Care Plans

Use the Chronic Disease Management (CDM) feature to specify care plans.

About this task

Helix provides a set of care plan templates:
  • GPMP
  • TCA
  • GPMP + TCA
Select the required template to create a care plan for your patient.

Procedure

To add a care plan:
  1. From the PatientPatient Search or Patient Queue iconPatient Queue, select the Consult buttonConsult panel.
  2. In the Consult panel, select More > CDMCDM.
  3. In the CDM panel, select a care plan from the list of available Care Plan templates.
    Tip: Care plans that have previously been added are listed. Select an existing plan to review it, or add a new plan.
    In our example, we have selected GPMP.
    Example care plan
  4. In the care plan, the existing authority information, Conditions, Health Summary, and Biometrics for the patient are displayed on the left-hand side. If you need to update this information, click Update.

    Example care plan
  5. To include or exclude information, set Include.
  6. To add a condition to the care plan:
    1. From the Conditions list, select a condition. In our example, we have added Asthma.
      Conditions selection example
    2. To edit a row of information, click in it to activate edit mode. Make changes as desired. Click off the panel to accept the changes.
      • The image below displays an example of edit mode. Notice that each field of information becomes active, awaiting your input.
        Condition in edit mode
      • Assign providers to the suggested needs. For example, we have indicated that the need of Give a patient a better understanding of asthma in the Needs column must be provided by an Asthma Educator, in the Assignee column. Remove providers you don't need. To add more providers, click in the field, and select the provider from the list.
      • If you feel that an entire row of information does not relate to you patient, click Delete buttonDelete.
        Tip: You must be in edit mode to see this button.
      • You can 'favourite' a condition, making it easy to select the next time you generate a Care Plan. To do so, go into edit-mode (explained above), make changes as desired (at the very least you must add a Description for the favourite), and click Favourite Template Favourites will appear at the top of the Conditions list.
        Example condition favourite
    3. Add more conditions as required. Each additional condition will appear below the next.
    4. To add extra goals, needs or tasks, scroll to the bottom of the Condition section, and click Add needs/ goals/ task buttonAdd needs/ goals/ task.
    5. (optional) Depending on the condition, you may be required to include additional providers in your plan. This list will appear towards the bottom of the condition details. Enter an assignee for each speciality listed. This is a mandatory field.
      Tip: The providers that appear in the Additional Providers list are replicated from those listed in the Assignee sections of your Care Plan. If there is a provider you want to remove from this list, you will need to locate them in the Care Plan body, and remove them from there.
    6. Depending on the condition, a recall is automatically added to the condition for 6 months in the future. To edit the recall date, click the calendar and select a new date. For example:
      Example Recall
    7. To remove an entire condition from your care plan, clickRemove buttonRemove next to the name of the condition. If you cannot see this button, it is probably because you are in edit mode.
  7. Click Save and Print buttonSave and Print.

Results

The completed care plan is saved to the Actions section of the Consult panel, and printed.
Example Actions

For the TCA and GPMP+TCA care plans, an EDC form is also added to Actions. This is a government requirement when certain specialities are selected.

Alternatively, to save the care plan to complete at a later time, click Save as Draft buttonSave as Draft.

Cancel button closes the Care Plan panel without saving. If what you really want to do is to return to the list of care plans, click Return to CDM instead.