Confidential for Discussion Purposes Only Care Coordination Tool (CCT) Application End User Training Guide (CCT Viewing and CCT Authoring) > 2015.

Confidential for Discussion Purposes Only Care Coordination Tool (CCT) Application End User Training Guide (CCT Viewing and CCT Authoring) > 2015

2 Confidential for Discussion Purposes Only Agenda Topic Timing 1Welcome and Introductions2 mins 2Session Preparation20 mins 3Purpose of the Session and Expected Outcomes3 mins 4CCT Background5 mins 5CCT Authoring Application - Including Hands-On Exercises150 mins 6Break45 mins 7Next Steps – End User Training Considerations20 mins 8CCT Viewing Application - Including Hands-On Exercises100 mins Update timing for each topic as needed

3 Confidential for Discussion Purposes Only > Health Link Change Team Health Link RoleIndividual Executive Sponsor > Project Manager > Clinical Lead > Privacy Lead > Project Coordinator > Technical Lead > Training Lead > Business Analyst > Update slide to include your Health Link details

4 Confidential for Discussion Purposes Only > Health Link Health Service Providers (HSPs) HSPOrganization TypeAuthorViewer >Family Health Team >Hospital >CHC >CCAC >CSS >CMH > Update slide to include your Health Link details

5 Confidential for Discussion Purposes Only Session Preparation

6 Confidential for Discussion Purposes Only Participant Materials Please refer to the following materials during the training session: 1.Participant Information: Internet browser requirements Link for launching CCT Authoring Link for launching CCT Viewing Participant list: names, user IDs, assigned client (name and date of birth) 2.Hands-on exercises (CCT Authoring and CCT Viewing) 3.Sample Coordinated Care Plan 4.CCT Application End User Training Guide

7 Confidential for Discussion Purposes Only Logging in to the Session Participants will access CCT Authoring and CCT Viewing using a supported browser using the following links: CCT Authoring https://usertraining.ccthealthlinks.ca/concerto/Login.htm https://usertraining.ccthealthlinks.ca/concerto/Login.htm CCT Viewing https://209.183.12.121/concerto/Login.htm https://209.183.12.121/concerto/Login.htm Please refer to Participant Information for your assigned user ID The password for all user IDs is: Welcome123

8 Confidential for Discussion Purposes Only Click Continue to this website Login Popups – Internet Explorer

9 Confidential for Discussion Purposes Only Click “I Understand the Risks” to proceed Login Popups – Firefox

10 Confidential for Discussion Purposes Only Click Add Exception to proceed Login Popups – Firefox (continued)

11 Confidential for Discussion Purposes Only Click Confirm Security Exception Login Popups – Firefox (continued)

12 Confidential for Discussion Purposes Only GoToMeeting Text Chat You may use Text Chat to communicate with the Moderator or the entire group The first arrow indicates how to access the Text Chat The second arrow shows where to select your recipient Update slide to reflect your Health Link’s online tool or delete if delivering face-to-face training

13 Confidential for Discussion Purposes Only Purpose of the Session This session is aimed at training End Users from participating HSPs on CCT Authoring and CCT Viewing by: Providing hands-on experience in CCT Authoring and CCT Viewing Providing important privacy & security related considerations as detailed in Appendix – A > Note: All sample data used in this training is fictitious and contains no actual Personal Health Information (PHI) Update slide depending on users being trained

14 Confidential for Discussion Purposes Only Expected Outcomes of Session For End Users to: Gain hands-on experience on the use of CCT Authoring and CCT Viewing > Note : Within the materials, when a # is found on the bottom left of the page relevant privacy & security information can be referenced in Appendix - A Update slide depending on users being trained

15 Confidential for Discussion Purposes Only CCT Authoring CCT Authoring allows End Users at an HSP to electronically create and update Coordinated Care Plans CCT Authoring is hosted by an Electronic Service Provider (ESP) and is accessible via the Internet Coordinated Care Plans are published from CCT Authoring to CCT Viewing for sharing with appropriate Care Team members

16 Confidential for Discussion Purposes Only CCT Viewing CCT Viewing allows Care Teams to view and share Coordinated Care Plans across HSPs The Integrated Assessment Record (IAR) is being leveraged for CCT Viewing IAR is hosted at three Health Information Network Providers (HINPs) Your Health Link will upload published Coordinated Care Plans from CCT Authoring to the appropriate HINP for viewing EMPI is the client / patient database that supports IAR / CCT Viewing

17 Confidential for Discussion Purposes Only Viewing and Data Sharing Authoring Solutions Standardized Assessments Coordinated Care Plan (CCP) Client Coordinated care and support Primary, Acute and Community Care Community Care Health Service Provider Common Assessments (RAI, interRAI, OCAN) 3 rd Party Vendor Tools & AEM CCT Authoring CCT Viewing CCT Information Flow

18 Confidential for Discussion Purposes Only Module 1 – CCT Authoring

19 Confidential for Discussion Purposes Only CCT Authoring Activities TopicTiming 1Logging in to CCT Authoring (Login, Terms of Use, Home Screen)5 mins 2Searching for a Person (search by name and by Health Card Number)15 mins 3Creating a Coordinated Care Plan20 mins 4Capturing Consent Directives10 mins 5Publishing a Coordinated Care Plan10 mins 6Printing a Coordinated Care Plan (Summary and Detail Views)10 mins 7Updating Coordinated Care Plans (Edit, Save as draft, and Change status)20 mins 8Using the Document Tree and Timeline10 mins 9Reviewing the Publishing Log10 mins 10Secure Messaging10 mins 11Using Worklists10 mins 12Logging Out5 mins Note: Each activity includes a hands-on exercise / there will be one 15-minute break Update timing for each topic as needed

20 Confidential for Discussion Purposes Only Activity 1 – Logging in to CCT Authoring

21 Confidential for Discussion Purposes Only Logging in to CCT Authoring To log in follow these steps: 1.Enter User ID 2.Enter Password 3.Click Login button, or press Enter 2 1 3 1

22 Confidential for Discussion Purposes Only CCT Terms of Use Agreement Terms of Use Agreement steps: 1.Read the agreement 2.Click the Accept button 2 1 When an Author logs in to CCT, a Terms of Use Agreement screen will appear that outlines privacy obligations in significant detail and is a binding legal agreement Users must select the Accept button in order to proceed 2

23 Confidential for Discussion Purposes Only CCT Authoring Home Screen Home Screen elements: 1.Menu List 2.Person Search 3.Recent Persons The Home Screen automatically appears when an author logs in to CCT Authoring 3

24 Confidential for Discussion Purposes Only Activity 2 – Searching for a Person

25 Confidential for Discussion Purposes Only Searching for a Person The Person Search feature can be accessed from the Home Screen or by using the Person Search icon on the menu bar The search for a person in CCT Authoring can be done using two types of search criteria: A valid Ontario Health Card Number, or Person attributes (First Name, Last Name and Date of Birth (DOB)); these are mandatory fields and represent the minimum information required for a search Transgender Male and Transgender Female are selectable values in the Sex field within CCT Authoring. In CCT Viewing, however, the values are mapped to Male and Female respectively

26 Confidential for Discussion Purposes Only Person Search - Important Considerations When initiating the Coordinated Care Plan creation process for a new client / patient, authors are encouraged to login to CCT Viewing and perform a person search for the individual prior to adding them in CCT Authoring Performing this initial search in CCT Viewing provides the author with the opportunity to: Review any existing assessments already in place for the client / patient Review and verify the demographic information that is on record Utilize the validated demographic information to complete the My identifiers section in CCT Authoring to assist with matching a Coordinated Care Plan to existing client / patient records when the care plan is published

27 Confidential for Discussion Purposes Only Person Search - First Name, Last Name and DOB To perform a name search: 1.Enter a Last Name 2.Enter a First Name 3.Enter a Date of Birth, either DD-MM-YYYY, or DD–MMM-YYYY 4.Click the Search button, or press Enter Output: See Search ResultsSearch Results 1 2 4 3

28 Confidential for Discussion Purposes Only Person Search - Health Card Number To perform a Health Card Number (HCN) search: 1.Enter a valid 9-digit Ontario Health Card Number 2.Click the Search button, or press Enter Output: See Search ResultsSearch Results This only works for Ontario Health Card Numbers

29 Confidential for Discussion Purposes Only Search Results Search results: 1.Person searched is not known to CCT Authoring 2.Person searched is known to CCT Authoring No result found for your search criteria. This could be because: (1) the criteria were misspelled (please check and resubmit); or (2) the data is not in the system. Null Result - shows how the system responds when the individual being searched for is not known to CCT Authoring. The user will need to manually create / add the client / patient and manually add the demographics (My identifiers) for this individual as part of the care plan creation process CCT Result – A record for this client / patient from the local CCT Authoring database is returned

30 Confidential for Discussion Purposes Only Recent Persons Recent Persons displays a list of all individuals whose information has recently been viewed and provides easy access. Simply click anywhere on the row to open the Person Summary Output: The Recent Person list is sorted by the following categories: 1.Today 2.Last 7 Days 3.Last 4 Weeks

31 Confidential for Discussion Purposes Only Recent Persons – Removing a Person To remove a person from the Recent Persons lists: 1.Click the checkbox beside the person’s name 2.Click Remove Output: The person’s name is removed from the list 1 2

