ThoroughCare feature that allows users to delete all future scheduled calls when changing an enrollment status from "Active" to "Inactive". This will make patient unenrollment that much easier for Care Managers by saving them the hassle of deleting all the future scheduled calls. Continue through the following article to learn how to use the new "Delete all calls scheduled for this patient".
Navigate to the Patient View Page:
Travel to the target patient's view page and select the "Care Management" tab. Make sure you select the relevant program tab below (CCM, BHI, RPM, or CCO). Next, when you scroll down, you'll see the status that is listed underneath "Enrollment And Consent". In this example we are changing an "Active" status.
Proceed to click on "Enrollment And Consent" to view the pop-up that will enable you to change the patient's enrollment status.
Once the status is clicked, the "Enrollment Status" pop-up should appear. Click within the "Change enrollment status to" dropdown to view the list of enrollment statuses.
Look through the enrollment status list until the target status is found. Click to select the target status. In this example we will be choosing the "On Hold" status.
Note: The status must be changing from "Active" to and "Inactive" status
Once the status is selected, notice the additional data fields that appear. Make sure the "Updated by" and "Start Date" that is recorded is correct. Click within one of these fields to change the data that is recorded.
If needed, a user can add a custom note to the status change by using the "Note" text box to document any additional comments.
If the user needs to delete the patient's future scheduled call, they would need to select the "Delete all calls scheduled for this patient".
Once the new status has been selected and the "Delete all calls scheduled for this patient" has been checked the user can now click the "Save" button.
Note: Once this button is clicked the patient will be marked as inactive and all their future scheduled calls will be deleted.
Note: If a user clicks out of the "Enrollment Status" pop-up, before saving the status change, any entered information will be lost.
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