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Next Generation AFO Phase 1
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Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

Nov 17, 2018

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Page 1: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

Next Generation AFO Phase 1

Page 2: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

Today’s Speaker

Chris Pugliese, Product Owner / Business Analyst

Page 3: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Agenda

Overview Reasons for the change

What is changing? Menus & Navigation

New Screens

Demo

Timing & Preparation When will AFO be changing for your agency?

Your needed preparation

Training Tools Available

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Page 4: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

Overview

Page 5: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Reasons for the change

Introduce a modern look-and-feel Updated layouts Adaptive screens that will adjust to the size of the screen

without scroll bars

Browser independence* For Next Generation AFO pages and menus (but not current

AFO pages) will run in Safari, Chrome, and FireFox *Full browser independence available when all current AFO

screens have been converted over multiple phases

Security Next Generation AFO pages will not require specific security

settings

Page 6: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

What is changing?

Top and Side Menus, Patient Search Current AFO pages display with new menus

Task Hotlist Patient Admin Tab Scrubbing HIS Review HIS File Generation HIS Response Tracking Patient Changes Doc Tracking Stub POC NOE Tracking Bereavement Mailing

Page 7: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

Menus and Navigation

Page 8: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Accordion Menus

Page 9: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Relocated Buttons

Page 10: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Dictionary and Pop-Up Search Fields

Some search fields will have two additional functions indicated by an X and magnifying glass Dictionary search – dynamically searches for matches based

on the characters entered Pop-up search – a separate pop-up window to search for a

particular value (ex. Physicians) in order to complete a search

Page 11: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Paging Search Results

Allows paging which makes more information easier to access in the display Ability to adjust how many results show per page,

cycle through the pages, or navigate to a specific page

Page 12: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Patient Name Link - Search Results/Grids

Links on a patient name will open a new tab on the patient record with the given patient selected in the working list

Page 13: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Info Hover Icons

Hovering your mouse over icons will display additional information Example - High level details about a particular piece of data Display complex information without taking up page space

Page 14: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

New Screens

Page 15: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

What is changing?

Phase 1 of the Next Generation AFO has 11 new screens Updated screens will maintain the same or similar

workflows as the pages on the current AFO site Any workflow changes between new and current AFO

will be noted in the subsequent slides

Page 16: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Task Hotlist

Key Changes Category selection check boxes Search filters above grid

Page 17: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Patient Search

Key Changes Patient name link replaces the “Open” action Search by patient team Select multiple patients and add to the working list

Page 18: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Scrubbing (Home Health)

Key Changes Change Status/Generate action in grid

Page 19: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

HIS Review (Hospice)

Key Changes Action links replaced by buttons/icons

Page 20: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

HIS File Generation (Hospice)

Key Changes N/A

Page 21: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

HIS Response Tracking (Hospice)

Key Changes Able to view the uploaded file anytime New Upload field

Page 22: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Patient Changes

Key Changes Active Dates from the search are used to generate the

document Bulk document view

Page 23: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Doc Tracking

Key Changes Enhanced Physician filtering (Dictionary/Pop-up Search)

Page 24: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Stub POC

Key Changes Bulk Stub Plan of Care available

Page 25: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Bereavement Mailing

Key Changes N/A

Page 26: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

NOE Tracking

Key Changes N/A

Page 28: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

Timing and Preparation

Page 29: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

When will AFO be changing for you?

You should have been notified by your Brightree Account Manager, via email, with the date that you will be scheduled to move to the new AFO site When active, users will automatically be directed to

the Next Generation AFO site at log in

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Page 30: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Preparation – what you need to do

Update all AFO workstations to Internet Explorer 10 (IE10) browser Next Generation AFO Menus/Screens do not function on

anything lower than IE10 Current AFO screens still require Internet Explorer to run

correctly Browser independence will come at the end of the multi-phased

rollout

Update all AFO workstations to Windows 7 or above if still on Windows XP IE10 is not supported on Windows XP

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Page 31: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Preparation – Troubleshooting

In order to make some current pages work correctly, changes small infrastructure changes were needed. For some users, these changes will not be recognized

by your Internet Explorer browser, causing some pages (especially Billing pages) to function incorrectly. Solution Clear Browser History Clear Browser Cache Reset security settings Restart the computer (if settings are reset)

These actions will allow your browsers to correctly read the small changes.

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Page 32: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Preparation – Troubleshooting: Clear History

Clear Browser History

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Page 33: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Preparation – Troubleshooting: Clear Cache

Clear Cache Choose the developer tools option in the settings drop down. OR – strike the F12 Key. For IE10 users, the developer tools window will have a menu

option for Cache. For IE11 See below for buttons to clear cache.

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Page 34: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Preparation – Troubleshooting: Reset Settings

Reset Settings Once reset action is taken, the security settings will need to

be re-applied.

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Page 35: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

Training Resources

Page 36: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Access New AFO Training Content

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Password = newafo

Page 37: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

Upcoming Phases

Phase 2 – Employee Tab Phase 3 – Admin Tab

Phase 4 – Patient Record

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Page 38: Next Generation AFO Phase 1 - Brightreeinfo.brightree.com/rs/963-ASR-132/images/New-AFO-Phase-1-Overview.pdf · Overview Reasons for the change What is changing? Menus & Navigation

© 2015 Brightree

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Thank You For Attending!

For questions, please contact your Brightree Account Manager

or

Call Brightree Support at 1-866-260-4630, select Option 3