2015 User Conference
How Care Plans Impact your Practice
OP User Conference 2015
Presented by:
Rena Lefkowitz PA-C
Director of Training
EHR Session
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
Who will be included?
Based On:
Age
Gender
Insurance
Problem List
Lab Value
Vitals
2015 Office Practicum User Conference
Anatomy of a Care Plan: Actions
What Should be Done?
Labs?
Vitals?
Type of Visit?
Referral?
Survey?
2015 Office Practicum User Conference
Anatomy of a Care Plan:
Triggers + Actions = Care Plan
2015 Office Practicum User Conference
Discussion Topic #1: Plan
➔ What specific types of chronic conditions or patient
populations would you like to monitor?
2015 Office Practicum User Conference
Hands On: Plan
➔ Define 2 Care Plans with triggers and actions for
those patients.
2015 Office Practicum User Conference
Hands On: Plan
Go to Utilities→ Manage Clinical Features→ Care
Plans
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?
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
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?
2015 Office Practicum User Conference
Care Plan Team: Roles & Responsibilities
Champion = Driving force
Administrative
➔ Reviews, Modifies and
Creates Care Plans
➔ Runs Recalls
2015 Office Practicum User Conference
Clinical:
➔ Ensures Care
Plans are
addressed
during visits
Ongoing: Check and Act
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.
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
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
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
2015 Office Practicum User Conference
2015 Office Practicum User Conference
2015 Office Practicum User Conference
OP Help: Care Plans Customization
OP Help: Care Plan Enrollment
Care Plan Webinar Recording
OP 14 What's New Care Plan Video
OP 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!
2015 Office Practicum User Conference