Transcript Vendor/Service Provider Enhancements and HPG 3.3 Training

Slide 1
Thank You for Joining the Webinar
We recommend that you join the audio using the telephone number and access
code provided
We will start in 2 minutes
There are still people joining
The sound is not turned on
1
Slide 2
The Webinar has started
This is an audio test
If you cannot hear the presenter, please let us know in the
Questions/Chat box on your webinar control panel.
2
Slide 3
Webinar Information
Join us at
GoToWebinar
Slide 4
Participation is Encouraged!
4
Slide 5
A Review: External Communication
Reports sent from CHRIS to Providers
Monday, December 8, 2014
11:00am
Agenda & Objectives
2 Report
Titles
5 Message
Flags
Sending
Reports
A New
Enhancement
• Service Referral and Frequency Change
• On/Off Hold
• Service Updates
• Other Updates
• Manual Process from CHRIS except for Service Referral (New & Discharge)
• When automation is turned on (expected in 2015)
• Provider Notification Notes last transmitted date/time stamp
Slide 6
Slide 7
External Communications
Vendors & Providers
New Look &
Feel of
Reports
Better
Organization
of
Information
More
Information
provided
from CHRIS
client file
Automatic
Updates of
Client
Information
On Hold
until 2015
Slide 8
Report Titles
• Two reports that are sent from CCACs (CHRIS) to a Provider:
1. “Service Referral” Report
2. “Frequency Change” Report
Note: Both reports contain the same
information and layout of information (ie)
Information Headers, Service and Client
Information etc.
Slide 9
Message Flags
• Header of Reports & Document Description in HPG Inbox
will now display 5 message flags when attached to a Report:
1.
2.
3.
4.
5.
New
Discharge
On/Off Hold
Service Updates
Other Updates
Slide 10
Purpose of Message Flags
• Outline the Updates completed on the patient’s file in CHRIS
since the last sent report (or the activity completed
example: ‘New’ or ‘Discharge’)
In Addition, the report displays:
• Updates to the patient information listed in the report will
be listed in the ‘Summary of Changes’ section
Provider’s in HPG can:
• Search the HPG Inbox for message flags as part of the
document description using the wildcard
Slide 11
How do the message flags work?
• Message flags attach to a report based on the activities
completed in CHRIS (discharge, on/off hold, service updates
or client information updates)
• The Report Message flags are automatically decided by
CHRIS based on:
1. Report Selected (when manually sending a report)
2. Activities Completed
Slide 12
Message Flags
Message
Activity
New
Service Referral (New) sent to the SPO
Discharge
Examples
Service Offer Accepted/ Referral
Sent
Service Referral (Discharge) sent to the SPO.
Discharge + Off Hold + Client
May also include changes to on/off hold; service Info *update
updates and/or client information
On/Off Hold
Report sent with On/Off hold status. May also
include service/client information *update
On/Off Hold + New Treatment
Location + Client Info *update
Service Updates
Report sent with change to service/service
information. May include changes to client
information
Service Treatment Location +
Client Info *update
Other Updates
Report sent when changes are limited into
client information
Client Info *update
*Message flags follow hierarchal structure as listed in table above
Slide 13
Review
Service
Referral
Automatically sent by
CHRIS.
Frequency
Change
(New)
(On/Off
Hold)
(Discharge)
Service
Updates
(On/Off
Hold)
Other
Updates
(Service
Updates)
(Other
Updates)
Slide 14
Example
• CCAC CHRIS user places client ‘On Hold’ (chooses not to
notify Providers as part of the On/Off Hold Wizard)
• Updates Referral Caseload, and Frequencies
• Selects to ‘Send Service Referral’ from Provider Level Action
Drop Down
Slide 15
Provider Notification Notes
1. If the wizard was used to ‘Notify Providers’ versus the action
drop down, than the title of the report would be ‘Frequency
Change
2. Summary of Changes section outlines all changes completed
on the patients file since the last sent report
3. On/Off Hold flag identified because it is higher up on the list
than ‘Service Updates’ (Frequency) and Other Updates (CCAC
Contacts, Active Services)
Slide 16
Reports and Message Flags
• The ‘Title’ of the report (Document Type in HPG) is dependent
on the CHRIS user selection when manually sending a report
(using the Provider Action Drop Down in CHRIS)
This has an effect on 3 message flags and possible combinations:
1. Service Referral (On/Off Hold) or Frequency Change (On/Off
Hold)
2. Service Referral (Service Updates) or Frequency Change
(Service Updates)
3. Service Referral (Other Updates) or Frequency Change (Other
Updates)
Slide 17
Searching the HPG Inbox
To ensure you are receiving all Reports (regardless of report title),
