1. New Features and Functions Presented By: HCN Clinical Operations

2. Filter by payor Auto save Set default date ranges Help Planned Care Visit  Export to Excel  Lock patient name while scrolling  Pagination  Increased Performance Patient Clinical History Customize your entire dashboard 2

3. 3 TOPICPAGE Filters4 Help Menu6 Planned Care Visit10 Patient Clinical History12 Customize Your Dashboard29

4. 4 You can now un-select Auto-Save when veering from your set preference In addition to filtering by Organization(s) and Provider(s), reports can now be filtered by Payor(s)!

5. 5 You now have 2 Options to set your Date Range: Calendar or Preset You can now enter the ‘From’ date and ‘To’ will populate with the same date automatically!

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10. 10 Search data by pages Export to Excel Patient name locks while scrolling Increased Performance New Filter: Lock column New Filter: Lock column Less rows per screen Easier to view on Laptop Less rows per screen Easier to view on Laptop

11. 11 Contact Business Development for information on the CLEAR Advanced training to learn tricks and tips on customizing your Plan Care Visit in Excel.

12. 12 You won’t be left in the dark anymore. With the NEW Patient Clinical History Module you can now access key clinical elements from the patient’s record any time/any day!  Best utilized during down time or scheduled maintenance  Opens a new tab in you browser  Leaves open dashboards so you can toggle between browser tabs

13. 13 BONUS! In the near future, you will have the ability to view patient’s who are being seen at other ‘member’ centers. Just like you see in this screen shot.

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16. 16 Patient’s under 2 years of age, we show the age in month form (e.g., 18m, 24m) Image from patient’s chart Shows on every screen

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18. 18 Based on Problem List Column Filters Default lists ‘active’ status first. Works just like Planned Care Visit Default lists ‘active’ status first. Works just like Planned Care Visit Click to sort (Descending/Ascending) Click to sort (Descending/Ascending) A – Active I – Inactive R – Resolved E – Entered in Error A – Active I – Inactive R – Resolved E – Entered in Error

19. 19 Pages help you to easily navigate through long lists ND – Non-Drug Allergens DC – Drug Classes SD – Specific Drugs UD – User Defined ND – Non-Drug Allergens DC – Drug Classes SD – Specific Drugs UD – User Defined A – Active I – Inactive R – Resolved V - Void A – Active I – Inactive R – Resolved V - Void

20. 20 Separate tabs list Current Medications vs. All other Statuses O – Original P– Patient Reported R – Renewal O – Original P– Patient Reported R – Renewal

21. 21 In this version, vitals taken on the same date/time were shown in separate lines

22. 22 Vitals documented on the same date/time will show on ONE line

23. 23 You can open lab profiles to view the results of each component

24. 24 # of Doses received O – Ordered A – Administered C – Contraindicated V – Void REF – Refused REP - Reported O – Ordered A – Administered C – Contraindicated V – Void REF – Refused REP - Reported

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30. 30 Select Rename to begin customizing your new dashboard

31. 31 Click here to create a new dashboard Click here to add containers Name your container Click here to add Widgets

32. 32 Once you have selected your widgets, you can then rename, reorganize and reorder to fit your needs and preferences. Let’s move into a demo environment and customize our own dashboards!