Config Panel 

Customize your care coordination tool to what fits your care team needs. Create event types, service providers and program types. 

Event Types

This reflects what type of event you are creating. 

E.g., phone call, in-office visit, etc.

1.

Click the Add Event Type button to generate a text field.

2.

Enter the desired event type name in the text field.  

3.

Once you have entered your desired event type name, click the Submit Changes button. 

4.

Click the Edit button to update the event type name. Note: Updates will affect historical event types. 

5.

Click on the Delete button to archive an event type. 

Note: Historical events will no will not be editable. 

6.

Click the Show Deleted button to view deleted items. Click the Restore button to reactivate event type. 

Referral Partners

Referral Partners are associated to event types. This will allow you to build care teams for specific events that can be created by users such as nurses, social workers, pharmacists, etc. 

1.

Click Add Referral Partner, this will redirect you to the create partner form. 

2.

Enter the contact information for the partner. 

** Be sure to click the checkbox labeled contact already has user account. Enter the partners Health Endeavors login username. 

3.

In the Choose Event Type field select the events in which you would like the partner to be associated to.

4.

New event types may be created by entering a new name in the New Event Type field. 

5.

When partner is complete, click Save. 

6.

You may edit or delete partners. Click the show deleted button to view and restore deleted partners. 

Program Types

Create Program types or use the already existing system types. Enroll patients in specific programs such as chronic care management, medication management, high risk, etc. 

Click Add Program Type to generate a new text field. 

1.

Enter the desired Program Type name in the text field. 

2.

Once you have entered your desired event program type name, click the Submit Changes button. 

3.

4.

Click the Edit button to update the program type name. 
** Updates will affect historical event types. 

5.

Click on the Delete button to archive a program type. 

6.

Click the Show Deleted button to view deleted items. Click the Restore button to reactivate program types. 

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