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Downloading Patient Data Reports

The document outlines the process for downloading patient data from CPAP/BiPAP machines, including steps for verifying patient information, generating reports, and documenting findings in the patient’s chart. It emphasizes the importance of handling in-person patients first and maintaining accurate records in the Snapshot system. Additionally, it provides guidelines for dealing with non-wireless machines and compliance appointments, ensuring proper communication and documentation throughout the workflow.

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Aaron Montano
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0% found this document useful (0 votes)
17 views6 pages

Downloading Patient Data Reports

The document outlines the process for downloading patient data from CPAP/BiPAP machines, including steps for verifying patient information, generating reports, and documenting findings in the patient’s chart. It emphasizes the importance of handling in-person patients first and maintaining accurate records in the Snapshot system. Additionally, it provides guidelines for dealing with non-wireless machines and compliance appointments, ensuring proper communication and documentation throughout the workflow.

Uploaded by

Aaron Montano
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Download Process:

1. PSA’s and MA’s work off of the DAR one week out
2. Look in Snap shot to see if patient is wireless
3. Login to both Airview and CareOrchestrator.
4. Search for each patient on the DAR in both Airview and CareOrchestrator
systems.
a. If an up-to-date download is found, verify patient’s birthday.
i. Use the Create Report function to generate a report.
ii. If patient has an IBreeze or Luna machine, first look under
documents in CareOrchestrator. If you are unable to locate the
download under documents, then log onto [Link]
 Username: MMSleepAnnArbor
 Password: SleepClinic02
iii. Generate a 30 day and then a 90 day report from the compliance
and therapy report type. Save them as PDF’s to the desired Scan
Fax folder in the shared drive.
iv. Then download a 7 day detailed report. Save it as a PDF.
v. COMPLIANCE APPOINTMENTS-only download the 30 day and 7 day
detailed report
Directions on how to locate the Scan Fax Folder-
a. Click on the Shared Drive
b. Click on Sleeplab
c. Click on Common
d. Click on 1 Scan Fax
e. Click on your personal folder

5. If unable to locate patient in either system or can only find out-of-date reports,
check patient’s chart to verify if there is documentation confirming current usage
of a CPAP/BiPAP machine:
 Look in Snapshot to see if the DME is listed
 Look in the Media tab to find old download to verify patient’s legal name.
 Is there a current script in the Orders tab on file for a new device set-up

6. When there is no access or the patient has a non-wireless machine, we need to


call the DME or send an email to the company to send us the download or give us
access. Enter in appointment message stating the status of the download:

Sap 2/14/23
 LVM or sent email to Hart Medical, 11/9/22 sap
 Copy appointment message into Snap Shot

7. Once downloads have been saved as a PDF, upload them into the patient’s media
tab
a. Go to Media Manager, go to Patient drop down arrow
b. Select the Document type drop down arrow in media manager and click
“Choose an Encounter”. Select the appropriate Appointment or Telephone
Encounter to associate the download with and click “Accept”.

c. Type in the Description Field CPAP/BiPAP data download along with time
period, ie 30 day, 90 day, etc
d. Change the Document Date to the most recent date on the report data.
e. Image all reports for the selected patient. Make sure scan method Sweep
is selected.
f. Index each report and exit scan server when completed.

Workflow
1. Please work on the in- person patients first that way when PSA’s make
confirmation calls, so they can follow up with the patient regarding their
download if necessary.
2. PSA’s check the DAR every day for add on patients and obtain download if
needed.
In Snapshot
1. Remove old information of the last download and replace with the most recent
information.
 Copy and paste appointment message into Snap Shot
Example:
 Wireless or non-wireless Airview date and your initials
 Wireless or non- wireless CareOrchestrator date and your initials

Sap 2/14/23
2. If they have an older machine, note machine type in specialty comments in
Snapshot with date and your initials. Enter in appointment message:
 Patient will bring card to clinic, 11/8/22 sap
 Copy appointment message into Snap Shot

Appointment Message Envelope


1. Once you have obtained the download, document in the appointment message
the most recent date on the report data and then date when you obtained the
download and your initials:
 Latest data download 10/31/22, 11/2/22 sap
 Copy appointment message into Snap Shot

2. If the patient is non-wireless and will bring card with them to their appointment,
document in appointment message:
 Patient will bring card to clinic, 10/31/22 sap
 Copy appointment message into Snap Shot

3. For patients that will no longer have downloads due to the 4G replacing the 3G
please document in appointment message:
 Latest data usage from 4/25/22, 10/19/22 sap
 Copy appointment message into Snap Shot
 We should also be imaging the latest 90 day download even if it
stopped transmitting at the end of April.

