FAQs2020-09-04T08:46:07+00:00

Frequently Asked Questions

What programs are available under 360 Care Manager?2020-09-04T08:55:25+00:00

Below are the programs available under the 360 Care Manager:

  • Care Management
    • Care Coordination
    • Chronic Care Management
    • General
    • Complex Care Management
    • Social Determinants of Health
  • Disease Management
    • Heart Failure
    • COPD
    • Cancer
    • Asthma Peds
    • Diabetes
  • ER Follow-up
  • Medication Adherence
  • TCM (Transitional Care Management)
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How can I find the list of eligible patients?2020-09-04T08:56:01+00:00

Eligible patients are those patients which are eligible for enrollment in a program(s) but are not yet enrolled. To view the list of eligible patients, perform the following steps:

  1. Log into the 360 Care Manager with your account.
  2. From the Navigation Panel, click the Programs tab and choose Eligible Patients

  1. If no favorites (ACO) are selected by the user, then by default the first program in the programs list is shown (Care Coordination).

  1. Use the Programs filter to populate and view the eligible patients according to required programs. After selecting the programs, the list will be updated accordingly as shown below:

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How can I find the list of enrolled patients?2020-09-04T09:51:11+00:00

Enrolled patients are currently enrolled in certain Care Management Programs. To view the list of enrolled patients, perform the following steps:

  1. Log into the 360 Care Manager with your account.
  2. From the Navigation Panel, click the Programs tab and choose Enrolled Patients

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How can I find the list of unenrolled patients?2020-09-04T09:57:43+00:00

Patients can be unenrolled from certain programs. All these patients are summarized in unenrolled patient report, to view the this report:

  1. Log into the 360 Care Manager with your account (Care Coordinator/ Care Manager/ Supervisor).
  2. From the Navigation Panel, expand Reports tab.
  3. Click on Unenrolled Patients tab to view the report.

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How to enroll a patient in a specific available program?2020-09-04T10:12:42+00:00

To enroll a patient in a certain program, its assessment has to be performed on patient chart.

Now all programs have rules for enrollment defined in the configuration section, if the assessment results match the rules for the program, the patient will then be enrolled in the program. Following are the steps:

  1. On Patient Chart, open the Assessments tab for the patient
  2. Select the specific program from the Programs dropdown available.

  3. Then select “Initial Assessment” from the Assessments dropdown and click on

  4. An Assessment form will be shown to the user according to the CM program:

  5. After filling the form, click the  button to save the form. The status of the assessment will be marked as Incomplete. If the user presses “Complete”, the status is marked as Complete. If no function is performed on an assessment, it is marked as Open.
  6. If assessment is marked as ‘Complete’, and the assessment results are in line with the rules of enrollment defined, the patient will be enrolled in the program and the following popup is shown:

  7. If assessment is marked as ‘Complete’, and the assessment results are not in line with the rules of enrollment defined, the patient will not be enrolled in the program and the following popup is shown:

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Can a patient be enrolled in multiple available programs. if Yes, then how?2020-09-08T06:55:41+00:00

Yes, a patient can be enrolled in multiple programs just like it is enrolled in a single program. After an assessment for a certain program is performed and patient is enrolled in that program, assessment for the next program can also be performed.

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How to create an assessment?2020-09-08T07:03:08+00:00

Assessments are performed against patients so that they are evaluated for programs. These are usually performed on call with the patient,

To create assessments, follow the below steps:

  1. Log into the 360 Care Manager with your account (Supervisor).
  2. From the Navigation Panel, expand the Form Designer tab and choose Assessments.

  3. Add a new assessment by clicking on the button available. The below form will be displayed as a result:

The user will add the below information for new assessment:

  • Assessment Name
  • Questionnaire
  • Service Type
  • Service Code
  • Assessment Type
    • Initial Assessment
      • Used to enroll patients in a service
      • This option will not be available for TCM Service
    • Discharge Assessment
      • Used to un-enroll patients
    • Other Assessment
      • Used to perform any assessment during care duration of a patient
    • Active/Inactive

Enter the relevant information and click on  to add the new assessment.

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How to add an Engagement note for a patient?2020-09-08T07:13:06+00:00

Notes added by the Care Manager when he/she has engaged with/called the patient are displayed in the Engagement Notes. By default, engagement notes displayed are for all programs.

To view and add engagement notes, follow the below steps:

  1. On Patient Chart, click on the Engagement Notes
  2. View engagement notes by following steps in 4.10
  3. Click on the  button available. The below pop up is displayed as a result:

Click on the  button to save the note.

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Can I unenroll an enrolled patient?2020-09-08T07:18:15+00:00

Yes, patients can be un-enrolled; if a patient is already enrolled in a program, the option to un-enroll that patient is available for Care Managers and Care Coordinators.

  1. Click on the Services tab on Patient chart.

  2. Unenroll a patient by clicking on the A pop up is displayed as a result requiring the below information:

  • Services
  • Reasons
  • Type
  • Call Duration
  • Notes
  • Anecdotal Outcomes

Click on the  button to unenroll the patient from the selected service and would be shown under “Care History” tab.

