Phases

In this article, we'll walk through:

• what are Phases?
• how should I use Phases in my Program?

After reading this documentation, you will:

• have an understanding of how to plan and design your Program Phases.
• have examples of common Phases and their use cases, for reference.

Phases allow you to break your Program up into meaningful milestones or segments,  helping you to track the progress of your patients, or segment your patient populations.

Depending on the nature of your Program, you could think about your Phases as the linear progression of your patients through the Program; in other cases, you may use Phases to simply group your similar patient cohorts together, who might not transition between Phases often, or at all.

Some common examples include:

• A coaching program may have 5 Phases that are followed in a linear fashion:

Onboarding, Active, Monitoring, Graduated, Inactive.

This model is often used by coaching programs (examples: Diabetes Management, Weight Loss, Stress Management). The key point is—interaction frequency, etc. is similar even though content is different. A patient may transition to the next Phase when a set of goals is achieved or criteria is met.

• A care gap management program may have 5 Phases, which may or may not be followed in a linear fashion:

Eligible, Enrolled - High-Risk, Enrolled - Low-risk, Ineligible, Inactive

This model is often used by Case Management or Care Gap programs. Here, patient eligibility may be determined—such as by a payer—based on a risk score and insurance elgibility in order for a patient to exit the Eligible phase. A patient could be deemed ineligible at any time with a change in coverage.

Important Note: You cannot delete the Phases you create, so be mindful in planning to determine which Phases are required for your Program. You can always add more Phases over time, if necessary,