How do I use Udo Library?

Table of Contents

Udo Library Overview

Your Organization's Policies and Procedures

Policies and Procedures

Edit a Policy and Procedure's Details

Add Captures to a Policy and Procedure

Move a Capture to Another Policy and Procedure

Edit Details for Captures in a Policy and Procedure

Remove Capture from a Policy and Procedure

Attach a Policy & Procedure to a Case

Udo Library Overview

Udo Care captures genuine connections between providers and patients through video messaging, text, and photos. Captures at critical moments in a patient’s care can teach them how to better follow their healthcare treatment plans, ultimately setting them up for long-term success.

Udo Library further extends your ability as a provider to give exceptional patient care by allowing your team to reuse content (videos, texts, and photos). Its purpose is to help your organization ensure messages coming from every level are consistent, accurate, and capture your intent behind the treatment. It allows for communication such as:

1. Getting the most important information to the patient.
2. Helping the patient better understand the reason for their treatment and their care instructions.
3. Have an approved collection of policies, procedures, and treatment protocols that can be shared with patients.

In short, Library helps control the messaging of your organization.

To access Udo Library, login to Udo Care, and tap Library at the bottom right of your screen.

Your Organization's Policies and Procedures

Udo Library consists of two types of content: captures in your queue and policies and procedures. For more information about the queue, please see this article.

Your organization's Policies and Procedures, found directly below the Queue folder, include pre-recorded videos, texts, or photos that can be shared repeatedly with any of your patients. Their purpose is to help your organization ensure messages coming from every level are consistent, accurate, and capture your intent behind the treatment. There is no limit to the number of cases you can attach policies and procedures to.

Policies and Procedures

Your organization's policies and procedures are organized into groups of content, which allow you to combine similar content items together. Multiple captures can be added to a group. For example, in one group you may wish to include a video explaining the importance of post-op care and a text with written instructions for post-op care.

Note: When adding policies and procedures to a case, an entire group and all of its contents will be shared. Captures within a group cannot be shared individually.

To create a new group:

• Tap the + sign at the top right of the Policies and Procedures list.
• Give your policy and procedure a name.
• Include a description or set of instructions for when and how content from this group should be used.
• Tap Create at the top right to save the policy and procedure.

Edit a Policy and Procedure's Details

After creation, the policy and procedure's name and instructions for use can be edited. To do this:

• Navigate to Library.
• Tap on the policy and procedure that you wish to edit.
• Tap the three dots in the top right corner.
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• Tap Edit Policy & Procedure Details.
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• Make any adjustments to the Name or Instruction of Use.
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• Tap Save to save the changes.

Note: Only the creator of the policy and procedure may edit the group details.

Add Captures to a Policy and Procedure

Once you have created a policy and procedure, you can add video, text, or photo captures to your group. There are two methods to do this:

Method 1:

• Navigate to a policy and procedure.
• Tap the capture button at the bottom of your screen to add a video, text, or photo.
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Method 2:

• Navigate to a policy and procedure.
• Tap the three dots at the top right of your screen.
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• Select Create Reusable Capture to capture a video, text, or photo.
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Once you have created your capture:

• Select the green checkmark to keep your capture or the red x to delete it.
• At the top of the next screen, check to make sure you’re attaching your capture to the correct policy and procedure.
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• Give your capture a name and include any notes (optional) about your capture.

Note: Only the policy and procedure creator can add captures to the group.

Move a Capture to Another Policy and Procedure

To move a capture from one policy and procedure to another:

• Select the policy and procedure that holds the capture you want to move.
• Tap the three dots on the lower right of the capture.
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• From there, tap Move to Another Policy and Procedure.
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• Select the policy and procedure you want to move the capture to.
• Tap Move Capture.
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Edit Details for Captures in a Policy and Procedure 

When you created a capture for a policy and procedure, you gave your capture a name and possibly included some notes. To edit those details:

• Select the policy and procedure that holds the capture you want to edit.
• Tap the three dots on the lower right of the capture.
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• Select Edit Capture Details (the capture’s name and notes).
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• Make your changes to the capture's name or notes.
• Tap Save at the top right of the screen.

Remove Capture from a Policy and Procedure

Captures in a policy and procedure can be shared repeatedly to multiple cases. However, you can choose to remove a capture from a policy and procedure, and that capture will move to the Queue. Unlike captures in a policy and procedure, captures in the Queue can only be shared once. 

To remove a capture from a policy and procedure:

• Select the policy and procedure that holds the capture you want to remove.
• Tap the three dots on the lower right of the capture.
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• Tap Remove From Policy & Procedure.
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• Select Remove. Your capture will now be found in the Queue.
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Attach a Policy & Procedure to a Case

You can attach one or more Policy & Procedures to a case at a time. To do this:

• Navigate to a case.
• Tap the paper clip to the right of the patient’s name.
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• Select the Policy and Procedure(s) you want to attach. 
• Tap Attach to add all captures from the policy and procedure(s) you selected.
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