Pathways is a useful feature that allows you to view and move patients through various phases of care, or care pathways, within your clinic workflow. Virtual visits are conducted through Pathways.

📌 Note: The TELUS Health CHR team must configure your system for Pathways. If Pathways is not configured or you would like to change the configuration (such as making changes to transitions), contact the CHR Support team.

To open Pathways, click on the home icon from the main menu.

Adding a patient to a Pathway

Patients automatically flow into, and through, a Pathway using configured transitions. However, you can manually add a patient to a Pathway, either with or without an appointment.

Finding a patient

Once added to Pathways, you can search for and select a patient. For more information, see Searching for a patient in a Pathway.

Patient cards/tickets

Patient information is displayed on Pathway cards or tickets. The information displayed depends on the patient and any filters you have applied. (See Customizing your view of Pathways for more information on filtering).

1️⃣ Length of time the patient has been in that Pathways phase (column).

2️⃣ Staff actions associated with the patient. Hover your cursor over the Staff Actions heading to see the action description. See Assigning tasks and tags to a virtual visit for more information on adding staff actions.

3️⃣ Patient actions associated with the patient (e.g. Qnaire, reading content, watching a video). Hover your cursor over the Patient Actions heading to see the action description. See Assigning tasks and tags to a virtual visit for more information on adding patient actions.

4️⃣ Pathway-specific tags that have been assigned to the patient. See Assigning tasks and tags to a virtual visit for more information on adding tags.

5️⃣ Appointment details (if applicable): If the Pathway was added with an appointment, the time of appointment, status, type, and practitioner the appointment is booked with are displayed.

Viewing a patient's Pathway in the chart

Clicking on the patient card in Pathways opens the patient’s chart. In the left pane, you will see any cards for active Pathways for that patient. Select the card to expand it and see more information.

1️⃣ Appointment details (if applicable): Appears only if the Pathway was added with an appointment.

2️⃣ Phase: The Pathways phase (column) the patient is currently in (e.g. Pre Visit, Visit etc.). To move the patient to a different phase, select the phase from the list. Depending on the configuration, there may be tasks that you need to complete before you can change the phase.

3️⃣ Room: Displays only for a Pathway that was added with an appointment, and is a physical visit. Select a room from the list. (You must have rooms configured first).

4️⃣ Chat: You can send a text-based chat message to the patient. For example, to let them know the provider is running behind for the virtual visit or to ask them if they are ready to begin the visit. For more information, see Sending and receiving chat messages for a virtual visit.

5️⃣ Staff Tasks: Any assigned staff tasks are displayed here. For example, to obtain consent from the patient. Click + Assign tasks to assign a new staff task. See Assigning tasks and tags to a virtual visit for more information.

6️⃣ Patient Tasks: Any assigned patient tasks are displayed here (e.g. Qnaire, reading a handout). You can see if the patient has completed the tasks. Click + Assign tasks to assign a new patient task. See Assigning tasks and tags to a virtual visit for more information.

7️⃣ Tags: Any assigned pathway tags are displayed here and act as visual cues in Pathways. Tags allow you to highlight important characteristics related to your patient. Click + Assign tags to add a tag. See Assigning tasks and tags to a virtual visit for more information.

If a patient has multiple Pathways, click the ‘x’ to close the current Pathway and view or open another Pathway.

Transitions

Transitions to phases in Pathways can be configured to automatically add validations or post actions. For example:

  • Changing an appointment status,

  • Assigning a room,

  • Assigning a tag,

  • Assigning a staff or patient task,

  • Sending a Qnaire,

  • Sending a message, or

  • Completing the visit.

Updated July 23, 2021

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