32 Confidential for Discussion Purposes Only Hands-on Exercise 1 Searching for a Person StepsActionsHints 1Log in to CCT AuthoringRefer to the Participant Information sheet for your CCT Authoring credentials 2 Accept Terms of Use Click Accept 3From the Home Screen perform a Person Search 4Enter your Last Name, First Name and Date of Birth and click Search Note how the system returns a “null” result indicating that it has no record of you 5 Clear the search fields by clicking the Reset link 6 Perform a Health Card Number search for HCN # 4318263144 Enter the HCN in the Ontario Health Card Number field and click Search 7 Review the View Person Summary and Coordinated Care Plan Authoring tabs Bring the client in-context by clicking on the name appearing in the search results 8Send a message to the Moderator / Trainer to let them know that you have completed the exercise

33 Confidential for Discussion Purposes Only Activity 3 – Creating a Coordinated Care Plan

34 Confidential for Discussion Purposes Only Creating a Coordinated Care Plan Coordinated Care Plans have three (3) mandatory sections My identifiers Consent directives My care team Plus nine (9) additional sections: My health issues; My known current allergies and medications; My plan to achieve my goals for care; My situation and lifestyle; My recent health assessments; My most recent hospital visit; My other treatments; My current supports and services; My appointments and referrals A Coordinated Care Plan User Guide containing detailed information on all of the care plan sections and fields is directly accessible in CCT Authoring

35 Confidential for Discussion Purposes Only Creating a Coordinated Care Plan (continued) To create a Coordinated Care Plan for a person not known to the system: 1.Click the Add Person link Output: My Identifiers section will appear (see upcoming slide) In this scenario users will create a Coordinated Care Plan. In this instance, a person attribute search has returned a “null” result indicated that the individual searched is not known to the system To initiate the process of creating a Coordinated Care Plan, the user would click on the Add Person link 1

36 Confidential for Discussion Purposes Only My Identifiers Section My identifiers contains client demographics The five mandatory fields have an asterisk and all fields with a + sign will appear on summary reports To Choose a Health Link for the client: 1.Click the Add button Clicking the Add button will insert the Health Link associated with your authoring account Authors that are affiliated with more than one Health Link will have the option of selecting the Health Link associated with the client 1

37 Confidential for Discussion Purposes Only My Identifiers Section (continued) Within each section there are different types of fields for data entry For example: 1.Type-ahead fields present a list of predefined entries after the three (3) characters are entered 2.Free text fields 3.Drop-down lists 1 2 3 With type-ahead fields, you can enter any three characters (e.g., entering the letters “phy” returns Family Physician) Most pick lists and drop-down lists include: An option to select “Other”, that allow the user to enter free-form text The Option “Decline to answer”

38 Confidential for Discussion Purposes Only Saving a Coordinated Care Plan Section To complete the My identifiers section, or any other section: 1.Click the Save button Output: See View Person Summary screen on the next slide 1

39 Confidential for Discussion Purposes Only View Person Summary Screen View Person Summary tab screen elements: 1.In-context bar 2.Coordinated Care Plan Authoring tab 3.Document Tree 4.Demographics 5.Timeline 6.Published Coordinated Care Plans 1.In-context bar showing current client, their DOB and age in years, sex, HCN, and affiliated Health Link 2.Coordinated Care Plan tab that is used to navigate to the various sections of the Coordinated Care Plan 3.Document Tree explored in greater detail in subsequent slides 4.Demographics panel that displays basic information regarding the current client 5.Timeline explored in greater detail in subsequent slides 6.Published Coordinated Care Plans list 1 6 3 4 5 2

40 Confidential for Discussion Purposes Only Coordinated Care Plan Authoring Tab Coordinated Care Plan Authoring tab elements: 1.Status bar showing Current Status and Last Published / Updated information 2. Jump to, Expand All, and Collapse All section navigation controls 3.The various sections of the Coordinated Care Plan 4.Section status icons 1 2 3 4

41 Confidential for Discussion Purposes Only Coordinated Care Plan Authoring Tab (continued) Other controls on Coordinated Care Plan Authoring tab: 1.Publish button 2.Change Status 3.Print Draft 4.Message All Authors 5.User Guide 1. Publish button that will turn from grey to blue once the mandatory sections are completed 2. Change Status link which will be explored in greater detail further along in this presentation 3. Print Draft link that can be used to produce a draft version of the care plan in PDF format 4. Message All Authors link which will also be explored in greater detail further along in this presentation 5. User Guide which will open the Coordinated Care Plan User Guide in PDF format 1 23 4 5

42 Confidential for Discussion Purposes Only Hands-on Exercise 2 Creating a Coordinated Care Plan StepsActionsHints 1 Return to the home screen by clicking the Home linkLook for Home link in top right-corner 2 Refer to the Participant Information sheet and search for your Assigned Client using the Last Name, First Name, and Date of Birth search Note how the search returns a null result, indicating that the person is not known to the system 3 Click the Add Person link, then proceed to complete the fields Given Name, Surname and Date of Birth in the My Identifiers section Refer to the Participant Information sheet for this information 4 Complete the mandatory fields by selecting a Gender and by clicking Heath Link field +Add button Clicking +Add will insert the Health Link assigned to your User ID 5 Also complete the Mother Tongue and Religion fields in the My Identifiers section Type the first 3 characters of the Mother Tongue language and see how the auto- text feature works 6 Save the My Identifiers section Scroll to bottom and look for a blue Save button 7 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

43 Confidential for Discussion Purposes Only Activity 4 – Capturing Consent Directives

44 Confidential for Discussion Purposes Only Capturing Consent Directives Authors must record the client response for consent to share questions If consent is provided by anyone other than the client, the details of who provided consent and their relationship to the client must be captured Clients can provide one-time or ongoing consent Consent directives is one of three mandatory care plan sections that must be complete before a Coordinated Care Plan can be published 4

45 Confidential for Discussion Purposes Only Capturing Consent Directives (continued) To capture the client consent directives: 1.Click Create >> on the Consent directives section header Output: The Consent directives section appears (see next slide) 1

46 Confidential for Discussion Purposes Only Capturing Consent Directives (continued) Consent directives has 3 mandatory questions: Key Notes: a) if ‘No” is selected for question two, an additional mandatory field for the name and relationship of the substitute decision will appear, and b) if ‘No’ is selected for question three, the Consent directives section will have to be revisited prior to publishing each time the care plan is updated 1.To complete the section click the Save button 1

47 Confidential for Discussion Purposes Only Hands-on Exercise 3 Capturing Consent Directives StepsActionsHints 1Create the Consent directives section Click on Create >> 2 Observe what happens if you select No to the second question An additional field will appear 3 The client agrees to granting ongoing consent for sharing the Coordinated Care Plan. Answer Yes to all three questions Select Yes 4 Save the Consent directives section Click the Save button 5 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

48 Confidential for Discussion Purposes Only Activity 5 – Publishing a Coordinated Care Plan

49 Confidential for Discussion Purposes Only Publishing Considerations Until all mandatory fields within the three mandatory sections are completed, authors can only save the Coordinated Care Plan locally The “Publish” feature only becomes available when all three mandatory sections of the Coordinated Care Plan are completed Each Health Link will set the criteria for when the publishing of care plans will take place to suit the requirements of their business process

50 Confidential for Discussion Purposes Only Publishing a Coordinated Care Plan My care team is the third and last mandatory section that must be completed prior to publishing To open the section: 1.Click Create >> on the My care team section header Output: The My care team section appears (see next slide) 1

51 Confidential for Discussion Purposes Only Other Field Types Other types of data entry fields that authors will encounter 1. Add Row fields that will insert an additional row for capturing multiple entries 1

52 Confidential for Discussion Purposes Only Other Field Types (continued) Other types of data entry fields that authors will encounter: 1.Fields that will expand automatically to include additional detail as soon as an entry is made 1

53 Confidential for Discussion Purposes Only Publishing a Coordinated Care Plan (continued) My care team has three mandatory fields and at least one row must be entered prior to saving After making your entries, to complete the section: 1.Click the Save button 1

54 Confidential for Discussion Purposes Only Publishing a Coordinated Care Plan (continued) Once the three mandatory sections are completed, the Publish button turns blue To Publish a Coordinated Care Plan: 1.Click the Publish button Output: User will be prompted to confirm 2.Click Publish a second time to confirm 2 1

55 Confidential for Discussion Purposes Only Hands-on Exercise 4 Publishing a Coordinated Care Plan StepsActionsHints 1Add at least one provider to the care team using information provided in the sample Coordinated Care Plan Look for My care team section 2 Add at least one physical health condition using information provided in the sample Coordinated Care Plan Look for My health issues section 3 Add at least one medication using information provided in the sample Coordinated Care Plan Look for My known, current medications and allergies section 4 Add at least one care plan goal using information provided in the sample Coordinated Care Plan Look for My plan to achieve my goals for care 5 Fill in as many fields as time permits in My situation and lifestyle Refer to sample Coordinated Care Plan 6 Publish the care plan Look for the Publish button 7 Confirm that the care plan is ready for publication Click Publish 8 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

56 Confidential for Discussion Purposes Only Activity 6 – Printing a Coordinated Care Plan

57 Confidential for Discussion Purposes Only Printing a Coordinated Care Plan Prior to generating a PDF version of the care plan, the system will display a notification of the user’s obligations to ensure the proper handling of personal health information The headers and footers of the printed Coordinated Care Plan report will identify the type of report: Draft, Provider copy, Person copy Details of care plan PDF generation date, time, and user are also included in the header / footer 5

