted will not be available. Please remember to hit “Save to Profile” to save it.

Administrative Controls

  • Connect with the Panacea team to add or remove a team member.

  • There will be two levels of access rights: administrator and team member. Right now, everyone defaults to administrator access rights.

  • These features are coming soon.

  • Functionality to create organizational reports is coming soon.