To enter a patient evaluation, these prerequisites must be met:
Active Patient profile: the patient profile must contain their First + Last Name, Gender, DOC, MRN, and Primary Physician
An OPEN Episode of Care: the EOC will contain relevant details such as the Place of Residence, Episode Start Date, and Payer Details.
How to Start a New Evaluation
To initiate an evaluation, follow these steps:
Locate the Patient Record
Use the search bar to find the patient by entering their name, patient ID, or other identifiers.
Enter the Patient's Profile: Open their profile by clicking on their name or ID in the search results.
Select the Open Episode of Care (EOC)
If a patient has multiple EOCs, identify and select the OPEN episode of care.
Create a New Document
Click on the Create New Document button.
Select the top option, Evaluation, to open the required form and start the evaluation.
Understanding Autosave Functionality
How Autosave Works
The autosave feature saves your work every 30 seconds, ensuring no data is lost due to interruptions such as system timeouts, WiFi disconnection, or accidental closure.
You can also use the Save Progress button to ensure your work is saved before you exit the document.
Recovering Autosaved Work
To resume an
in-progressevaluation, follow the same steps you would to create a “new” evaluation. You should see "Draft" next to the specific document type.When you open the form, your previously entered data will be there, so you can continue where you left off!
🚨 Important: The document will only appear in the patient’s Episode of Care (EOC) after you click “Submit.” It will populate under the Pending Signature section.
Watch a complete tutorial here:
Finalizing and Submitting the Evaluation
Review and Submit
Verify all sections are complete and accurate.
Click Submit to finalize the document.
Post-Submission & Signing Evals
After submission, evaluations are saved in the patient’s Episode of Care under the Pending Signature section.
To finalize the document, evaluators must select the proper Physician from the drop-down menu within the EOC.
This will send the finalized document to the Physician dashboard for their signature.
MDs, NPs, or PAs e-signing documents will access their dashboard using unique credentials; learn more here.
After selecting the Physician in the EOC, the evaluator can sign their evaluation.
Special note: Your company’s Clinical leadership defines the fields, questions, assessments, and structure of evaluations and all clinical documentation. For clinical content or layout questions, please contact your Regional Director.
Following these steps, you can efficiently access, create, and manage evaluations, ensuring your documentation is accurate, secure, and compliant.