1. 2015 User Conference Care Plan Overview April 24, 2015 Presented by: Angie Schnack Training Specialist EHR Session

2. 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.

3. 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

4. 2015 Office Practicum User Conference POLL Have you looked at the Care Plans available in OP14?

5. 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

6. 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

7. 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

8. 2015 Office Practicum User Conference Care Plan Enrollment Chart Opened ●Prompt for qualifying care plans ○Enroll permission

9. 2015 Office Practicum User Conference Care Plan Enrollment

10. 2015 Office Practicum User Conference Care Plan Patient Custom

11. 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

12. 2015 Office Practicum User Conference Care Plan Item Selection

13. 2015 Office Practicum User Conference Let’s Take a Look... Let’s Look at Care Plans!

14. 2015 Office Practicum User Conference Poll Have you used the Demographic Analysis/Recall report?

15. 2015 Office Practicum User Conference BEGIN WITH A PATIENT LIST

16. 2015 Office Practicum User Conference CARE PLAN RECALL ●Recall Plans Selection o Recall item: Selection of items in the selected plan o Co-morbid: If you check more than one Care Plan - it will show you those patients enrolled in both. ie: Obesity and Asthma o Include all qualified: All patients that would qualify including those not enrolled o Include if due for any item: All due items for the selected Recall plan

17. 2015 Office Practicum User Conference CARE PLAN RECALL ●Recall Item selection within a selected Recall plan

18. 2015 Office Practicum User Conference Let’s Take a Look Let’s Look at the Report!

19. 2015 Office Practicum User Conference

20. 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

21. 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

22. 2015 Office Practicum User Conference Thank you for your participation in today’s presentation! Contact OP Support for more information: (800) 218-9916

23. 2015 Office Practicum User Conference We want your feedback!