MyKinergy Dashboard

When you first sign in to MyKinergy, you will be at the dashboard.


Across the top banner you will see your name and you will see a My Care Teams button.

To enter in your own health information and invite a group of your caregivers, you want to click on your own name.

If you are caring for someone else, click on the My Care Teams button, and then choose the name of the person for whom you are caring. If the “patient” is not yet a MyKinergy member you can invite them by clicking the Add a Care Team button and invite them to join MyKinergy.



The middle of the dashboard is your MyKinergy inbox. If you are in your own account, these messages will be about your care. If you are looking at the care team of a person you are caring for, this inbox will be messages regarding that person.

Along the left side is a menu for entering different types of health information and records, but first, let’s create your “village.”

Screen Shot 2014-05-07 at 12.45.56 PM

Inviting Care Team members and adding Contacts

On the right side of your home page there is the Care Team list. Under the list click the Invite to Care Team button.


You have a choice to invite someone to the Care Team- those who have a regular ongoing role in your care such as a family member or health professional – or add someone to your health Contact List. The contact list is like an address book.  Contacts cannot view what is in your MyKinergy account, but you can fax information from your account to contacts, so if you choose this option you should make sure you enter their Fax number.

Inviting a Care Team member


Enter the information for the person you want to invite. They will receive an email invitation from you. To accept the invitation they will need to create a password and PIN as you did and once they do that, they will appear on your care team list.

You can choose to make this care team member a patient advocate. Each patient can choose one “advocate” to help manage the account. You can always change which care team member is the advocate later by editing their settings.

If this person is not the advocate or you already have an advocate, you will need to choose the privacy settings for this care team member.  You can restrict this care team member from certain categories of information, or you can restrict their access to Confidential information (more on this later).


The last step is that you will be asked to give permission for any health professionals on your care team to share your health information to this care team member. Then the invitation is sent!

Communicating using MyKinergy

MyKinergy allows you to communicate securely and privately with members of your Care Team. Simply click the Add a Message button at the top of the dashboard to choose the type of message you want to send.


Private Messages can be sent to one or more people on your care team.

Team Notes are sent to the entire care team.

Faxes can be sent directly from MyKinergy to ask questions, send records or medication lists. One cool thing about faxing is that you can fax your doctors and ask them to fax back test results, notes, part of your chart, etc. and the fax will come back to your MyKinergy account. No need to scan in anything!

You will also receive Alerts. You cannot choose to send an alert, but MyKinergy will automatically send an alert to all care team members when a medication or plan of care is added or updated.

Adding Health Information

We have created a step-though process to help you get started setting up your health records. You don’t have to enter in every health issue you’ve ever had, but its good to put in what’s going on right now. So – let’s get started.

Click on the Health History button on the left side menu. You’ll see that this opens up a step through process.

Screen Shot 2014-05-07 at 12.46.07 PM

Health Summary. Here is where you can describe yourself or the person you are caring for. This is a good place to talk about your health goals or something everyone on your care team should know. For example,

“I want to be able to work in my garden, take my daily 2 mile walk and visit my grandchildren. I have generally been in good health until the last year or so. When I was a girl, I was in a bicycle accident and now I have a pin in my elbow.”

Health Hstory summary

Conditions. Enter conditions that you are currently managing. In a future step when you are adding your medications, this conditions list will appear as a checklist so you can link the medication to the condition it treats. You can add as many conditions as you wish. We have created a general health category so you can link vitamins and other general items to that “condition.”

Medical Events. This category is for things such as surgeries, joint replacement, heart attacks, etc.

Allergies. What health professionals will want to know about are food allergies and allergies to things found in hospital settings such as latex or medications. You can also list allergies to animals, plants or other things in the environment.

Tests. If you have had tests run and know the results this information could be helpful. Anything from a vision test, cholesterol screening, to an MRI is useful knowledge.

Immunizations. Dates of flu shots or tetanus are good to note if you know them off the top of your head. If you have had immunizations for foreign travel, you may want to note these as well.

Medication List

This is the most important subject that all the healthcare providers are going to want to look at. They want to know what you put in your mouth – prescribed, over the counter, vitamins, and supplements. They also want to know about any mists, creams, etc.


To add a medication you want to know:
• The name of the medication
• The dosage (ex. 50 mg)
• The form (tablet, liquid, etc)
• How often you take it (3x day, as needed, etc.)
• Special instructions, if any (take on an empty stomach, take at bedtime)
• Side effects – is it working? How does it make you feel? Are there any reasons you are not taking it?

There is other information you can add for your own use, but the ones above are the key bits.


You can set a reminder to take a medication. You can get the reminder as a text or an email and you choose how far in advance to receive it. If there is someone who helps you with your medications, the reminder can go to that person or both of you!

Plans of Care

Plans of care are the treatment plans you follow for your conditions. They could be plans that your doctor can upload for you or plans that you enter based on what you have been told to do to manage your condition. You can also include discharge instructions from a hospital stay if appropriate.

Once you have your plan of care in your account, your caregivers can refer to it and know the program you are following and everyone will be on the same page. You can ask questions of the Care Team on the plan of care and there is also a place to note progress if you like.

Screen Shot 2014-05-07 at 12.45.17 PM

Records & Documents

This is the collection of your medical records. They could be test results, notes from a doctor’s appointment, x rays, etc. Click Add Medical Record to add test results, records, etc.

Health record - discharge instructons

Click Add Office Note to add notes from an appointment. You can even use this form to plan the questions you want to remember to ask. Just print it out and take it with you, or, if you are using a tablet or phone with MyKinergy, you can take notes online. You can even record a voice note and attach it if that is easier.

Ofice Visit note

By clicking Life Documents, you can include things like contracts with home health agencies, a living will, or contact information for key people such as financial planners and family attorneys so that information is in one place.


Here is a place to collect all that patient education and research people like to do! Resources could be helpful web sites, information provided by your doctor such as diet plans, information about managing your condition, etc. Your physical therapist could even add videos on how to properly do your exercises! Whatever is helpful to you.


Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>