58 Confidential for Discussion Purposes Only Printing a Coordinated Care Plan (continued) From the View person Summary tab you can open a Summary or Details view of the Coordinated Care Plan: 1.Click either the Summary or Details link Output: System will display CCP Details (see next slide) 1

59 Confidential for Discussion Purposes Only Printing a Coordinated Care Plan (continued) Summary screen elements: 1. Jump to control 2. Details link to toggle to the detailed view 3. Print (Provider) link to generate a Care Provider version PDF 4. Print (Person) link to generate a client version PDF Next Step Click Print (Provider) 1 2 3 4

60 Confidential for Discussion Purposes Only PHIPA Compliance Notification A PHIPA compliance notification will appear whenever a PDF version of a care plan is generated To proceed : 1.Click OK 5 1

61 Confidential for Discussion Purposes Only Coordinated Care Plan PDFs A PDF version of a Coordinated Care Plan Summary will open in a new windowlet To send to printer: 1.Click the Printer icon To return to CCT Authoring: Close the windowlet The appearance of the PDF version of the care plan and location of screen controls may vary depending upon which version of Adobe Reader is installed on the local workstation Users must follow their HSP’s regulations regarding the saving of care plans to local workstations 1

62 Confidential for Discussion Purposes Only Hands-on Exercise 5 Printing a Coordinated Care Plan StepsActionsHints 1Print a draft copy of the Coordinated Care PlanFrom the Care Plan Authoring tab look for the Print Draft link 2Respond to PHIPA compliance advisement and review the PDF version of the care plan Click OK 3 Print (Provider) and Print (Person) detailed versions of the Coordinated Care Plan From the View Person Summary tab look for the Details link, then Print (Provider) and Print (Person) 4 Respond to PHIPA compliance advisement(s) and review the PDF versions of the care plan Click OK 5 Close all PDFs Click X in top-right corner of each PDF 6 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

63 Confidential for Discussion Purposes Only B r e a k

64 Confidential for Discussion Purposes Only Activity 7 – Updating a Coordinated Care Plan

65 Confidential for Discussion Purposes Only Updating a Coordinated Care Plan Care plans can be updated as needed by authors When revising previously saved care plan sections, authors will be required to select Review and then Edit The option to Save as Draft can be used to save entries made to care plan sections that are incomplete, allowing authors to retain work their in progress, then complete and save the section when time permits The Coordinated Care Plan User Guide is directly accessible in CCT Authoring The status of the care plan can also be changed from Active to Inactivestatus of the care plan

66 Confidential for Discussion Purposes Only Opening a Coordinated Care Plan Section With the client in- context and working from the Coordinated Care Plan Authoring tab: To edit a previously saved section: 1.Click Review >> on the section header Output: Section will open in review mode (see next slide) 1

67 Confidential for Discussion Purposes Only Editing a Coordinated Care Plan Section To begin editing the section: 1.Click Edit button Output: Section will open in edit mode (see next slide) 1

68 Confidential for Discussion Purposes Only Saving a Coordinated Care Plan Section To save updates to the section: 1.Click the Save button Output: Section will close (see next slide) Other button functions (see below): 2. Save as Draft 3. Revert 4. Cancel Save as Draft will save all entries but keep the section in draft mode and prevent the care plan from being published until such time as the section is edited and saved Revert will reverse all entries/edits that have been made since the last save Cancel will close the section without saving changes 1234

69 Confidential for Discussion Purposes Only Creating a Coordinated Care Plan Section With client in- context and working from the Coordinated Care Plan Authoring tab To create a section: 1.Click Create >> on the section header Output: Section will open in edit mode (see next slide) 1

70 Confidential for Discussion Purposes Only Using Save as Draft To save entries: 1.Click the Save button, or 2.Click the Save as Draft button Output: Section will close 12

71 Confidential for Discussion Purposes Only Changing Care Plan Status To change care plan status: 1.Click the Change Status link Output: The Change Status screen will open (see next slide)Change Status screen Care plan status changes can occur if a client is no longer having their care provided by the Health Link, or moves away from the area served by the HSP 1

72 Confidential for Discussion Purposes Only Changing Care Plan Status (continued) To continue the change care plan status process: 2.Click the Edit button Output: You will be prompted to enter the details of the change (see next slide) 2

73 Confidential for Discussion Purposes Only Selecting Status and the Reason for Change Conclude the change care plan status process: 3.Select appropriate Status 4.Enter the date of status change 5.Select a Status Reason 6.Click the Save button Output: (See next slide) 3 6 Remember to Publish the care plan after a status change If client / patient is deceased you can enter a date of death (requires month and year only) IMPORTANT NOTE: Changes to Status and Consent Directions are not reflected in Last Updated Date 4 5

74 Confidential for Discussion Purposes Only Viewing the Current Status Inactive status and the reason will display in red typeface: 1.Click the Publish button and confirm when prompted 1

75 Confidential for Discussion Purposes Only Hands-on Exercise 6 Updating a Coordinated Care Plan StepsActionsHints 1 Open the care plan for your Assigned Client and add at least one health condition to the My health issues section Look for the Create >> on the section header and using the Sample Coordinated Care Plan enter a Physical health condition 2 Save your entry in My health issues Click the Save button 3 Add at least one medication to the My known, current allergies and medications section Look for the Create >> on the section header and using the Sample Coordinated Care Plan enter a medication 4 Save your entry in My known, current allergies and medications Click the Save button 5 Explore the Change Status feature Click the Change Status link, then click Edit 6 Change the Status selection to Inactive and explore the available Status Reason selections Click Cancel, so that the care plan will retain the default status of Active 7 Publish your updated care plan Click Publish and confirm by selecting Publish a second time when prompted 8 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

76 Confidential for Discussion Purposes Only Activity 8 – Using the Document Tree and Timeline

77 Confidential for Discussion Purposes Only The Document Tree and Timeline The Document Tree and Timeline provide an overview of all published care plans for the client that is currently in-context Document Tree indicates total number of care plans published and the number of unread care plans Default Timeline displays a 24-month timeframe Zoom and reset features can be used to customize the Timeline view

78 Confidential for Discussion Purposes Only Using the Document Tree and Timeline In View Person Summary tab, the Document Tree displays the count of all Coordinated Care Plans for the client To expand the display: 1.Click on Coordinated Care Plan Output: Note how the Document Tree can be expanded to display complete care plan details The published Coordinated Care Plans for the client will be listed with the most recent first 1

79 Confidential for Discussion Purposes Only Document Tree Features From the View Person Summary tab, the Document Tree displays the count of all Coordinated Care Plans for the client To expand the display: 1.Click on one of the Coordinated Care Plans Output: The Details view of the care will be displayed 1

80 Confidential for Discussion Purposes Only View Person Summary To return to the View Person Summary display: 1.Click on View Person Summary tab Output: The View Person Summary including the Timeline will be displayed 1

81 Confidential for Discussion Purposes Only The Timeline and Zoom-in The Timeline displays a 24-month published care plan view To zoom-in on publishing events: 1.Hold down the left- mouse button and sweep across a small segment of the Timeline 2.Release the mouse button Output: The shortened time segment will be displayed 1

82 Confidential for Discussion Purposes Only Opening Coordinated Care Plans from the Timeline To display individual care plan publishing details: 1.Hover the mouse pointer over the publishing event To open a care plan from the Timeline: 1.Click on the publishing event Output: The care plan will be displayed 1

83 Confidential for Discussion Purposes Only Reset Zoom on the Timeline To revert the Timeline back to the 24-month default display: 1.Click the reset zoom link Output: The default Timeline will be displayed

84 Confidential for Discussion Purposes Only Hands-on Exercise 7 Using the Document Tree and Timeline StepsActionsHints 1 Navigate back to the View Person Summary tabSelect View Person Summary 2 Explore the Document Tree Click on Coordinated Care Plan 3 Expand the Document Tree panel Use mouse pointer to resize the panel 4 Zoom in on the Timeline Hold down the mouse button to select a small section of the Timeline 5 Return the Timeline to its default 24-month view Click the reset zoom link 6 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

85 Confidential for Discussion Purposes Only Activity 9 – Reviewing the Publishing Log

86 Confidential for Discussion Purposes Only Publishing Log Considerations All authors have access to the Publishing Log Review the Publishing Log to verify the status of publishing events Access via the left-hand menu bar Successful publishing events will display four (4) messages. Identify the message that has the transaction number. This signifies a confirmation from CCT Viewing (IAR) that the associated Coordinated Care Plan has been successfully published and is accessible to all care team members with valid CCT Viewer credentials

87 Confidential for Discussion Purposes Only Accessing the Publishing Log Navigate to the Home Screen: 1.Click the Home link Output: The Home Screen with left-hand side menu bar will be displayed 1

88 Confidential for Discussion Purposes Only Searching the Publishing Log To access the Publishing Log: 1.Click Publishing Status on the menu bar 2.Then click Publishing Log Output: The Publishing Log search screen will be displayed 2 1

89 Confidential for Discussion Purposes Only Search by Author and Date To search for care plans published by a specific author: 1.Click the magnifying glass icon next to Author Output: The Author Search By Org screen will be displayed 1

