athenaClinicals Care Plan

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.

3. Click the Care tab to enable the full-screen view. To disable the full-screen view, click the Care tab again.

Note: If you want to focus more on items in the right panel of the care plan (such as Goals), you can collapse the left panel of the care plan. To do so, click Hide Panel. To re-open the left panel, click Show Panel.

Typically, care managers and clinicians complete work in the care plan while also performing work elsewhere in the patient chart. You can easily switch between viewing the care plan and viewing a CCDA document or patient case.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.

3. To hide the care plan behind another open chart element, click Send Care Plan to Back.

   

4. To open the care plan in front of another open chart element, click Bring Care Plan to Front.

You can add one care plan for each patient. To access a patient care plan, you must have the Clinicals: Edit Chart role or permission.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the Add icon to the right of the Active Care Plan and Historical tabs.
   
   
   The new, empty care plan expands.
   
3. Edit the sections as needed. You can use the Add icon in each section to add care management events, health concerns (care management problems), goals, patient tasks, and care team tasks.
   
   Note: For certain common chronic conditions, you can add templated goals and tasks (see "To add templated information to the care plan").
4. You can also use the Health status menu on the left panel of the care plan to indicate the patient's current health status.
   
   

1. In the patient chart, click the Care tab on the left side of the page.

2. Hover your cursor over the Care Plan you want to archive, and click the delete icon that appears.
3. Select Archive or Delete. Selecting Delete deletes the care plan completely.
4. Reason for Archive — Document the reason you are archiving the care plan.
5. Click Submit.

Note: In the Care tab, click Historical to access the patient's archived care plans.

For certain common chronic conditions, you can select a template to add the contents of the template to the care plan. Using templates, you can quickly enter a set of goals, tasks, and assessments commonly associated with the condition.

See List of care plan templates to see which chronic conditions and programs have templated information currently available.

Note: You can remove goals, tasks, and assessments from the care plan before or after you add the templated information, but you cannot add or edit items in the template itself.

1. In the patient chart, click the Care tab on the left side of the page.

2. To add a new care plan, click the plus icon to the right of the Active Care Plan and Historical tabs.
   
   To edit an existing care plan, click the view more icon .
   
   The patient's care plan expands.
   
3. Click Apply Templates next to Goals. The Apply Templates window opens.
   
   
   
4. Care plan templates — Select one or more care plan templates. Start typing the name of a template to search for and select it.
   
   Note: The care plan templates you select appear in the search field. (To remove a care plan, click X.)
   
5. The templates you select automatically populate in a structured list with each template's default goals, patient tasks, and care team tasks. Select or deselect content groups or individual options for each template.
   
   Hover over the image to see an expanded view.
6. Click Apply Selections. A notification appears confirming the template(s) were applied to the care plan.
   

Note: To access a patient care plan, you must have the Clinicals: Edit Chart role or permission.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   The patient's care plan expands.
3. Click the Add icon to the right of Care Management Events. The Care Management Events window opens.
4. Event date and time — Specify the date and time for the event.
1. Click the calendar icon to select the date.
   Note: athenaOne displays the current date by default.
2. Click the clock icon to select the time.
   Note: athenaOne displays the current time by default.
5. Event type — Select the event type from the menu: Documentation, Office Visit, or Phone Call.
6. Duration (optional) — Enter the amount of time spent on the event. athenaOne totals the time entered in the Duration field to come up with a monthly total that appears in the Care Plan Report.

   • If you do not enter any time in the optional Duration field, the collapsed view of an event leaves the space for the duration blank. It does not show 000:00.
     
     

7. Summary — Enter a summary of the event (for example, "Discussed diet with patient").
8. Click Add.
   The care management event appears in the patient care plan.

1. Locate the event you want to edit.
2. Click the view more icon next to the care management event you want to edit and select Edit.
3. Edit as needed (event date, event time, event type, duration, event summary). When you edit an existing care management event, the Event date and time field does not change to the time you are editing it. The field defaults to the current time only when you create an event.
4. Click Update to save your changes.
   Notice that a name and time stamp appear, indicating who made the latest change and when it was made.

In the athenaClinicals care plan, you can create and update tasks for the patient.

Note: To access a patient care plan, you must have the Clinicals: Edit Chart role or permission.

