How do I create an Episode of Care?
You can create an Episode of Care from the Client's details page, under the Episode of Care tab.
Navigate to clients via the left-hand side bar menu
Find the patient you want to create an episode of care for through the search
Click into patient (grey highlight)
Select Episode of Care from the top banner menu.
Review any existing episodes of care if applicable; ensure an episode of care has not yet been created for this new referral.
Click “ + Add Episode of Care” to create a new episode of care.
Status for a new Episode of Care will be “Ongoing”
Add date of referral (date received)
Add referral source
Add primary care provider details regardless of referral source, if known.
List of all PCN clinics will be available in the site menu.
Type to filter list, or scroll (alphabetical)
If PCP is known: Wait a couple of minutes for the Providers at the selected clinic to load. Select the applicable provider.
The list of providers at a site will not load right away. Continue completing the form and then come back to this.
If PCP is unknown, indicate why:
“Unassisted” may be appropriate in instances of self-referral.
If at the time of original referral and episode of care, if the patients PCP is unknown for any reason, indicate as such and this can be updated later.
If referral is from an MDT member, the “Referring MDT” selection menu will turn from grey to blue
Before selection:
After selection:
Select the MDT
This field is required if MDT is selected as the referral source
Providers are organized by discipline
You can type to filter the list
If referral is from another primary care provider, the box for selection will also turn blue once selected as the referral source
You will need to select a site to view the list of providers as in step 11
Click in to “Reasons for Referral”
Initial list shown is only select few.
Start typing to filter list.
List includes full list of ICD-10 codes
You can select up to 5 reasons.
Click save in the bottom right.
Form does not autosave – you must “Save” to retain data.
Wait for confirmation message
Page will return to patient information. Navigate back to Episode of Care Menu to view new Episode of Care
Clicking on the episode of care will open the details.
Here you can review details entered from the referral information and add encounters, detailed later in this manual.
Clicking the pencil icon will open the edit view.
Here is where you can update information like the Primary Care Provider, if not initially known.
Remember to save any changes.
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