User Guide — Events

athenahealth Population Health

Events are activities related to a patient's care, both in and outside your organization. You can create and manage these events from the Care Manager and from the Person Center:

Communications (with patient, PCP, health professionals, other)
Appointments
Hospital stays
Skilled nursing facility stays
Patient consent
Reviews
General notes
Documentation
Creation of or modifications to the patient's care plan
Sending a care plan to the patient

User access and permissions

Your organization must use athenahealth Population Health, and you must have one of these roles to access events:

Population Management: Care Manager role — View and schedule events in the event timeline in the Person Center and in the Schedule in the Care Manager. You can also view care and referral events that Population Health automatically adds to a patient's event timeline.
Population Management: Care User role — View and schedule events in the event timeline in the Person Center. You can also view care and referral events that Population Health automatically adds to a patient's event timeline.
Population Management: Quality Manager role — View quality events in the event timeline in the Person Center. You can also view quality events that Population Health automatically adds to a patient's event timeline.
Population Management: Quality Analyst — View quality events in the event timeline in the Person Center. You can also view quality events that Population Health automatically adds to a patient's event timeline.

Note: All users with access to events can view Emergency and Inpatient events that Population Health automatically adds.

If you review and complete events for members of the care team, you need one of the following:

Population Management: Reviews Others' Care Changes role
Population Management: Care Manager: Can Review Others' Care Changes permission
Note: Make sure that you do not also have the Population Management: Flag Care Activities for Review role or the Population Management: Care Manager: Requires Review permission.

If you create events that are reviewed and completed by someone else, you need one of the following:

Population Management: Flag Care Activities for Review role
Population Management: Care Manager: Requires Review permission