To add a patient task to the care plan

 

Add standard or custom tasks for patients based on your patient's social determinants of health, barriers to care, and problems. You can associate a patient task with one of the goals in the care plan, if you choose.

Note: You can create custom tasks that can be marked as complete and recurring tasks, but you cannot create a custom task that requests specific, structured data or free-text entries.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   The patient's care plan expands.
3. Click the Add icon to the right of All Patient Tasks.
   Additional fields appear.
   Note: If you marked a one-time patient task as complete, you must wait at least one day to add the same task to the care plan.
4. Patient task title – Required — Start typing a task into the search field and select a task from the list that appears.
5. Instructions — Enter notes to describe the task fully.
   Note: For tasks that involve common measurements or support — such as blood pressure, blood glucose, heart rate, and educational content — an additional window appears for you to record the information or access the educational content.
6. Start date — Enter or select a start date for the task. Note: athenaOne displays the current date by default.
7. Target date — Select a preset or custom due date for the goal, or select No Target Date. Note: athenaOne sets 30 days by default.
8. Date range — If desired, turn off the toggle to disable the Start date and Target date fields.
9. Associate to active goal — To associate the task with a goal included in the care plan, select the goal from the list. By default, No associated goal is selected.
10. Click Add.

To create a patient task for a specific goal

 

When you create a patient task, you can associate the task with a goal included in the care plan via the Associate to a goal field.

 

In addition to that workflow, you can make that association directly by creating patient tasks for a specific goal. When you do this, each task you create is automatically associated with that goal.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   The patient's care plan expands.
3. Locate the goal and click Show More. The expanded view of the goal opens.
4. Next to Patient Tasks, click the Add icon .
5. Task title — Start typing a task into the search field and select a task from the list that appears.
6. Instructions — Enter notes to describe the task fully.
7. Click Add. The patient task appears with the goal in the care plan. You can also see the patient task listed in the All Patient Tasks section.

 

To update a patient task

 

After you create a patient task in the care plan, you can change the details of the task or change its status at any time.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   The patient's care plan expands.
3. To change the task details and/or associated goal:
1. Locate the patient task and click the more options icon to the right of the task.
2. From the menu, select Edit.
3. Edit the Instructions, date fields, or Associate to active goal field.
4. Click Update.
4. To make a patient task inactive:
1. Locate the patient task and click the more options icon to the right of the task.
2. From the menu, select Make inactive.
5. To reactivate an inactive patient task:
1. Click the Show menu to the right of Patient Tasks and select Inactive from the menu to display inactive tasks.
2. Locate the inactive task, click the more options icon on the right, and, from the menu, select Make active.
6. To complete a patient task, locate the task and click Mark Complete.
   Note: Some tasks — for example, Log Weight — show Record and Complete instead of Mark Complete. Click Record and Complete, record the value, and then click Record and Complete.
7. To see completed tasks:
1. Click the Show menu to the right of Patient Tasks.
2. From the menu, select Completed.
   

In the athenaClinicals care plan, you can create and update tasks for care team members.

Note: To access a patient care plan, you must have the Clinicals: Edit Chart role or permission.

To add a care team task to the care plan

 

Add standard or custom tasks for care team members based on your patient's social determinants of health, barriers to care, and problems. You can associate a care team task with one of the goals in the care plan, if you choose.

Note: You can create custom tasks that can be marked as complete, but you cannot create a recurring task or a task that requests specific, structured data or free-text entries.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   The patient's care plan expands.
3. Click the Add icon to the right of Care Team Tasks.
   Additional fields appear.
   Note: If you marked a one-time care manager task as complete, you must wait at least one day to add the same task to the care plan.
4. Care team task title – Required — Start typing a task into the search field and select a task from the list that appears.
5. Instructions — Enter notes to describe the task fully.
   Note: For tasks that involve common measurements or support — such as blood pressure, blood glucose, heart rate, and educational content — an additional window appears for you to record the information or access the educational content.
6. Start date — Enter or select a start date for the task. Note: athenaOne displays the current date by default.
7. Target date — Select a preset or custom due date for the goal, or select No Target Date. Note: athenaOne sets 30 days by default.
8. Date range — If desired, turn off the toggle to disable the Start date and Target date fields.
9. Associate to active goal — To associate the task with a goal included in the care plan, select the goal from the list. By default, No associated goal is selected.
10. Click Add.
    The care team task appears in the care plan.

