MySOZO Clinician
Quick Start Guide

1

Sign In

1. Using Chrome or Firefox or Edge Chromium sign into mysozo.com

Username is your email address created by your MySOZO Administrator.

2

Patient List

1. Provides access to a list of patients in your MySOZO database
2. Allows searching by Last/First name, DOB, sex, MRN and Last assessment date
3. Allows a clinician to create a patient report
4. Provides access to individual patient data, by selecting a patient in the patient list

3

Patient Dashboard User

1. Displays a list of all measurements taken for the patient along with information about the measurement such as baselines and tags
2. Provides access to patient profile
3. Allows access to view, create, or edit notes associated with the patient

4

Profile

Patient profile will give access to:

1. Demographics
2. Assessment types available
3. Patient groups

5

Notes

1. Provides access to a list of notes assigned to the selected patient
2. Ability to create new note
3. Ability to edit or delete an existing note

Please Note: A maximum of 10 notes is allowed per patient. To add a new note, first delete an existing note.

6

Results

1. Provides access to measurement outputs
2. Provides access to historical data
3. Ability to set baseline to customize trending results
4. Ability to assign measurement tags
5. Ability to create report

7

History

1. Displays graphs of patient measurements overtime

8

Tags

1. Provides access to a list of tags assigned to the selected measurement
2. Ability to assign new tag
3. Ability to edit or delete an existing tag

Please Note: A tag must be first defined by an Administrator before it can be assigned to a measurement.

9

Groups

1. Provides access to a list of groups created by your MySOZO Administrator
2. Ability to add or remove a patient from a group

10

Merge Patients

1. Allows patient data to be merged under one single patient profile

11

Restore Patients

1. Provides access to a list of deleted patients
2. Ability to activate a deleted patient

12

General Menu Items

1. Help
2. Info
3. Settings
4. My Account