Filter View 

The filter view is used by all admin users, not just service providers. Therefore, it is important to keep in mind of filters that are defaulted when generating care coordination specific reports. There are many filter options to choose from, this guide will concentrate and target care coordination specifics. 

Filters 

Search and generate patient reports based on specific criteria's. 

1.

Populations provides options to search by year of service, insurance population, and effective period. 

3.

Healthy Activities (Gaps in Care) provides options to search by healthy activities that have been completed, not completed, or both. And by whether a patient is enrolled in text alerts (enrolled in Get Your Health Record) 

5.

Hierarchy Name provides options to search by division, TIN name, facility number, subgroup name, NPI, and assigned provider. 

7.

Patient Attributes provides options to search by patient attribution, CPC plus, CCM status, deceased, CMS removed, patient assignment, opt out and has claims. 

2.

Risk Score provides options to search by HCC score ranges, HCC benchmark ranges, within 95% of benchmark, potentially costly and by new/removed HCC diagnosis. 

4.

Patient Search provides options to search by patient information such as: Member ID (HICN), MBI, MRN, first name, last name, DOB (ranges), DOB (exact), and gender. 

6.

Care Coordination Events provides options to search by event types, program types, service partner (partners are associated to event types), templates used, follow up date, user creation date, and system creation date (the date the event was captured in the portal). Also, search by total time ranges, event creator, event status, keyword search and filter for events that were created within the last 30 days with no followup scheduled. 

8.

Quality Metrics provides options to search by patient claims, module, module status, patient quality score, patient progress (ranges), patient questionnaire status, patient response, and import. 

Search and Save Filter Favorites 

Create filter favorites for easy retrieval of most commonly run filters 

1.

After you have entered desired filters, click Search to generate a list of associated patients. 

2.

To save your filter choices, enter your desired filter name then click Save & Search. Your saved filter will appear at the top of the patient master dashboard screen. 

Navigating the Patient List and Action Items

Found directly under the search filters. Generating a list of patient will also enable action items. 

1.

Export to Excel provides information that is shown in the patient list. 

3.

Expand/Collapse All will expand additional information pertaining to the patient. 

5.

Add Patient allows you to manually enter a patient using MBI, first name , last name, DOB, and gender. 

2.

Export to Excel (CCT Export) provides information based on care coordination specifics. 

4.

Columns will allow you to choose which fields you would like to see on the patient view list. You may deselect items that you do not wish to see. 

6.

The Drop down Arrow next to the patient list with provide options to create event, view events, view the patient lookup, enroll patient in text alerts (Get Your Health Record), and  quality measures. 

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