Registration Complete

Thank you for registering for an account to use the CAHMI’s Cycle of Engagement Tools.

Step 1: Confirm the primary account holder and identify others who should have account privileges

Before you start the COE registration process you need to decide who the primary account holder should be.

Primary account holders will agree to the Terms of Use ("Use Agreement and Privacy Notice") and data sharing agreement (if applicable) and be responsible for receiving:
  • The Clinical Summaries and Well Visit Guides automatically generated when families complete the Well Visit Planner (WVP), as well as a data file of child-level responses and results from the WVP if a data sharing agreement is completed. Please note that families proactively consent to share their data with the account holder.
  • The Online Promoting Healthy Development Survey (PHDS) Aggregate Quality Reports.

Primary account holders can be health providers, other service providers, or organizations.

Examples include:
  • A child health professional who conducts well visits with children and families (e.g., pediatrician, nurse practitioner and other child health care professionals).
  • Providers that support and empower families such as family support specialists, home visitors, community health workers, early care/education professionals, family navigators etc.
  • A clinic or organization that may include multiple providers/service professionals or any other organization that supports children and families and can agree to the Terms of Use.

Primary account holders can give access to others.

  • Primary account holders can give access to their COE Dashboard and WVP and PHDS Use Portals to others by adding them to their account. Additional account holders will be able to view and download Clinical Summaries and family resources, change customization settings, print implementation resources, etc.
  • When the same individual is given privileges across more than one primary account, they will also be able to reassign or share family Well Visit Guides (WVG) and provider Clinical Summaries (CS) across accounts.
  • Primary account holders assume accountability for giving account privileges to individuals that can abide by Terms of Use. Each individual given account privileges must also create their own password after the primary account holder verifies the account. They also proactively agree to the Terms of Use.