Managing Patient Profiles Follow
Each patient in the Care Team Portal has a profile. The profile is where you specify the patient's identifying information, designate a service level, add providers, and more.
To open a patient profile, click in the profile area of the patient header or click Patient Profile in the menu. After opening the patient profile, you can access the other tabs for the patient, such as Monitoring, Chart, Pathways, Parameters, Health Summary, Direct Entry, and Audit.
Click the profile sections in the image to learn more about patient profiles.
The Care Team Portal has several service levels that you can assign to patients. The service level determines the type of technology the patient will use to participate in the monitoring program. Often a service level is assigned based on a patient's risk level, for example, high-risk, rising-risk, at-risk, or in-home service.
This area has the type of service level along with identifying information, such as the patient's username, PIN, and phone number. If the patient has the RPM service level assigned, you will see the type of devices that they have in their kit.
When you click the button, the Select Service Level window appears, which allows you to update information or unassign the service level.
The Profile Information area has the patient's name, date of birth, and other identifying information, such as the patient's address, phone number, and email.
The option that you choose for Language will determine the language for the patient's content on their device, if that language's content is configured in the portal. For example, if the patient's language is specified as Spanish, then the content that appears on their tablet for the RPM service level will be Spanish, if the Care Team has created a Spanish pathway for the patient’s assigned pathway.
When you click the button, the Patient Demographics window appears where you can update the personal information of the patient.
The Emergency Contact area includes contact information for the patient's relatives or friends that can be contacted in the case of emergency.
When you click the button, the Emergency Contacts window appears where you can add the name, relationship, and phone number for the patient's contacts.
The Patient Program area includes the details of the program that were originally specified when the patient was created. Some of the fields labels are editable based on your portal configurations, so what you see in this window may be different than what appears in this example.
When you click the button, the Patient Program window appears, which allows you to edit the program information.
The Special Handling area includes any specialized conditions that may effect the interactions that the Care Team has with the patient, such as Hearing Impaired or Fall Risk. When a special handling condition is applied to a patient, the icon appears on the patient header, so that condition can be easily identified by the Care Team interacting with the patient.
When you click the button, the Special Handling window appears, which allows you to apply a condition to a patient. The options available for special handling are customizable, so you may see different options in this list than what appears in this example.
The Program Information area specifies the patient's population, along with their program duration and start date. Program Duration is the amount of time planned for the patient to be participating in the monitoring program. The program duration is set in the patient's profile, usually during the patient creation process. The value specified for the program duration is used to calculate schedules based on the program day. If a value is not provided for program duration in the patient's profile, program day schedules will use the default value, which is set on the Pathway Schedule page. The program duration is listed in the patient header as (Day ___ of ____), for example Day 15 of 60. Patients can participate in monitoring past their program duration. The system does not stop the patient from continuing the program after their duration has ended. If the Care Team wants to patient to be done with the program, they should follow the procedure to Complete the Patient.
This area also contains Milestones, such as surgery dates, if they exist. Milestones are medical events that may cause a disruption in the patient's care monitoring program. Patient milestones are configured by Content Administrators on the Content>List page.
When you click the button, the Patient Program window appears, which allows you to change the population, program, and milestone information for the patient.
The level of access and available functionality that the Care Team member has is dependent on their Roles setting.
When you click the button, the Care Team window appears, which allows you to apply Care Team members to the patient from a pre-populated list. More than one Care Team member can be assigned to a patient.
The Providers section lists the assigned doctors or medical providers for the patient. These providers can be designated as primary or secondary and more than one can be applied. The options in the Provider list and Provider Group list are populated based on what the Content Administrator added in the Provider Registry. The top part of the window is for the primary provider and the table below is for the secondary providers, if they exist. In this example, Jane Doe is the primary provider and Joe Doe is the secondary provider.
When you click the button, the Providers window appears, where you can apply providers to the patient's profile. Care Team members can add a provider from the pre-populated options or specify their own information, if the provider is not available.