Patient Listing
Table of contents:
Program Indicators:
Upon successful authentication, you will be directed to the patients tab as the landing page.
- On the left-hand side, there is a side navigation bar that provides access to the care coordinator list, provider listing, schedules, claims, calls & SMS, and operational reports. At the bottom, there are two floating icons: Critical Alerts and Dial Pad.
- The Oncare360 logo is situated in the top left corner, while on the top right-hand side, there are icons accompanied by a login name.
Raise Ticket:
- The question mark icon which represents "Raise Ticket," it signifies that whenever you encounter any issue or bug in the application, you can report it by filling out the simple form.
Upon clicking on the icon, a pop-up will appear, presenting a simple form as illustrated below.
The form consist of
- Email - The email will be pre-populated and it is not editable.
- Title - Please provide a name for the ticket and use the field below to describe your issue. You may also upload an image or video.
- Upon submitting your request, we will make every effort to resolve the issue in a timely manner.
Critical Alerts:
When the shield icon is clicked, representing critical alerts, a pop-up will appear showing all critical alerts received by the patient on their mobile device.
- Upon clicking on the record, you will be directed to the Event tab within the Patient Dashboard. There, you can view all the critical alerts provided by the patient.
- Upon clicking on the Last 14 Readings, you will see a popup modal where you can view the last 14 days' readings of that particular patient.
Messages:
Upon clicking the message icon, you will be directed to the message section where you can view all the conversations that have taken place with the patient and clinical staff.
- From Messages, users have the option to return to the patient listing by selecting the patient list icon button situated in the top of the side nav bar.
- We can see the Dashboard button upon clicking that you will navigating to that particular patient dashboard.
- Beside the Dashboard button we will have the Info button upon clicking on that we can view Meds and Target(Activity and Vital signs parameters).
Notifications:
- The Bell icon serves as the notification center, alerting you to various updates such as incoming calls, added bills, rejections, and more.
- Upon clicking the notification icon, a pop-up will appear showcasing all the latest notification entries.
Each time a new notification is received, a red dot indicator will notify you on the icon.
- Upon selecting the record, you will be directed to the corresponding tabs.
Profile Icon:
- You can view an image corresponding to the title of the Program Coordinator/Provider.
- When you click on the image representing the title, a modal drop-down will appear, offering options such as Privacy Policy, Terms of Use, and the Log Out feature.
- Upon clicking on "Privacy Policy", a pop-up will appear displaying the content of the Privacy Policy, which you have previously accepted.
- When you click on "Terms of Use," you will be presented with a pop-up displaying the content of the Terms of Use,
- which you have previously agreed to.
- Upon selecting "Log out," the user will be securely logged out from the portal and redirected to the log-in page.
Time Period Filter:
- The period filter is located on the top right-hand side of the Patients tab, where it is initially set to display data for the current month by default.
- Upon selecting the dropdown menu, a list of available options will be displayed. The final entry in the list includes a customizable selection. When this option is chosen, you will need to specify the starting and ending dates.
Cards:
Following the time period filter, the displayed items are the Cards.
Medication Adherence Card:
- When you take the medication on time and submit the adherence in mobile daily, the values will be reflected in the graph.
Activity Adherence Card:
When you record activities such as walking, number of steps, and exercise daily on your mobile or any other alternative device, the values will be reflected in the graph.
Survey Participation Card:
When you participate in a survey using your mobile, the values will be reflected in the graph based on the response.
Vitals Adherence Card:
When you talk about vital readings such as heart rate, blood pressure, temperature, etc., the values will be reflected in the graph based on the response.
Status Filter:
By default the service filter will be showing New and Active the records.
By utilising the Status filter, you have the ability to refine the patient list according to the Status type, with the option to choose multiple Status. This will enable you to view the corresponding records.
New - The patient with no service.
Active - The patient with at-least on active service.
Decline - The patient who has had the service content rejected.
Discontinued - The patient who has had discontinue the service.
Service Filter
- By default the service filter will be showing All the records.
- By utilising the service filter, you have the ability to refine the patient list according to the service type, with the option to choose multiple services. This will enable you to view the corresponding records.
- The filtered will always depends on Status filters.
Care Coordinator Filter
By default the care coordinator filter will be showing All the records.
We can see all the care coordinator names in the dropdown, and we can select multiple care coordinators. If any patient has the same care coordinators, it will be shown in the list.
The filtered will always depends on Status and Service filters.
Provider Filter
By default the provider filter will be showing All the records.
