Merging Patients

Table Of Content

In Connect & Coach, it is possible to create multiple data records for the same patient. This could arise from a number of different situations: a patient gets married, then gets entered into the system with their new last name, or perhaps they move and are entered into the system again with a new […]

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1. Managing Security and Access

Table Of Content

A Connect and Coach Administrator user is responsible for configuring sites, creating and maintaining user accounts, assigning these users to sites, deleting accounts no longer in use and resetting passwords when necessary. PHRQL recommends a few best practices with regard to security. In order to abide by HIPAA policies and reduce the risk of […]

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1. Platform Overview

The Connect and Coach platform enables Dietitians to document and access a wide variety of information about their clients in a single location. Connect and Coach is more than an electronic health record; it’s a relationship builder. Dietitians stay connected to their clients, understand their goals, and provide timely follow up. The comprehensive Connect and […]

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2. Accessing Connect and Coach

To log into your Connect and Coach account, open your web browser and navigate to Connect and Coach. For your first login, your username and password default to your e-mail address. Since this is your first login, Connect and Coach requires you to change your password immediately. Choose a password between 8 and 32 characters […]

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5. RD Reminder Settings

Table Of Content

From within the Calendar view of the Classes tab an RD can choose to set a time interval to receive a reminder email of an upcoming class.  The default reminder setting is “No Reminder” but an RD can choose a time interval from the drop down list that suits them or they can create […]

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3. Terminology

I. Interchangeable Terms Dietitians use Connect & Coach in a variety of settings.  Each setting may use slightly different terminology.  Various screenshots in the help documentation may use different terms that refer to the same thing so it is important to know the key words used throughout the help site. For example, retail dietitians use […]

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1. Individual 1:1 Classes

Table Of Content

Once you have added your patients to the Connect and Coach platform, you are ready to begin counseling. Connect and Coach enables you to schedule and document patient counseling interactions in a variety of settings, including one on one sessions, follow up sessions, and group classes. While the documentation process for each type of […]

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2. Follow Up Sessions

Table Of Content

You should schedule a follow up session when you plan to meet with a patient individually to follow up on the patient’s progress from the previously scheduled session. Follow up sessions are scheduled as new one on one sessions. Connect and Coach enables you to prepare for patient educational sessions by completing some tasks […]

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3. Group Sessions

Table Of Content

Once you have added your patients to the Connect and Coach platform, you are ready to begin counseling.  Connect and Coach enables you to schedule and document patient educational sessions in a variety of settings, including one on one sessions, follow up sessions, and group classes. While the documentation process for each type of […]

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1. Snapshot Reports for Referrers of Patients

Connect and Coach enables you to prepare a snapshot report to send back to the referrer. To prepare this report: The Patient Information screen opens. A Snapshot Report opens in a separate window. You can print and mail or fax this report as dictated by your policies and procedures.

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