Create a Request Template for Photos or Videos

This tutorial will show you how to create a media protocol that you can send to any patient, so that you can quickly request photos and videos that you need often.

1. Sign into your CaptureProof account.

2. Open your pathways. To do this, put your mouse cursor over "Library"; this will bring up a menu with your libraries. Click on "Pathways" to open the media protocol library.

3. The pathways is a collection of all of your media protocols. You can re-use media protocols that you've already created. For example, you could send the same follow-up request for a video every three days to multiple patients who underwent the same procedure. To create a new media protocol, click on "Add New".

4. Fill in the name and description of the new media protocol, and select a media type and an option for notifications.

5. If you want to upload instructional media, like an example photo or a video showing how to do an exercise, click on "Upload Instructional Media", and then click on "Choose".

6. Select a file and click on "Open".

7. Close the media selection pop-up by clicking on the "x" in the top-right corner. If you want to change the image, click on "Replace".

8. If you want to send regular requests for media, click on the switch next to "Schedule follow-up" and fill in how often the requests should repeat, when the requests should start, and when the requests should end. Click on "Done" when you're finished.

9. When you're done setting up the new media protocol, click on "Save".

10. The new media protocol will now be available when you send media requests to patients. If you click on it in the list, it will be selected.