Field Reference

Add event form
Patient	Search for and select the patient (field appears when a Care Management event type is added from the Care Manager).
Event Type	Select the event type: Care activity — A catchall event type that covers general care management activities. Care team conference — A meeting with members of the patient's care team. (Replaces "Patient care conference.") Community visit — Visit to meet with community services provided to patient. Email — Correspondence with a patient, health professional, or other via email. Emergency admission — Care management services provided during a patient's admission to the emergency department. Emergency department — Care management services provided during a patient's emergency department visit. Emergency discharge — Care management services provided during a patient's discharge from the emergency department. Fax — Correspondence with a patient, health professional, or other via fax. Home visit — Care management services provider at the patient's home address. Hospital Admission — Care management services provided during a patient's admission to a hospital. Hospital Daily — Care management services provided daily during a patient's stay at a hospital. Hospital Discharge — Care management services provided during a patient's discharge from a hospital. In-person meeting — A catchall event type that covers meetings at which attendees are present in person. Letter — Correspondence with a patient, health professional, or other via letter. Office Visit — Care management services provided during a patient's office visit. Outreach campaign — Population Health campaign to contact and schedule patients. Phone Call — Correspondence with a patient, health professional, or other via phone call. SNF Admission — Care management services provided during a patient's admission to a skilled nursing facility (SNF). SNF Daily — Care management services provided daily during a patient's stay at a skilled nursing facility (SNF). SNF Discharge — Care management services provided during a patient's discharge from a skilled nursing facility (SNF). Text messaging — Correspondence with a patient, health professional, or other via text messaging. Video Conference — Correspondence with a patient, health professional, or other via video conferencing.
Reason(s)	Select one or more reasons for the event. Administrative support — Emailing, faxing, phone calls, etc. Appointment referral — PCP, specialist, counselor, nutritionist, etc. Assessment of needs — Basic needs: access, food, clothing, shelter, social support, basic and instrumental activities of daily living (ADL), etc. Care coordination — All-inclusive reason. Care management — All-inclusive reason. Care management services evaluation — In person, on phone, teleconference, text with patient or care team. Care planning — A road map to guide patient, caregivers, and care team, with the best practice being patient-centric care planning. Chart review — EHR, paper chart. Consultation — In person, on phone, teleconference, text. Counseling — In person, on phone, teleconference, text. Education — In person, on phone, teleconference, text. Enrollment — Phone call, in person. Follow-up — In person, on phone, teleconference, text. General documentation — Patient notes, care team notes, meeting notes. General medical — A catchall reason for general medical services provided to a patient. Mental health counseling — Clinical and non-clinical individuals who address depression, anxiety, addiction and substance abuse, suicidal impulses, stress, problems with self-esteem, and grief. Mobile app support — In person, on phone, teleconference, text. Outreach Campaign — Automatic emails and text messages sent to patients based on parameters that encourage patient engagement. Palliative referral — Also called a palliative care consultation. Help managing such things as complex pain, symptoms, co-morbidities, and patient or family communication. Patient consent — Agreement for care management, services, programs, group therapy, etc. Patient outreach — In person, on phone, teleconference, text. Pharmacy review — Pharmacists performing in-depth review of how patients use medications over time to improve safety and adherence. Psychopharmacology — Review of medications for mental disorders. Review — All-inclusive reason. Schedule appointment — In person, on phone, teleconference, text. Service options and resources identification — In person, on phone, teleconference, text with patient or care team. Specialist referral — Individual requests guidance from an expert in field. Substance use services — Drug, alcohol, tobacco, cannabis. Support services arrangement — In person, on phone, teleconference, text. Teaching and coaching — With patient or caregivers; in person, on phone, teleconference, text. Treatment planning — All-inclusive reason. Wraparound services — Holistic method of engaging with individuals with complex needs (typically children, youth, and their families); an intensive, individualized care planning and management process.
Role(s) involved	You must select one or more roles to indicate who participated in the event. "Care manager" and "Patient" are selected by default when you add an event. Care manager — Typically nurses; however, sometimes non-clinical individuals who help manage the care of a population in various care settings. Patient — Also called member or client. Administrative assistant — Provides administrative support. Reports to administrator. Administrator — Generic title; responsibilities vary. Caregiver — Paid or unpaid family member, friend, or hired help. Case manager — Typically nurses who help manage the care of a population in outpatient and inpatient settings. While they perform some of the same duties as care managers, they can also be responsible for determining the appropriate level of care, performing concurrent and utilization reviews, performing denial reviews, and working with payers to justify services. Certified nurse midwife — Advanced practice (master's prepared) registered nurse in nurse midwifery, for the nursing care of women during pregnancy and the postpartum period. Clinical nurse specialist — Licensed registered nurses who have graduate preparation (master's or doctorate) in nursing as an expert clinician in a specialized area of nursing practice. Community health worker — Individuals who perform outreach, health education, client advocacy and empowerment, as well as health system navigation. Discharge Planner — Individual who manages the care of the patient and works closely with providers, nurses, social workers, etc., in inpatient and outpatient settings. DO-Doctor of osteopathic medicine — Licensed physician osteopathic: typically practices primary care. Focuses on the body as a whole, instead of focusing on symptoms, and develops a partnership with patients to help them achieve a high level of wellness by focusing on health education, injury prevention, and disease prevention. Educator — Clinical or non-clinical individuals who provide information to patients, families, and caregivers. Health care professional — Catchall for a role not otherwise listed. Health coach — Also called wellness coach. Helps to facilitate healthy, sustainable behavior change by challenging a patient to develop inner wisdom, identify values, and transform goals into action. Licensed practical nurse — Works under the direction of registered nurses or physicians. MD-Doctor of medicine — Licensed physician allopathic: medical doctor who typically specializes in a certain area and practices what some call Western medicine, biomedicine, evidence-based medicine, or modern medicine. Medical assistant — Supports the work of healthcare professionals; varying levels of education. Medical director — Licensed physician who provides guidance, leadership, oversight. Navigator — Clinical or non-clinical individual; examples of responsibilities include arranging financial support, coordinating among providers and settings, and arranging for translation services. Nurse practitioner — Advanced practice (master's prepared) registered nurses who provide care to patients throughout their lifespan, from premature newborns to the elderly. Outreach Manager — Collects data from various EHRs and payers, analyzes the data to determine which patients have care gaps, and then automatically sends emails and text messages to patients based on parameters that you set up. Pharmacist — Licensed healthcare professional who practices in the field of health sciences and focuses on safe and effective medication use. Physician advisor — Licensed physician responsible for such things as patient quality and safety, billing status determinations, clinical documentation, patient length of stay, utilization management, and denials/appeals. Physician assistant — Providers who practice medicine as part of a team under the supervision of physicians and surgeons. Primary care physician — Also called PCP; licensed physician in an outpatient setting. Psychiatrist — Physicians who specializes in psychiatry (the diagnosis and treatment of mental disorders). Psychologist — Individuals who have professional training (master's or doctorate) with clinical skills to help people learn to cope more effectively with life issues and mental health problems in clinical, counseling, community, and school settings. Registered nurse — Licensed caregivers who work in a variety of settings, including hospitals, physicians' offices, home healthcare services, nursing care facilities, and schools. Social worker — Trained professionals with social work degree (bachelor's, master's, or doctorate) and completed supervised fieldwork. Focuses on helping people overcome some of life's most difficult challenges: poverty, discrimination, abuse, addiction, physical illness, divorce, loss, unemployment, educational problems, disability, and mental illness. Supervisor — Generic title; responsibilities vary.
Assigned to	Search and select the user to assign.
Date	Select the date.
Time	Enter the start time for the event.
Duration	Enter the duration of the event.
Attempt	Log any unsuccessful attempts you make to contact the patient.