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Are there any pre-designed and pre-populated reports available?2020-09-08T07:21:12+00:00

Yes, mentioned below is the list of pre designed and pre-populated reports available in Care Manager:

  • Deassigned Reports
  • Unenrolled Patients
  • Engagement Notes Report
  • Anecdotal Outcomes Report
  • Frequent Flyers
  • 360 Ribbon Alerts Report
  • Without Engagement Notes
  • Engagement Notes Gap Report
  • Service Types/Codes Report
  • Patient Care Plan Report
  • Patient Assignment Report
  • TCM reports
  • TCM Aborted Patients Report
  • Referrals to CM
  • Fax History
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How can a user manage TCM for a patient?2020-09-08T07:28:50+00:00

On Patient Chart, the TCM tab is displayed only for enrolled patients. It allows the user to perform TCM management for the patient. In most cases, TCM starts after discharge for any patient but sometimes TCM is started as soon as a patient is admitted.

To view the TCM (Management) of a patient, view the relevant patient chart and click on the TCM tab.

Alert Information

If a patient comes back to the hospital within 30 days, the current TCM is cancelled. A new TCM is started when the patient is discharged again. This information is shown in Care History in Services tab of the particular patient. Patient is also removed from the Enrolled Patients list after the TCM is cancelled.

  1. Alert information shows the information regarding the current TCM after discharge.

Admit Notification Auto Task

This section allows the user to mark if the patient is still in the hospital and schedule a date for a review.

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How may the user perform rule management?2020-09-08T07:37:25+00:00

User can set rules for services, users and physicians from the Configuration and selecting Rule Management.

  1. From the configuration tab, click on the Rules Management tab.
  2. Rules for assessments can be specified in this section. Problems for a care plan are displayed automatically and users are enrolled in Programs according to the set rules.

Two types of rules can be managed by the user:

  • Care Plans
  • Program Enrollment
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How can rules for care plans be added?2020-09-08T08:20:23+00:00

User can create rules for care plans and program enrollments.

  1. From the configuration tab click on the Rules Management tab. The Care Plan tab is displayed.
  2. Click on the button available. The below form will be displayed as a result:

  3. Enter the name of the Careplan Rule.
  4. Select the question category and questionnaire before creating the rules for the questions.

Rules can be created for all question types of assessments with following operators:

  1. Number and date type questions: Equal, Not Equal
  2. Text type questions: Equals, Contains
  3. Single/Multi-Select Questions: Equal, Not Equal

AND/OR conditions can also be applied to rules. Multiple rules can be added for a single question by using the  button available. Rules can also be grouped together by using the  button.

Click on the  button to delete the rule before saving.

After setting the rules, add the disease type and select the relevant issues. Click on  button to save the rule.

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How to Perform Users Management in the 360 Care Manager?2020-09-08T08:33:24+00:00

The Users Management area allows to manage user configuration for Data and application access from a centralized place. It provides flexibility to configure access of a user on both Payers/Contract Data and at Application level. In CM application, user will only be able to view ACOs having CM application access. In 360 platform, the users with the following roles may access the “Users Management” application:

  • Account Manager
  • ACO User
  • Care Supervisor

However, these users may further give the “Users Management” system access to other users as required.

To view the “User Management” application:

  1. Log into the 360 Care Manager with your account (Supervisor).
  2. From the Navigation Panel, expand Configuration tab and choose the User Management.

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How to give the “Users Management” access to a 360 user?2020-09-08T08:36:43+00:00

In order to provide users access to User Management Module, make sure your 360 user account has the required data access to be able to grant this access to other 360 users.

For this:

  1. Log into the 360 Care Manager with your account (Supervisor).
  2. From the Navigation Panel, expand Configuration tab and choose the User Management.
  3. Search/ move to the user whose account has to be given the ‘360 Users Management’ access and click it to edit their profile.
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How to create a new 360 user?2020-09-08T08:53:02+00:00

Care Supervisors can create new users and provided access to 360Suite, for this:

  1. Log into the 360 Care Manager with your account (Supervisor).
  2. From the Navigation Panel, expand Configuration tab and choose the User Management.
  3. Click the Add a User button from the top right of the screen.

  4. Specify the personal information of the user as shown below.

  5. Now search the organization (to list their products/ contracts/ ACOs) or directly search the products/ contracts/ ACOs for whom the 360 user is required to create. Select the products/ contracts/ ACOs as required.

  6. Configure the user role and other settings as required. Upon selecting a role for a 360 user, the icon may appear next to it from where you can configure data settings for the user. It is imperative to note, that the “Data Settings” option does not appear against all the user roles.

  7. Click the Additional Apps

  8. A screen with check boxes will appear. Select the User Management option from there and close it.

  9. Click the Save and Close button to save these changes in the user’s profile.

The User Management option will start appearing under the Settings tab of the user’s account upon next login. The users should have the required data access to be able to browse the ‘360 Users Management’ module.

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