We can see all the provider names in the dropdown, and we can select multiple providers. If any patient has the same providers, it will be shown in the list.
The filtered will always depends on Status, Service and Care coordinator filters.
Others
- This is the Service Due reminders Filter in which we will get the due list based on the services available.
In this we mainly have the due which are:
1. CCM Monthly Call Due - This is based on the clinical time. If the last CCM clinical bill was added a month ago and the care plan should be active, then we will show the CCM monthly call due.
2. CCM Medication Reconciliation Due - This is based on the medication. We show this as due for every quarter, starting from the time the care plan is added and the care plan should be active to show the CCM medication reconciliation due.
3. CCM Care Plan Update Due - This is based on the care plan activities. If there has been no action in the care plan for the last one year, or based on the last updated date of the care plan and we should have the care plan active to ensure it is up to date.
4. FRA Due - This is based on the latest FRA date after the care plan is taken. If the latest FRA was given more than one year ago and the CCM Care plan is active, then we will show the due.
5. RPM Chart Review Due - This is a weekly review for RPM service. We will get this due every week after the RPM care plan is taken, and we will continue to receive the due every week as long as the RPM service is active.
6. PCM Monthly Call Due - This is based on the clinical time. If the last PCM clinical bill was added a month ago and the care plan should be active, then we will show the PCM monthly call due.
We can select only one service due at a time if the filter.
- The filtered will always depends on Status, Service, Care coordinator and Provider filters.
- We can also save the filter preferences by click on the Save button. and the Filter Reference will be saved when you navigate to patient Dashboard.
Patient Search Filter:
- By utilising this search filter you can search the patient based on the Patient ID,Patient Name, Patient MRN and Mobile Number
Add Patient:
When you need to add a patient, click on the + Add Patient button. Upon clicking on "Add Patient," you will be redirected to the Add Patient Page.
At this point, you have the option to add a patient by completing the necessary fields.
Patient Listing:
When reviewing the Patient listing, upon selecting the checkbox for any record, you will be presented with two options: delete and send SMS.
When you click on the delete icon next to a specific record, a pop-up will appear prompting you to confirm your action. You will have the option to choose between 'Yes, Delete' and 'Cancel'. If you select 'Yes, Delete', the patient record will be permanently deleted. Conversely, if you choose 'Cancel', the record will remain displayed in the listing.
If you click on the Send SMS button, a pop-up will appear. This pop-up allows you to send a message to the all the selected patient and all the To names will be auto-populated.
- Please compose your message in the designated field and proceed by clicking on the send button. The corresponding message will then be delivered to the respective patient.
If you have sent the SMS for a single user then it will be in message section and if you have sent the SMS for multiple users at once then i will also be shown in the boardCast section which you can see the SMS for all the selected user at once.
If you click on the Send Survey button, a pop-up will appear. This pop-up allows you to send a message to the all the selected patient and all the To names will be auto-populated.
Now select the survey and check the box to send the survey via SMS or Email and click send then the patient will receive the survey based SMS or email (Based on the option you select while send).
- If you click on Patient MRN, Patient Name in the patient listing of any record will take you to the dashboard of that particular patient.
- In the Patient Listing when you click on the call icon, you can call the patient, you will get the pop-up where you have to choose a service name (For Clinical Time).
- upon select the service the call be initiated and the call will be recorded.
- You can see the call duration and the recording in the Call & SMS section. There is also an option to download the call records. To download the recording, click on the more icon and from there you can download the recording.
- In the Patient Listing when you click on the message icon in the mobile number column of any record, a pop-up will appear.
In this pop-up allows you select the service type under which you like to add the clinical time for this SMS.
Upon select the service type then a pop-up will appear to send a message to the specific patient.
- Within the pop-up, the recipient details will be automatically generated. Please compose your message in the designated field and proceed by clicking on the send button. The corresponding message will then be delivered to the respective patient.
Service Due Reminders:
In the patient list we can see the service due reminders in the table.
When we click on the Button we will navigate to that particular patient from there we have perform some action to remove the due reminder.
1. CCM Monthly Call Due - This is based on the clinical time. If the last CCM clinical bill was added a month ago and the care plan should be active, then we will show the CCM monthly call due.
- To remove the due reminder, add the clinical time in CCM service by clicking on the + icon.
- Upon clicking on it, you will get the popup model where you can add clinical time.
- Once the clinical time is added for the CCM service, the due reminder will be removed.
