To transition a patient to a new program, you will need to end their current episode of care and begin a new episode of care. If the patient will also have new providers or a new primary provider, this information will need to be updated as well.
Ending an episode of care
To end an episode of care for a patient, navigate to their Detail page and scroll down to "Episodes of Care"
Starting a new episode of care
To begin a new episode of care, click "+ Begin new episode of care" in the same "Episodes of Care" box on the patient's Detail page.
Changing a patient's care team and/or primary provider
While creating a new episode of care, you are given the opportunity to add all members of the care team associated with the patient's new program. If you need to update this care team, click "Edit care team" on the patient's Detail page. Note that creating a new episode of care does not update the primary provider information for the patient. If you would like to change this information, please change the primary provider name using the "Edit Demographics" button on the patient's Detail page.