90 Confidential for Discussion Purposes Only Reviewing the Publishing Log (continued) After entering the author’s name or User ID: 1.Click the Search button 2.Then select the author’s name from the search result list Output: The Publishing Log search screen will be displayed 1 2

91 Confidential for Discussion Purposes Only Search by Author and Date (continued) Refine your search by specifying a From / To date range: 1.Click the Calendar icon(s) to open the current month calendar 2.Select the respective From / To dates 3.Click the Search button Output: The Publishing Log results will be displayed 1 2 3

92 Confidential for Discussion Purposes Only Hands-on Exercise 8 Reviewing the Publishing Log StepsActionsHints 1 Return to the Home Screen Click the Home link 2 Expand the Publishing Status item on the menu bar Click on Publishing Status 3 Open the Publishing Log Click on Publishing Log 4 Search for care plans that you have published Click the search (magnifying glass) icon next to Author and select your assigned login ID 5 Initiate the search Click the Search button 6 Review the search results You will see four (4) entries for each publishing event 7 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

93 Confidential for Discussion Purposes Only Activity 10 – Secure Messaging

94 Confidential for Discussion Purposes Only Secure Messaging Considerations The Secure Messaging feature within CCT Viewing provides the ability to reach a broader audience (Authors and Viewers) so authors are encouraged to use CCT Viewing for the majority of their messaging activities CCT Authoring and CCT Viewing messaging are NOT connected Messages sent and received can be deleted, however this is only a “soft delete”. Messages are not deleted from the system All messaging activity is tracked in the system audit trail Within CCT Authoring, Secure Messaging allows authors to message one or more members of the authoring care team by selecting Last Published By, or Last Verified By links directly within a Coordinated Care Plan or by selecting Message All Authors

95 Confidential for Discussion Purposes Only Setting CCT Viewing ID To set your CCT Viewing user ID: 1.Enter your CCT Viewing user ID 2.Click the Update Preferences button 1 2

96 Confidential for Discussion Purposes Only New Messages Working from the Home Screen, to access Messaging functions: 1.Click Messaging on the menu bar To create a new message: 2.Click New Message Output: The New Message windowlet will be displayed 1 2

97 Confidential for Discussion Purposes Only Searching for a User Address To address the message: 1.Click To: button Output: The Public User Search windowlet will be displayed

98 Confidential for Discussion Purposes Only Composing and Sending a Message From User Search windowlet, enter a search, or scroll the list of users: 1.Click the name of user to send message to 2.Enter a Subject 3.Type the message 4.Click the Send button Output: The message will be sent 2 3 4 It is important to ensure you have selected the RIGHT recipient Messages sent to incorrect recipients containing client / patient information constitute a privacy breach 1

99 Confidential for Discussion Purposes Only Viewing Received Messages To display messages received: 1.Under Messages click Received Messages To display messages sent: 2.Under Messages click Sent Messages 1 2 Alternatively, click the New Message(s) icon next to your login name

100 Confidential for Discussion Purposes Only Messaging All Authors To message all authors from within a Coordinated Care Plan: 1.Click Message All Authors 2.Type the message 3.Click the Send button Output The message will be sent to all authors 1 2 3

101 Confidential for Discussion Purposes Only Hands-on Exercise 9 Secure Messaging StepsActionsHints 1On the menu bar, expand the Messaging item Click on Messaging 2 Send a message to the user ID that you logged in with Click New Message, click the To… button and enter a User ID search for your user ID, then click Search, send a brief message 3 Explore Received Messages Click Received Messages 4 Explore Sent Messages Click Sent Messages 5 Open the care plan for your Assigned Client and send a message to all authors Click Message All Authors 6 Go to Received Messages to review your message Note your Assigned Client name under ID 7 Open the message and click your Assigned Client name to go directly to their Coordinated Care Plan Note the Patient: link under the Subject 8 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

102 Confidential for Discussion Purposes Only Activity 11 – Managing Worklists

103 Confidential for Discussion Purposes Only Managing Worklists Allows the user to categorize and organize their workload Worklists are unique to each user and cannot be shared Worklists can be renamed to match individual user preferences Each worklist can contain up to 50 names When the 50 name limit is exceeded, names that have been on the worklist the longest will drop off

104 Confidential for Discussion Purposes Only Adding a Client to a Worklist To add a client to a worklist, with the client in-context: 1.Click Worklists button Output: The six (6) default worklists will be displayed 1

105 Confidential for Discussion Purposes Only Adding a Client to a Worklist (continued) Select a worklist to add the client to: 1.Click one of the Worklist buttons Output: The worklist button on the In-context bar will change to the selected colour 1

106 Confidential for Discussion Purposes Only Accessing Worklists Another way to access Worklists, working from the Home Screen: 1.Under Common, select Worklists Output: All six (6) worklists will be displayed, showing all of the clients on each worklist 1

107 Confidential for Discussion Purposes Only Renaming Worklists To rename a Worklist: 1.Click the Rename link 2.Enter a new name for the worklist 3.Click the Save link Output: Worklist will be displayed with its new name 1 2 3

108 Confidential for Discussion Purposes Only Hands-on Exercise 10 Managing Worklists StepsActionsHints 1Add your assigned client to the Red worklistWith your assigned client in-context, click the Worklists button 2 Rename the Red worklist to New Clients From the Home Screen, expand the Worklists item, select the Red worklist, click the Rename link, enter the name New Clients and click Save 3 Remove your assigned client from a worklist Click the checkbox next to your assigned client name, and click the Remove button 4 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

109 Confidential for Discussion Purposes Only Activity 12 – Logging Out of CCT Authoring

110 Confidential for Discussion Purposes Only Logging Out of CCT Authoring Properly closes out your user session System has a built-in timeout feature (30 mins) but best practice for safeguarding your CCT credentials is to log out before stepping away from the workstation 1

111 Confidential for Discussion Purposes Only Logging out of CCT Authoring (continued) To log out of CCT Authoring: 1.Click the Logout button 1

112 Confidential for Discussion Purposes Only Hands-on Exercise 11 Logging out of CCT Authoring StepsActionsHints 1Log out of CCT AuthoringIn the top-right corner of the screen, click Logout

113 Confidential for Discussion Purposes Only B r e a k

114 Confidential for Discussion Purposes Only Module 2 – CCT Viewing

115 Confidential for Discussion Purposes Only CCT Viewing Activities TopicTiming 1 Logging in to CCT Viewing 3 mins 2Managing My Details10 mins 3 Searching for a Person 10 mins 4 Viewing Client / Patient Records 10 mins 5Using the Document Tree and Timeline10 mins 6 Viewing Coordinated Care Plans and Other Assessments 10 mins 7 Printing a Coordinated Care Plan 5 mins 8 Managing Worklists 10 mins 9 Secure Messaging 30 mins 10Logging Out2 mins Note: Many of the activities include a hands-on exercise Update timing for each topic as needed

116 Confidential for Discussion Purposes Only Activity 1 – Logging in to CCT Viewing

117 Confidential for Discussion Purposes Only Logging in to CCT Viewing A username and password are required to gain access to the application A default password will be assigned when the account is first set up When the user enters the username and default password for the first time, the system will prompt the user to change the password Usernames and passwords are case-sensitive Passwords must be at least 8 characters in length, will expire after 90 days and must be reset at that time

118 Confidential for Discussion Purposes Only To log in to CCT Viewing: 1.Enter User ID 2.Enter Password 3.Click Login button or press Enter Output: The Terms of Use disclaimer screen will appear each time you log in Logging in to CCT Viewing (continued) 2 1 3 1

119 Confidential for Discussion Purposes Only Accepting the Terms of Use To accept the Terms of Use: 1.Read the Terms of Use 2.Click Accept button to proceed 2 1 2 When a user logs in to CCT Viewing, a Terms of Use disclaimer screen appears. The user must click the Accept button to proceed If you do not accept the Terms of Use, click on the return to the login screen link to return to the Login screen without accessing the system

120 Confidential for Discussion Purposes Only Homepage Output: The Homepage automatically appears upon log in It contains the following components: 1.Menu Bar 2.Person Search 3.Recent Persons 3 1 2

121 Confidential for Discussion Purposes Only Menu Bar 6 2 3 4 5 7 8 1 Menu bar features: 1. Autohide – hide menu bar 2. Help - access online help 3. Home – return to Homepage 4. Logout – end session 5. Common - My Details / Worklists 6. Messaging – secure message other users 7. Worklists – manage worklists 8. Person Search – search for clients

122 Confidential for Discussion Purposes Only Activity 2 – Managing My Details

123 Confidential for Discussion Purposes Only Managing My Details My Details is located in the Common tab on the menu bar and allows users to configure their system settings. Individuals can: Change their passwords Set a secret question that they can use in case they have forgotten their password Set inactivity timeout View information about their roles, groups, and organization Define an external email address to receive alerts when the user receives a portal message in CCT Viewing. This external email alerts will never contain Personal Health Information (PHI) Select notification option(s) for portal messaging 3

124 Confidential for Discussion Purposes Only My Details My Details allows users to configure user-based system settings 1.Change my password 2.Set my secret question 3.Set inactivity timeout duration 3 1 2 3

125 Confidential for Discussion Purposes Only My Details (continued) To access My Details: 1.Click My Details on the Common menu bar Output: The My Details window is displayed 1

