The following slides represent a typical encounter for a Case Manager with Provider privileges' The

1
AHLTA CBHCO Encounter

• The following slides represent a typical
  encounter for a Case Manager with Provider
  privileges. The process starts with making an
  appointment in AHLTA and finishes with signing
  the Encounter and printing the required MedRec
  hand-out.
• For further information please contact Tom
  Minkley, Sr Client Support for Great Plains
  Regional Medical Command, Clinical Informatics
• Tom.Minkley_at_amedd.army.mil
• 210 295-2656

2
AHLTA Case Mgr. Encounter

• Create an Appointment
• Telephone Consult
• Manage Problem List
• Manage Medications
• Copy Forward
• Open an Encounter
• Select AIM Form
• Include Scanned documents with Add-Note
• Complete A/P Portion of Encounter
• Disposition
• Sign and Close Encounter
• Print Medication Reconciliation

3
AHLTA Case Mgr. Appointment

• Open AHLTA
• Select a patient using Search

4
AHLTA Case Mgr. Appointment

• Or Select from the drop-down list

5
AHLTA Case Mgr. Encounter
Or use Patient List to select a patient and
6
AHLTA Case Mgr. Encounter
Build a Patient List
7
Case Mgr. New Appointment
Select New Appt icon and click Yes
8
AHLTA Case Mgr. Appointment
Select Clinic
Appointment Type
Enter a Reason
Click OK
9
AHLTA Case Mgr. Tel Con
10
Case Mgr. - Problem List
Select Problems in tree and expand list
11
AHLTA Case Mgr. Inactivate a Problem
Select a problem
Change Status to Inactive
12
AHLTA Case Mgr. - Meds
Select Meds list from tree Hi-lite Med to be
deleted Select Discontinue from Menu
13
AHLTA Case Mgr. Add a Med
14
AHLTA Case Mgr. Complete Med Order
15
AHLTA Case Mgr. Resulting Meds List
16
Case Mgr. Copy Forward Function

• USING COPY FORWARD
• Two Requirements
• A Completed Previous Encounter for the patient
• Current Open Encounter for the same patient

• Start by selecting Previous
• Encounters to access a list of
• available encounters to copy

17
Case Mgr. Select Previous Note

• Select previous note that you would like to copy
• Can Preview Note Below

• 2) Select Copy Forward Button

18
Case Mgr. Select Current Encounter

• If a patient has multiple
• encounters open, you will be
• prompted to choose your
• desired encounter

19
Case Mgr. Copy Forward in the S/O Module
When you enter the S/O Module, the bullets from
your previous encounter will automatically load
and will appear in yellow
USING COPY FORWARD

• You can then either
• Choose the bullets you want individually
• OR
• 2) Use the Auto Enter button to insert all of
  the bullets with a single click

20
Case Mgr. Copy Forward for All Tabs
The Copy Forward Template can contain
information for all tabs of the S/O Module, but
you need to select the Auto Enter key on each
tab separately.
21
AHLTA Case Mgr. Encounter
From Screening in the tree Select the
Appointment and click OK.
22
AHLTA Case Mgr. - Screening
Then, Vital Signs if appropriate
23
AHLTA Case Mgr. S/O

• Click on S/O in the Tree
• Select an Encounter

24
AHLTA CBHCO New Note

• Open a New Note or
• Edit an existing Note from S/O Notes

25
AHLTA Case Mgr. AIM Form

• Click on Template Mgt icon
• Type WTU CCP and click FindNow
• Then Double click on WTU CCP (DoD)

26
CCP HPI Tab
27
CCP AIM HPI Form View
You may select Note View
Use Ctrl-Enter to add a new line
28
CCP - Notes View
Return to Form View
29
CCP AIM Past History
30
CCP AIM ROS
31
CCP AIM ROS-2
32
CCP AIM Treatment Plan
33
CCP AIM Care Plan
34
CCP AIM Closure
35
CCP AIM HELP
36
Scanning
Close AIM Form and Click Add Note
37
Add Note Load New Note
Look up and Open previously saved image
38
AHLTA A/P
39
AHLTA Disposition
40
Add CPT Code
41
Sign Encounter
Closure
42
Med Rec - List of Meds

• Click Close at Tool Bar
• Use mouse to box the Active Medications area of
  the screen and copy text (Edit-Copy or Ctrl-C)
• Open MS Word and paste onto a document
• Print the document to hand to the Warrior
• This can also be used to provide a copy of the
  Care Plan