Diabetes Encounter Clinical Workflow

The Diabetes Encounter is a longitudinal workflow to document and manage patients with diabetes

Getting Started

Choose a patient

Log into Outcomes, then navigate to the patient profile using one of the following methods:
  • Search for an existing patient in the Outcomes global header.

Or

  • Find the patient in the Clinical Services Upcoming queue under the Patients on the left hand page navigation if you are documenting a follow up encounter.

If the patient is new to your pharmacy, add the patient to your center by clicking the add patient icon in the global header.

Add the patient's medical insurance

  • Once you have selected the patient and you wish to submit the encounter as a medical bill, select the 3 dots to the right of patient's name and select Edit Insurance
  • Select Add insurance for patient and input the required fields for the patient's medical insurance. Please ensure the patient has medical insurance added to their profile and that the information is input exactly how it appears on the patient's medical insurance card. Once complete, select save changes.

If you are not wanting to submit the the encounter as a medical claim, you are not required to enter the patient's medical insurance.

Document an encounter

  • Navigate to the Start a Service section of the patient page using the patient page navigation ribbon on the left side of the patient page.
  • On the Start a Service section, select Diabetes Evaluation and Management from the list of available clinical protocol templates.

Encounter Details

  • Select the appropriate visit type and delivery method of the encounter
  • Select the appropriate encounter recipient and date of the encounter 
  • Select Next.

Vitals and Labs

  • Input the appropriate vitals and labs for the encounter, documenting the patient's goal as applicable.
  • Select Next.

Enter any relevant Encounter Notes on the right side of the screen. These Encounter Notes follow the clinical encounter with the patient and are internal only to the pharmacist.

Assessment

  • Document applicable assessment(s) performed during the Diabetes Evaluation and Management encounter, including:
    • Hypoglycemic Risk Assessment
    • Self-monitoring of Blood Glucose Assessment
    • Alcohol & Tobacco
    • Barriers to Care
    • Exercise
    • Nutrition
  • Select Next.

Primary Care Visit and Provider Information

  • Under Primary Care Visit & Provider Information, document the patient's primary care provider information as well as their last provider visit
  • Under Comprehensive Care Visits, document the date of the last visit for each preventative care segment as appropriate.
  • Select Next.

At any given time during the encounter, you can select Save for Later if you wish to save your progress on the current encounter and leave it in progress. Note that doing places that encounter under the patient's Pharmacy Opportunities header of the To Do list on the patient with an "In Progress" badge.

Medication Assessment & Barriers to Care

  • Under Medication Assessment, document your assessment of the patient's adherence to their medication regiment, any gaps in care, and condition assessment.
  • Under Barriers to Care, document any carriers to care the patient reports, including social determinants of health, and any applicable solutions identified to help address any barrier.
  • Select Next.

Summary & Billing

  • Under Assessments and Goals, document any notes for the patient and the date of the patient's follow up visit, if appropriate.
  • Under Encounter Billing, document time spent completing the encounter, appropriate CPT code for the encounter time from the CPT Selection drop down, the applicable ICD 10 code(s), and amount collected.
  • Select Next.

Visit Summary

  • View the summary of all that you have documented for the encounter, review for accuracy, and add any additional encounter notes. 
  • Select Submit.