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Introduction to Client Registration    in the AMC Health Web Portal            With AMC Health, registering your clients  ...
Table of Contents        Getting Started                                               3        Client and Provider Inform...
Starting the Client Registration Process                                  Access the Administrative Menu                  ...
Registering a New Patient                                Click here to start                                registration  ...
Page 1: Client and Provider Information5
Referral Source   Select type of referral6
Company Division                       Select ‘division’                       (usually your location)                    ...
Program Type    The options are selected by    your organization8
Client ID                The choice of designation                is based on your                organizational needs    ...
Client Information   Enter the client’s                          title, name, DOB,                          gender, primar...
Client Demographics                               The Phone #1 must correspond                                            ...
A provider can be the primary care                          Provider Information     physician, or any other type.     • E...
Provider Information     To move to Page 2, click ‘Next’     By doing this, all entered information will     automatically...
Saving information…and how to               find it later!14
At any time, after you’ve clicked ‘Save’, you will be brought to the Registration Page                                    ...
Page 2: Patient Monitoring and Insurance16
Setting up monitoring devices for the patient     It is on this page you select devices and connectivity for the patient, ...
Glucose Meter Selected                              If Glucose Meter is                              selected, then Glucos...
Entering patient insurance information                    If a glucose meter is                                           ...
Glucose Testing     and Insurance     completed:     •   Additional         insurance types         may be added     •   I...
Page 3: Priority Limits and IVR Templates21
Understanding priority limits and setting up IVR     Clinicians have the option of changing these according to understood ...
Target and priority ranges     Target and priority     ranges appear at     default settings. They     can be adjusted by ...
Setting up IVR                                                Autofills with Phone # listed on page 1 of                  ...
IVR Call Back Attempts                   Preferred language autofills with                   client’s selected language. O...
Setting IVR Templates                     Select template for client,                       e.g. HF Weight Gain, by       ...
Setting Scheduling Pattern          •   Recurrence pattern: how frequently          •   Range of recurrence: select start ...
Another Example of IVR Settings                        Select template #4 for                        Caregiving demo CHF128
Setting Scheduling Pattern         This is set as Daily (every 3 days), starting 3/15/2011 (does not         end) and trig...
IVR Setup Review      After IVR setup is      completed, it is      available for      • Edit, view or to        trigger a...
Page 4: Medications, Allergies and              Hospitalizations31
Medications, Hospitalizations, Time Away           Information in this section is usually entered by clinical staff.      ...
Food and Drug Allergies                           Select allergic drugs and foods from the drop-down menu and             ...
When completed                                                        Click ‘Next’ to move to the                         ...
Page 5: Assigning Care Managers, Priority      Recipients, and Additional Information35
Assigning Care Managers, other priority recipients     All authorized care managers                                       ...
Adding other contact information and comments     This is useful information for clinicians and service support     person...
Completing Client Registration38
Client Information Review   Review all patient                                 information prior to                       ...
Client Information Review40
Client Information Review41
Client Information Review42
43
To complete registration….     Return to top--click ‘Change Status” and select ‘Registered’44
The patient record will not register if mandatory information is not complete     This is missing Client Address Type     ...
To complete registration:     Return to top--click ‘Change Status” and select ‘Registered’ again to complete     The scree...
Status Reports     If you are looking for a client with a previously incompleted registration, use the     Status Report  ...
Referred/Identified     Until clients are fully registered, all saved information can be found on the     Referred/Identif...
To access this information                                  In the list of Referred Clients Reported,                     ...
Returning to your registered client           • Select Status Reports in the Administrative menu at the left           • C...
Your client is now registered and listed in the     ‘Registered Report’ section     The Enrolled/Active Report shows all c...