search using the document description of the message flag and/or
BRN and wildcard (*)
1. Select your Document Types
1. Search Document Description (*) + message flag (Ex: On/Off
Hold)
Slide 18
Searching HPG Inbox
Tips and Tricks so you don’t miss a ‘message’
Slide 19
Reports: Automatic Generation
• Expected in 2015, the automation of report generation (as
introduced in HPG 3.3/CHRIS 2.5)
• OACCAC working on and testing minor fixes to the solution
Slide 20
Impact of Automation
• Report Title and Message flag will be automatically matched as
follows (when the report is sent automatically by CHRIS):
1. Service Referral (New) – current functionality
2. Service Referral (Discharge) – current functionality
3. Frequency Change (On/Off Hold) – uses Data Settling or On/Off
Hold Wizard
4. Frequency Change (Service Updates) – uses Data Settling
5. Frequency Change (Other Updates) – uses Data Settling
*Note: CHRIS users can override data settling and select to manually send report before 30
minutes of inactivity. The appropriate message flag will attach to the report selected by user
Slide 21
New Enhancement
• To further enhance workflow and efficiencies, Provider
Notification Notes section of reports have been improved to
include:
1. Separate Section on the Service Referral/Frequency
Change Report
2. Last Transmitted Date/Time stamp for old notification
notes
This will be included in the December 10, 2014 release of CHRIS 2.5.2
Slide 22
• This enhancement will assist providers to identify when
Provider Notification Notes pertain to the report being sent
(no previously transmitted date/stamp present)
Or
• Have been transmitted on a previous report and carried
over onto the most recent report being sent
Slide 23
Service Referral/Frequency Update
Reports
Slide 24
Summary of Changes
Summary of Changes section will list sections of the referral that have been
updated since the last sent report. In the example above, Medical Contacts
have been updated. This will direct the user to that section of the report to see
updated information
Slide 25
Provider Details
*Service Update message flag
Slide 26
Provider Notification Notes
Service Update message flag when new Provider
Notification Note is inputted in CHRIS (no previously
transmitted Date/Time displays
Slide 27
Referral and Offer Details
Service Update flag when fields updated.
Note: Offer Date/Time, Initial Offer Contact Name,
and Sender fields are from the Service Offer and
will not trigger a notification as they cannot be
edited.
Slide 28
CCAC Contacts
*Other Updates message flag
Slide 29
Client Information/Active Phones
*Other Updates message flag
Slide 30
Client Addresses
Treatment Address – ‘Service Update message flag’
Home Address/Mailing Address – ‘Other Updates message flag’
Slide 31
Personal Contacts
*Other Updates message flag
Slide 32
Medical Contacts
*Other Updates message flag
Slide 33
Diagnoses
*Other Updates’ message flag
Slide 34
Surgical Procedures
*Other Updates message flag
Slide 35
Risk Codes
*Other Updates message flag
Slide 36
Safety Issues
*Other Updates message flag
Slide 37
Allergies
*Other Updates message flag
Slide 38
Client Coding
*Other Updates message flag
Slide 39
Client Population
*Other Updates message flag
Slide 40
Service Assignment Details
*Service Updates message flag
Slide 41
Outcome-Based Pathways(s)
‘Service Update’ message flag when:
• Pathway Start Date is changed
• A new pathway is authorized
• A Pathway is discontinued
• The Reimbursement Model is changed
Slide 42
Frequency
*Service Update message flag
Slide 43
Visits Cancelled in last 30 days
*Service Update message flag
Slide 44
Possible Billing Codes
*Service Update message flag
No automation using data settling
Slide 45
Service Management
*Service Update message flag
Slide 46
Active Services
*Changes to this section does not trigger a message flag/or
automation of sending a report using data settling
Slide 47
Medical Equipment and Supplies
Includes adding, editing, and deleting an equipment and supply item. For Purchase
Items, this section only displays items with delivery dates that occur within the last 30
days at the time the notification is sent.
Slide 48
Resources
• Reference Card created to review the concepts presented:
Summarizing -1. Reports
2. Message Flags
3. Complete PDF Report with new Provider Notification Notes
enhancement (coming on the evening of December 10,
2014)
Slide 49
Slide 50
Resources
• Reference card is posted to the HPG public website (for
Providers):
http://healthcareathome.ca/serviceproviders/en/Health-PartnerGateway
• As well as the HPG page on the CHRIS Members portal (for
CCACs):
https://membersportal.ccacont.ca/provincial/CHRISProgram/CHRIS/Pages/HPG-CCAC.aspx
(Recorded Webinar/Slide Deck will be posted by the end of the week)