User Manual
Getting Started
Welcome to AnalystAssist, the bespoke platform for Live & Dry Blood Analysts!
Many thanks for choosing to register an account with AnalystAssist. This section of the User Manual is here to help you to get started using the platform, and to learn how to integrate it into your analysis workflow as quickly as possible.
In this section we will cover:
Registering a new account & logging in for the first time.
Connecting your microscope camera to the platform.
The basic workflow pattern that AnalystAssist is designed around.
The help & support that is available and how to access it.
Additional setup options for Pro subscribers
Please Note: AnalystAssist is optimised for use with a full-HD (1920x1080px) screen & Chrome desktop browser, but will work on all major browsers. Functionality / layout issues may be experienced using different screen resolutions or browsers. AnalystAssist will not work on older laptops with 1366x769px screens, nor on mobile or tablet devices.
Registering a new account
Getting access to the platform for the first time involves a few easy steps:
Complete the Registration form, with your email address and password.
Confirm your email address by clicking the link in the Confirmation Email.
Complete the Log In form, using your registered email and password.
Choose whether to configure Two-Factor Authentication.
Gain access to the platform’s Dashboard.
Completing the Registration form
To create a new User account, enter your details in the form:
Email address (this will be used for logging in only - not used for communication with Client/Patients).
Password - choose a secure password that has at least 6 characters, with at least one digit, one uppercase, one lowercase, and one non‑alphanumeric (special) character.
Confirm password - make sure to repeat the exact same password.
Click the ‘Register’ button to continue.
Confirming your email address
After registering your details, you will shortly receive a Confirmation Email to the email address that you have registered.
Click the confirmation link in the email to authenticate your account.
Logging in to your new account
When you have confirmed your email in the Confirmation Email, the Log In form will be displayed.
Complete the form with your registered email address and password, and click the ‘Log In’ button to continue.
Please Note: Should you ever forget your login password, you can reset it by clicking the ‘Forgot your password?’ link at the bottom of the Log In form. This will take you to a new screen where you can trigger a password reset email, enabling you to configure a new login password.
Configuring Two-factor Authentication
The next screen will ask you if you want to enable two-factor authentication. This is a way of further securing access to your account, by requiring the use of a mobile Authenticator app like those from Microsoft or Google. Click the ‘Set up 2FA’ button if you want to proceed with setting that up.
See the Account Screen page of the User Manual for details of how to configure two-factor authentication.
Alternatively, click the ‘Remind me later’ button to gain access to the platform immediately. The platform will periodically ask you if you want to set up two-factor authentication, and you can choose to do it at any time by following he instructions in the link above.
You are in!
You should now see the AnalystAssist Dashboard screen, and you are ready to start using the platform.
See the ‘Main Layout & Dashboard’ page of the User Manual to understand the various sections of the platform screen, and what they do.
Connecting your microscope camera
Your first task when you access the AnalystAssist dashboard, is to make sure that the platform can properly connect to your microscope camera.
To do this, click the ‘Test Cam’ button on the Dashboard, and then follow the instructions in the ‘Live View Panel’ User Manual page to fully connect and configure your camera, ready for analysing blood.
The AnalystAssist Workflow
You can of course use AnalystAssist in any way that you like, however the platform has been designed with a fairly typical Live & Dry Blood Analysis workflow in mind.
To quickly help you understand what features are available, below is the design workflow including links to the relevant sections in the User Manual.
Please Note: Some features are only available with a Pro subscription.
A new Client/Patient contacts you to book an Appointment, giving their name and email address.
From the Dashboard, you add a ‘Client record’ to AnalystAssist using their name and email address.
You send the Client/Patient an induction email from AnalystAssist (using the ‘Pre-appointment’ email template or any custom template) that includes links to your digital induction/consent forms. You can generate forms from any of the pre-designed form templates or use your own custom designs.
The Client/Patient completes those forms online and submits them - their details are automatically updated in the Client/Patient Record and the completed forms are added as PDFs to the Client/Patient record. Any documents that the Client/Patient sends you by replying to your email (e.g. medical reports, blood test results) you can upload to the Document Folder in the Client/Patient record.
