AHLTA CBHCO Encounter

1. AHLTA CBHCO Encounter • The following slides represent a typical encounter for a Case Manager with Provider privileges. The process starts with making an appointment in AHLTA and finishes with signing the Encounter and printing the required MedRec hand-out. • For further information please contact Tom Minkley, Sr Client Support for Great Plains Regional Medical Command, Clinical Informatics • Tom.Minkley@amedd.army.mil • 210 295-2656

2. AHLTA Case Mgr. Encounter • Create an Appointment • Telephone Consult • Manage Problem List • Manage Medications • Copy Forward • Open an Encounter • Select AIM Form • Include Scanned documents with Add-Note • Complete A/P Portion of Encounter • Disposition • Sign and Close Encounter • Print Medication Reconciliation

3. AHLTA Case Mgr. Appointment • Open AHLTA • Select a patient using Search

4. AHLTA Case Mgr. Appointment • Or Select from the drop-down list

5. AHLTA Case Mgr. Encounter Or use Patient List to select a patient and

6. AHLTA Case Mgr. Encounter Build a Patient List

7. Case Mgr. New Appointment Select New Appt icon and click Yes

8. AHLTA Case Mgr. Appointment Select Clinic Appointment Type Enter a Reason Click ‘OK’

9. AHLTA Case Mgr. Tel Con

10. Case Mgr. - Problem List Select Problems in tree and expand list

11. AHLTA Case Mgr. Inactivate a Problem Select a problem Change Status to Inactive

12. AHLTA Case Mgr. - Meds Select Meds list from tree Hi-lite Med to be deleted Select Discontinue from Menu

13. AHLTA Case Mgr. Add a Med

14. AHLTA Case Mgr. Complete Med Order

15. AHLTA Case Mgr. Resulting Meds List

16. Case Mgr. Copy Forward Function • USING COPY FORWARD • Two Requirements: • A Completed Previous Encounter for the patient • Current Open Encounter for the same patient • Start by selecting Previous • Encounters to access a list of • available encounters to copy

17. Case Mgr. Select Previous Note • Select previous note that you would like to copy • Can Preview Note Below • 2) Select Copy Forward Button

18. Case Mgr. Select Current Encounter • If a patient has multiple • encounters open, you will be • prompted to choose your • desired encounter

19. Case Mgr. Copy Forward in the S/O Module When you enter the S/O Module, the bullets from your previous encounter will automatically load and will appear in yellow USING COPY FORWARD • You can then either: • Choose the bullets you want individually • OR • 2) Use the Auto Enter button to insert all of the bullets with a single click

20. Case Mgr.Copy Forward for All Tabs The Copy Forward Template can contain information for all tabs of the S/O Module, but you need to select the Auto Enter key on each tab separately.

21. AHLTA Case Mgr. Encounter • From Screening in the tree • Select the Appointment and click OK.

22. AHLTA Case Mgr. - Screening Then, Vital Signs if appropriate

23. AHLTA Case Mgr. S/O • Click on S/O in the Tree • Select an Encounter

24. AHLTA CBHCO New Note • Open a New Note or • Edit an existing Note from S/O Notes

25. AHLTA Case Mgr. AIM Form • Click on Template Mgt icon • Type ‘WTU CCP’ and click FindNow • Then Double click on WTU CCP (DoD)

26. CCP HPI Tab

27. CCP AIM HPI – Form View You may select Note View Use Ctrl-Enter to add a new line

28. CCP - Notes View Return to Form View

29. CCP AIM Past History

30. CCP AIM ROS

31. CCP AIM ROS-2

32. CCP AIM Treatment Plan

33. CCP AIM Care Plan

34. CCP AIM Closure

35. CCP AIM HELP

36. Scanning Close AIM Form and Click ‘Add Note’

37. Add Note: Load New Note Look up and Open previously saved image

38. AHLTA A/P

39. AHLTA Disposition

40. Add CPT Code

41. Sign Encounter Closure

42. Med Rec - List of Meds • Click ‘Close’ at Tool Bar • Use mouse to box the Active Medications area of the screen and copy text (Edit-Copy or Ctrl-C) • Open MS Word and paste onto a document • Print the document to hand to the Warrior • This can also be used to provide a copy of the Care Plan