HealthSphere Training

Hello everyone my name is Suzan Moore and I am one of the Care Transformation Coaches here at Horizon. Today I will be providing you with your HealthSphere Demonstration Training.

At the end of this training session users will be able to:

• Navigate the HealthSphere platform and use the various features
• They’ll also be able to utilize the patient’s clinical and payer sourced data for care coordination and transitions of care needs

Now let’s get started with our Demonstration

From Navinet users are launched into the HealthSphere homepage which is known as the recent patient page. As a new user, you will not have a list of patients’ names as shown here. As you begin to access patients the platform will automatically create a registry of patients in which you have accessed. The registry list will show a list of patients who have been accessed for most recent as today, the last 7 days, up to the last 12 months. The list can obtain at least 50 patients.

So now let’s move to the left side of the page to the menu area to begin our patient search.

Once on the patient search page you can search for a patient in two ways.

Either by entering their first and last name and date of birth or by entering their Identifier.

Let’s begin by entering the patient’s first name, Enter the last name, now let’s choose their date of birth we are using the European format – so with the European format you would need to have the day first, the month and then the year. Now we will hit our search bar and that will bring up the patient which we will need to access their account. If you are planning to access the account from the identifier, you will need to use that patient’s member number which is located on their insurance card. You will add that number in.

You will choose the appropriate organization which in this example is Horizon and you will hit the search bar and that will provide you with the patient’s name.

Now that we have searched our patient information, let’s access the patient’s charts so that we can navigate the features within the platform.

As you can see we are now in the patient summary page. The Patient Summary Data is the first tab for accessing patient information. This tab provides a snapshot of the patient and a good place to start when conducting pre-visit planning or obtaining information on a new patient. Here it begins with the patient demographic information for you to confirm address and phone number for outreach or follow-up. Over to the right you have risk scoring to let you know whether or not your patient is at high risk who will need contacts immediately.

Next, we have our Provider history if that’s available which will be found here.

Also, when your patient is coming in you may want to check your patient’s insurance coverage, making sure you know the policy number, the group number meaning the group name, also if the patient is child you will need to know the subscriber.

Here is an example if you click in the lower case “i” it will tell you who would be the subscriber of this insurance. If you move over further it will also give you the information on the beginning of eligibility and also showing that the patient is currently eligible for this insurance.

As you move further down you it gives you information with the patients Problem list and in the window, it will tell you the title of problems, type of problem, treating provider, status, onset of time, resolution and severity. If you hover over the information in the Windowlet it will give you the ability to ascend and descend the information in the window.

Further down if we have that information here is will be show here which will be medication History.

You have the Immunization History which will help you to identify if the patient had a flu vaccine or any other vaccine that’s needed for that gap closure.

As we move further down any Encounters that was done and procedures will be available here.

Now, I would like to move over to the clinical documentation area so we can discuss some of the clinical documents that’s located here. So, under the clinical documentation area you have the ability to access incoming CCD information which is also known as the Continuity of Care Documents, lab results, and the patient’s vital signs.

If you move over you will see 3 different icons, so let’s walk through this.

The first icon is an “I” which is the configuration documentary. If you click on that it helps for you to change the landscape on that and you would actually view the information under the clinical documentation area. It will show all the information you could also access or maybe you want to see the last 72 hours of the information or maybe the last 3 months. You can also search by category, which will be date or author and you can search by date, title or author. As we move over further, you also have the opportunity to also search by document type- for example if you just want to see lab results, type in lab and only the lab results would appear. Next is also the arrow as a semi-circle (refresh Icon) which actually takes you back its original state.

Now, let’s walk through the documents under the clinical documentation sheet. The first document that we would like to access our CCD which again is also known as our Continuity of Care document. This document summarizes an episode of care that the patient may have.

Here is going to really give you what was taking place during an episode of care for a patient either letting you know their prime of care or medication changes or if there were any problems noted that were actually noted during the visit. So here you would see that the patient had a physical exam, instructions that were provided to the patient.

