Enrolling a Participant in a Remote Care Program

Owned by Andrew Rankin
Last updated: Jul 22, 2022 by Rod Roethke
4 min read
This article pertains to: Impact

Participant: a participant is the user enrolled in the remote monitoring program. The participant may be referred to as a “patient” or “member” in your organization. Participants are enrolled into remote monitoring programs by clinical users. 

Learn more about  Impact Participant Program Enrollment Statuses

1. (EHR Integrated) Navigate to Participant in EHR and Launch Impact

  • 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. A 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.

For customers accessing Impact directly via a web browser (Rapid Deployment):

The enrollment workflow begins by clicking the “Enroll” button within the header at the top of the screen after logging in to Impact. Enrollment can also be started from the program/panel view for a specific program.

2. Update Participant Contact Information and Select Program

  • Update the participant’s contact information using the enrollment form.

    • The participant’s first name, last name, DOB, and identifier (this may be an MRN, FHIR ID, or other ID that you are using to uniquely identify the participant) will populate. This information is pulled from the EHR and is not editable for most implementations.

    • The participant’s email address and phone number are also populated from the EHR and can be updated during the enrollment.

    • A "preferred language" dropdown option will show if the program supports languages other than English. The participant’s preferred language can be set, and they will then receive email and sms content in that language (if supported by the program). The preferred language will default to English. 

It is important to make sure that you have the correct email address and mobile phone number for the participant. The participant will receive important information via email and SMS throughout their time within the program.

Note that any updates made to the participant demographic or contact information are only updated in Validic Impact and do not update back to the EHR or host platform.

  • Select the desired program for enrollment.

    • The program list shows available programs, along with program name, description, and measurement types tracked.

    • Select the desired program.

  • Click the “Next” button to continue the enrollment.

 

3. Review Program Goals

Goals help to track and motivate participant progress within remote care programs. These are tracked via the Clinician Dashboard, and certain goals inform visualizations within the dashboard (examples: in and out of range, blood glucose advanced statistics, and chart goal overlays). Goals also show to the participant within the HealthBridge app. Goals are defined by an Impact Admin for each program.

  • 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 Events/Actions (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.

  • 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 Actions are set as required by a Program Admin and can not be 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 Action frequency can be updated as desired.

  • Events and the associated Action are specific to the participant and any changes to the individual participant’s 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):

4. Review Next Steps

The participant has now been enrolled in the program, and their program status will transition to Enrolled by Clinician. The participant will be sent an enrollment email with information on how to complete enrollment. See the following for more information on participant enrollment: Participant Enrollment Workflow Overview: HealthBridge

  • Review the “Next Steps” content from the clinician dashboard - this may contain specific information from your organization.

  • Click the “X” button within the “Next Steps” modal to close it.