2015 User Conference

Care Plan Overview April 24, 2015

Presented by:

Angie SchnackTraining Specialist

EHR Session

2015 Office Practicum User Conference

What are Care Plans?

▪ Think of these as “Interventions”▪ Patients with specific conditions

▪ What Care items are necessary for each condition and at what intervals.

2015 Office Practicum User Conference

Care Plan Objectives:

▪Activating Care Plans▪Editing existing Care Plans▪How to see Care Plans in Patient Chart ▪Enrolling a child in a Care Plan▪Care Plan Reports & Demographic Analysis Recall Report

2015 Office Practicum User Conference

POLL

Have you looked at the Care Plans available in OP14?

2015 Office Practicum User Conference

Action Items

▪Decide who will enroll patients in care plans (auto, clinical staff, or providers)▪Make all staff aware of plans and triggers so that the office will meet them▪Review care plans delivered with OP14; Activate and update if necessary

2015 Office Practicum User Conference

Permissions

Ensure that staff have the proper set up of permissions

Utilities => Manage Practice => Staff/Provider Directory

Standard medical records visibility needs to match the Care Plan Enroll Privacy in order to view and edit Care Plans

2015 Office Practicum User Conference

Managing Care Plans

▪ Importance of Naming your Care Plan

▪ Definition (Ensure that the View Privacy and Enroll Privacy are set accurately for your practice)

▪ Triggers

▪ Actions

▪ Cloning Existing Care Plans and Editing

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Care Plan Enrollment

Chart Opened●Prompt for qualifying care plans

○ Enroll permission

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Care Plan Enrollment

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Care Plan Patient Custom

2015 Office Practicum User Conference

Care Plan Enrollment and Items Due

Care Plans the patient is enrolled in will show in the Care Plans tab of a chart.

A chart must be opened to associate the Bright Futures Preventive Care Plan or any care plan that Auto enroll is active.

Care Plan due items are shown on the Overview tab of a chart

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Care Plan Item Selection

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Let’s Take a Look...

Let’s Look at

Care Plans!

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Poll

Have you used the Demographic Analysis/Recall report?

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BEGIN WITH A PATIENT LIST

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CARE PLAN RECALL

● Recall Plans Selectiono Recall item: Selection of items in the selected plano Co-morbid: If you check more than one Care Plan - it will show you those patients

enrolled in both. ie: Obesity and Asthmao Include all qualified: All patients that would qualify including those not enrolledo Include if due for any item: All due items for the selected Recall plan

2015 Office Practicum User Conference

CARE PLAN RECALL

● Recall Item selection within a selected Recall plan

2015 Office Practicum User Conference

Let’s Take a Look

Let’s Look at the Report!

2015 Office Practicum User Conference

2015 Office Practicum User Conference

Checklist for Care Plans

▪ Verify that staff have the correct permissions▪ Utilities> Staff Directory> Standard Medical

Records Visibility▪ Verify Care Plans are set at proper Enroll

Privacy

▪ Activate Care Plans that the Practice will use

▪ Verify Auto-enroll is set if applicable ▪ We suggest pulling the Demographic

Analysis Recall Report for Care Plans every few months or every quarter to ensure that patients are enrolled in the proper Care Plans

2015 Office Practicum User Conference

Want to Learn More

Remember when you are logged into OP to use F1 or Help and Help Topics for more information on Care Plans

https://help.connexinsoftware.com/display/OP140/Care+Plans

Care Plan Videos:

http://www.screencast.com/t/oPolwF8hLaQ

http://www.screencast.com/t/RuXyixcJ

2015 Office Practicum User Conference

Thank you for your participation in today’s presentation!

Contact OP Support for more information:(800) 218-9916

2015 Office Practicum User Conference

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