(Default) available configurations client accounts

If you set up this configuration, clients can sign up for an account themselves (instead of a professional creating an account for them). When doing this, it is customary to place a link on your organisation's website to the sign-up page or/and on the platform's login page.

Active signup types

If you enable active sign-ups, you can choose:

1. for regular signups
2. for anonymous signups
3. or to provide both

You can change the order of the login types.

Fields in sign up forms

The regular signup contains the following fields by default:

• First name
• Infix
• Last name
• Date of birth
• Gender
• Email address
• Password (to create here)

The anonymous signup contains the following fields by default:

Both sign-up forms can be extended with some fields. Depending on the sign-up type you have added, this can be done via the 'Anonymous sign-up' and/or 'Regular sign-up' button.

Which button you see depends on the signup type you have added. Have you added both? You will see both buttons

• regular signup has an option to (de)activate a field 'phone number' and make it mandatory if necessary.
• For anonymous signups, there are these options for the fields: 'age' and 'gender'

Other configurations for signups that you can customize

In addition to the default fields in the signup form, a number of fields are configurable:

• Show link to signups on the login page: You can choose to show the link to the sign up form (create an account) on the login page. You will probably hide the link when you offer an application screening as a (self-)test. The client will then go to the application form via the result of the self-test and not via a link on the login page.

  
  

  

  
  

• Introduction: It is possible to add an introduction text that then appears at the top of the sign up form.
• Auto-accept: You can choose to accept sign-ups automatically or for a secretary to approve them first.

  Do you choose auto-accept? The client can log into the platform immediately after signing up. Whether it is a good idea to automatically accept depends on other settings on the platform. For example, whether modules are automatically assigned to the account or whether the client can use self-help modules. If neither of these is possible, the client will end up on an empty homepage.

• Signup codes: Within the platform, it is possible to generate signup codes to hand out to (potential) clients. Do you activate this option? The 'signup code' field is will then be a mandatory field for both regular and anonymous registrations.  The validity of the code is checked.

  Once you activate this field in the login forms, you, as an application manager, get the ability to manage the login codes. A link to the login code management appears at the top of the page.

  

  
  

  On the 'Manage signup codes' page, you can create new signup codes via the '+ Generate sign-up codes' button. Here you can also view a list of previously generated login codes and whether they have been used. Have they been used? Then you can check when they were used.

  
  

  

  
  

• Email secretaries: For new verified signups, you can have an e-mail automatically sent to people with the role of secretary asking them to review this signup.
• Allow merging accounts: Sometimes clients already have an account and signup again with the same email address. The login details are then merged into the existing account.
• Motivation: This is an open text field. The client can enter the motivation for signing up.

  Do you activate this field? The field will be added to both regular and anonymous registration forms. You have the choice of making this field mandatory.

• Terms of use: As an organisation, you can add your own terms of use to the registration form. You add these terms and conditions in this field as a pdf document. When accepting the terms and conditions, this pdf will be shown instead of the Minddistrict terms and conditions. If you enable this function, the pdf will be shown for both regular and anonymous registration.

Pre-signup screening

When you activate this option, clients complete a self-test/screening before logging into the Minddistrict platform.

Direct link to signup

Activating this option allows clients to signup at any point while completing the screening. There is a link to the signup form in the screening. They do not have to complete the whole screening to sign up for an account.

Creating a link to a signup screening

Besides the correct configurations for a pre-registration screening, you need a screening and a link to this screening. You can put this link on your website, for example, or on the platform's login page.(Opens in new window) The correct format of the link looks like this:

• Between the [...], fill in more details of the link: https://[CUSTOMER-PLATFORM-URL]/screening?create=[CONTENTID-SCREENING]&open=1.
• This is an example of what a link might look like after modification: https://example.training.minddistrict.com/screening?create=9a2a8f7afed84191826fa8508945c6df&open=1

To use a signup screening, it is necessary that:
at least one signup type is active in the 'Signup' configuration
a screening is available in your catalogue
Did you create a link to the signup screening that doesn’t work? Send an email to the Minddistrict service desk with the link, the ID and name of the screening, and the URL of your platform. We'll be happy to check this out with you.

In this configuration, you can define a number of things around client accounts. When adding a client account, a dossier is created with client details. The account contains a number of default fields. The number of (default) fields can be expanded via this configuration if required.

Default fields for account creation

The form used by professionals to add clients contains the following fields by default:

Do you use labels labels and/or bundles?(opens in new window) If so, these also appear in the form as standard fields.

The signup forms filled in by the client(opens in new window are explained on this page.

