Your Solutions and Objectives
Start-Up Agenda Items
Let's Get Started!
Start by watching the 3 step training tutorials on how your daily work flow in each tool is designed for accessing patient Blue Button data and secure document exchange.
Get Your Health Record
How to instruct patients to create an account and add them to your portal roster. Watch the Dedicated Link video:
Enroll with Medicare (using MyMedicare)
Enroll in Free Account (Non-Medicare)
Care Coordination Tool
Watch the Care Coordination Tool overview. During the progress of your startup we will cover each item in more detail.
Now it's Time to Cover
My Practice and Team Start-up Goals
Now that you have watched the daily workflow tutorials, we will cover your goals set forth for you and your team to get started.
Setup your practice and team
You will need to designate a security official(s) to:
Create Team members
- Provide specific rolls to users who will be working on the care coordination tool
- Determine who your super users
Instruct new users how to login using their credentials and temporary password
Designate and train team members to assist with patient enrollment
These team members will assist the patient in Get Your Health Record Enrollment. When a patient is enrolled using your dedicated link, the patient will be added to your portal roster:
Enrollment Assistance using Dedicated Link
Adding patients to roster
Patient Generated Events and Document exchange
Patients will be instructed to complete the monthly health screening in order to provide secure documents to their health care team. In return, the care team can upload documents back in the completed screening for the patient to review:
Patient completes screening and uploads document for care team
Care team reviews and uploads documents for patient
Schedule Care Coordination Training
Care Coordination Tool consists of a series of training sessions:
Super Users - these users will be able to setup and customize the care coordination tool
- Config panel
- Manage templates
Service partners who will be working to create patient documentation