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Telehealth Client Registration Module--Staff Training

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Training for client staff on how to fully register care management client receiving telehealth services using a proprietary telehealth web portal. Author: Donna Cusano
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Transcript of "Telehealth Client Registration Module--Staff Training"

  1. 1. Introduction to Client Registration in the AMC Health Web Portal With AMC Health, registering your clients into our system is an easy, interactive process1
  2. 2. Table of Contents Getting Started 3 Client and Provider Information 5 Saving Client Information 14 Client Monitoring and Insurance 16 Priority Limits and IVR Templates 21 Medications, Allergies and Hospitalizations 31 Assigning Care Managers, Priority Recipients and Additional Information 35 Completing Client Registration 382
  3. 3. Starting the Client Registration Process Access the Administrative Menu Click on Registration/Referral3
  4. 4. Registering a New Patient Click here to start registration For a client who has previously participated in telehealth, enter the Client ID and click ‘Re-Register’4
  5. 5. Page 1: Client and Provider Information5
  6. 6. Referral Source Select type of referral6
  7. 7. Company Division Select ‘division’ (usually your location) • The field is customized according to your needs • Not all organizations opt to identify clients by division7
  8. 8. Program Type The options are selected by your organization8
  9. 9. Client ID The choice of designation is based on your organizational needs Select the primary Client ID number. (In this case it is the Health Information Number). You may add a second number. The drop-down menu will prompt you for the type not already selected.9
  10. 10. Client Information Enter the client’s title, name, DOB, gender, primary language and spoken language The pop-up provides a wide choice of primary languages10
  11. 11. Client Demographics The Phone #1 must correspond to the number where the client can be contacted and devices will be installed. If there is an alternate contact number, enter it and the type as Phone #2. Complete address: type, street, city, state, zip code and time zone Recommended: entering Provider information….11
  12. 12. A provider can be the primary care Provider Information physician, or any other type. • Enter last and first names, phone numbers, email address • Select provider specialty (pop-up menu) • Check if provider is primary • Select if provider should receive priorities, notes or both from the drop- down menu • Click ‘Add’ Provider listings once completed can be edited or removed Any number of providers can be listed at any time12
  13. 13. Provider Information To move to Page 2, click ‘Next’ By doing this, all entered information will automatically be saved Do not make changes here.13
  14. 14. Saving information…and how to find it later!14
  15. 15. At any time, after you’ve clicked ‘Save’, you will be brought to the Registration Page You can review and print your client’s completed information ‘Edit’ will return you to the corresponding section15
  16. 16. Page 2: Patient Monitoring and Insurance16
  17. 17. Setting up monitoring devices for the patient It is on this page you select devices and connectivity for the patient, based upon their program, clinical requirements and home situation • Select the modem and either the landline or wireless option • The blood pressure device, scale and glucose meter (if selected) need to be identified for either a wired or Bluetooth connection • For blood pressure devices, the cuff size needs to be identified. The upper arm circumference is noted in parentheses.17
  18. 18. Glucose Meter Selected If Glucose Meter is selected, then Glucose Testing Information will be requested based on patient requirements and their current meter type At a minimum, the following information needs to be completed before moving to the next page: • Insulin Dependent • Has Glucose Meter • Glucose Meter Type • Testing Frequency18
  19. 19. Entering patient insurance information If a glucose meter is selected, this section needs to be completed Enter insurance information: Type (in pop-up menu), Check if primary, member ID and group number When completed, click ‘Add’19
  20. 20. Glucose Testing and Insurance completed: • Additional insurance types may be added • Information on Telehealth Insurance Episodes is optional • Click ‘Next’ to move to the next section: Priority Limits20
  21. 21. Page 3: Priority Limits and IVR Templates21
  22. 22. Understanding priority limits and setting up IVR Clinicians have the option of changing these according to understood clinical needs. Default is clinical parameters based on standard guidelines. What appears on this page corresponds to devices selected and IVR22
  23. 23. Target and priority ranges Target and priority ranges appear at default settings. They can be adjusted by clinicians based on each patient’s need. If the scale is selected, the Delta Weight Priority Range is the default setting. Users have the option to select Delta Weight, Reference Weight, or both23
