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

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Hands On #2

Completed Definition Section:

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Hands On #2

Step 4: Add Triggers:

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Hands On #2

Step 5: Add Action:▪ Add Lead q 3 months▪ Suppress Routine Lead ScreeningAction

!

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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%'

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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

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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

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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

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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.

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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