Collaborative Care - Vertical Navigation - How to Use Panels Search

Overview

Care Managers often want to examine their panel for patients who meet certain criteria - which patients have been enrolled too long, or aren’t making progress, or who have suicidal ideation.

The panels search shows one row for each enrollment in collaborative care. This means that patients who have never enrolled will not be visible, and patients who have been enrolled multiple times may appear more than once. This lets us ask questions about enrollments that we can’t ask about patients. For example: how long has it been since this patient was enrolled?

How to Use the Panels Search

Basic Filters

You can search/select for:

• Patients by name
• The PCP assigned to the patient
• The Care Manager assigned to the patient
• Enrollment status - discharged or currently active

For current patients, that will be the current selected PCP or Care Manager. For patients that have been discharged, it will be the last PCP or CM before discharge.

Advanced Filters

You may filter for:

Symptoms:

• Intake General Functioning
• Intake Targeted Symptom
• Current General Functioning
• Current Targeted Symptom
• Acute Change from last assessment on general functioning
• Acute Change from last assessment on targeted symptom
• Trend since intake on general functioning
• Trend since intake on targeted symptom

Risk:

• Intake self harm risk
• Latest self harm risk
• Highest self harm risk

Enrollment information:

• Earliest start date of enrollment
• Latest start date of enrollment
• Current phase of care

Discharge Information:

• Earliest Discharge Date
• Latest Discharge Date
• Discharge Reason

Other filters

• The organizational unit where the patient is in care
• Whether the patient is under, on, or below the monthly minutes target
• How long ago the last patient contact was

At any time you may press the “Clear Filters” button to reset these filters

Results

You may sort by most of the columns that you see by clicking on the arrow at the top of the column.

Note that if you change to view discharged patients, the fields will change to automatically show the discharge date and reason for discharge.

You may hide columns by clicking on the ‘Columns’ button at the top of the results page and deselecting the appropriate column.

The application will try to keep track of your preferred view including which columns are present and how wide they are. You can reset this at any time by clicking ‘Reset Columns’.