Anima

Anima Triage SOP for Admin Staff

For staff: Creating an Anima account for a dependent

How can I pause new Anima requests and what do patients see?

How do I add patient FAQs & signpost links to the Anima patient dashboard?

How to submit a request on behalf of a patient? (proxy request)

How to verify patients manually

Converting a dependant account into an individual account

A guide on how to reset or delete a patient account

Resetting/Deleting a Patient Account

A way to create care home accounts with all residents as dependents of the care home

Creating Care Home Accounts

How to activate or deactivate a user

Why Am I Only Seeing One Role for a Staff Member in Task Assignment/ why is a role missing?

For Staff: How to Create an Anima Account on Behalf of a Patient

Triage: Accountless versus Accounts

FAQs for admin staff using Anima's triage

Admin Staff

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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