You add an ‘Appointment record’ to AnalystAssist from the Client/Patient record, including the appointment date, and optionally the time and location.
On the day of the appointment, you perform the analysis, capturing Live & Dry Blood Images in the Appointment record. You also add any required Appointment Notes as a private reminder to yourself.
After the appointment, in the Appointment record you review the blood images giving them identifiable titles and adding Image Notes, and optionally complete the Blood Record sheets (rating the strength of presence of any Indications in the blood).
When you are ready to create your Appointment report for the Client/Patient, you review all the information in the Appointment record, and fill out the ‘Interpretation’ and ‘Recommendation’ sections (optionally using AI-powered voice dictation). You then create a branded PDF report using one of the report templates (or your own custom template), depending on your format requirements. The report is automatically added to the Client/Patient record’s Document Folder.
From the Client/Patient record you send an email (using the ‘Post appointment’ email template or any custom template) and automatically attach the Appointment Report PDF and any Library Documents (such as treatment protocols, or research articles).
Recommendation: Before using AnalystAssist with an actual Client/Patient, create a demo Client/Patient record using your own email address, and a dummy appointment and go through the full workflow above to understand your Client/Patient’s experience, and how the various features of the platform work.
Help & Support
You have various options available to you to gain assistance - to learn how to use the platform, to suggest new features or to get help when you have a problem.
Learning how to use AnalystAssist
User Manual - As you can see, the User Manual includes a detailed description of all screens and features of AnalystAssist. Wherever you are in the platform, if you click the ‘User Manual’ link in the bottom left of the screen, a new browser tab will open displaying the relevant section of the User Manual. Use the index on the left of the User Manual to navigate between different manual pages.
Getting help
There are also various options for gaining assistance - find all of them by clicking the ‘Help’ link at the bottom left of the AnalystAssist platform.
Please Note: AnalystAssist is optimised for use with a full-HD (1920x1080px) screen & Chrome desktop browser, but will work on all major browsers. Functionality / layout issues may be experienced using different screen resolutions or browsers. AnalystAssist will not work on older laptops with 1366x769px screens, nor on mobile or tablet devices. Before reporting a problem, please try refreshing your browser cache while viewing AnalystAssist (Windows - Ctrl + F5 / Mac - Cmd + Shift + R), and if that doesn't work, please try viewing the platform on a different browser.
Community Forum - This is a private forum for AnalystAssist users and is the perfect place to meet other users and ask questions, report any bugs you might find, read announcements about planned maintenance or new features, or make feature suggestions.
Email Support - If you can’t find answers in the User Manual or the Community Forum, you can email us directly using the technical support form. Please try to include as much information as possible about what the problem is, when it occurred and what you were doing in the platform. We will try to get back to you as soon as possible.
Pro subscriber additional setup options
The ‘Free Trial’ version of the platform has a number of limitations, including the ability to customise settings. To remove these limitations, take out a Pro subscription to the platform.
Please Note: there are various payment options for the Pro version, including a ‘Pay Monthly’ option, and a discounted ‘Pay Yearly’ option where you receive 2 months free access.
Click the Admin Menu button in the top-right corner of the platform, and then select ‘Subscription & Billing’ to view the options and start a subscription.
Additional setup options
The following additional options for configuring AnalystAssist are available when you subscribe to the platform:
Add a logo image - customise Forms and Reports to use your own logo.
Add a Reply-to email address - enable Client/Patients to reply to the emails that you send from AnalystAssist, and receive their responses in your email account.
Add your name/email signature to email templates - instead of having to add your name/email signature manually every time you send an email from AnalystAssist, hard-code them into Email Templates.
Create your own completely bespoke templates - change the default templates, or add your own Email, Form or Report templates.
Add your primary clinic location and/or directions - automatically embed this information into email templates and bespoke emails.
Change the auto-timeout delay - by default, AnalystAssist will log out for security reasons after being idle for 10 minutes. Change this period from 1 minute to 30 minutes.
Change AnalystAssist’s naming convention - if you would rather use the term ‘Patient’ than ‘Client’ you can change this throughout the platform.