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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2. Fax Account

Connect and Coach enables dietitians to fax a Doctor’s Report to a patient’s primary care provider. This functionality is covered fully in the Faxing Reports and Fax Log topic. Connect and Coach Administrators are able to review the Fax Account for all sites or by individual site. To review the Fax Account: The Fax Account Summary displays. This screen […]

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3. Session Billing Configuration

Table Of Content

Connect and Coach allows you to classify educational sessions as billable and non-billable. To configure these settings: The Session Billing Configuration screen is divided between Billable Subsessions and Non-Billable Subsessions. In each section, you can add, update or delete a subsession. Adding a New Billable Subsession To add a new billable subsession: The Add Billable Subsession […]

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5. Adding Program Forms

Connect and Coach allows you to upload forms specific to your program.  Examples include a nutrition counseling consent and HIPAA privacy policy.  These forms are housed under the Program tab within the Program Forms tab.

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