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CliniSync UpdateDan PaolettiCEO, Ohio Health Information Partnership

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CliniSync UpdateKaren BishopOhio Health Information Partnership

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Module 1Project Participation

• Sign CliniSync Participation Agreement• Attend Kick-Off (web-based)• Participate in Training (onsite)• Participate in Touch Point calls

Requirements for Participation

• Includes Business Associate Agreement (BAA)•Same BAA signed by all CliniSync participants

• Pricing•No cost to use the Community Health Record •Patient Referrals

CliniSync Participation Agreement

• Sample Agenda• Purpose and scope • Consent policy & guidance• Security• Demonstration• Support• Training overview

Duration: 60 minutes (web-based)

Kick-Off

• Sample Agenda• Review workflow• Demonstration• Maintenance of questions and preferences• Working sent and received referrals• Review training materials• Assist staff with login• Support

Duration: 60 – 90 minutes (on-site)

Training

• Who should be involved?• Think about who manages referrals today• Referral coordinators• Intake staff

• Think about who trains staff today• Train-the-trainer approach

Training, continued

• Discuss experiences• Communicate workflow strategies• Share lessons learnedDuration: 15 - 30 minutes weekly

Touch Point Calls

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Q & A

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Module 2Organization’s Profile

Community Health Record

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Community Health Record

Continuity of Care Record

Clinical Results Inbox

Patient Referrals

Web Direct

Results Delivery

Integrated EHR Delivery of results and reports

Locally Hosted PDF Delivery

Provider DIRECTory

Use yours or our Direct-enabled secure email to exchange with other providers

Join our statewide list of >13,000 providers

Notify

Automated delivery of event notifications as they happen throughout the network

HIE Data Publishing

Registration Data

Discrete Notes

CCDAs

Public Health

Consulting

CliniSyncPLUS

Practice Transformation

• Community Health Record•Expressed consent role•Patient referrals module• Ability to search for and add patients

•Continuity of care record (addition to provider-based practices)

Provisioned Access/Roles

• Inbound Preferences• Questionnaire Management• Options

Your Organization Customized

• Referral Documents and InstructionsInbound Preferences

Example: Map or New Patient Packet

• Duplicating paper form and mandating answers

Questionnaire Management

• Favorites, staff permissions and email notifications

Options

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Preview

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Q & A

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Module 3Sending a Referral

• Search for patient• Select patient• Click create referral• Choose referring provider• Choose referral destination• Enter reason• Answer questions• Attach record/result if necessary• Review• Click refer

Sending A Referral

• Search for patient• No patient found• Click add patient (consent gathered)• Enter patient demographics• Submit• Patient has been added to the Community Health Record

patient index• Create referral as normal from added patient

Adding A Patient

• Click Referrals at top right of screen• Sent Referrals tab opens• View list of referrals• Click on referral from Sent list to see detail• Communicate with referring practice within sent referral

Monitoring Sent Referrals

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Preview

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Q & A

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Module 4Received Referrals

• Click Referrals at top right of screen• Click Received Referrals tab• Use filters as needed• Click on referral to see detail• Adjust status as needed

• Sending practice/facility will see status change and any scheduling detail entered

• Check for new messages• Acknowledge and reply to sending practice/facility about the referral

Working Received Referrals

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Preview

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Q & A

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Closing

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CliniSyncCommunity Health RecordServices

What is the Community Health

Record?

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Community Health Record

Continuity of Care Record

Clinical Results Inbox

Patient Referrals

Web Direct

Results Delivery

Integrated EHR Delivery of results and reports

Locally Hosted PDF Delivery

Provider DIRECTory

Use yours or our Direct-enabled secure email to exchange with other providers

Join our statewide list of >13,000 providers

Notify

Automated delivery of event notifications as they happen throughout the network

HIE Data Publishing

Registration Data

Discrete Notes

CCDAs

Public Health

Consulting

CliniSyncPLUS

Practice Transformation

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What can I do in the Community Health

Record?CONTINUITY OF CARE•Access a patient’s treatment history, hospital encounters, problem list, allergies, lab results, radiology and other transcribed reports exchanged through CliniSync.

•Check patient demographic and insurance information captured by other providers.

•View, print or download encounter-specific or full continuity of care summaries for your records.

•Coming soon: Query Ohio’s Automated Rx Reporting System (OARRS) as required by law.

RESULTS INBOX•Receive and manage your patients’ results and reports via your own inbox.

PATIENT REFERRALS•Initiate and coordinate patients’ referrals with other CliniSync providers using customizable templates.

WEB DIRECT•Send and receive secure emails with attachments to more than 13,000 providers in our statewide DIRECTory.