Managing a Plan of Care With the Content Manager

To manage a plan of care, select a checked-in plan of care from the content list and click the Manage link to open the Content Manager.

The Content Manager shows the following information:

The information/links that are available depend on user privileges.

• Links at the top of the screen enable users with appropriate permissions to change the status of the plan of care (depending on the current status, you may see links for Release, Retire, Revert to draft, or Make Reviewable).
• Check boxes enable users to mark the plan of care as a linkable plan of care, or to publish the plan of care to ViewSpace so that it is accessible to non-AuthorSpace users in the environment. Plans of care published to ViewSpace are noted by the icon in the content list (see Content).
• The header information at the top of the Content Manager shows details, such as expiration date, venue, assigned team, etc. To edit any of the header information, click the Edit Header link at the top of the Content Manager screen. See Editing Plans of Care Header Information.
• The Plan of Care Process Life Cycle section shows environment-specific milestones, target dates, actual dates, and modified dates along with the name of the user who modified the milestone. Click the Add link to assign a new milestone to the plan of care, or click the Update link to edit dates for an existing milestone.

  Milestones are created and managed in the Milestones Tab of the Environment Manager by users with appropriate permissions. Milestones are customized to each environment.

• The Work Queue section includes all tasks associated with the plan of care. Users with appropriate permission can add, edit, or delete tasks.
• The Review Status section shows a list of review requests. The request date, the name of the reviewer, the status of the review, and the review date are displayed.
• The Plan of Care Reviews section displays the review date, the reviewer, and the general review comments.
• The Plan of Care History section shows changes made to the plan of care, the user who made the change, and the date and time the change was made. The most recent changes are listed first.

Perform the following tasks with the Content Manager:

• Editing Plans of Care Header Information
• Adding Milestones to Plans of Care
• Updating Milestones in Plans of Care
• Working With Tasks for a Plan of Care in the Content Manager Work Queue
• Initiating/Requesting a Review for a Plan of Care in the Content Manager
• Checking the Status of a Review for a Plan of Care in the Content Manager
• Managing Reviewers for a Plan of Care in the Content Manager
• Changing the Status of Plans of Care
• Marking the Plan of Care as Linkable Content

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014