CliniSync Update Dan Paoletti
CEO, Ohio Health Information Partnership
CliniSync Update Karen Bishop
Ohio Health Information Partnership
Module 1 Project Participation
Requirements for Participation • Sign CliniSync Participation Agreement • Attend Kick-Off (web-based) • Participate in Training (onsite) • Participate in Touch Point calls
CliniSync Participation Agreement • Includes Business Associate Agreement (BAA) • Same BAA signed by all CliniSync participants
• Pricing • No cost to use the Community Health Record • Patient Referrals
Kick-Off • Sample Agenda • Purpose and scope • Consent policy & guidance • Security • Demonstration • Support • Training overview
Duration: 60 minutes (web-based)
Training • Sample Agenda –
Review workflow
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Demonstration
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Maintenance of questions and preferences
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Working sent and received referrals
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Review training materials
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Assist staff with login
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Support
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Duration: 60 – 90 minutes (on-site)
Training, continued • Who should be involved? • Think about who manages referrals today • Referral coordinators • Intake staff
• Think about who trains staff today • Train-the-trainer approach
Touch Point Calls • Discuss experiences • Communicate workflow strategies • Share lessons learned Duration: 15 - 30 minutes weekly
Q&A
Module 2 Organization’s Profile
Community Health Record
Community Results Delivery Health Record Continuity of Care Record Clinical Results Inbox Patient Referrals Web Direct
Integrated EHR Delivery of results and reports Locally Hosted PDF Delivery
Provider DIRECTory
Notify
Use yours or our Direct-enabled secure email to exchange with other providers
Automated delivery of event notifications as they happen throughout the network
Join our statewide list of >13,000 providers
HIE Data Publishing
Registration Data CliniSyncPLUS Discrete Notes CCDAs Public Health
12
Consulting
Practice Transformation
Provisioned Access/Roles • Community Health Record • Expressed consent role • Patient referrals module • Ability to search for and add patients • Continuity of care record (addition to providerbased practices)
Your Organization Customized • Inbound Preferences • Questionnaire Management • Options
Inbound Preferences • Referral Documents and Instructions
Example: Map or New Patient Packet
Questionnaire Management • Duplicating paper form and mandating answers
Options • Favorites, staff permissions and email notifications
Preview
Q&A
Module 3 Sending a Referral
Sending A Referral • Search for patient • Select patient • Click create referral • Choose referring provider • Choose referral destination • Enter reason • Answer questions • Attach record/result if necessary • Review • Click refer
Adding A Patient • Search for patient • No patient found • Click add patient (consent gathered) • Enter patient demographics • Submit • Patient has been added to the Community Health Record patient index • Create referral as normal from added patient
Monitoring Sent Referrals • Click Referrals at top right of screen • Sent Referrals tab opens • View list of referrals • Click on referral from Sent list to see detail • Communicate with referring practice within sent referral
Preview
Q&A
Module 4 Received Referrals
Working Received Referrals • Click Referrals at top right of screen • Click Received Referrals tab • Use filters as needed • Click on referral to see detail • Adjust status as needed • Sending practice/facility will see status change and any scheduling detail entered
• Check for new messages • Acknowledge and reply to sending practice/facility about the referral
Preview
Q&A
Closing
CliniSync Community Health Record Services
What is the Community Health Record?
Community Results Delivery Health Record Continuity of Care Record Clinical Results Inbox Patient Referrals Web Direct
Integrated EHR Delivery of results and reports Locally Hosted PDF Delivery
Provider DIRECTory
Notify
Use yours or our Direct-enabled secure email to exchange with other providers
Automated delivery of event notifications as they happen throughout the network
Join our statewide list of >13,000 providers
HIE Data Publishing
Registration Data CliniSyncPLUS Discrete Notes CCDAs Public Health
37
Consulting
Practice Transformation
What can I do in the Community Health Record? CONTINUITY OF CARE • Access a patient’s treatment history, hospital encounters, problem list, allergies, lab results, radiology and other transcribed reports exchanged through CliniSync. • Check patient demographic and insurance information captured by other providers. • View, print or download encounter-specific or full continuity of care summaries for your records. • Coming soon: Query Ohio’s Automated Rx Reporting System (OARRS) as required by law.
PATIENT REFERRALS • Initiate and coordinate patients’ referrals with other CliniSync providers using customizable templates. RESULTS INBOX • Receive and manage your patients’ results and reports via your own inbox.
WEB DIRECT • Send and receive secure emails with attachments to more than 13,000 providers in our statewide DIRECTory.