To create a care team task for a specific goal

 

When you create a care team task, you can associate the task with a goal included in the care plan via the Associate to a goal field.

 

In addition to that workflow, you can make that association directly by creating care team tasks for a specific goal. When you do this, each task you create is automatically associated with that goal.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   
   
   The patient's care plan expands.
3. Locate the goal and click Show More. The expanded view of the goal opens.
4. Next to Care Team Tasks, click the Add icon .
5. Task title — Start typing a task into the search field and select a task from the list that appears.
6. Instructions — Enter notes to describe the task fully.
7. Click Add. The care team task appears with the goal in the care plan. You can also see the care team task listed in the All Care Team Tasks section.

 

To update a care team task

 

After you create a care team task in the care plan, you can change the details of the task or change its status at any time.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   The patient's care plan expands.
3. To change the task details and/or the associated goal:
1. Locate the care team task and click the more options icon next to the task.
2. From the menu, select Edit.
   The task window opens.
3. Edit the Instructions, date fields, or Associate to active goal field.
4. To make a task inactive:
1. Locate the care team task and click the more options icon next to the task.
2. From the menu, select Make inactive.
5. To reactivate an inactive task:
1. Click the Show menu to the right of Care Team Tasks and select Inactive from the menu to display inactive tasks.
2. Locate the inactive task, click the more options icon on the right, and, from the menu, select Make active.
6. To complete a task, locate the task and click Mark Complete.
7. To see completed tasks:
1. Click the Show menu to the right of Care Team Tasks.
2. From the menu, select Completed.
   

1. In the patient chart, click the Care tab on the left side of the page.

2. In the Care Programs section, click the view more icon .
3. Select Enrolled from the Status menu on the right side of either the Care Management - Episodic or Care Management - Longitudinal section of the Care Programs expanded view.
   The section shows the enrollment date and time, who recorded the enrollment, the enrollment status, and who last edited the care program.

Note: To remove a patient from the care management program, select Not Enrolled from the menu.

After you create a care plan, you can associate health concerns with the care plan and you can delete a problem from the care plan

Health concerns (referred to previously as "reasons for care") documented in the care plan are problems, barriers to care, or social determinants of health that patients should focus on with guidance and assistance from the patient's care team. You use the care plan to document goals and tasks for patients enrolled in care management (see athenaClinicals Care Plan or, for Population Health, User Guide: Care Plan).

Health concerns on the Care tab are associated with the patient. Not all problems documented on the Problems tab need to be addressed in the care plan as health concerns.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to add an event to.
   
   The patient's care plan expands.
3. In the left panel of the care plan, click the Add icon to the right of Health Concerns.
4. Add a health concern. If you logged a care management problem or diagnosis in the patient chart previously, you can add a health concern from the patient chart. Otherwise, you can add a new health concern.
   • Add from patient's chart — Select this option to choose from a list of existing chart problems. For example, if Type 2 diabetes mellitus is logged in the Problems tab, that diagnosis appears as an option.
     
     
   • Add new health concern — Select this option to search from the SNOMED library. Begin typing the name or SNOMED code of a care management problem and then select the problem from the list that appears.
     
5. Notes — Provide additional context about the health concern.
   
6. Link to existing goals — Select from related goals that you added in the Goals section of the care plan.
   
   Note: When you link goals to a health concern, you can filter goals by the linked health concerns:
   
   
7. Click Add.

After you add a health concern in the care plan, you can update the health concern at any time. You can also mark a problem as inactive and revisit it later by making it active again.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to open.
   
   The patient's care plan expands.

3. To edit the notes or change linked goals:

   1. Locate the health concern and then click the more options icon on the right.

   2. From the menu, select Edit.

   3. Edit the Notes and Link to existing goals fields.

   4. Click Update.

4. To make the health concern inactive:

   1. Click the more options icon next to the problem.
      
      
   2. From the menu, select Make inactive.

5. To reactivate an inactive health concern:

   1. Click Show to the right of Health Concerns and select Inactive from the menu to display inactive health concerns.
   2. Click Move to active next to the problem.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to add an event to.
   
   The patient's care plan expands.

