
Get Your Health Record
&
Care Coordination Tool
Client ID - Blue Button with CCT
Client Address
Client Address
Schedule a call to cover CCT, GYHR and/or Patient lookup
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.
Step 1:

Get Your Health Record
How to instruct patients to create an account and add them to your portal roster. Watch the Dedicated Link video:
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Enroll with Medicare (using MyMedicare)
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Enroll in Free Account (Non-Medicare)
Step 2:
Patient Generated Events
How patients can complete screenings and exchange documents with care team:
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Patient-Generated events
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Secure document exchange
Step 3:
Care Coordination Tool
Watch the Care Coordination Tool overview. During the progress of your startup we will cover each item in more detail.
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Config panel
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Manage templates
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Reports
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Calendar view
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View/create events
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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
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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