Manage the associations between patients and the programs they’re enrolled in. This record can also link a person with the providers who care for them within their enrolled programs. Implement a custom integration or use Data Loader to import historical medical records from the EHR system. Then map the imported data to the fields that appear in this tab.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
At a minimum, you must populate the Program ID, Account ID, and Is Active fields for each record.
- From the Health Cloud - Admin Home page, select the Program Patient Affiliation tab, and click New.
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Enter the following:
Field Description Patient Lookup field to Account. Program Program in which the person is enrolled. Provider Name of the physician or other health care provider. Status Status of the person's Medicare Chronic Care Management (CCM) program. Start Date Date when the person's enrollment in the program starts. End Date Date when the person's enrollment in the program ends. Is Active Indicates whether the enrollment of the person in the associated program is active. Recalculate? Indicates whether new and relevant information about the person has been received that triggers a recalculation of the appropriate program metrics.
Changes to the following fields trigger a recalculation of a patient’s risk score.
- Account: Disability, Enrollment Type, Institution, Medicaid, and OREC.
- Contact: Birthdate and Gender.
- EHR Condition: Date Asserted, Encounter, and Source System Modified. Adding or deleting an EHR Condition record also triggers a recalculation.
- EHR Encounter: Hospitalize Period End, Hospitalize Period Start, Period End, and Period Start.
- Click Save.