2015 User Conference How Care Plans Impact your Practice OP User Conference 2015 Presented by: Rena Lefkowitz PA-C Director of Training EHR Session
2015 User Conference
How Care Plans Impact your Practice OP User Conference 2015
Presented by:
Rena Lefkowitz PA-CDirector of Training
EHR Session
2015 Office Practicum User Conference
End Goal:
Improve Patient Outcomes
2015 Office Practicum User Conference
Objectives:
➔ Define Care Plans
➔ Explore types of Care Plans
➔ Define roles and responsibilities of Care
Plan Team
➔ Identify prep work required to
implement
2015 Office Practicum User Conference
Poll:
How many of you use Care Plans?
Never
Occasionally
Regularly
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:
Triggers + Actions = Care Plan
Action!
2015 Office Practicum User Conference
Discussion Topic #1: Plan
➔ What specific types of chronic conditions or patient populations would you like to monitor?
Action!
2015 Office Practicum User Conference
Hands On: Plan
➔ Define 2 Care Plans with triggers and actions for those patients.
Action!
2015 Office Practicum User Conference
Hands On: Plan
Action!
Think of your Bright Futures as your Core Care Plan:
➔ Review Triggers➔ Review Actions➔ Are there items which should be
added/removed➔ Are there items that don’t apply in your
practice➔ Will you need a BF Care Plan adapted for
specific patients or insurances?
Go to Utilities→ Manage Clinical Features→ Care Plans
2015 Office Practicum User Conference
Hands On: Enroll PT in Obesity Mgmt Plan
Go to Utilities→ Manage Clinical Features→ Care Plans
➔ Select Obesity Management Care Plan➔ Activate as of Today➔ Select Privacy: Any Staff Member➔ Select Enrollment: Provider
2015 Office Practicum User Conference
Hands On: Enroll PT in Obesity Mgmt Plan
Go to Utilities→ Manage Clinical Features→ Care Plans
➔ Open a Test Patient➔ Review Care Plan: Note Schedule for Weight➔ Enter a weight which is 97 percentile for age
and height
2015 Office Practicum User Conference
Hands On: Enroll PT in Obesity Mgmt Plan
Go to Utilities→ Manage Clinical Features→ Care Plans
➔ Did you get a pop up stating patient is eligible for Obesity Monitoring Care Plan?
➔ Click Yes to review enrollments
2015 Office Practicum User Conference
Hands On: Enroll PT in Obesity Mgmt Plan
Go to Utilities→ Manage Clinical Features→ Care Plans
➔ Click Enroll
2015 Office Practicum User Conference
Hands On: Enroll PT in Obesity Mgmt Plan
What has changed?
➔ Weight according to BF Periodicity is removed
➔ Weight quarterly is added
2015 Office Practicum User Conference
Its all in the Workflow: Do
Action!
2015 Office Practicum User Conference
Discussion Topic #2:
Implementing Care Plans:
➔ Current workflows- what will need to change to incorporate Care Plans?
➔ Who will be responsible for customization➔ Appropriate Enroll/Privacy➔ Who will review during visits-
Nurse/MA/Provider?➔ When: Sick or Well Visits? During the Visit?
Prior to Visit?➔ How often will recalls be run?➔ Other challenges? Action!
2015 Office Practicum User Conference
Care Plan Team: Roles & Responsibilities
Action!
Champion = Driving force
Administrative➔ Reviews, Modifies and
Creates Care Plans➔ Runs Recalls
Clinical:➔ Ensures Care
Plans are addressed during visits
2015 Office Practicum User Conference
Ongoing: Check and Act
Action!
Check: ➔ Evaluate:
Demographic Analysis and Recall
Act:➔ Revisions needed:
◆ Care Plans modifications
◆ Changes to:● Workflow ● Recall
Schedule
2015 Office Practicum User Conference
Demographic Analysis and Recall
2015 Office Practicum User Conference
Discussion Topic #3:
➔ What are the potential benefits of utilizing Care Plans in your practice.
Action!
2015 Office Practicum User Conference
Benefits:
➔ Allows for monitoring of patients with Chronic
conditions
➔ Provides a tool for clinical decision support
➔ Aligned with MU, PCMH and P4P measures
➔ Determine what interventions are working
➔ Prevent kids from falling through the cracks
Action!
2015 Office Practicum User Conference
Next Steps:
Plan:➔ Establish Care Plan Team➔ Define and customize a minimum of 2 Care
Plans that you will implement now➔ Modify current workflows ➔ Establish recall schedule➔ Train staff and providers on new workflows ➔ Set a go-live date for implementing Care Plans
Action!
2015 Office Practicum User Conference
Next Steps:
Do:➔ Go-Live with Care Plans ➔ Go-Live with sending recalls on a monthly
basis
Check: How are you doing- Quarterly➔ Run Care Plan Recalls➔ Meet with team and staff to evaluate
outcomes Act: Revise as needed:➔ Care Plans➔ Workflows➔ Recalls
Action!
2015 Office Practicum User Conference
2015 Office Practicum User Conference
2015 Office Practicum User Conference
OP Help: Care Plans CustomizationOP Help: Care Plan EnrollmentCare 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!