3. In the left panel of the care plan, click the Health status menu.

4. Select the status that best describes the patient's overall health:

   • Chronic sick

   • Dead

   • Disability

   • Disability - severe

   • Free of symptoms

   • General health good

   • General health poor

   • Moribund

   • Normal general body function

   • Patient in remission

   athenaOne saves the health status in the care plan.

Occasionally, more than one member of a patient's care team may attempt to update a section of the patient care plan at the same time. When a conflict occurs, athenaOne displays a warning message with a Refresh button (the button name depends on the section of the care plan being edited, for example, "Refresh Goals").

Click Refresh to refresh the section content and continue your edits. The other care team member will then see the section of the care plan as it currently exists, with any changes you made.

If you mistakenly add a health concern, goal, or task to the care plan — or if the health concern, goal, or task is no longer relevant — you can permanently remove the health concern, goal, or task from the care plan.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to add an event to.
   
   The patient's care plan expands.
3. Click the more options icon to the right of the health concern, goal, or task to display the menu and select Delete.
   

You can generate an audit history of the care plan. The audit history shows all information that was added or edited in the patient care plan, along with the username of the person who added or edited the data and the date and time of the updates.

1. Display the Chart Export page: In the patient chart, click the Menu icon and select Chart export.
   The Chart Export window appears.
2. In the Chart Sections area, under Available Attachments, select Care Plan Audit and click the right arrow icon to move the audit to the Selected Attachments column.
3. Click Export Chart Sections.
   A document containing the care plan is displayed.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to add an event to.
   
   The patient's care plan expands.
3. Click Create Care Plan CCDA in the top right corner of the care plan.
   
   athenaOne generates a print preview of the Patient Record - Care Plan and saves it in the patient's documents.
4. Under Record Release Information, click the Method menu and select Paper print-out.
   
   Note: You can edit the Method field only if faxing is enabled for your organization. To enable faxing, contact your Customer Success Manager.
5. Send to — Enter the name of the care plan recipient, or select it from the list.
6. Make sure that the Submit option is selected at the bottom of the page.
   
   
7. Click Save.
   athenaOne saves your information and displays Print in the top right corner.
8. Click Print.
   The Print HTML Document window appears.
9. Review the document.
10. Hover the cursor at the top of the document and click the printer icon .
    
    
11. Adjust your print settings as needed.
12. Click Print.
13. In the Patient Record - Care Plan preview, make sure that the Submission Completed option is selected.
    
    
14. Click Save.
    Note: You can access the care plan document using the Find tab in the patient chart.

Note: athenaFax must be enabled for your organization. To enable faxing, contact your Customer Success Manager.

1. In the patient chart, click the Care tab on the left side of the page.

2. Click the view more icon next to the care plan you want to add an event to.
   
   The patient's care plan expands.
3. Click Create Care Plan CCDA in the top right corner of the care plan.
   
   athenaOne generates a print preview of the Patient Record - Care Plan and saves it in the patient's documents.
4. Under Record Release Information, click the Method menu and select AthenaFax.
   
   Note: You can edit the Method field only if faxing is enabled for your organization.
5. Send to — Enter the name of the care plan recipient, or select it from the list.
   athenaOne automatically populates the Send to and Fax Number fields.
   Note: If athenaOne does not automatically populate the Fax Number field, you can enter the number manually.
6. Make sure that the Submit option is selected at the bottom of the page.
   
   
7. Click Save.
   athenaOne automatically closes the Patient Record - Care Plan preview window.
   Note: You can access the care plan document on the Find tab in the patient chart.

After you create a care plan, you can add templated information for a number of common chronic conditions. Using a template, you can quickly enter a set of goals, tasks, and assessments commonly associated with a condition into the default care plan you created.

Note: athenahealth plans to add more templates in upcoming releases.

Templated care plan information is available for the following chronic conditions and programs supported by athenaClinicals.

