Creating an account
- Go to https://employers.motivohealth.com/employer-onboarding and fill out the form
- Enter the name your organization and your name
- Choose your employer setting
- Add your company email address
- Add preferred phone number
- Enter a memorable password
- Make note of your password and email
- Choose if you require supervisors to enter notes on the platform
- Choose if you require supervisors to do admin hours
- Agree to Motivo's Employer Agreement and Privacy Policy
- Login to the dashboard!
This Scribe overview demonstrates each step.
Manual upload
- Go to the Supervisees page
- Click Add more supervisees
- Select Use manual upload form instead
- Fill out the form
- Click Submit
- Success! You should see a success message.
Click on this Scribe link to see a visual walkthrough of the process.
Add supervisees through a CSV upload
- Go to the Supervisees page
- Click Add more supervisees
- Click Download template
- For an easier time filling out the CSV, click File → Make a copy
- Fill out the CSV with your employees needing supervision
- Once you’re done, go to File → Download → CSV
- Upload your CSV file by dragging the file to the upload box or clicking Upload CSV
- Click Upload employees
- You'll see a success screen once complete
This Scribe link demonstrates the process.
Schedule intro-calls with clinical supervisors
- Search for supervisors to connect with in the directory
- Fill out the prep-for-call details and press Continue
- Select a few times and press Suggest Times
- You'll receive an email with your suggested times
- Go to the Intro Requests page and navigate to your new request
Scribe overview for intro calls with clinical supervisors.
Confirm a match after an intro call
If the status of your intro call request is 'Awaiting user' you will do the following:
- Navigate to the Intro calls page - you'll see a badge in the header and the Action Needed** status on your call
- Click View request
- Click Yes, confirm
- Click on an option on the pop-up modal
- You'll see a celebration modal confirming your new connection! Additionally, you'll receive a confirmation email.
Click Scribe overview for how to confirm a match.
Request a supervisor match directly
After adding employees, request a match with a supervisor.
- Navigate to the Supervisees page on your dashboard.
- Click on the Onboarding tab
- Next to a supervisee name, click Match supervisor
- Select a supervisor from the drop-down and click Submit
- You'll see a modal confirming the match request was sent, and an email sent to the supervisor. Click Continue
- Repeat for your other employees
This Scribe overview leads you through the direct match process.
Rematch a declined supervisee
- Go to the Onboarding page of your dashboard
- You should see the declined supervisee in the table
- Click Match supervisor
- Select a supervisor from the dropdown
- Select a supervisor from the drop-down and click Submit
- You will see a modal confirming the match request was sent, and an email sent to your supervisor. Click Continue
This Scribe overview shows the process.
View a scheduled session
- Navigate to the Dashboard page
- If your session was scheduled for today, you should see the session in the Upcoming Sessions section
- Otherwise, navigate to the Sessions page to confirm the new session appears under Upcoming
View the Scribe overview to see how to view a session.