Patient Educational Information
This page allows you to map SNOMED diagnosis codes to Healthwise forms and manage which forms are added to orders automatically.

On the Main
Menu, click Settings > Clinicals. In the left menu, under Practice Links — Forms and Letters, click Patient Educational Information

To access this page, you must have the Clinicals Admin: Patient Education role or permission. Your practice must have the Recommend Patient Info Orders feature enabled, and the Recommend patient info orders option must be selected on the User Preferences page.
Note: If you don't want to see Patient Education Resources (from Healthwise), you can contact your Customer Success Manager to disable the setting.


- In the Exam stage of the patient encounter, click A/P in the Exam stage navigation bar.
- Click the plus icon
next to Diagnoses & Orders.
- The diagnosis and relevant care instructions appear.
Note: If care instructions do not appear automatically, enter the name of the care instructions or select the instructions if they appear in the list of Educational Information. - If you want to add the diagnosis to the patient's problem list, select the diagnosis and click the add-to arrow
.
- Order Entry — Search for and select orders. If given a verbal order, a nurse can search for and select orders.
Tip: To order referrals, search for "referrals" and include summaries of care. You can search for "after your visit" to locate patient education orders.
Note: Some order types may require a diagnosis. - Click VIEW MORE.
- Click Additional Patient Education Information.
A list of topics appears in a new tab. - Hover over a topic to see the beginning of the overview.
- Click English or Spanish to open a topic.
- Discuss the educational information with the patient.
- Check the Discussed with patient box to document that you provided patient education and to satisfy quality measures.
- Click Print.
- Select the athenaOne tab to return to the A/P Section.
- Click Sign Orders.

- Display the patient's Discharge tab: In the patient chart, click the arrow in the green workflow menu (at the upper right) and select Go to Discharge. (The options available in the green workflow menu depend on your user role.)
- Click Post-Discharge Orders.
- Order Entry — Search for and select orders. If given a verbal order, a nurse can search for and select orders.
Tip: To order referrals, search for "referrals." and include summaries of care. You can search for "after your visit" to locate patient education orders.
Note: Some order types may require a diagnosis. - Click VIEW MORE.
- Click Additional Patient Education Information.
A list of topics appears in a new tab. - Hover over a topic to see the beginning of the overview.
- Click English or Spanish to open a topic.
- Discuss the educational information with the patient.
- Check the Discussed with patient box to document that you provided patient education and to satisfy quality measures.
- Click Print.
- Select the athenaOne tab to return to the post-discharge orders.
- Click Sign Orders.

Tip: You can map more than one patient educational document to a single diagnosis. athenaOne automatically determines which patient educational material to add to an order, based on the patient's age and gender.
- Display the Patient Educational Information page: On the Main
Menu, click Settings
> Clinicals. In the left menu, under Practice Links — Forms and Letters, click Patient Educational Information.
- Click the linked name of the patient education document to preview it.
- Click enable next to the diagnosis name to automatically add educational materials to orders with the diagnosis.
-
Click disable next to the diagnosis name to stop athenaOne from automatically adding the educational materials to orders with the diagnosis.

Name the custom patient information document
- Display the Educational Information Orders page: On the Main
Menu, click Settings
> Clinicals. In the left menu, under Practice Links — Order Configuration, click Educational Information Orders.
- Click Add New.
- Name — Enter a descriptive name, including the associated diagnosis.
- Description — Enter a description of the document.
- Clinical Paper Form — You can select an existing clinical paper form from the list. Start typing the name of a form to view a list of matching results. After you select a clinical paper form, a preview of the form generates in the window below the field.
- Click Save. To add another order, click Save and Add Another.
Upload the clinical paper form
- Display the Clinical Paper Forms page: On the Main
Menu, click Settings
> Clinicals. In the left menu, under Practice Links — Forms and Letters, click Clinical Paper Forms.
- Use this page to upload your practice's custom patient education document and tie it to the order type that you just created. Keep in mind that you should create one order type for every custom patient educational document you are uploading.
Enable custom patient information document
- Display the Patient Educational Information page: On the Main
Menu, click Settings
> Clinicals. In the left menu, under Practice Links — Forms and Letters, click Patient Educational Information.
- Click edit next to the diagnosis for which you would like to provide custom content.
- Healthwise content — Deselect the Enabled option for the Healthwise forms to use your custom form as the only patient education materials the patient receives.
- Custom content — Select the informational material that you want athenaOne to automatically include for this diagnosis.
- Providers — Select the providers for which athenaOne automatically includes the patient educational materials.
Review the mapping and save
- Review your patient education form and provider selections, as well as any age and gender filters.
- Click Save.

The mappings are organized by your practice's most commonly used diagnosis codes. You can:
- Enable forms for the SNOMED diagnosis code. athenaOne automatically adds the associated Healthwise patient educational forms to the order when a provider uses this diagnosis code.
- Disable forms for the SNOMED diagnosis code. No Healthwise patient educational forms will be suggested when a provider uses this diagnosis code.
- Edit the diagnosis code to add your own custom patient educational forms.
We recommend that you carefully consider your practice's most commonly used diagnosis codes. If some diagnoses are not commonly used but you'd still like to ensure that they are mapped to a specific patient educational form, you can search for them on the page.

Healthwise content |
Deselect the Enabled option for the Healthwise forms to use your custom forms as the only patient education materials that the patient receives when a provider selects this diagnosis code.
When a Healthwise form is enabled, athenaOne automatically adds the associated Healthwise form to the order when a provider uses that diagnosis code. |
---|---|
Custom content | Select the informational material that you want athenaOne to include automatically for this diagnosis. |
Providers |
Select the providers for which athenaOne automatically includes the patient educational materials. |