UpToDate User Academy: Getting Started

Please check with your organization to see if you have access to UpToDate within your EHR or intranet. Registration/Log In through the EHR is a one-time process and you will be automatically signed into UpToDate and identified moving forward when you access UpToDate through this method.

1. Log in to your EHR
2. Locate UpToDate within your EHR
3. The first time you access UpToDate through your EHR you will be brought to the Registration page. If you don’t see the Registration page, please click the “CME” link at the top of the navigation. If you already have an existing user name and password, please click Log In from the Registration screen – do not register again.
4. On the UpToDate Registration page, complete all fields, including an email that is regularly checked and a username and password.
5. You will be asked to submit a verification code, sent to the email address on the registration form. Click Send Verification code, then retrieve the code from your email and enter it in the verification code fields and click Submit.

Your registration process is now complete and you'll receive a welcome email with instructions on downloading the mobile app. You will also receive a biweekly clinical newsletter with important updates from our editorial team.

Visit www.uptodate.com/online while connected to your organization’s network.

1. If you don’t have an existing user name and password, please click the “Register” button in the top navigation. If you already have an existing user name and password, click Log In and enter your credentials.
2. On the UpToDate Registration page, complete all fields, including an email that is regularly checked, along with a username and password.
3. You will be asked to submit a verification code, sent to the email address on the registration form. Click Send Verification code, then retrieve the code from your email and enter it in the verification code fields and click Submit.

Your registration process is now complete and you'll receive a welcome email with instructions on downloading the mobile app. You will also receive a biweekly clinical newsletter with important updates from our editorial team.

To maintain access to UpToDate, please make sure you log into UpToDate at least once every 90 days from your organization's network.

Registration via Single sign-on (SSO) is a one-time process and you will be automatically signed into UpToDate and identified moving forward when you access UpToDate through this method. 

Follow these instructions to access UpToDate via SSO: 

1. Access UpToDate by visiting www.uptodate.com/login
2. Enter your email address that is associated with your organization. Click continue. You will then be prompted to enter your SSO credentials.
3. If this is your first time signing into UpToDate, please complete the registration form.
4. If you have an existing UpToDate account (an existing username and password), click sign in at the top of the registration form.

To earn CME credit whenever you research new topics in UpToDate, be sure to sign in. Click the log in button in the top right of the screen and enter your UpToDate credentials.

Your name and CME tally will now appear in the top right of the screen.

Your account needs to be re-verified with your subscribing organization every 90 days, which you can do by simply signing in from your hospital or clinic's network. Contact your help desk or UpToDate customer service with any questions. Signing in once every 90 days will ensure uninterrupted mobile app access, CME access, and personalized account features.

Sign in using existing UpToDate credentials. The app will complete a one-time startup process. This may take a few minutes. Credentials will be saved going forward for uninterrupted mobile app access.

Once accepting the end user license agreement terms, the mobile app home screen will appear.

• Conduct a search by typing the search term in the search box. Upon typing a search term, UpToDate will provide suggestions for common searches. Select the relevant search term.

• Or, tap the microphone icon to conduct a search using voice (the microphone will need to be enabled on the UpToDate app to use this feature). Using voice search will go directly to the topic search results page.

• Select the topic of interest or use the filters at the top to narrow a search.

• Similar to the desktop view, scroll through the outline to browse the complete table of contents.

Note the bottom toolbar to:

A Toggle between the outline and the full topic

B Bookmark a topic

C Find a key word within a topic

D Adjust the text size, share the topic, send content feedback, and print

Use the hamburger menu in the top right to return to the home screen at any time and for quick access to drug interactions, calculators, CME, history and bookmarks, and Settings.

• Contents: An index of Contents, including Practice Changing Updates (link to end user academy page), What’s New topics (link to end user academy page), Calculators, Authors and Editors by Specialty, and Topics by Specialty.
• Calculators: Access UpToDate's medical calculators and view them alphabetically or by specialty. To get your answers even faster, the three calculators used most often are displayed in the History & Bookmarks section. Learn more
• Drug Interactions: In-depth analysis of drug-drug, herb-drug and herb-herb interactions. Learn more 
• UpToDate Pathways: Interactive guides that are unique to each patient, resulting in a specific care recommendation. Only available to users at organizations licensing UpToDate Advanced™. Learn more
• History & Bookmarks: Revisit previously viewed topics, view most visited topics, and view bookmarked topics
• CME/MOC/State: Earn and redeem CME/CE/CPD right on mobile. See additional information below.
• Settings: Access personalization options, including Search in Your Own Language, adjust text size, and Full Screen Reading.
• Offline Content: Available to subscribing organizations. See additional information below.
• Help: Access how-to-guides and resources on how to access and use UpToDate.
• Send App Feedback: Provide feedback and send it directly to UpToDate.
• Log Out: Log out of the UpToDate app.

As you use UpToDate, you earn CME or CE credits. Your credits are displayed on the home screen in the top left hand corner.

To review and redeem CME, click the credit count in the top left or use the hamburger menu and select CME/MOC/State.

For more information on how to earn and redeem CME settings on mobile, visit the Earning and Redeeming CME credits page.

When you need answers but do not have consistent access to a Wi-Fi or network connection, UpToDate MobileComplete lets you continue your work without interruption. Please check with your organization to see if it provides this mobile option.

Visit the hamburger menu in the top right navigation and tap Offline Content – Set Up. Select the content you wish to have downloaded to the device. A check mark will appear when the download is complete.