• Acute Pain
• Alcohol Abuse
• Alzheimer's
• Anemia
• Anxiety
• Asthma
• Atrial Fibrillation
• Attention-Deficit/Hyperactivity Disorder (ADHD)
• Autism
• Bariatric Surgery
• Bipolar
• Cancer
• Chronic Fatigue Syndrome (CFH)
• Chronic Kidney Disease
• Chronic Migraines
• Chronic Obstructive Pulmonary Disease (COPD)
• Chronic Pain
• Chronic Post-COVID-19 Syndrome
• Cognitive Impairment
• Congestive Heart Failure (CHF)
• Coronary Artery Disease (CAD)
• COVID-19 Comprehensive
• Crohn's Disease
• Dementia
• Depression
• Diabetes Mellitus (DM)
• Drug/Substance Abuse
• End Stage Renal Disease (ESRD)
• Fall Risk
• Fibromyalgia
• Gastroesophageal Reflux Disease (GERD)
• General Surgery
• Gestational Diabetes
• Hearing Loss
• Hepatitus/Chronic Viral B&C
• HIV/AIDS
• Hyperlipidemia
• Hypertension (HTN)
• Hypothyroidism
• Impaired Skin Integrity
• Irritable Bowel Syndrome (IBS)
• Menopause
• Multiple Sclerosis (MS)
• Obesity
• Obstructive Sleep Apnea
• Osteoarthritis
• Osteopenia
• Osteoporosis
• PACE - In-Home Services
• PACE - Nursing
• PACE - Social Services
• Palliative
• Parkinson's
• Pediatric Attention-Deficit/Hyperactivity Disorder (ADHD)
• Pediatric Cerebral Palsy (CP)
• Pediatric Oppositional Defiant Disorder (ODD)
• Pediatric Osteopenia
• Pediatric Recurrent Otitis Media
• Peripheral Vascular Disease (PVD)
• Prediabetes
• Posttraumatic Stress Disorder (PTSD)
• Recurrent Pneumonia
• Rheumatoid Arthritis
• Seizure/Epilepsy
• Stroke
• Transitions of Care
• Type 1 Diabetes
• Type 2 Diabetes

The goals and tasks included for a chronic care diagnosis or program come from a clinician-curated content library that we've built with a focus on identifying clear and helpful goals that relate to the diagnoses and tasks that help achieve each goal.

For each chronic care diagnosis supported by athenaClinicals, a team of licensed clinicians at athenahealth has identified one or more goals and tasks that are commonly used by athenaClinicals users in association with the diagnosis.

You can remove goals, tasks, and assessments from a care plan template that you add to a patient's care plan, but you cannot add or edit items in the template itself. If you add multiple care plan templates that share some of the same content (for example, "Weigh yourself weekly" may be a task for several conditions), the shared content is added only once in the care plan.

To access and edit your patient's care plan, click the Care tab in the patient chart, and under Care Management, click the view more icon next to the care plan you want to open.

The care plan is arranged in a two-panel layout:

• The left panel displays Health Concerns and Health status.

• The right panel displays Care Management Events, Goals, Patient Tasks, and Care Team Tasks.

You can collapse the left panel to maximize your screen real estate to work on goals and can expand the panel again as needed.

You can also enable a full-screen view of the care plan. For more details, see To enable a full-screen view of the care plan.

See the following sections for details on the care plan components.

Health concerns (care management problems)

 

Health concerns (referred to previously as "reasons for care plan") are the problems, barriers to care, or social determinants of health that the patient and provider should focus on. You can add a health concern to the patient care plan at any time.

 

Health concerns documented in the care plan are problems, social determinants, or barriers to health that patients should focus on with guidance and assistance from the patient's care team. You use the care plan to document goals and tasks for patients enrolled in care management.

• Problem — Any diagnosis or problem that necessitates follow-up and monitoring in the care plan.
  Examples: pregnancy, diabetes
• Barrier to care — Any factor that may prevent a patient having access to the health care services.
  Examples: homeless, financially poor, difference in location
• Social determinant of health — Any condition of the patient's life or environment that may affect their access to health care services.
  Examples: In debt, victim of abuse, low-level literacy

Health concerns on the Care tab are associated with the patient. Not all problems documented on the Problems tab need to be addressed in the care plan as health concerns.

 

When adding a health concern to the patient chart, you can either:

• Add a health concern from the patient chart. To do this, you need to have logged a care management problem or diagnosis in the patient chart previously.

• Add a new health concern by searching the SNOMED library.

You can also link health concerns to goals in the care plan so that you can easily see the associated goals for each problem or diagnosis.

 

For step-by-step instructions, see To add a health concern (care management problem) to the care plan.

