Training for client staff on how to fully register care management client receiving telehealth services using a proprietary telehealth web portal. Author: Donna Cusano (Please note that animations are disabled.)

1. Introduction to Client Registration
in the AMC Health Web Portal
With AMC Health, registering your clients
into our system is an easy, interactive process
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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 38
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3. Starting the Client Registration Process
Access the Administrative Menu
Click on Registration/Referral
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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’
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5. Page 1: Client and Provider Information
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6. Referral Source Select type of referral
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7. Company Division
Select ‘division’
(usually your location)
• The field is
customized
according to your
needs
• Not all
organizations opt to
identify clients by
division
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8. Program Type
The options are selected by
your organization
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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.
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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
languages
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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….
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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 time
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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.
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14. Saving information…and how to
find it later!
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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
section
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16. Page 2: Patient Monitoring and Insurance
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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.
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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 Frequency
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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’
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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 Limits
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21. Page 3: Priority Limits and IVR Templates
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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 IVR
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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
both
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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 customer
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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 day
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26. Setting IVR Templates
Select template for client,
e.g. HF Weight Gain, by
using the Add button
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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 information
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28. Another Example of IVR Settings
Select template #4 for
Caregiving demo CHF1
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29. Setting Scheduling Pattern
This is set as Daily (every 3 days), starting 3/15/2011 (does not
end) and triggered by the device reading
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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 List
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31. Page 4: Medications, Allergies and
Hospitalizations
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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
activation
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33. Food and Drug Allergies
Select allergic drugs and foods from the drop-down menu and
click ‘Add’
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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’
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35. Page 5: Assigning Care Managers, Priority
Recipients, and Additional Information
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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 here
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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.
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38. Completing Client Registration
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39. Client Information Review Review all patient
information prior to
final registration.
Scroll down for
complete record
Click ‘Edit’ to correct or
add.
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40. Client Information Review
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41. Client Information Review
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42. Client Information Review
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43. 43

44. To complete registration….
Return to top--click ‘Change Status” and select ‘Registered’
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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.
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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.
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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’
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48. Referred/Identified
Until clients are fully registered, all saved information can be found on the
Referred/Identified Report
Click on ‘Referred/Identified Report’
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49. To access this information
In the list of Referred Clients Reported,
click on ‘View/Update’ for the patient
(Mr. Platter)
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50. Returning to your registered client
• Select Status Reports in the Administrative menu at the left
• Click on ‘Registered Report’ to view all Registered clients
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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 active
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