126 Confidential for Discussion Purposes Only Password Considerations Passwords are case-sensitive, must be at least 8 characters in length, and contain the following: At least one upper-case character At least one numeric character At least one special character ($ / ! / ?) Passwords will expire after 90 days and must be reset at that time If a user forgets their password, they may select the Forgot Your Password? link on the Login screen to reset the password Note: This will only work if the user has previously defined a secret question After three (3) failed attempts to enter a correct password, user accounts will automatically be disabled for 24 hours. Users will have to contact their User Coordinator for assistance with resetting their password In this session : Do NOT change your password 3

127 Confidential for Discussion Purposes Only My Details – Changing My Password To change a password: 1.Click the Change button beside Change my password 2.Type your current password 3.Type your new password 4.Confirm the new password 5.Click OK 6.Click Save Output: The user password is changed 3 6 2 4 3 5 1 6 1

128 Confidential for Discussion Purposes Only My Details – Setting My Secret Question A secret question and answer can be used to authenticate a user in the event that a password is forgotten The user can choose from a list of predefined secret questions Users will be prompted to enter their current password for verification Use this function to change your secret question and answer, as required

129 Confidential for Discussion Purposes Only My Details – Setting My Secret Question (continued) To set a secret question: 1.Click the Set button beside Set my secret question 2.Select a question from the Secret Question dropdown menu 3.Type your answer 4.Type your password 5.Click OK 6.Click Save Output: The secret question will appear if you need to reset your password 2 4 3 5 6 1 1 6

130 Confidential for Discussion Purposes Only Resetting a Password – Using Secret Question If a user forgets their password, they will have to reset the password. To reset a forgotten password: 1.Click the Forgot your password? link on the Login screen 2.Type your User ID 3.Click Submit Output: If a secret question has been setup, the system will prompt you to answer the question 1 2 3

131 Confidential for Discussion Purposes Only My Details – Inactivity Timeout To set the inactivity timeout duration: 1.Click the drop-down menu beside Inactivity Timeout 2.Select the desired duration 3.Click Save or OK Output: The inactivity timeout is changed 1 3 2

132 Confidential for Discussion Purposes Only My Details – External Email Notification Settings To define your external email notification settings: 1.Select yes to the notification prompt “ Send me a portal message...” 2.Select a notification option 3.Enter an external email address to send notifications to 4.Click OK Output: Notification settings are updated 4 1 2 3

133 Confidential for Discussion Purposes Only Activity 3 – Searching for a Person

134 Confidential for Discussion Purposes Only Searching for a Person Person Search is accessed from the Homepage or by clicking the Person Search link on the menu bar The search for a person in CCT Viewing can be done using two types of search criteria: A valid Ontario Health Card Number, or Person attributes (First Name, Last Name and Date of Birth (DOB)); these are mandatory fields and represent the minimum information required for a search Other demographic information can be used to add detail to your search The more data you enter into the search fields, the more accurate your search results will be CCT Viewing does not require an exact match for Street Address or Postal Code

135 Confidential for Discussion Purposes Only Person Search by Health Card Number To perform a Health Card Number search: 1.Enter a valid 9-digit Ontario Health Card Number 2.Click Search or press Enter Output: Search ResultsSearch Results are displayed 2 1

136 Confidential for Discussion Purposes Only Person Search by First Name, Last Name, DOB To perform a Person Search from the Homepage: 1.Enter Last Name 2.Enter First Name 3.Enter Date of Birth 4.Click Search or press Enter Output: Search Results are displayed, sorted by last name 4 2 3 1

137 Confidential for Discussion Purposes Only Person Search Menu To perform a Person Search from the menu bar: 1.Click Person Search on the menu bar 2.Click the Person Search icon 3.Enter Last Name 4.Enter First Name 5.Enter Date of Birth 6.Click Search or press Enter 1 2 6 4 5 3

138 Confidential for Discussion Purposes Only Person Search Results Person Search results displayed are: 1.Score 2.Last Name 3.First Name 4.Alias 5.Sex 6.Date of Birth 7.City 8.Phone number The Score indicates the probability of a match to a person in the client / patient registry, or Enterprise Master Patient Index (EMPI) The higher the number, the better the match to the search criteria entered Transgender Male and Transgender Female from CCT Authoring are mapped to Male and Female in CCT Viewing 12 3456 78 Click Clear to clear the information from the search fields.

139 Confidential for Discussion Purposes Only Person Search ResultsPerson Search Results (continued) Person Search results: 1.Person searched for is not found 2.Person searched for is found 1 4 No match may be found from your search because a person is not in the system. Note: The person may also have withheld consent for sharing of their demographic information If the search function returns multiple results, it indicates the possibility that more than one person with similar demographic information is known to the system. If this occurs, we recommend that users retry the search being careful to ensure that all of the individual’s demographic information is entered accurately If the system still returns multiple results, be careful to select the individual with a) the highest score, and b) the closest matching last name, first name, and date of birth 2

140 Confidential for Discussion Purposes Only Recent Persons Recent Persons displays a list of all individuals whose information has recently been viewed and provides easy access. Simply click anywhere on the row to open the Person Summary Output: The Recent Person list is sorted by the following categories: 1.Today 2.Last 7 Days 3.Last 4 Weeks 2 3 1

141 Confidential for Discussion Purposes Only Recent Persons – Removing a Person To remove a person from the Recent Persons lists: 1.Click the checkbox beside the person’s name 2.Click Remove Output: The person’s name is removed from the list 1 2

142 Confidential for Discussion Purposes Only Hands-on Exercise 1 Searching for a Person StepsActionsHints 1Log in to CCT Viewing and accept the Terms of Use Agreement Refer to the Participant Information sheet for your CCT Viewing credentials 2Using Person Search, enter your Last Name, First Name and DOB and click Search, or press Enter Note how the system returns a “null” result indicating that it has no record of you 3 Clear the search fields by clicking the Clear button 4 Perform a Health Card Number search for HCN # 4318263144 Enter the HCN in the Ontario Health Card Number field and click Search 5 Click on the search result to bring the client into context 6 Return to Person Search and search for Last Name Catmint, First Name Blue, with the Date of Birth 22-06-1927 Enter the Last Name, First Name, Date of Birth, and click Search 7 Click on the search result to bring the client into context 8 Return to the Homepage by clicking the Home button and review the Recent Persons list Note how all the persons you have recently had in-context appear in the list 9 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

143 Confidential for Discussion Purposes Only Activity 4 – Viewing Client / Patient Records

144 Confidential for Discussion Purposes Only Viewing Client / Patient Records A client / patient record is displayed by selecting a person from the search results of the Person Search The client record includes the following information: Document Tree Person Demographics Timeline Assessments

145 Confidential for Discussion Purposes Only Viewing Client / Patient Records (continued) Client records are viewed by selecting a person from the search results list: 1.Click the client name in the Search Results Output: The client record is displayed in Summary View 4 1

146 Confidential for Discussion Purposes Only Displaying the Summary View The Summary View of the client record is displayed when a person is selected from the Search Results. The information displayed includes the following: 1.Document Tree 2.Person Demographics 3.Timeline 4.Assessments 4 4 3 2 1

147 Confidential for Discussion Purposes Only Activity 5 – Using the Document Tree and Timeline

148 Confidential for Discussion Purposes Only Person Demographics The Person Demographics window displays the person's personal and contact details, and can be used to check that the correct person has been selected. It includes: 1.The person’s name 2.Health Card Number (if available) 3.Personal information 4.Address details 5.Aliases (preferred name) 2 3 Person Demographics Details 45 1

149 Confidential for Discussion Purposes Only The Document Tree The Document Tree is found on the left side of the Summary View and provides links to view the assessments for a person 1. Showing all documents filter 2. Collapse all folders icon 3. Autohide icon 4.Mark selected documents as unread / Mark all documents as read 5.Count of unread / total # of documents 4 2 5 1 3

150 Confidential for Discussion Purposes Only The Document Tree Display The Document Tree and its components can be displayed or hidden, collapsed or expanded To show / hide items: 1.Click the Collapse all folders icon to close all open folders 2.Click the Autohide icon to show / hide the Document Tree 1 2

151 Confidential for Discussion Purposes Only Using the Document Tree to View a Care Plan The Document Tree displays a list of all care plans / assessments for the client To view a list of care plans / assessments: 1.Click on a folder to expand it and display the contents Output: The care plans / assessments for the client are displayed with most recent on top 1

152 Confidential for Discussion Purposes Only Using the Document Tree to View a Care Plan Using the Document Tree to View a Care Plan (continued) The Document Tree displays a list of all assessments for the client To view an individual Coordinated Care Plan: 1.Click on a care plan in the Document Tree Output: The Detailed view of the Coordinated Care Plan for the client is displayed 1

153 Confidential for Discussion Purposes Only Document Tree – Return to Summary View To return to the Summary View: 1.Click Assessment Listing in the Document Tree, or 2.Click the Assessment Listing icon Output: The Summary View of the client record will be displayed 1 2

154 Confidential for Discussion Purposes Only Document Tree – Filtering To filter and view assessments and care plans uploaded during different time periods: 1.Click Showing all documents to open the display window 2.Select a time frame 3.Click OK Output: Only documents uploaded during the selected time frame are displayed 1 2 3

155 Confidential for Discussion Purposes Only Assessments List The Assessments list displays client assessments and Coordinated Care Plans at the bottom of the screen To see the contents of an Assessment or Coordinated Care Plan: 1.Click the Summary or Details link beside the document Output: A Summary or Details view of the Coordinated Care Plan is displayed 1 1

