New Features and Functions Presented By: HCN Clinical Operations

1. New Features and Functions Presented By: HCN Clinical Operations

2. New features and functions • Filter by payor • Auto save • Set default date ranges • Help • Planned Care Visit • Export to Excel • Lock patient name while scrolling • Pagination • Increased Performance • Patient Clinical History • Customize your entire dashboard

3. Table of contents

4. Filters Payors and auto save In addition to filtering by Organization(s) and Provider(s), reports can now be filtered by Payor(s)! You can now un-select Auto-Save when veering from your set preference

5. Set default date ranges You now have 2 Options to set your Date Range: Calendar or Preset You can now enter the ‘From’ date and ‘To’ will populate with the same date automatically!

6. Help menu

7. Help Table of contents

8. Index glossary

9. print Search

10. Planned care visit Patient name locks while scrolling New Filter: Lock column Export to Excel Less rows per screen Easier to view on Laptop Increased Performance Search data by pages

11. Export to excel Contact Business Development for information on the CLEAR Advanced training to learn tricks and tips on customizing your Plan Care Visit in Excel.

12. Patient clinical history You won’t be left in the dark anymore. With the NEW Patient Clinical History Module you can now access key clinical elements from the patient’s record any time/any day! • Best utilized during down time or scheduled maintenance • Opens a new tab in you browser • Leaves open dashboards so you can toggle between browser tabs

13. BONUS! In the near future, you will have the ability to view patient’s who are being seen at other ‘member’ centers. Just like you see in this screen shot.

14. Patient clinical history Current View

15. Patient clinical history New and improved

16. Header Shows on every screen Image from patient’s chart Patient’s under 2 years of age, we show the age in month form (e.g., 18m, 24m)

17. Information Menu Demographics

18. Information Menu problems Default lists ‘active’ status first. Works just like Planned Care Visit Column Filters A – Active I – Inactive R – Resolved E – Entered in Error Based on Problem List Click to sort (Descending/Ascending)

19. Information Menu allergies A – Active I – Inactive R – Resolved V - Void ND – Non-Drug Allergens DC – Drug Classes SD – Specific Drugs UD – User Defined Pages help you to easily navigate through long lists

20. Information Menu MEDICATIONS Separate tabs list Current Medications vs. All other Statuses O – Original P– Patient Reported R – Renewal

21. Information Menu Vitals (current view) In this version, vitals taken on the same date/time were shown in separate lines

22. VITALS NEW & improved Vitals documented on the same date/time will show on ONE line

23. Information Menu Labs You can open lab profiles to view the results of each component

24. Information Menu immunizations # of Doses received O – Ordered A – Administered C – Contraindicated V – Void REF – Refused REP - Reported

26. Information Menu encounters

27. Information Menu appointments

28. Information Menu procedures

29. Customize your dashboard

30. Renaming your dashboard Select Rename to begin customizing your new dashboard

31. Creating a new dashboard Click here to create a new dashboard Click here to add containers Name your container Click here to add Widgets

32. Additional customization options Once you have selected your widgets, you can then rename, reorganize and reorder to fit your needs and preferences. Let’s move into a demo environment and customize our own dashboards!