If you move further down we have listing of the care plan for the patient, that labs were ordered, they have a follow up visit. We also see that they had a referral to an ophthalmologist, and also that a procedure was done. It is really a good area for us to see and follow up with the patient because as we know our patient tends to forget what the care plan was after seeing a provider.

Here we also have the ability to do a meds reconciliation and will also give you an idea if there is any new medications that was started during that visit encounter. As we move further down if there were any other medications that was administered that would also be shown here.

We have the patient’s vital signs so you can see the height, the weight, BMI, and blood pressure. So again you have the ability to close some of the open gaps by obtaining blood pressure information and BMI.

As we move further down we have lab results that are listed, you have the date, the name, the specimen, whether the result was high or normal, the value and also the ranges. Here you can also see that you will have another option here by getting the A1C results of the patient. Further down you will be able to see the patient’s allergies. If the patient had a particular allergy you would be able to see the name, reaction, the severity, the status and also the access. The problem list will give you, problems that the patient may have and also letting you know their status. For instance if there was a new problem during their visit you would see the name of the problem, that the status was active and the date and also source.

Procedures, if there were any performed. Here we know that the patient was sent for an abdominal ultrasound.

Moving further down you have your vaccine list so you can see whether or not your patient was given a flu vaccine or a vaccine. You have your social history for smoking – if the patient is a nonsmoker or any past encounters or any history of prevalent illnesses. It goes through the review of system and also detailed information on the particular exam that was done on that day.

And lastly, what I would like to show you that is really good, the patient’s care team so you know who to contact if you need information from the nurse or information from their GYN or from the pediatric or internal provider. So it really gives you a good source of information to contact the providers for this patient.

Next let’s move over the lab. You will notice some areas that are bolded and some are not. So the bolded areas are labs that have not been read yet and the un-bolded are areas which we already have been viewed in that area. So let’s take a look at the lab results.

Here you will see a result that provides you with the latest result on the lab. Also I would like to point out that you do have lab results that are either bolded in red and also have an asterisk.

If you have a lab bolded in red we know that it is an abnormal and anything with an asterisk is called critical lab result. So let’s take a look so we can see what that looks like when tested.

Next, we will have our vital signs. And here is the vital signs that shows you a list of vital signs that was actually done on this encounter for our patient. You have the blood pressure, patient height, BMI and weight. So if you are really working with a patient in making sure that they need to treat the BMI you can actually grab that information by clicking on the BMI. You can actually show them where they have improved or there is any intervention needed to help them to decrease their BMI.

Next, I would like to go to the payer’s sourced data. So in the payers sourced data you have information which is pulled from claims. Here you will see the – Diagnosis, Medications that are dispensed, whether you will also see the patient’s roster and any procedures that the patient may have.

So let’s walk through the diagnosis first. So in the Windowlet you have the diagnosis group, the most recent event, and current times the patient has had that particular diagnosis. If you move over to the left, you see that you have a magnifying glass in which you can click on which will give you more detailed information for you.

So here it will provides you with the listed of all the number of times in which the particular diagnosis was coded. It gives you each date, the diagnosis code, the description and also the rendering provider. Again with any lower case “i” provides detailed information for instance it will give you the phone number, fax number of the provider if we had it.

As we move further down, we get to the dispensed and administered medication. So this is where you can begin your med reconciliation. Again, it gives you the date that the medication was filled, medication name, the quantity information for pharmacy, and who is the prescribing doctor. With every magnifying glass, it will show you more detailed information for you. Here we see the code of the medication, the generic name available, also prescribing MPI number and RX number and whether it was dispensed.

We go further down and we can tell who that patient is attributed to because we have a listing of the roster.

And lastly here we have procedures. This is really a good area to see whether or not patients were actually following up with some of the referrals that were done. So we know that this patient was referred to an ophthalmologist, so we know that so it something we need to follow up on because under procedures we do not see that an ophthalmologist visit was done. We know that A1C testing was done which we already have the lab results which were shown back in the summarization of that patient’s visit.

So this is a really good area for you to again follow-up to see if there were any referrals were completed, whether or not that patient went to an ophthalmologist, if that patient has behavioral health issues, you would be able to see whether or not that patient was seen by a behavioral specialist here and also if there is any lab work that was done you wanted to verify that you would be able to see that under procedures.

