Practice Goals - Case Management

Checklist: Practice Goals - Case Management (PDF). Click the link to open

Video demos - how to

1. Click a link to display the demo.
2. Move the mouse over the video and click  to view in full screen.
3. Click  to play.
4. To close the full screen, press the ESC key, or click .
5. To hide the demo, click the link again.

Getting started

• Set up your notifications
• Set the list to show everyone's cases, then find your patient by MRN
• Set up members of Mass General Brigham as your favorite providers
• Make your buddy a co-owner: Add a co-owner to a case
• Favorite your buddy: Lookup by zip code and set favorites

Searching for providers and sending referrals

• Send a referral from your favorites
• Workflow: Add needs, filter for online, add to favorites, print list of selected providers, and save as draft
• Add needs
• Limit the providers to Online only
• Favorite a provider when searching
• Select providers for each need
• Save the list of selected providers
• Draft referrals
• Send your draft referrals
• Add a provider for a need

Communicating

• Send a message to a single provider
• Send a message to multiple sites at the same time
• Add to the shared clinical documents
• Add a PDF attachment
• Share attachments
• Accept an offer

Cancelling and re-opening a case

• Cancel your case
• Search for your case by MRN
• Show canceled cases
• Re-open the case
• Resend the retracted referrals
• Accept offers for 2 needs

Finalizing and re-opening

• Cancel needs that conflict
• Finalize a need
• Re-open a finalized need
• Resend retracted referrals
• Finalize a case with 2 confirmed needs