156 Confidential for Discussion Purposes Only Timeline The Timeline provides an overview of all assessments over the preceding 24 months Assessment types are listed on the left of the Timeline A corresponding coloured circle will appear in the timeline, above the date that the assessment was updated or completed If the client has denied consent to share an assessment or care plan a Restricted documents exist message is displayed Timeline Default view Timeline – Restricted Document view

157 Confidential for Discussion Purposes Only Restricted Documents Consent directives apply to all Coordinated Care Plans and Assessments stored in CCT Viewing. Clients / patients will either grant or deny sharing of their Coordinated Care Plans and Assessments CCT Viewing receives and enforces the "document level" consent directive that is included with each version of a published Coordinated Care Plan All versions of a Coordinated Care Plan "inherit" the document level consent directive of the last published version. For example, if the first 4 versions of a care plan included granted consent, all 4 are displayed. If the 5th version includes denied consent, all 5 versions of the care plan are suppressed from display. You will see " Restricted documents exist “ This is not true for document level consent for other assessments. Each assessment has its own consent directive Note: For more information regarding consent directives and their use, please consult your Privacy Officer or the CCT Privacy & Security Implementation Train- the-Trainer Guide

158 Confidential for Discussion Purposes Only Timeline – Zoom View To zoom in on the Timeline to get more details about when a Coordinated Care Plan was published: 1.Place your mouse on the area of the timeline to be expanded. Hold down the left mouse button and drag it 2.Click Reset zoom to return to the default Timeline view Output: The shorter period of time close to the date the document was published will be displayed 1 Timeline Zoom view Timeline Default view 2

159 Confidential for Discussion Purposes Only Timeline - Tooltip To view information about Coordinated Care Plans on the Timeline: 1.Hover the mouse over the circle representing the care plan Output: A tooltip with detailed information about the document is displayed 1

160 Confidential for Discussion Purposes Only Timeline – Viewing a Coordinated Care Plan To access a Coordinated Care Plan from the Timeline: 1.Click the circle on the Timeline Output: A Detailed view of the Coordinated Care Plan is displayed Clicking on the Summary button will display a Summary view of the Coordinated Care Plan 1

161 Confidential for Discussion Purposes Only Activity 6 – Viewing a Coordinated Care Plan and Assessments

162 Confidential for Discussion Purposes Only Viewing a Coordinated Care Plan (Detailed View) A Coordinated Care Plan can be viewed in Detailed or Summary View To view the contents of a Coordinated Care Plan: 1.Click on a Coordinated Care Plan in the Document Tree Output: A Detailed view of the Coordinated Care Plan is displayed 1

163 Confidential for Discussion Purposes Only Coordinated Care Plan (Summary View) Once in the Coordinated Care Plan, a user can toggle between Detailed and Summary View From the Detailed view: 1.Click the Summary button Output: The Summary View of the Coordinated Care Plan is displayed 1

164 Confidential for Discussion Purposes Only Navigating a Coordinated Care Plan A user can navigate between various sections of the Coordinated Care Plan to view client information 1.Click the Jump to drop-down menu Output: The selected section of the Coordinated Care Plan is displayed. The Jump to section control provides a quick means to navigate the sections of the care plan The Detail button allow users to toggle to a Detailed view of the care plan The Print button generates a printable PDF version of the care plan 1

165 Confidential for Discussion Purposes Only Viewing a Coordinated Care Plan (Inactive) If a Coordinated Care Plan is inactive it can still be viewed but the Current Status will show as Inactive and provide the reason why Only the latest care plan will be visible in the Document Tree

166 Confidential for Discussion Purposes Only Viewing Assessments Assessments can also be opened in CCT Viewing To open an assessment: 1.Click on the assessment you wish to open in the Document Tree Output: The selected assessment will open 1

167 Confidential for Discussion Purposes Only Activity 7 – Printing a Coordinated Care Plan

168 Confidential for Discussion Purposes Only Printing a Coordinated Care Plan A copy of the Coordinated Care Plan can be printed from the Summary or Detailed view of the Coordinated Care Plan: 1.Click the Print button 2.Read the disclaimer 3.Click OK to proceed Output: A copy of the Coordinated Care Plan will be printed 1 5 3 2

169 Confidential for Discussion Purposes Only Hands-on Exercise 2 Searching for a Person and Viewing Care Plan Details StepsActionsHints 1 Use the Recent Persons list to bring Blue Catmint into context. 2Zoom-in on the Timeline, then click the circle to open the latest Coordinated Care Plan in Detail view Use mouse to select a portion of Timeline 3 Click Print to generate a PDF 4Return to the Summary view for the client Click Assessment Listing in the Document Tree 5Return to Person Search and search for Last Name Iris, First Name Magenta, Date of Birth 23-04-1927 Enter the Last Name, First Name, Date of Birth, and click Search 6Click on the search result to bring the client into context 7See the Restricted documents exist notificationNote the absence of details 8 Return to Person Search once more and search for Last Name Primrose, First Name Red, with the Date of Birth 01-04-1947 Enter the Last Name, First Name, Date of Birth, and click Search 9 See only latest Coordinated Care Plan Note the inactive status reason 10 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

170 Confidential for Discussion Purposes Only Activity 8 – Managing Worklists

171 Confidential for Discussion Purposes Only Using Worklists Worklists allow users to quickly access and manage records that may be of special interest. To display worklists: 1.Click Worklists in the Common area of the menu bar Output: The six (6) default worklists will be displayed Up to six worklists are available to each user A person's record can be added to a worklist either one at a time, or in a group selected from the results of a search Once on a worklist, a person's record can be selected and viewed by clicking on the person's name A user may also change the display name of the worklist by selecting the corresponding Rename link on the right-hand side of the screen

172 Confidential for Discussion Purposes Only Adding Clients to a Worklist (Search Results) Clients can be added to worklists from the Search Results window 1.Click the checkbox next to the person’s name 2.Click the drop-down arrow beside Add checked results to worklist 3.Select a worklist Output: The client will be added to the selected worklist Use either Add checked results to worklist or Replace worklist with checked results to add selected names to a worklist. If this increases the list past the maximum number of 50, names that have been on the list the longest will drop off 1 2 3

173 Confidential for Discussion Purposes Only Adding Clients to a Worklist (Context Bar) Clients can be added to worklists from the Context Bar in the Summary View 1.Click the Worklists icon on the Context Bar for the client 2.Select a worklist from the drop-down menu Output: The client will be added to the selected worklist 1 2

174 Confidential for Discussion Purposes Only Renaming Worklists To rename a worklist: 1.Click the Rename link 2.Type a new name for the worklist 3.Click OK Output: Worklist will be displayed with its new name 2 3 1

175 Confidential for Discussion Purposes Only Removing Clients from Worklists Clients can also be removed from worklists 1.Under Common, select Worklists 2.Click the checkbox beside the client name 3.Click Remove Output: The client will be removed from worklist 1 2 3

176 Confidential for Discussion Purposes Only Coordinated Care Plans I Follow When a user follows a Coordinated Care Plan, the client’s / patient’s name is automatically added to a worklist called Coordinated Care Plans I Follow. 1.Click Worklists on the menu bar 2.Select Coord. Care Plans I Follow Output: The name of the client / patient appears in the worklist 1 2 Clicking the Follow Coordinated Care Plan button on a client’s / patient’s care plan will add their name to the worklist

177 Confidential for Discussion Purposes Only Hands-on Exercise 3 Managing Worklists StepsActionsHints 1Use Person Search and search for your assigned client Refer to the Participant Information sheet for your assigned client. 2Add your assigned client to the Blue worklistWith your assigned client in-context, click the Worklists button 3 Rename the Blue worklist to Monthly Followups From the Homepage, click the Worklists icon in the Common tab of the menu bar, select the Blue worklist, click the Rename link, enter the name Monthly Followups and click OK 4 Remove your assigned client from a worklist Click the checkbox next to your assigned client name, and click the Remove button 5Send a message to the Moderator / Trainer to let them know that you have completed the exercise

178 Confidential for Discussion Purposes Only Activity 9 – Secure Messaging

179 Confidential for Discussion Purposes Only Considerations for Secure Messaging CCT Viewing includes a secure, internal messaging system that allows users to securely exchange information Internal messages are accessible only within CCT Viewing It is not possible to send messages to or receive messages from individuals who are not users of CCT Viewing CCT Authoring and CCT Viewing messaging are NOT connected HSPs must be mindful of sending client’s Personal Health Information (PHI) to incorrect recipients Messages sent and received can be deleted, however this is only a “soft delete”. Messages are not deleted from the system All messaging activity is tracked in the system audit trail 6

180 Confidential for Discussion Purposes Only Secure Messaging Secure Messaging can be accessed from the Messaging tab of the menu bar Available options are: 1.New Message 2.Received Messages 3.Sent Messages 2 1 3 1 2 3

181 Confidential for Discussion Purposes Only Sending Secure Messages To address a new message: 1.Click New Message on the Messaging tab of the menu bar 2.Click the To... button Output: The Search Criteria window will be displayed 1 2 Users may send new messages to other CCT Viewing/IAR users. The recipient's User ID can be typed directly into the To: field or you can click the To: button A recipient can be identified from the resulting User Search screen

