2015 User Conference Care Plan Customization User Conference 2015 Presented by: Rena Lefkowitz PA-C...
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Transcript of 2015 User Conference Care Plan Customization User Conference 2015 Presented by: Rena Lefkowitz PA-C...
2015 User Conference
Care Plan Customization User Conference 2015
Presented by:
Rena Lefkowitz PA-CDirector of Training
EHR Session
2015 Office Practicum User Conference
End Goal:
Utilize the existing Triggers and Actions delivered with OP to modify and create new Care Plans.
2015 Office Practicum User Conference
Objectives
▪ Add Triggers and Actions to Care Plans▪ Utilize Cloning Feature▪ Define Recall Schedules for Care Plan
Items▪ Create New Care Plans▪ Import/Export Care Plans
2015 Office Practicum User Conference
Where do Care Plans Live?
Utilities→ Manage Clinical Features→ Care Plans
2015 Office Practicum User Conference
Anatomy of a Care Plan:
Definition
Triggers
Actions
2015 Office Practicum User Conference
Anatomy of a Care Plan: Definition
Activated?Auto Enroll?
Who Can View?Who Can Enroll?
Source?
2015 Office Practicum User Conference
Anatomy of a Care Plan: Triggers
Based On:Age
GenderInsurance
Problem ListLab Value
Vitals
Who will be included?
2015 Office Practicum User Conference
Anatomy of a Care Plan: Actions
Labs?Vitals?
Type of Visit?Referral?Survey?
What Should be Done?
Action!
2015 Office Practicum User Conference
Anatomy of a Care Plan: Actions
Triggers + Actions = Care Plan
Action!
Objectives
Create a New Action and addto an Existing Care Plan
Action!
Hands On #1
We would like to add the TB Risk Assessment Survey to our Bright Futures Care Plan. The recall for this will be annually.
Objectives
Acon!
Hands On #1
Define the Triggers_________
Define the Action__________
Define the Recall Schedule______
Action!
Same as Bright Futures
TB Survey
Every 12 months
2015 Office Practicum User Conference
Hands On #1: Add a Survey to BF
Utilities→ Manage Clinical Features→ Care Plans→ Care Plan ItemsStep 1: Create TB Survey Care Plan Item▪ Click on ▪ Enter:
▪ Item Name = TB Survey▪ Item Type = Survey▪ Check “Is Action”▪ Default Interval = 12▪ Action SQL= like’%Tub%’
2015 Office Practicum User Conference
Hands On #1: Add a Survey to BF
Now that we have created the TB Survey Care Plan Item, we can add it to the Bright Futures Care Plan:
Step 2: Add Action▪ Select Care Plans Tab ▪ Highlight Bright Futures Care Plan▪ Add to Actions:
▪ Click in Item Name▪ Select TB Survey from Dropdown List▪ Select Action Type as “Add”▪ Save with Green Checkmark
2015 Office Practicum User Conference
Hands On #1: Add a Survey to BF
2015 Office Practicum User Conference
Hands On #1: Add a Survey to BF
Open a Chart go to the Care Plan Tab and look for your TB Survey.
Is it there?Does it say Due?
Check it out...
2015 Office Practicum User Conference
Cloning
Cloning is a powerful tool:▪ You can clone:
▪ Care Plan Items▪ Care Plans▪Create new items without worrying about the format.
Objectives
Create a New Care Plan by Cloning an Existing Action
We would like to create a Care Plan to follow our patients whose Lead Levels are between 5 and 10 or have a Problem List entry of Elevated Lead Level.
For these patients we would like to do a lead level every 3 months.
Hands On #2
Objectives
Acon!
Define the Triggers_________
Define the Action__________
Define the Recall Schedule______
Action!
Lead Level between 5 AND 10OR
Problem List SNOMED = '407151008'
Lead level
Every 3 months
Hands On #2
2015 Office Practicum User Conference
Hands On #2
Utilities→ Manage Clinical Features→ Care Plans→ Care Plan ItemsStep 1: Add new Care Plan Item for lead every 3 months:▪ Care Plan Items Tab ▪ Highlight Lead▪ Click Clone button:
2015 Office Practicum User Conference
Hands On #2
A new line item for Lead will appear:Step 2: Define Recall Schedule▪ Rename to Lead q 3 months▪ Uncheck “is Trigger”▪ Change recall to:
▪ Begin Age: 0 ▪ Interval 3 months▪ Recall as per interval
2015 Office Practicum User Conference
Hands On #2
Now that we have created the Lead every 3 months Care Plan Item, we can create a new Care Plan.
Step 3: Create New Care Plan▪ Select Care Plans Tab ▪ Click in lower left hand corner▪ Enter name of new Care Plan: Elevated Lead
▪ Complete items in Definition section:▪ Purpose▪ Auto Enroll = Yes▪ Active as of = Today▪ Contrary days = 30▪ View Privacy = Any Staff Member▪ Source Information▪ Save with Green Checkmark
2015 Office Practicum User Conference
Hands On #2
Completed Definition Section:
2015 Office Practicum User Conference
Hands On #2
Step 4: Add Triggers:
2015 Office Practicum User Conference
Hands On #2
Step 5: Add Action:▪ Add Lead q 3 months▪ Suppress Routine Lead ScreeningAction
!
