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  • Navigate to the participant that you wish to enroll in your EHR, care management, or host platform. The launch workflow (to launch Validic Impact) differs depending on your platform and implementation.

    • If the participant has been previously enrolled (or an enrollment has been started), you will land on the clinician dashboard for that participant. You can then finish the enrollment or start a new enrollment via a button on the dashboard and using the below stepsA new enrollment can be started or an existing enrollment can be completed from the dashboard.

    • If the participant has not yet been enrolled (or an enrollment has not been started), follow the below steps.

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  • Review program goals.

    • Goal properties:

      • Required: these goals are set as enabled by a Program Admin and can not be turned off. Goal values may be edited depending on the program configuration.

      • Enabled Toggle: use to enable/disable a goal.

      • Locked: these goals are locked by the Admin and the thresholds cannot be edited. 

  • Update goal thresholds if desired. Goals are specific to the participant and any changes to the individual participant’s goals only apply to that participant.

  • Click the “Next” button.

3. Review Program

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Events/Actions (Notifications)

Notifications are actions that are initiated based on events within a program. For example: Impact can be configured to send a EHR message center message (in basket, etc) to a clinician if a participant records an extremely high blood pressure reading. Notifications Events, such as a high blood pressure reading, can queue Actions, like sending an EHR message to a Provider. Events/Actions can be set up for both participant and clinician users, and they are defined by an Impact Admin for each program.

  • Review program notifications.

    Notification properties:

    Update Event thresholds or values, if desired. For example, adjust a blood glucose threshold for a diabetic participant or change a systolic blood pressure threshold for a participant with hypertension.

  • Review program Actions. Make any necessary adjustments to the Action settings, if available.

    • Required: these

      notifications

      Actions are set as

      enabled

      required by a Program Admin and can not be

      turned off. Notification values may be edited depending on the program configuration

      disabled for the reviewing provider (reviewer).

    • Enabled Toggle: use to enable/disable a notification. Note that for the reviewing provider, Required Actions do not have a toggle and cannot be disabled.

    • Frequency: the

      notification

      Action frequency can be updated as desired.

  • Update notification thresholds, if desired. Notifications Events and the associated Action are specific to the participant and any changes to the individual participant’s notifications only apply Event or Action is only applicable to that participant.

  • Click the “Enroll” button to enroll the participant in the program and send the program invitation email. (if you see a “Next” button instead, please see the below notes):

Info

If your organization is using HealthBridge Express (for pre-configured care kits) you will see an additional page and options during enrollment. Please see this page for more information: Enrolling a Participant in a Remote Care Program: HealthBridge Express (Kit/Fulfillment Workflow)

Info

If supported by your organization, you may also see a separate enrollment screen to enable a Remote Monitoring Report. This option can be enabled to receive a regularly scheduled summary reports via the message center in your organization's EHR.

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