Sap 2/14/23
4. If you cannot find the patient in either system, document in appointment
message:
 CPAP unknown, 11/10/22 sap
 Copy appointment message into Snap Shot

5. If patient is not using a machine, document in appointment message:


 No current data, 11/12/22 sap
 Copy appointment message into Snap Shot

6. If the patient says they are not on CPAP/BiPAP, document in appointment


message:
 Not on CPAP per patient, 11/10/22 sap
 Copy appointment message into Snap Shot

7. Compliance Appointments- Make sure that you are paying attention to the set-
up date. If the patient’s compliance appointment is not within the correct time
frame (31-90 days from when they picked up their equipment) the appointment
needs to be rescheduled. Send a high priority IB message to the Admin Pool and
be sure to include the date the patient picked up their equipment.

8. Smart Phrase NEEDCARDDOWNLOADED- Only send to virtual visits if you cannot


reach them by phone. Do not send to in person appointments. Document in
appointment message:
 Sent portal message to take card to DME, 11/8/22 sap
 Copy appointment message into Snap Shot

Identifying Machines
Wireless Machines Non-Wireless Machines
ResMed Luna
Respironics IBreeze

Sap 2/14/23
CareOrchestrator Tips Account from an in- Active machines that
clinic card download, should have up to date
these won’t have up to data. Double check
date data. with the days used.

Sap 2/14/23
Sap 2/14/23

Common questions

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When machine types such as IBreeze or Luna are not found in CareOrchestrator as expected, first check under documents in CareOrchestrator. If the download isn't located there, log onto icodeconnect.com using the provided credentials. Generate the necessary reports and save them as PDFs in the Scan Fax folder within the shared drive .

When preparing for CPAP/BiPAP machine compliance appointments with non-wireless devices, the process involves first confirming the patient’s machine type and checking if the download is unavailable online. If the machine is non-wireless, you need to call the DME or send an email to the company to request the download or access . It's important to document this status in the appointment message, such as by noting if a message was left or an email was sent .

When issues arise in locating previous downloads, checking the patient’s legal name and DME is crucial. Verifying the patient's legal name ensures that records are accurate and matched correctly against other legal documents, which helps prevent errors related to patient identification. Checking the DME as listed in Snapshot confirms the equipment supplier, aids in identifying the correct source of data, and can assist in resolving discrepancies in equipment history or usage . This verification process is essential to ensure continuity of care and the accuracy of the data used for making clinical decisions.

Patient appointment messages in Snapshot should document the latest date on the report data and the date when the download was obtained with initials for traceability . If the patient has a non-wireless machine and will bring their card to their appointment, this should also be clearly noted. Additionally, if no download is available, the absence should be documented with a note indicating ‘CPAP unknown’ or ‘No current data’, depending on the situation .

Imaging and indexing require uploading the downloaded reports as PDFs into the patient’s media tab. This involves using Media Manager, selecting the appropriate document type, and associating it with a relevant appointment or telephone encounter. The description field should be filled with specific details such as CPAP/BiPAP data download and the period it covers. The document date must be set to match the most recent date indicated in the report data. Each report needs to be indexed accordingly to ensure proper organization and retrieval .

If a patient's compliance appointment is not scheduled within the required 31-90 days from when they picked up their equipment, the appointment needs to be rescheduled. A high priority IB message should be sent to the Admin Pool, including the date the patient originally picked up their equipment .

If direct contact fails during virtual visits, use the Smart Phrase NEEDCARDDOWNLOADED protocol, documenting that a portal message was sent instructing the patient to take their card to the DME. This message should not be sent for in-person appointments, and it is crucial to document this communication in the appointment message envelope for traceability and future reference .

The process of generating compliance and therapy reports includes logging into specialized systems like Airview or CareOrchestrator to search for up-to-date patient downloads. Once identified, specific reports like 30-day and 90-day compliance or therapy reports are created using the Create Report function. These reports must be saved in the Scan Fax folder for further use . This process is significant for patient care as it ensures that healthcare providers have accurate and current data to evaluate patient compliance and adjust treatment plans effectively. Without this detailed reporting, therapeutic efficacy may not be accurately assessed, leading to potential issues in treatment outcomes .

Generating different types of reports such as a 7-day detailed report or a 90-day compliance report is important as it provides a comprehensive analysis of the patient's usage and compliance with the treatment. Short-term and long-term data help healthcare providers evaluate patterns, ensure adherence to therapy, and make informed decisions about potential adjustments in treatment. Different perspectives on time allow for better assessment of the consistency in usage and effectiveness of the therapy .

Snapshot plays a crucial role in managing CPAP/BiPAP patient data by allowing healthcare providers to replace outdated information with new data directly from the download reports. It is also used to maintain records of appointments, machine types, and compliance dates, ensuring all information is current and accessible. Using Snapshot helps streamline communication across the healthcare team, avoid data entry errors, and ensure patients are contacted with the most relevant information regarding their care .

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