2015 Office Practicum User Conference
Hands On #2:
Open a Chart for a child who has an elevated lead.
Does it show the Lead q 3 months?
Check it out...
Objectives
Create a New Care Plan by Cloning an Existing Care Plan
For our patients enrolled in Medicaid, in addition to the items routinely recommended by Bright Futures, we would like to add Fluoride Varnish to be applied every 6 months between the ages of 6 and 36 months.
Hands On #3
Objectives
Acon!
Define the Triggers_________
Define the Action__________
Define the Recall Schedule______
Action!
Medicaid Insurance
Fluoride Varnish
Begin Age = 6 monthsInterval = 6 monthsRecurrence Rule = As per IntervalBegin Age = 36 monthsRecurrence Rule = Suppress Display
Hands On #3
2015 Office Practicum User Conference
Hands On #3:
Utilities→ Manage Clinical Features→ Care Plans→ Care Plan Items Step 1: Add Fluoride Varnish ▪ Click on ▪ Enter:
▪ Item Name = Fluoride Varnish▪ Item Type = Procedure by LOINC▪ Check “Is Action”▪ Default Interval = leave blank▪ Action SQL= like'%FLOURVA%'
2015 Office Practicum User Conference
Hands On #3:
Step 2: Add Recall Schedule for Fluoride Varnish▪ Highlight Fluoride Varnish
▪ Begin Age = 6 months▪ Interval = 6 months▪ Recurrence Rule = As per interval▪ Begin Age = 36 months▪ Interval = 6 months▪ Recurrence Rule = Suppress Display
2015 Office Practicum User Conference
Hands On #3
Now that we have created the Fluoride Varnish Care Plan Item, we create our new Care Plan by Cloning the Bright Futures Care Plan.
Step 3: Clone BF Care Plan▪ Select Care Plans Tab ▪ Highlight Bright Futures▪ Click on the Clone
2015 Office Practicum User Conference
Hands On #3
We now have a new Care Plan named: Copy of Bright Futures with the same Triggers and Actions.Step 4:▪ Rename Care Plan to Bright Futures
Preventive_MCD▪ Complete items in Definition section:
▪ Purpose▪ Auto Enroll = Yes▪ Active as of = Today▪ Contrary days = 30▪ View Privacy = Any Staff Member▪ Enroll Privacy = Any Staff Member▪ Save with Green Checkmark
2015 Office Practicum User Conference
Hands On #3
Step 5: Add Medicaid as Trigger:▪ Click Green ▪ Grouping Rules = And ▪ Item Name = Primary Payer▪ Condition = Contains▪ Value = like’%MCD%’▪ Green Checkmark to Save
2015 Office Practicum User Conference
Hands On #3
Step 6: Add Trigger:▪ Add Fluoride Varnish
Action!
2015 Office Practicum User Conference
Demo: Importing Care Plans
2015 Office Practicum User Conference
Next Steps:
▪ Practice the features in this session▪ Evaluate existing Care Plans▪ Modify existing Care Plans ▪ Develop new Care Plans ▪ Run Demographic Analysis and Recall▪ Utilize the Care Plans to support your
Clinical Decision making
2015 Office Practicum User Conference
Will be available on Conference Website:
▪ Diabetes▪ ADHD Visits▪ Primary Language
Please refer to Instruction provided along with Care Plans.
Reference: Care Plans to Import
2015 Office Practicum User Conference
2015 Office Practicum User Conference
Reference: Trigger Conditions
▪ between: BETWEEN Value - Value must be formatted like 10 AND 20
▪ contains: LIKE ‘%Value%’▪ does not contain: NOT LIKE‘%Value%▪ begins with: LIKE’%Value%’ ▪ is in list: IN (Value) - Value must be formatted like 10,12,14
(referring to numeric field) or “10”,”12”,”14” (referring to string field)
▪ is normal: operation not supported at this time▪ is abnormal: operation not supported at this time
2015 Office Practicum User Conference
Reference: Creating Statements
▪ When creating statements: (like or =)▪ If using a LOINC: copy from Diagnostic
Tests▪ If using a Survey Name: copy from
Survey Administrator▪ Statements are case sensitive
▪ Make sure you included enough information so it captures only the item you want.
2015 Office Practicum User Conference
Reference: Recurrence Rules Definitions
▪ Display only, no recall needed: displays on care plan, but never “due”
▪ Recall per interval as of begin-at age: start at begin age and repeats ▪ Once after begin-at age: once item is completed will not show as
due▪ Suppress display after begin-at age: typically used for Items that are
not indicated after a certain age▪ Same schedule as associated item: set a schedule for another item
and then refer to that item. Useful for complex items and Preventive Care
2015 Office Practicum User Conference
OP Help: Care Plans CustomizationOP Help: Care Plan EnrollmentInstructions for Importing and Exporting Care PlansCare Plan Webinar RecordingOP 14 What's New Care Plan VideoOP 14 What's New Care Plan Administration Video
And don’t forget to check our ongoing monthly Webinars offerings:
Webinar Schedule
2015 Office Practicum User Conference
We want your feedback!
Reports to download:ADHD Care Plan
Diabetes Care PlanPrimary Language
Handout:Instructions for Importing Care Plans