1. 2015 User Conference How Care Plans Impact your Practice OP User Conference 2015 Presented by: Rena Lefkowitz PA-C Director of Training EHR Session

2. 2015 Office Practicum User Conference End Goal: Improve Patient Outcomes

3. 2015 Office Practicum User Conference Objectives: ➔ Define Care Plans ➔ Explore types of Care Plans ➔ Define roles and responsibilities of Care Plan Team ➔ Identify prep work required to implement

4. 2015 Office Practicum User Conference Poll: How many of you use Care Plans? Never Occasionally Regularly

5. 2015 Office Practicum User Conference Anatomy of a Care Plan: Definition Triggers Actions

6. 2015 Office Practicum User Conference Anatomy of a Care Plan: Definition Activated? Auto Enroll? Who Can View? Who Can Enroll? Source?

7. 2015 Office Practicum User Conference Anatomy of a Care Plan: Triggers Based On: Age Gender Insurance Problem List Lab Value Vitals Who will be included?

8. 2015 Office Practicum User Conference Anatomy of a Care Plan: Actions Labs? Vitals? Type of Visit? Referral? Survey? What Should be Done? Action!

9. 2015 Office Practicum User Conference Anatomy of a Care Plan: Triggers + Actions = Care Plan Action!

10. 2015 Office Practicum User Conference Discussion Topic #1: Plan ➔ What specific types of chronic conditions or patient populations would you like to monitor? Action!

11. 2015 Office Practicum User Conference Hands On: Plan ➔ Define 2 Care Plans with triggers and actions for those patients. Action!

12. 2015 Office Practicum User Conference Hands On: Plan Action! Think of your Bright Futures as your Core Care Plan: ➔ Review Triggers ➔ Review Actions ➔ Are there items which should be added/removed ➔ Are there items that don’t apply in your practice ➔ Will you need a BF Care Plan adapted for specific patients or insurances? Go to Utilities→ Manage Clinical Features→ Care Plans

13. 2015 Office Practicum User Conference Hands On: Enroll PT in Obesity Mgmt Plan Go to Utilities→ Manage Clinical Features→ Care Plans ➔ Select Obesity Management Care Plan ➔ Activate as of Today ➔ Select Privacy: Any Staff Member ➔ Select Enrollment: Provider

14. 2015 Office Practicum User Conference Hands On: Enroll PT in Obesity Mgmt Plan Go to Utilities→ Manage Clinical Features→ Care Plans ➔ Open a Test Patient ➔ Review Care Plan: Note Schedule for Weight ➔ Enter a weight which is 97 percentile for age and height

15. 2015 Office Practicum User Conference Hands On: Enroll PT in Obesity Mgmt Plan Go to Utilities→ Manage Clinical Features→ Care Plans ➔ Did you get a pop up stating patient is eligible for Obesity Monitoring Care Plan? ➔ Click Yes to review enrollments

16. 2015 Office Practicum User Conference Hands On: Enroll PT in Obesity Mgmt Plan Go to Utilities→ Manage Clinical Features→ Care Plans ➔ Click Enroll

17. 2015 Office Practicum User Conference Hands On: Enroll PT in Obesity Mgmt Plan What has changed? ➔ Weight according to BF Periodicity is removed ➔ Weight quarterly is added

18. 2015 Office Practicum User Conference Its all in the Workflow: Do Action!

19. 2015 Office Practicum User Conference Discussion Topic #2: Implementing Care Plans: ➔ Current workflows- what will need to change to incorporate Care Plans? ➔ Who will be responsible for customization ➔ Appropriate Enroll/Privacy ➔ Who will review during visits- Nurse/MA/Provider? ➔ When: Sick or Well Visits? During the Visit? Prior to Visit? ➔ How often will recalls be run? ➔ Other challenges? Action!

20. 2015 Office Practicum User Conference Care Plan Team: Roles & Responsibilities Action! Champion = Driving force Administrative ➔ Reviews, Modifies and Creates Care Plans ➔ Runs Recalls Clinical: ➔ Ensures Care Plans are addressed during visits

21. 2015 Office Practicum User Conference Ongoing: Check and Act Action! Check: ➔ Evaluate: Demographic Analysis and Recall Act: ➔ Revisions needed: ◆ Care Plans modifications ◆ Changes to: ●Workflow ●Recall Schedule

22. 2015 Office Practicum User Conference Demographic Analysis and Recall

23. 2015 Office Practicum User Conference Discussion Topic #3: ➔ What are the potential benefits of utilizing Care Plans in your practice. Action!

24. 2015 Office Practicum User Conference Benefits: ➔ Allows for monitoring of patients with Chronic conditions ➔ Provides a tool for clinical decision support ➔ Aligned with MU, PCMH and P4P measures ➔ Determine what interventions are working ➔ Prevent kids from falling through the cracks Action!

25. 2015 Office Practicum User Conference Next Steps: Plan: ➔ Establish Care Plan Team ➔ Define and customize a minimum of 2 Care Plans that you will implement now ➔ Modify current workflows ➔ Establish recall schedule ➔ Train staff and providers on new workflows ➔ Set a go-live date for implementing Care Plans Action!

26. 2015 Office Practicum User Conference Next Steps: Do: ➔ Go-Live with Care Plans ➔ Go-Live with sending recalls on a monthly basis Check: How are you doing- Quarterly ➔ Run Care Plan Recalls ➔ Meet with team and staff to evaluate outcomes Act: Revise as needed: ➔ Care Plans ➔ Workflows ➔ Recalls Action!

27. 2015 Office Practicum User Conference

29. OP Help: Care Plans Customization OP Help: Care Plan Enrollment Care Plan Webinar Recording OP 14 What's New Care Plan Video OP 14 What's New Care Plan Administration Video And don’t forget to check our ongoing monthly Webinars offerings: Webinar Schedule

30. 2015 Office Practicum User Conference We want your feedback!