Manage patient records

The Patients area brings together identity, contact details, declared history, consultations, infoceutic plans and follow-ups. Every user automatically receives a “My record” entry. Creating and managing additional clients requires effective Pro access or an administrator role.

The terms patient, consultation and history are used to structure a documentary record. They are not assertions by Homeoceutics about a person’s health.

Securing access to Patient records

Patient records contain personal data. Opening them therefore requires a second verification in addition to the usual email-and-password sign-in. This security code protects only the Patients area: it is not requested when opening the Repertorizer or dialog gadgets.

Obtaining the code during initial setup

1. Install or open a TOTP-compatible authenticator application on a personal device.
2. Sign in to Homeoceutics, open Dashboard > Patients, then select Generate TOTP key.
3. In the authenticator, add an account using the secret key displayed by Homeoceutics or open the provided otpauth link. The account will generally appear as “Homeoceutics” with the sign-in email address.
4. The authenticator then produces a six-digit code that changes every thirty seconds. Enter the current code in Homeoceutics and select Enable and unlock.
5. Save the eight recovery codes shown in a password manager or another safe place outside Homeoceutics. Each code can be used only once and will not be shown again after leaving the screen.

Subsequent access

After signing in normally, open Patients and enter the six-digit code currently shown by the authenticator. Verification remains valid for no more than twelve hours; a new code is requested after it expires. The code is not sent by email or SMS: the authenticator calculates it locally from the stored key.

Precautions and troubleshooting

• Never disclose the secret key or a temporary code. Homeoceutics does not request either by email, messaging or telephone.
• If a code is rejected, make sure the phone’s date and time are set automatically, wait for the next code and enter it before it changes.
• To replace the app voluntarily, open Record access security in Patients, confirm the password and a code from the current app, then validate the new app. The old app remains valid until that confirmation.
• If the device is lost, select I no longer have access to my authenticator app, then use the password and one recovery code. The code is invalidated immediately, and a new set is created after the new app is connected.
• If no recovery code is available, contact the administrator after identity verification. An administrative reset invalidates the app, previous codes and verified Patients sessions; a fresh setup is then required.