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.
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.
Goal 1:

Setup your practice and team
You will need to designate a security official(s) to:
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Create practices
-
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
Goal 2:
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:
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Enrollment Assistance using Dedicated Link
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Adding patients to roster
Goal 3:

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:
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Patient completes screening and uploads document for care team
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Care team reviews and uploads documents for patient
Goal 4:

Schedule Care Coordination Training
Care Coordination Tool consists of a series of training sessions:
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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
Project Meeting Minutes
Additional Team Communication
Team Contacts
Monthly CCT Status Calls
Managed Populations and Programs
ACO Track/Glide Path:
Patient Assignment Type
Connected EHRs
Epic
Facilities:
Cerner
Facilities
Athena Health
Facilities
Allscripts
Facilities
eClinicalWorks
Facilities