In this article, we'll walk through:
- what are Care Flows?
- how to use Care Flow Templates to operationalize team workflows.
- Care Flow Template capabilities.
After reading this documentation, you will:
- know what workflows are best suited for a Care Flow template.
- know the three tiers of a Care Flow.
- know best practices for creating Care Flows with Tasks assigned to the same person, for the same day.
When workflows involve steps that may need to be completed over an extended period of time—or will require inter-team collaboration—, Care Flow Templates can be used to better organize these workflows.
Care Flows are displayed in the Patient Profile and organized in three distinct tiers—“Problem,” “Goal,” and “Task,” though Workshop allows you to customize these labels with different terminology, if needed.
The initial tier,“Problem,” is displayed in a tab at the top of the Care Flow Clicking the tab displays rows that represent the second tier, the “Goals,” which are drafted in response to the “Problem.” Clicking on a Goal expands to display the associated “Tasks,” the third tier. The objective of a Care Flow is to complete Tasks in order to achieve the Goals, and thereby solve the Problem.
Care Flow Templates
By creating Care Flow Templates, you can operationalize your team’s workflows to ensure that steps or key actions are not missed, and reduce manual entry of common Goals or workflows by your team.
Common examples of Care Flows include:
- Use case: patient goals
- Use case: prior authorization
- Use case: escalation
For each Care Flow Template, you can set the Problem, Goals, and Tasks for common workflows. Tasks can be configured to assign a default owner or default due-date to support your recurring workflows.
May we suggest: If a Goal contains multiple Tasks which are assigned to the same owner and due on the same day, enter the due-dates but assign only one Task to the owner, saving them from receiving multiple Task Alerts for the same patient and reducing the possibility of Alert fatigue..
Care Flow Templates can be triggered to automatically appear in the Patient Profile by a Process, or manually added by a coach from the drop-down menu of template options.
Important note: Once it’s added to the Patient Profile, coaches can manually edit a Care Flows to customize it for their needs. This can include updating Task is assignees and due-dates.