2. CCM Medication Reconciliation Due - This is based on the medication. We show this as due for every quarter, starting from the time the care plan is added and the care plan should be active to show the CCM medication reconciliation due.
- Once we click on the CCM - Med Reconciliation Due button you will be redirected to the patient CCM care plan medication tab.
In the medication Tab you will be RED Button Complete Med Reconciliation.
Upon clicking on it, a popup modal will be opened, and you have to give a note in that. Once you click submit.
- Once it is submitted, 5 minutes of clinical time will be added as "Medication Reconciliation" for that patient, and that record will be reflected in the Clinical Time tab.
- Once the time is added, the due reminder will be removed on its own.
3. CCM Care Plan Update Due - This is based on the care plan activities. If there has been no action in the care plan for the last one year, or based on the last updated date of the care plan and we should have the care plan active to ensure it is up to date.
- We need to update the care plan in order to remove the Due Reminder.
4. FRA Due - This is based on the latest FRA date after the care plan is taken. If the latest FRA was given more than one year ago and the CCM Care plan is active, then we will show the due.
- We need to add the FRA in order to remove the Due Reminder.
5. RPM Chart Review Due - This is a weekly review for RPM service. We will get this due every week after the RPM care plan is taken, and we will continue to receive the due every week as long as the RPM service is active.
- Once we click on the RPM - Chart Review Due button you will be redirected to the patient RPM Data monitoring tab.
In the Data monitoring Tab you will be RED Button Complete Chart Review.
Upon clicking on it, a popup modal will be opened, and you have to give a note in that. Once you click submit.
- Once it is submitted, 5 minutes of clinical time will be added as "Chart Review" for that patient, and that record will be reflected in the Clinical Time tab.
- Once the time is added, the due reminder will be removed on its own.
6. PCM Monthly Call Due - This is based on the clinical time. If the last PCM clinical bill was added a month ago and the care plan should be active, then we will show the PCM monthly call due.
- To remove the due reminder, add the clinical time in PCM service by clicking on the + icon.
- Upon clicking on it, you will get the popup model where you can add clinical time.
- Once the clinical time is added for the PCM service, the due reminder will be removed.
Services:
when you click on any service like (CCM, RPM, TCM, PCM, AWV) in the patient listing, it will show you the pop-up as follows.
If you select Yes, the timer will commence (billing time will initiate) and you will be directed to that service in the patient dashboard. If you choose No, you will be directed to that specific service in the dashboard without any billing.
For Example:-
If you have selected the CCM service and confirmed to bill the time, it will redirect you to the service with the billing timer enabled. This process will restrict access to other services since concurrent billing for multiple services like PCM, TCM, RPM, or AWV is not supported.
If you wish to discontinue the billing service, you can select the STOP icon located at the top near the header as outlined below.
- Once you STOP the billing, the other services will be enabled, and the bill will be reflected in the clinical time billing activity section.
Quick Actions:
- By clicking on the eye icon, you will be redirected to the corresponding view of patient details.
- Upon clicking the Card Icon, you will be directed to the respective patient dashboard.
Upon clicking on the message icon, you will be directed to the messages section.
- When you click on the delete icon next to a specific record, a pop-up will appear prompting you to confirm your action. You will have the option to choose between 'Yes, Delete' and 'Cancel'. If you select 'Yes, Delete', the patient record will be permanently deleted. Conversely, if you choose 'Cancel', the record will remain displayed in the listing.
Critical Alerts card:
- Within the critical alerts card, users can view the total number of critical alerts that have been reported, accompanied by an arrow icon.
- Upon clicking on it, you will be navigated to the Event tab. In the Event tab, critical alerts sub-tab.
Dial Paid:
The Dial Paid feature enables us to call any user.
Click on the "Dial paid" icon shown in the image below. Upon clicking on it, you will be directed to enter your desired number to call.
Once you enter the number, the delete number function will be enabled, which is indicated with a yellow highlighter, and the Close Dial Paid Icon is indicated with the red highlighter in the image below.
Delete Patient Listing
Whenever a patient is deleted, it will be shown in the deleted patient listing. To view the deleted patient listing, click on the "Delete Patient" text. You will find the button on the top right corner in the patient listing table, as shown in the image below.
- When you click on the button, you will see the list of patients to delete, without any filters.
- If you want to reactivate the patient, simply enable the toggle button. Once the toggle is enabled, the patient will appear in the patient listing tab.
- If you want to see the active patient listing, then click on the Active Patient Button which is on the top right corner, as shown in the image below.