182 Confidential for Discussion Purposes Only Sending Secure Messages (continued) From the User Search window: 1.Enter a search or click the Name or User ID of the person to whom you want to send the message 2.Select the message importance 3.Enter a Subject 4.Type the message 5.Click the Send button Output: The message will be sent 1 3 1 4 2 5

183 Confidential for Discussion Purposes Only Receiving Secure Messages To see messages received: 1.Click Received Messages on the Messaging tab of the menu bar, or 2.Click the New Message notification icon located at the bottom of the menu bar Output: Received Messages are displayed 1 2

184 Confidential for Discussion Purposes Only Sent Messages To view your sent messages: 1.Click Sent Messages on the Messaging tab of the menu bar Output: Sent Messages are displayed 1

185 Confidential for Discussion Purposes Only Hands-on Exercise 4 Secure Messaging StepsActionsHints 1Send a message to your user ID Select Messaging and New Message on the menu bar, click the To… button to search for the user ID that you logged in with, type your message, click the Send button 2 Review your received messages Select Received Messages 3 Review your sent messages Select Sent Messages 4 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

186 Confidential for Discussion Purposes Only Enhanced Secure Messaging Features CCT Viewing allows users to Follow a Coordinated Care Plan so that they will receive a portal message within CCT Viewing whenever a care plan being followed is published Portal messages regarding care plan updates include links that allow users to open the updated care plan, or navigate directly to the client / patient summary view, with a single mouse click There is also the option to have notifications sent to an external email address whenever a portal message is received These external email notifications will never contain Personal Health Information (PHI) The system also allows viewers to initiate messaging to authors and other followers from directly within the Coordinated Care Plan 6

187 Confidential for Discussion Purposes Only Follow / Unfollow a Coordinated Care Plan To follow a Coordinated Care Plan: 1.Verify that you are viewing the correct person 2.Click the Follow Coordinated Care Plan button To Unfollow a Coordinated Care Plan: 3.Click the Unfollow Coordinated Care Plan button 2 3 1

188 Confidential for Discussion Purposes Only Messaging from within a Coordinated Care Plan To message individual authors from within a Coordinated Care Plan: 1.Click on the name of author that appears to the right of the Last Published By: 2.Type your message to author 3.Click the Send button 2 3 1

189 Confidential for Discussion Purposes Only Messaging from within a Coordinated Care Plan (continued) To message followers from within a Coordinated Care Plan: 1.Click the Message Followers button 2.Select the followers to message from IAR Users Following list 3.Click Continue 4.Type your message 5.Click the Send button 1 2 5 4 3

190 Confidential for Discussion Purposes Only Viewing Received Portal Messages You will receive a portal message whenever a followed care plan is published: 1.From the Homepage menu bar click Messaging, then Received Messages 2.Click on the message to open it, or click the New Message notification icon at the bottom of the menu bar Output: The portal message is displayed 1 2

191 Confidential for Discussion Purposes Only Viewing Received Portal Messages (continued) The ID link allows users to navigate to the Summary View of the client / patient: 1.At the far right-hand side, click on ID link Output: Client / patient summary view is displayed 1

192 Confidential for Discussion Purposes Only Viewing Received Portal Messages (continued) You can also navigate to the Summary View of the client / patient from within a message: 1.Click on the Patient: link Output: Client / patient summary view is displayed 1

193 Confidential for Discussion Purposes Only Viewing Received Portal Messages (continued) To open a Coordinated Care Plan from directly within a message: 1.Click on the View the attached document link Output: The Coordinated Care Plan for the client / patient is displayed 1

194 Confidential for Discussion Purposes Only Hands-on Exercise 5 Enhanced Secure Messaging StepsActionsHints 1 In My Details – My Attributes – Users section, enter your work email address You will be receiving an email in this session 2 In the IAR-Viewer section, select “yes” in response to the prompt ‘ Send me a portal message when a coordinated care plan has been updated for a person that I follow ’ Proceed to next step 3 Also in the IAR–Viewer section, select “ When I receive a new portal message ” from the Receive an external message drop-down list Proceed to next step 4 Click the OK button to save these settings Proceed to next step 5Using Person Search, search for Health Card Number 4318263144 After entering the HCN, click Search, or press enter 6 Bring the client into context by clicking on their name in search results Person summary view will appear

195 Confidential for Discussion Purposes Only Hands-on Exercise 5 (continued) Enhanced Secure Messaging StepsActionsHints 7 In Summary View, click the Follow Coordinated Care Plan button Button will change to Unfollow Coordinated Care Plan 8 Check the Coord. Care Plans I Follow worklist for your client / patient name Click Worklists on the menu bar and select Coord. Care Plans I Follow 9 Send a message to the Moderator / Trainer to let them know that you have followed the Coordinated Care Plan Moderator / Trainer will update and publish the Coordinated Care Plan 10 In Messaging – Received Messages, look for message advising “latest version of the coordinated care plan for client / patient has recently been published” There may be a delay of a few seconds before the message arrives 11 Open the message and click the View the attached document link to open the Coordinated Care Plan Coordinated Care Plan will be displayed 12 In Messaging – Received Messages, select the message again and click the Patient: link to display the person summary view Person summary view will appear

196 Confidential for Discussion Purposes Only Hands-on Exercise 5 (continued) Enhanced Secure Messaging StepsActionsHints 13 Open a summary view of the Coordinated Care Plan by clicking the Summary link from the Assessments table A summary view of the care plan is displayed 14 Send a secure message to the Last Published By: user by clicking their name at the top of the care plan A message will be sent to the author 15 Click Message Followers and send everyone following this care plan a message A message will be received in your Received Messages inbox 16 Launch your work email client and look to the external email notification to check CCT Viewing There may be a delay of a few seconds before the message arrives 17 Send a message to the Moderator / Trainer to let them know that you have completed the exercise

197 Confidential for Discussion Purposes Only Additional Enhanced Messaging Information In the event a client / patient withdraws consent to share their Coordinated Care Plan: Followers will receive a “System Failed to deliver the message” portal notification Users that attempt to directly open a Coordinated Care Plan link for the client / patient will see

198 Confidential for Discussion Purposes Only Activity 10 – Logging out of CCT Viewing

199 Confidential for Discussion Purposes Only Logging out of CCT Viewing To log out of CCT Viewing: 1.Click the Logout button Output: You will be logged out of the system and returned to the Login screen Use the Logout button instead of clicking the red X button in the top right corner of the browser. If Logout is not used, your session will remain active for a pre-defined period of time before the automatic inactivity timeout feature is activated The inactivity timeout feature ensures robust security by automatically logging out after a predefined duration of mouse and keyboard inactivity (usually 30 minutes). Users may change the inactivity timeout setting to a time less than 30 minutes on the My Details screen. See My Details for more information 1 1

200 Confidential for Discussion Purposes Only Appendix – A Privacy & Security Considerations

201 Confidential for Discussion Purposes Only 1 Accessing CCT CCT is a secure system that has been designed to include technical and procedural controls and safeguards to protect PHI These safeguards are in place to ensure that PHI is protected Encryption of data in transit as well as in storage Robust user authentication (user IDs and passwords) with controls for where a user can log in from (IP address white lists) Audit logging to ensure that CCT is being used for appropriate business purposes (all user activities and PHI access in CCT is recorded and will be audited)

202 Confidential for Discussion Purposes Only 1 Accessing CCT (continued) It is critical to keep PHI confidential Protect the client’s Coordinated Care Plan information like it is your own information Free text fields should contain only minimal information reasonably necessary to provide care Beware of the surroundings (other people) when you discuss the client’s assessment in public Turn your screen away from the public Use Ctrl-Alt-Del to lock screen whenever you walk away from your screen – even briefly Remember to log out when you know you will be away from your desk for any period of time and at end of work day

203 Confidential for Discussion Purposes Only 1 Accessing CCT (continued) You should know that: All user activities in CCT are recorded Audit logs are reviewed by your Privacy Officer frequently and regularly The Terms of Use defines acceptable user activities Audit logs will be used to investigate any incidents and/or privacy breaches

204 Confidential for Discussion Purposes Only 2 Terms of Use It is important that the End User read the Terms of Use carefully By clicking Accept the End User is agreeing to their obligations when using the system. For example, the End User agrees to: Maintain the confidentiality of the information in CCT Viewing Access and use PHI only for the purposes of providing health care or services All PHI access is logged

205 Confidential for Discussion Purposes Only 3 Passwords Use strong passwords (mix of uppercase and lower case letters, digits and punctuation characters) Do not use known words, slang, dialect, jargon, names of family members or personal information such as a birthday or address Do not write down passwords or stored them on-line without encryption Do not use the same password for CCT access as for other non-CCT access (e.g., personal email account, etc.)

