Transcript Care Plan Overview April 24, 2015 Presented by: Angie

2015 User Conference
Care Plan Overview
April 24, 2015
Presented by:
Angie Schnack
Training Specialist
EHR Session
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.
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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
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POLL
Have you looked at the Care Plans available in OP14?
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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
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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
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Managing Care Plans
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▪
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
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
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Care Plan Enrollment and Items Due
Care Plans the patient is enrolled in
will show in the Care Plans tab of a
chart.
Care Plan due items are shown on
the Overview 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.
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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 Selection
o
o
o
o
Recall item: Selection of items in the selected plan
Co-morbid: If you check more than one Care Plan - it will show you those patients enrolled in
both. ie: Obesity and Asthma
Include all qualified: All patients that would qualify including those not enrolled
Include if due for any item: All due items for the selected Recall plan
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CARE PLAN RECALL
● Recall Item selection within a selected Recall plan
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Let’s Take a Look
Let’s
Look at
the
Report!
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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
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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
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Thank you for your participation in
today’s presentation!
Contact OP Support for
more information:
(800) 218-9916
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We want your feedback!
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