Configurable fields in the client dossier

Besides the standard fields in the various forms, you can activate or make some additional fields mandatory:

• Required 'Date of birth' field: By default, this is not mandatory.
• Client ID: This is an open-text field for a client ID. In many cases, organisations using this fill it with the client number from the EHR. This should be a unique code per client. You can also choose to make this field mandatory.
• Client ID unique for all users:In theory, it is possible for a user to have an account in the platform as a client as well as a therapist (think of experts by experience). The moment this option is activated, a unique ID is required for both accounts. This field is mainly used when accounts are created via a link.

  A unique e-mail address is always required.

• Telephone number: This is a numeric field. This field can be optional or mandatory.
• Required 'labels': Does your organisation use labels? You can make it mandatory to select a label when creating a client account.

The 'Anonymous client details' button allows you to customize some of the fields for the anonymous signup form.

More information about the anonymous signups(opens in new window) can be found on this page.

Allowing manual updates

Are client accounts created in the Minddistrict platform via an integration? Then this configuration is important.

In case of an integration, the client details from e.g. the EHR are imported in the Minddistrict account.

Application managers can choose between three settings in terms of manual updating in case of an external integration:

• Never allow manual updates: Client data can never be adjusted. Only an external system defines the client account data.
• Protect externally managed user accounts: This is the default setting. Client accounts created via an integration cannot be modified in the platform. Manually created accounts in the Minddistrict platform can, however, be modified in the platform itself.
• Always allow manual updates (potentially overriding externally managed accounts): Updating accounts can always be done in the Minddistrict platform itself. In doing so, it does not matter whether they are created via an integration or manually.

Take care when changing these settings: The default setting is 'Protect externally managed accounts'. This prevents data in, for example, an EHR and the Minddistrict platform from diverging when created via an integration. This can result in errors. Was there a very good reason to change the setting for a short moment? Always reset the setting immediately to this default setting.

Clients can invite loved ones for support. Via these friend accounts, the client can have conversations with friends or family.

Friends can also participate in conversations the client has with the therapist, but only on the client's initiative. The friends themselves are supported via a self-help catalogue with tools created especially for them.

Allow clients to invite friends

This option is available by default to allow clients to invite friends. It is important to take into account clients where it is not a good idea to invite friends.

Is it unwanted for your organisation for clients to invite relatives/friends? Then you can uncheck this setting so that no client can add a friend. Or you can set it so that supervising therapists adjust this per client. In the latter case, we recommend setting this up properly per account before allowing clients to invite relatives by default.

Allow therapists to disable the friends feature per client

Here you specify that therapists can disable the friends functionality for specific clients. This is only possible if the client has not yet added a friend.  Are certain clients not allowed to invite relatives/friends? It is recommended to first set this up properly per account and only then re-activate the default to invite loved ones.

Show self-help catalogue of friends

The self-help catalogue for friends contains modules developed specifically for them. This option is activated by default. While professionals do not have access to the friend accounts, it allows friends to still use these support tools.

Automatically activate newly available self-help content

This option is also activated by default. This means that new self-help tools for friends are immediately visible in the self-help catalogue as soon as they are activated on your platform.

Would you rather manage this yourself? You can do so via the button 'Manage self-help catalogue of friends'.

Manage self-help catalogue of friends

The 'Manage self-help catalogue of friends' button takes you to an overview of available tools for friends.

Is the 'Automatically activate newly available self-help content.' option activated? Then all titles are ticked in this overview. You can decide on this page which titles you want to make available in the self-help catalogue for friends.

This configuration is for managing the self-help catalogue for clients.

You can adjust the settings for the self-help catalogue for friends in the configuration for friends.

Show self-help catalogue to clients

This option is activated by default. Clients can thus access self-help tools (e.g. modules or diaries) and start them on their own. The client can complete these interventions unguided and independently. Are there no tools available in the self-help catalogue and this setting is activated? Clients then see the 'Catalogue' tab  in their menu, only it is empty.

Automatically activate newly available self-help content

This option is also activated by default. As soon as self-help content is activated on your platform, it will appear in the self-help catalogue.

Do you want to decide which modules are visible there and which are not? It is possible to deactivate this option. You then control which tools you make available there via 'Manage' the button on this page.

Manage self-help catalogue

Once you click on the 'Manage' button, you are taken to the overview of available self-help tools for clients.

Is it already specified in the configuration that all available self-help is automatically available? Then all titles are ticked here. If you want, you can uncheck one or more of them. The other way round, you can also tick titles here if new self-help tools are not automatically made available in the self-help catalogue.

Want to take control of self-help tools? Then keep an eye on the release notes. New tools are announced there. Is it a self-help? Then it will be mentioned, so you know whether you need to take action to (de)activate a tool in the self-help catalogue.