Ambulatory/Outpatient Updates - Collateral Visits

Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
  • Ambulatory/Outpatient Updates - Collateral Visits
"Collateral visits" are visits with a person other than the patient (e.g., parent, partner, caregiver, provider, multidisciplinary team) regarding the health care of the patient. The appointment is scheduled to the patient but attended by the collateral person, and the encounter is on the patient’s health record. 

As of October 15, 2024, there will be updated design, build, and workflow for collateral visits in ambulatory/outpatient settings. These changes include:
  • The ability to schedule the appointment with the patient:
    • Default to be hidden from the patient, as they do not need to attend the appointment 
    • Collateral-specific Visit Types
    • Built-in prompts to indicate who the collateral person is to attend the appointment 
    • Registration bypass, as the patient is not presenting thus registration can be bypassed
  • A new encounter type of “Collateral” to complete documentation, including:
    • Specific tools for documenting a collateral visit
    • A unique note type of collateral to differentiate documentation from non-collateral visits 
  • New columns for the Department Appointment Report (DAR) and Multi-Provider Schedule (MPS), to assist with indicating collateral visits and persons 
If your department requires use of the Collateral Visit workflow, you must request Collateral Visit Types to achieve this workflow, by submitting a ticket. Collateral Visit Types available to request are Provider to Provider (intended to be used when scheduling two Connect Care providers; if only one provider is a Connect Care provider, use another subsequent Collateral Visit Types), CollateralCollateral – GroupCollateral – Community, Collateral – Home, and Collateral – Telephone.

For screenshots and more information, see the guide: