
Patient Lookup
Client ID - Blue Button
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 enroll patients for Blue Button data and to add them to your portal roster. Watch the Dedicated Link video:
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Enroll with 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:
Patient Lookup
Lets take a closer look into Patient Lookup. Each video targets a specific feature:
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Quick Profile
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Calendar
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Health History
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Device Data
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Patient-Generated Events
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 viewing patient-generated events -
Instruct new users how to login to Patient Lookup
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 Patient Lookup portal
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
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