206 Confidential for Discussion Purposes Only 3 Passwords (continued) Do not share your CCT Authoring or CCT Viewing passwords with anyone, including administrative assistants, co-workers, or your manager Never reveal a password over the phone or in an email Do not talk about a password in front of others Do not reveal a password on questionnaires or forms Do not share a password with family members Do not reveal a password to co-workers (e.g. when going on vacation) Do not use the "Remember Password" feature of applications (e.g., Internet Explorer) If an account or password is suspected to have been compromised, report the incident to your organization privacy officer or security officer and change the password immediately (Go to My Details )

207 Confidential for Discussion Purposes Only 4 Consent If there is person level consent in CCT Authoring, the risk of creating duplicates could exist since the individual record may not show up in searches Health Links may want to implement a business process to revisit the consent question periodically to confirm a client’s consent directives Until all of the mandatory fields including Consent directives are provided, in Authoring, the author can only save the Coordinated Care Plan locally; the “Publish” function will only become available when all of the mandatory fields of the Coordinated Care Plan are completed

208 Confidential for Discussion Purposes Only 4 Consent (continued) Author must record a client’s response for the following consent questions: Does the client or substitute decision maker consent to the sharing of the client’s Coordinated Care Plan? (Yes/No) Was the consent directive provided by the client? (Yes/No) If “No” then the following question becomes visible: “Who provided consent?” (name and relationship to client) Does the client or substitute decision maker agree to maintain this consent to future updates of this Coordinated Care Plan? (Yes/No) If the answer to the last question is “No”, consent directives will have be revisited with the client or substitute decision maker each time there is an update to the care plan before it can be published

209 Confidential for Discussion Purposes Only 5 Handling Printed Assessments and Care Plans If Coordinated Care Plans are to be printed, keep them secured at all times Do not leave printed Coordinated Care Plans behind in meeting room, unlocked examination room, or in public areas (e.g., lobby or coffee shop) Send or fax printed Coordinated Care Plans information with extreme care (e.g., double check fax numbers) Store or dispose of any printed PHI according to the data retention policy of your organization

210 Confidential for Discussion Purposes Only 6 Secure Messaging For secure messaging the following need to be considered: Be clear about whether messages can be sent outside of the care team. Sending PHI using secure messaging should only be done WITHIN the care team There need to be guidelines at the Health Link level to make sure messaging is used appropriately (e.g., no PHI should be sent to users that are not part of the Authoring organization) Similar to email, entering an incorrect recipient name is easy to do, especially when using the drop-down recipient name list, and using a scroll and click approach. PHI or other sensitive information may be accidentally sent to a wrong recipient Similarly, users can receive PHI or other sensitive information that is not intended for them. Users will be trained when and how to report this sort of breach as part of the Privacy & Security training When communicating legitimately with the care team using messaging, legitimate PHI may be communicated, but not recorded as part of the client’s Health Record

211 Confidential for Discussion Purposes Only Appendix – B Release 1 – Known Issues and Recommended Workarounds Remove Appendix B and rename Appendix C if your Health Link is going live on Release 2 of CCT

212 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds The following issues are known for Release 1 CCT Authoring (unless otherwise indicated) and will be resolved in Release 2: Consent directives 1.On the Review screen, the words “or substitute decision maker” are missing (after client) from the first and third questions (they are displayed, however, on the Edit screen) General data entry 2.Avoid entering leading or trailing spaces in any free text fields – adding empty spaces (with no additional text) to a mandatory field will allow you to publish, but this will result in a failed submission to CCT Viewing 3.Although the system will permit it, do not exceed more than 4,000 characters in any free text field (this will also result in a failed submission to CCT Viewing upon publishing) 4.For date fields, you can enter a number (e.g., 08) for the month and it will be translated to characters (e.g., AUG) automatically

213 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Person search CCT Authoring and CCT Viewing: 5.There are 11 special characters that are not supported in person search It is unlikely that they are used, but they include: ‘ ’ ’ “ ” – — Œ œ Ÿ Please note that the list does not include the standard hyphen ( ‘ ) – the characters above are very unique Should a person’s name include any of these characters, it could result in failure to return appropriate search results, or unexpected errors when searching, viewing or printing Person summary, demographics 6.If a date of birth was flagged as “Estimated” in My identifiers, it will be displayed in the person summary context header and demographics section without the estimated (“Est.”) indicator Refer to the My identifiers section in the care plan to confirm if a date of birth is estimated Please note that date of birth is a single field in CCT Authoring, with a flag to indicate estimated

214 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Person summary, demographics (continued) In CCT Viewing, however, date of birth and estimated date of birth are two separate fields Should you change a date of birth to estimated in CCT Authoring and publish the care plan, EMPI will store the estimated date of birth in the estimated date of birth field but it will not remove the original date of birth from the date of birth field Person summary, timeline CCT Authoring and CCT Viewing: 7.The following assessments will have updated labels: RAI-CA will be labeled “interRAI-CA” RAI-CHA will be labeled “interRAI-CHA” RAI-PS will be labeled “interRAI-PS”

215 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Person summary, timeline (continued) CCT Viewing only: 8.In the tooltip for coordinated care plans, the “Author” field will be re-labeled “Record Type” 9.In the tooltip for non-coordinated care plans: “Published” will be re-labeled “Reference Date” (which is the assessment completion date) “Author” will be re-labeled “Record Type” “Status” will be removed, as it is not applicable to standard assessments Person summary, assessment list 10.The column “Reference/Published Date” should be “Reference/Last Updated Date” and displays the date of the last updated section in the care plan 11.The column “Role” will be renamed “Profession” 12.The “Transaction ID” in the tooltip is currently displaying the CCP ID – the correct transaction ID is available from the publishing log

216 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Care plan – Status icons 13.The white + status icon is ONLY displayed before data is entered in a section – once data is entered and saved (not as a draft), the section will display the green + status icon If data is removed, the flag will not return to the white + status icon“ Red and yellow status icons toggle back and forth as you edit/change data (e.g., if you add mandatory data in My care team, the icon turns green; if you remove it will turn red) Care plan – My identifiers 14.Please don’t enter more than 30 characters in the “City” field as this will result in a submission failure when you publish the care plan

217 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Care plan – My plan to achieve my goals for care 15.Care team members who contributed to this plan – the system allows you to select a care team member more than once – be mindful that you only select members once Care plan – My other treatments 16.The “+” symbol, indicating that this field is included in the Summary view, is missing from the Edit screen for the following fields: Significant surgeries and/or implanted devices (e.g. pacemaker, transplant, stent) Assistive devices (e.g. oxygen cylinder, wheelchair) Detail care plan 17.After initial log in, when the user views a care plan in Detail view, the button at the top of the screen indicates “Detail” instead of “Summary” (to toggle between the two views) When you have clicked the “Detail” button once, it works correctly for the remainder of the session

218 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Viewing/printing care plans CCT Authoring only: 18.Please print care plans from CCT Viewing only due to the following issues in printing care plans from CCT Authoring: Missing the name of user (printed by) in footer (PDF – summary, detail views) Missing last verified by and last verified date for My identifiers (PDF – draft) CCT Authoring and CCT Viewing: 19.Displayed and/or printed care plans: Are missing data entered as free text in “Other” fields for: Religion (PDF – summary) Care team member role or relationship (HTML + PDF – draft, summary, detail) Prescriber (PDF – summary, detail) Display lengthy text entered in the assessment “score” field beyond the margins of the column; data is accurate, display is not perfect (PDF – draft, summary, detail)

219 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Viewing/printing care plans (continued) Have minor formatting issues – font sizes, page breaks, footer cut off (PDF – summary, detail) Sequence of fields is not accurate for some fields in My identifiers and one field in My plan to achieve my goals for care (HTML + PDF – summary, detail) Mismatch in naming convention for “Detail” view (labelled differently across the application) Publishing log 20.Do not search by Person – search only by Author’s ID or Date Range only

220 Confidential for Discussion Purposes Only Appendix – C Release 2 – Known Issues and Recommended Workarounds

221 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds The following issues are known for Release 2 CCT Authoring (unless otherwise indicated) and will be resolved post Release 2: Updates to Consent directives or Status only 1.If you ONLY update the consent and/or the status in a care plan, and then publish the care plan, the care plan will assume the same updated date (reference date) as the last published version To force a new updated date, you could make a change to any other section (e.g., add a space, then remove it), then save the section This will force a new reference date for the care plan, but be aware that it will also indicate that you updated a section which technically wasn’t really updated Person summary, demographics CCT Authoring and CCT Viewing: 2.The previous 5 addresses and/or aliases for a client are not displayed in chronological order, with the most recent one on top 3.On the person summary screen (demographics), the language field displays mother tongue (as selected in CCT Authoring) only when set to English or French; otherwise it displays “No linguistic content; Not applicable”

222 Confidential for Discussion Purposes Only Known Issues / Recommended Workarounds (continued) Browser, Internet Explorer 10 4.The header in the Consent Directives section is cut off (this does not affect functionality) – please refer to the list of supported browsers Additional tips: VPN / Connectivity If your session expires due to inactivity and/or your VPN connection is dropped, you must close your browser and re-login to CCT Authoring Browser If the browser window is re-sized, the field labels may overlap – ensure that your workstation is configured as per the system requirements (minimum supported resolution is 1024x768) A popup may be displayed with the message: “Prevent this page from creating additional dialogues”, with a check box – if you check the box, no pop up error message will displayed thereafter until the browser cookies are cleared; ensure browser settings allow popups for CCT Authoring and CCT Viewing (IAR)

Confidential for Discussion Purposes Only Care Coordination Tool (CCT) Application End User Training Guide (CCT Viewing and CCT Authoring) > 2015.

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Confidential for Discussion Purposes Only Care Coordination Tool (CCT) Application End User Training Guide (CCT Viewing and CCT Authoring) > 2015.

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Presentation on theme: "Confidential for Discussion Purposes Only Care Coordination Tool (CCT) Application End User Training Guide (CCT Viewing and CCT Authoring) > 2015."— Presentation transcript:

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