  24. 24. Setting up IVR Autofills with Phone # listed on page 1 of registration; if another number is to be used, enter information. Enter phonetic spelling if name is unusual Available Templates are pre-set by customer24
  25. 25. IVR Call Back Attempts Preferred language autofills with client’s selected language. One of Users have three depending on customer setup the choice of setting up number of call back attempts and timing : • Same day • Next day25
  26. 26. Setting IVR Templates Select template for client, e.g. HF Weight Gain, by using the Add button26
  27. 27. Setting Scheduling Pattern • Recurrence pattern: how frequently • Range of recurrence: select start and end dates, or number • Template type: if IVR is scheduled for a time, or after a device is used (device triggered) and frequency • Click ‘Save’ to retain your selected information27
  28. 28. Another Example of IVR Settings Select template #4 for Caregiving demo CHF128
  29. 29. Setting Scheduling Pattern This is set as Daily (every 3 days), starting 3/15/2011 (does not end) and triggered by the device reading29
  30. 30. IVR Setup Review After IVR setup is completed, it is available for • Edit, view or to trigger an IVR call directly • Click ‘Calendar View’ to view template scheduling, or “Send Call Now’ to generate a call immediately Click ‘Next’ to move to the next section, Medication, Allergy , Hospitalization List30
  31. 31. Page 4: Medications, Allergies and Hospitalizations31
  32. 32. Medications, Hospitalizations, Time Away Information in this section is usually entered by clinical staff. These fields are optional. Important Hospitalization and time away information cannot be entered prior to device installation and activation32
  33. 33. Food and Drug Allergies Select allergic drugs and foods from the drop-down menu and click ‘Add’33
  34. 34. When completed Click ‘Next’ to move to the next section, Case Managers & Patient Contact Patient diagnosis may be added at time of registration. Select from the drop-down menu, add onset year (if known), check box if it is a primary diagnosis, then click ‘Add’34
  35. 35. Page 5: Assigning Care Managers, Priority Recipients, and Additional Information35
  36. 36. Assigning Care Managers, other priority recipients All authorized care managers are listed for your organization. These may be assigned or reassigned based on patient need—click ‘Remove’ or ‘Edit’. • You may designate a care manager as “primary” by clicking the box. • You may designate who will receive priority/alert notification emails by checking the box. If any additional (not already designated) people are to be notified of priorities, add them here36
  37. 37. Adding other contact information and comments This is useful information for clinicians and service support personnel to reach out to clients Add alternative contacts such as family members or other caregivers here. Use drop- downs for phone type and relationship type By pressing ‘Save’ at the end of this Add any pertinent comments about page, the user is able to bring up a the client in this field. This may be summary of all entered information related to device installation, days available, patient physical condition (e.g. ROM), limitations, name of caregiver to be present, etc.37
  38. 38. Completing Client Registration38
  39. 39. Client Information Review Review all patient information prior to final registration. Scroll down for complete record Click ‘Edit’ to correct or add.39
  40. 40. Client Information Review40
  41. 41. Client Information Review41
  42. 42. Client Information Review42
  43. 43. 43
  44. 44. To complete registration…. Return to top--click ‘Change Status” and select ‘Registered’44
  45. 45. The patient record will not register if mandatory information is not complete This is missing Client Address Type Click ‘Edit’, save your work and use the Administrative drop-down, select Status Reports, click on Referred/Identi -fied Report. By the patient’s listing, click View/Update This will return you to the Registration Page.45
  46. 46. To complete registration: Return to top--click ‘Change Status” and select ‘Registered’ again to complete The screen will reload and your work will be saved Tip: To confirm if Registration is completed, click Change Status. Only the Registered option will appear.46
  47. 47. Status Reports If you are looking for a client with a previously incompleted registration, use the Status Report In ‘Administrative’ on any page, drop down and click ‘Status Reports’47
  48. 48. Referred/Identified Until clients are fully registered, all saved information can be found on the Referred/Identified Report Click on ‘Referred/Identified Report’48
  49. 49. To access this information In the list of Referred Clients Reported, click on ‘View/Update’ for the patient (Mr. Platter)49
  50. 50. Returning to your registered client • Select Status Reports in the Administrative menu at the left • Click on ‘Registered Report’ to view all Registered clients50
  51. 51. Your client is now registered and listed in the ‘Registered Report’ section The Enrolled/Active Report shows all clients currently active in the program The Disenrolled/Inactive Report shows former clients who are no longer active51
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