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CareManager patient registry

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In CareManager the Patient Registry includes myEvolv clients whose information is used for statistical analysis in CareManager.

The CareManager Patient Registry is where you create and view charts and graphs that present client information in terms of cohorts. A cohort is a group of individuals (clients) that are looked at statistically in terms of a common factor, such as age or diagnosis. 

The Patient Registry screen is divided into three tabs: Identify, Compare, and Manage. 

  • Identify tab - This is where you locate the cohort you want to work with using predefined charts and graphs.
  • Compare tab - This is where you compare the selected cohort to the overall population using predefined charts and graphs.
  • Manage tab - This is where you route client-related tasks to myEvolv  staff members based on information sent from myEvolv to CareManager for the following groups. 
    • Primary workers
    • Primary and Direct workers
    • All users that have access to a client

See CareManager Patient Registry Charts and Graphs for a discussion of the Patient Registry dashboard.

Open a client chart

  1. In CareManager, navigate to Patient Registry > Patient Registry.
  2. Select the Identify tab or the Compare tab.
  3. Below the Cohort title bar, click the blue button with the total number of clients.

Result: A list of all clients appears, sorted by the myEvolv unique client ID. 

  1. To change the sort order, click the arrows in a column heading to sort clients in ascending or descending order according to the value in the column, such as age.
  2. To page through the client list, click the previous and next arrows below the list.
  3. In the Actions column for a row, click Open Chart.

Work with cohorts

  1. In CareManager, navigate to Patient Registry > Patient Registry.
  2. Select the Identify tab.
  3. Click the funnel icon.

Result: The Cohort dialog opens for selecting a chart.

  1. In the Choose an existing cohort field, click the drop-down arrow and select a cohort. To clear the selection, click Clear Selected. To delete the cohort, click Delete Cohort.
  2. To create a new cohort, perform one of the following actions.
    • Copy an existing cohort - Choose a cohort and click Save A Copy. 
    • Create a cohort from scratch
    • Make changes to an existing cohort

Route a task 

In CareManager, route tasks to staff members in myEvolv.

  1. In CareManager, navigate to Patient Registry > Patient Registry.
  2. Select the Manage tab.
  3. In the Task Name/Description field, enter a descriptive identifier.
  4. In the Send To field, select to submit the task to primary workers, primary and direct workers, or all workers.
  5. In the Priority field, assign the priority level for the task.
  6. In the Start Date field, click and select the task start date from the calendar. This field defaults to today's date.
  7. In the Due Date field, click and select the task due date from the calendar. This date must be on or after the start date.
  8. Click Send.

Results:

  • In CareManager:
    • The task is added to the Task History table. Each row lists the cohort linked to the task, the group(s) the task was sent to, the number of staff who acknowledged receiving the task, and the start and due dates for completing the task.
    • To view the acknowledgement status for a task, click the arrow to the left of the task name to see the clients in the cohort. A client task that has not been acknowledged has an Unknown status and the client, assigned staff member, and date acknowledged fields are blank. A client task that has been acknowledged has an Acknowledged status and the client, assigned staff member, and date acknowledged fields are populated.  
  • In myEvolv the task appears in the External Notifications Homeview widget.

View charts and graphs

Charts and graphs appear on the dashboard on the Identify and Compare tabs. See CareManager Patient Registry Charts and Graphs for descriptions of the charts and graphs available.

  1. In CareManager, navigate to Patient Registry > Patient Registry.
  2. Select the Identify tab or the Compare tab.
  3. Click the funnel icon.

Result: The Cohort dialog opens for selecting a group of clients and charts/graphs.

  1. In the Choose an existing cohort field, click the drop-down arrow and select a cohort. To clear the selection, click Clear Selected. To delete the cohort, click Delete Cohort.
    Note: You can optionally copy a cohort, update an existing cohort, or create a cohort from scratch.

Result: The Cohort dialog opens for selecting a chart.

Search for dimensions

Dimensions are categories of data used to populate charts and graphs.

  1. In the selections toolbar, click the Selections tool.
  2. The SELECTIONS screen displays with the APP DIMENSIONS boxes at the bottom of the screen.
  3. In the Search box, enter a term that you want to search for within all the dimensions. In this example, the search term 'gender' shows these results.
    Note: Selecting the Show fields check box displays the specific values for the dimension. For example, the Client.Gender dimension shows three options for gender: F (female), M (male), and U (unknown). These are the values referenced in charts and graphs where gender is a factor. 
  4. Move the scroll bar below the dimensions from left to right to scroll through the dimensions, or enter a search term to find information.