Transitioning a Patient to a New Program

To transition a patient to a new program, you will need to end their current episode of care and begin a new episode of care. If the patient will also have new providers or a new primary provider, this information will need to be updated as well. 

Ending an episode of care

To end an episode of care for a patient, navigate to their Detail page and scroll down to "Episodes of Care" 

To end the current episode of care, click "Detail" within the "Episodes of Care" box. After you are directed to the Details page for the episode of care, click "Discharge," and confirm the action when prompted. This will end the patient's current episode of care. 

Starting a new episode of care

To begin a new episode of care, click "+ Begin new episode of care" in the same "Episodes of Care" box on the patient's Detail page. 

When prompted, select the appropriate unit, care team, and start date for the new program or "episode of care," and save. You can add multiple care team members by choosing a provider from the drop down menu in the "Care Team" box and clicking the "+" button.

After saving the new episode of care, you will see it appear on the patient's Detail page, alongside any previous episodes of care (or other ongoing episodes of care, if the patient is in concurrent programs).

Changing a patient's care team and/or primary provider

While creating a new episode of care, you are given the opportunity to add all members of the care team associated with the patient's new program. If you need to update this care team, click "Edit care team" on the patient's Detail page. Note that creating a new episode of care does not update the primary provider information for the patient. If you would like to change this information, please change the primary provider name using the "Edit Demographics" button on the patient's Detail page.