View Events

View historical events that have been created to keep track of care plans and important documented items. 

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how to access view events

Depending on where you are within the tool, there are three locations to access view events:  

Access 1. - patient lookup 

From the Patient Lookup window, click on the CCT tab. Click View Event in the drop-down menu. 

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Access 2. - Calendar view 


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From the Patient Master Dashboard - Calendar View


a. Double click on a patient name displayed in the calendar. 

b. Use the + Search Patient button. Once your list of patients is generated, click View Event.

Access 2. - filter view

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From the Patient Master Dashboard - Filter View search for your patient. Once the list of patient(s) generates, click the arrow next to the patient name. Then, click view event.

App Design

View Event features

+ Demographics 

The demographics tab will display a list items including contact details. Anything with a text field can be edited. Other items include: 

Text Alert Enrolled
Indicates if a patient is enrolled in the Get Your Health Record application. 

Dual Eligible Status
Indicates whether a patient is eligible for Medicare and Medicaid. 

CCM Time

Indicates how much time has been accumulated for the current month. 

Indicates if the patient is attributed or non-attributed to the assigned practice per CMS. 

Enrolling Practices 
Indicates what program the patient is enrolled and by which practice (associated within your ACO). 


Program Types
Indicates in which programs the patient is enrolled in. Click on the toggle to turn on/off an enrollment of a program. ** Note that a patient must remain enrolled in at least program type. 


CCM Enrollment Codes
The Enrollment codes will populate based on data entry of the CCM Master Consent Notification template. 


CCM Conflicting Codes 
Indicates and provides details to claims that are conflicting to CCM billing services e.g., home health, dialysis and other CCM services. 


patient lookup 

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Patient Lookup provides aggregated data based on claims information.

Doctor's Desk

view events

Event history will display in chronological order for review. 

Origination Date 

Indicates the date that the event was created in the Health Endeavors platform. 

Follow-up Date

Indicates and prompts in the calendar view as to when the referral partner is scheduled to follow-up with the patient. 

Creation Date 
Indicates the date that the true event happened. By default this date is stamped to reflect the current date however, a referral partner may edit. 

Created By
system populated based on the admin user who is logged in to Health Endeavors. 


The status of an event is based on a workflow designated in the Calendar View. Open will display on the calendar referring to a scheduled follow-up still needing to be completed. Closed will refer to a follow-up being completed. 

Event Types 
Indicates what type of event was created e.g., phone call, in-office, social worker, pharmacy. 

Service Provider(s) 
Indicates the Service Provider who will be associated to this patient. 


Indicates which template(s) was used in the event. 

This field is used to notate and provide details of the event. 

Follow-up Note: 

This field is used to note important information for future follow-ups. 

Print Event
Allows you to print or download the event. 

View Event
This page will provide a full preview of the event details including the template questions and entries. 

Close Event 

Updates an open event into a closed status. 

Allows you to delete an event. ** This feature is only available to the created by user. 

Copy Event

Saves event, closes current event, and copies current event into a new event. 

Mark as Done
Saves event, closes current event and opens a brand new event. 

Add Sub Event 

Allows you to create a child event that will be saved under the parent event. 

Add Follow-up Note 

Allows additional users to add follow-up notes to an event to document items such as e.g., messages.

** An email will generate to the referral partner that a follow-up note has been added.  

Upload Button
Allows you to upload documents related to the event. 

Uploaded Documents

You may download or delete documents that have been uploaded to an event. ** Documents provided by patients via a patient-generated event may not be deleted.