Patient Master Dashboard
To access the Patient Master Dashboard click on the 'Care' tab from the main menu bar and choose 'Patient Master Dashboard' under the 'Master Dash' menu.
Click on to open the report filters. Click on the + next to each filter to open each option available.
1. Populations - Filter provides option to search by Year of Service, Population, and Effective Period, Choose your desired options from the drop down menu's.
3. Healthy Activities (Gaps in Care) - Filter provides options to search by Healthy Activities that have been completed, not completed, or both and Text Alerts (is the patient enrolled in Get Your Health Record).
5. Hierarchy Name - Filter provides options to search by the Division, TIN Name, Facility Number, SubGroup Name, and NPI Number (Click in the fields provided to get a drop down of options to choose from or you may click on select all or clear your options selected). Assigned Provider (enter text in this field). Check 'Exact' box to search exact match.
7. Patient Attributes - Filter provides options to search by Patient Attribution, CPC Plus, CCM Status, Deceased, CMS Removed, Patient Assignment, Opt Out and Has Claims (Click on the fields to get a drop down menu to choose from).
2. Risk Score - Filter provides option to search by HCC Score ranges, HCC Benchmark ranges, Within 95% of Benchmark, Benchmark Predictions and Potentially Costly. Enter your ranges in the text fields or drop down options provided.
4. Patient Search - Filter provides options to search by patient information: Member ID (HICN), MBI, MRN, First Name, Last Name, DOB (Ranges), DOB (exact date), Gender. Users have the option to search your filters by exact match by clicking the 'Yes' checkbox.
6. Care Coordination Events - Filter provides options to search based on Event Types, Program Types, Care Coordination Partner (Partners are associated to event types), Templates Used (click in the fields to get a drop down option to choose from or you may click on select all or clear your options selected). Event Followup Date, User Creation Date, and System Creation Date can be searched by with the to and from date ranges. Total Time also provides time ranges. Event Creator and Keyword search are text entry and Event Status is a drop down menu.
8. Quality Metrics - Filter provides options to search by Patient Claims, Module, and Module Status (you may select individual options or click on select all or clear). Patient Quality Score and Patient Progress (ranges), Patient Questionnaire Status, Patient Response module, Patient Response, Data Source and Import (drop down menu).
Once you have entered the desired filters, click on to generate the list of associated patients below. You may save your filter choices by creating a favorites option. To do so, enter your filter name then click . Your saved filter will appear at the top of the Patient Master Dashboard Screen.
The Patient List will be displayed directly below the search filters on the Patient Master Dashboard page. As filters are used, the list will become more specialized. The fist half of the patient list shows all the basic information (Patient Last and First name, Patient Last Name, MemberID HICN, MBI, DOB, Population, Gender, Status, Assigned Practice Name, Assigned Provider Name, % Benchmark Spent, (year) Patient HCC Benchmark, (year) Patient Actual Spend, Potentially Costly, Benchmark Prediction.
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At the top of the patient list window, there are several available buttons.
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1. Export to Excel - This option will download an Excel spreadsheet with the information shown in the patient list.
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2. Export to Excel (CCT Export) - This option will download a spreadsheet that contains information based on Care Coordination.
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3. Export to Excel (Enrollment History) - This option will download a spreadsheet that contains information based on patient Enrollment History.
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4. Expand All - This option will expand with additional information pertaining to the patient.
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5. Columns - This option will let you choose which columns you would like to see on the patient view list. You may click any items that you do not wish to display.
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6. Add Patient - This option allows you to manually enter
a patient using MBI, First, Last Name and gender. Once you have entered
All of the appropriate information click 'Add Patient' to complete.
Important: Before adding a new patient, a patient search should be ran in the
Calendar View to reduce the risk of duplicate accounts.
The drop down arrow next to the patient name will provide you with the options to Create Event, View Events, Patient History, Enroll in Alerts, and QM (Quality Measures).