 

Health status

 

You can use the Health status field to specify the patient's overall health. Select one of the following statuses from the menu:

• Chronic sick
• Dead
• Disability
• Disability - severe
• Free of symptoms
• General health good
• General health poor
• Moribund
• Normal general body function
• Patient in remission

Note: The health statuses are backed by standard SNOMED-CT codes for data interoperability.

 

For step-by-step instructions, see To change a patient's health status.

 

Care management events

 

Care management events are narrative summaries of each patient interaction. Event types are:

• Documentation
• Office Visit
• Phone call

Events are displayed at the top of the care plan for easy access.

 

For step-by-step instructions, see To add a care management event to a patient care plan and To edit a care management event in a patient care plan.

 

Goals

 

After you create the care plan, enter your patient's goals. Goals in the care plan are persistent goals that you choose with your patient, based on the patient's motivations.

 

Goals are targets for patients in care management. Specific to a patient's situation, goals focus on a desired outcome. Care managers can document a desired result or possible outcome that a patient commits to with the care manager.

 

For patients with multiple conditions or for goals that should be met in sequential order, care managers can indicate which goals are currently a priority for the patient, via the Goal Priority field. The selected goal priority (None, Low, Medium, or High) appears on the goal.

 

You can search for and select goals in the clinician-curated content library, and you can create custom goals for the patient. Goal statuses are:

• Active — Goal is currently being worked on.
• Inactive — Goal is paused or no longer relevant.
  Note: Inactive goals are saved and can be reactivated.

 

While editing a goal, are managers can select a goal progress status (in the Goal Progress Status section of the goal) to indicate how the patient is progressing towards achieving a goal:

 

In the Goal Progress Status section, when you update the progress status for a goal, you can enter a justification for the change and view a summary of your changes and rationale. This enables care managers to track and review progress changes over time.

 

For step-by-step instructions on these workflows, see To create and update goals

 

Patient tasks

 

Patient tasks are assignments in a care plan for the patient, such as, "Take your blood pressure." The patient is responsible for these tasks to accomplish their goals. You can search for and select patient tasks in the clinician-curated content library, and you can create custom tasks for the patient.

 

You can create and via patient tasks in the All Patient Tasks section.

 

Patient task statuses are:

• Active — Task is currently being worked on.
• Inactive — Task is paused or no longer relevant.
• Completed — Task is completed.

 

In the care plan, you can associate a patient task with an active goal to help you view that task in the context of the goal. You can either:

• Create a patient task and associate the task with a goal included in the care plan, via the Associate to active goal field on the patient task.
• Create a patient task for a specific goal

 

Patient tasks that you create and associate to goals in either workflow appear in two places in the care plan:

• All Patient Tasks section — All patient tasks you create in the care plan appear in these sections, regardless of goal association.

• Goal window — Tasks that you associate to an active goal are listed with that goal (in the goal window's Patient Tasks section).

 

For example, if you create a patient task ("How many steps did you walk") in the goal window, that task appears both in the goal's Patient Tasks section and in the care plan's All Patient Tasks section.

 

For step-by-step instructions on these workflows, see:

• To add a patient task to the care plan
• To create a patient task for a specific goal
• To update a patient task

 

Care team tasks

 

Care team tasks are assignments that the care team is responsible for to help patients achieve their goals, such as "Share diabetes education content with patient." You can use the care team tasks as a reminder or to-do list for the next time a care manager reviews the patient's care plan.

 

You can search for and select care team tasks in the clinician-curated content library, and you can create custom tasks for the care team.

 

Care team task statuses are:

• Active — Task is currently being worked on.
• Inactive — Task is paused or no longer relevant.
• Completed — Task is completed.

 

In the care plan, you can associate a care team task with an active goal to help you view that task in the context of the goal. You can either:

• Create a care team task and associate the task with a goal included in the care plan, via the Associate to active goal field on the patient task.
• Create a care team task for a specific goal

 

Care team tasks that you create and associate to goals in either workflow appear in two places in the care plan:

• All Care Team Tasks section — All patient tasks you create in the care plan appear in these sections, regardless of goal association.

• Goal window — Tasks that you associate to an active goal are listed with that goal (in the goal window's Care Team Tasks section).

 

For step-by-step instructions on these workflows, see:

• To add a care team task to the care plan
• To create a care team task for a specific goal
• To update a care team task

 

See the athenaOne Technical Requirements article in the Success Community for current requirements.