new features and functions presented by: hcn clinical operations
TRANSCRIPT
New Features and Functions
Presented By:HCN Clinical Operations
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
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NEW FEATURES AND FUNCTIONS
TABLE OF CONTENTS
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TOPIC PAGEFilters 4Help Menu 6Planned Care Visit 10Patient Clinical History 12Customize Your Dashboard 29
FILTERSPAYORS AND AUTO SAVE
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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)!
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SET DEFAULT DATE RANGESYou 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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HELP MENU
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HELP TABLE OF CONTENTS
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GLOSSARY
INDEX
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SEARCH
PLANNED CARE VISIT
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Search data by pages
Export to Excel
Patient name locks while scrolling
Increased
Performance
New Filter:Lock column
Less rows per
screen
Easier to view on Laptop
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EXPORT TO EXCEL
Contact Business Development for information on the CLEAR Advanced trainingto learn tricks and tips on customizing your Plan Care Visit in Excel.
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PATIENT CLINICAL HISTORYYou 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
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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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PATIENT CLINICAL HISTORYCURRENT VIEW
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PATIENT CLINICAL HISTORYNEW AND IMPROVED
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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
HEADER
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INFORMATION MENUDEMOGRAPHICS
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Based on Problem List
Column FiltersDefault lists ‘active’ status first.
Works just like Planned Care Visit
INFORMATION MENUPROBLEMS
Click to sort(Descending/Ascending)
A – ActiveI – Inactive
R – ResolvedE – Entered in Error
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Pages help you to easily navigate through long
lists
INFORMATION MENUALLERGIES
ND – Non-Drug AllergensDC – Drug Classes
SD – Specific DrugsUD – User Defined
A – ActiveI – Inactive
R – ResolvedV - Void
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Separate tabs list Current Medications vs. All other Statuses
INFORMATION MENUMEDICATIONS
O – OriginalP– Patient Reported
R – Renewal
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In this version, vitals taken on the same date/time were shown
in separate lines
INFORMATION MENUVITALS (CURRENT VIEW)
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Vitals documented on the same date/time will show on ONE line
VITALSNEW & IMPROVED
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You can open lab profiles to view the results of each component
INFORMATION MENULABS
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# of Doses received
INFORMATION MENUIMMUNIZATIONS
O – OrderedA – Administered
C – ContraindicatedV – Void
REF – RefusedREP - Reported
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INFORMATION MENUENCOUNTERS
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INFORMATION MENUAPPOINTMENTS
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INFORMATION MENUPROCEDURES
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CUSTOMIZE YOUR DASHBOARD
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Select Rename to begin customizing your new
dashboard
RENAMING YOUR DASHBOARD
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Click here to create a new dashboardCREATING A NEW DASHBOARD
Click here to add containers
Name your container
Click here to add Widgets
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ADDITIONAL CUSTOMIZATION OPTIONS
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!