Now, let’s move to the admission and visit summary source. So I’m gonna see the admissions and visit summary source – this always helps with your transitions of care need – I would choose all and hit search for all the information of all the encounters here. So it will provide me with any doctor’s visit and inpatient, outpatient visits. It gives the listing of type, event date any discharge date if that’s available, the length of stay, discharge status, admit status and also the primary diagnosis and facility. So let’s click on an inpatient account, for some more information.

So as you scroll down you will see a listing of diagnosis patients have for that particular patients’ account which sometimes is very useful just to see any new diagnosis that may have occurred while the patient was in the hospital. Again, with any lower case “i” it provides you with any contact information for that particular provider. It also gives you an opportunity to see if there were any procedures were done so if that patient is following up with you in the office for the transition of care needs, so you would need to follow up with the hospital to make sure you have the results for the procedures to go over that with the patient on that visit.

Next, I would like to show you the worklist. I think the work list is a really great area for helping with your organization of patients. So if you are a care coordinator and you’re performing a particular task for example if you’re doing transitions of care, or maybe you’re following up on your chronic patient, Worklist gives you the ability to add patients to a particular Worklist. So for instance, if I was doing transitions of care on this particular patient, I would go up to where you have the sign of a plus, if you hover over there you see it will say Worklist, I would click on that Worklist, I would add that patient to my Worklist. Now I will go over to the Worklist area, and I would see that my patient was added but I would like to change the name of that Worklist because I’m doing transitions of care. So I’m able to change my name, and save that so this Worklist would be the transitions of care Worklist for my entire patient and I would be able to add all my transitions of care patients to this Worklist. Worklist can hold up to 50 patients. The only thing that Worklist is personalized to the user meaning that your care team will not be able to see the patients listed in your Worklist.

So in a nutshell that is really the navigation through our HealthSphere tool. It’s definitely easy and user friendly, to help you pull appropriate information, to help you with closing gaps of care, to go over any plan of care that the patient may have during an encounter. If you would need to get additional information during transitions of care, you will be able to find that here. So it’s definitely a good tool to help with your care coordination and transitions of care needs.

So, I thank you very much for your time. I hope you found the demonstration to be useful. If you have any questions related to registration, access to training materials, or system navigation please feel free to send an email to HEALTHSPERE_Training@horizonblue.com.

Hello everyone my name is Suzan Moore and I am one of the Care Transformation Coaches here at Horizon and I will be providing the HealthSphere Tech support training today.

At the end of this training session users will be able to:

Identify the three different types of error messages that may occur while navigating the platform

Understanding the process for reporting an error message or getting technical support.

HealthSphere Tech Support

There are three types of error messages that may show up while navigating HealthSphere.

The first type of error message is: HealthSphere system is unavailable.

The message below is an example of what may be displayed in your browser.

f you encounter this issue please take a screenshot and email the error message to HEATHSPHERESUPPORT@Horizonblue.com

The second error message in which you may encounter is: Unable to establish session.

This message often occurs because of the following reasons:

Certification is expired, Issuer is not configured in HealthSphere, or Recipient is not configured in HealthSphere.

Please see below in the screen shot an example.

The third error message you may encounter is: Unable to launch patient context.

This message is displayed if the user session is created but the patient record cannot be accessed.

This may occur due to the following: Patient identifier may not exist within HealthSphere.

This could be because it’s a new patient and they may not have been uploaded within the system as of yet.

The second, the patient may exist, but the following conditions may have occurred: the patient has opted-out of sharing their information; or the user is not allowed to access the record due to privacy restrictions.

For this issue, I would recommend checking your access permission level with your privacy officer before sending an email over to the support team.

If any other issues may arise while navigating HealthSphere, please feel free to capture the error in a screenshot and email it over to: HEATHSPHERESUPPORT@Horizonblue.com

If a user experiences an issue while accessing NaviNet, please follow the established support processes for NaviNet as shown below.

Call the 1-800 number, open a chat into NaviNet, or create an online case.

Thank you for your time and have a wonderful day.