Table Of Content
Individual 1:1 Classes
Chapter 1. Before the first Session
Section 1. Create a New One on One Class
If you are assigned to multiple sites within your program, confirm that you are viewing the correct site before adding a new class or session. Classes are added to the site you are currently viewing; the name of the site you are viewing appears in the bottom right corner of your Connect and Coach Window. If you need to switch sites, click on the site name.
The Switch Sites screen opens.
Once you have confirmed that you are viewing the correct site, you are ready to create a new one on one session. Your first option is to create the one on one assessment using the shortcut from the Search page. First, you need to select a patient.
After clicking Select the assessment choices appear for the patient:
Your second option for creating a new one on one session is to do so through the Education/Assessments tab:
You have the option to Create Basic 1:1 session, or to Create 1:1 From Template. First, we will discuss the process for creating a Basic 1:1 session.
1) Create a Basic 1:1 Session
The Create New Class screen opens. Required fields are outlined in red.
The one on one class you have just created now appears within the Education/Assessments tab as shown below. The Initial Assessment you assigned to this class is a live link to the assessment. You can access all assessments in this view should you need to revisit a completed assessment.
2) Create a 1:1 Session from a Template
The Create Class from Template screen opens. The top half of the screen is the Class Information section. The Required Fields are circled in red.
The bottom half of the Create Class from Template screen is the Class Sessions section.
The one on one class you have just created from a template now appears in the Class List as shown below in the Education/Assessments tab.
Section 2. Review Patient Pre-Assessment Survey Data (PSA)
You can access a pdf file of the customer’s PSA answers by navigating to the Education/Assessments tab. Under the Customer Survey section you will see a link to PSA Answers. When you click on this link the pdf file will load and you can view the file.
Chapter 2. Online Assessment Forms
Connect and Coach allows you to collect patient data during your counseling session by utilizing online assessments. These assessments streamline the data entry into the overall electronic health record for your patient. Typically, the assessment forms are called Initial and Follow-up. They are also referred to as Detailed Assessment or Simplified Assessment, depending on your program.
Section 1. Initial Assessment
The Initial Assessment is the most comprehensive assessment form. Its purpose is to guide you through the data you would like to collect during a counseling session. This data then populates into the broader tabs within the patient’s electronic health record. Online assessments prevent you from having to “hunt and peck” during a session to find where you should enter patient data.
Sample Initial Assessment Form:
Section 2. Follow-up Assessment Form[/su_heading]
The follow-up assessment form is an abbreviated version of the initial assessment focusing on the data points you would likely collect in a follow-up visit.
Sample Follow-up Form:
Section 3. Notepad
Section 4. Entering Patient Data
By clicking the tabs in the Patient Information section on the left side of your screen, you can navigate between data categories:
- General Information
- Insurance, Referrals, Billing
- Client History
- Food History
- Biochemical Data
- Comparative Standards
- Contact History