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            Assign To-Do Lists to Address Patient Issues

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            Assign To-Do Lists to Address Patient Issues

            Partnering with patients and helping them play an active role in their healthcare is essential in comprehensive medication reviews. By identifying a patient’s issues and assigning patient-specific action items, you can help to mitigate the issue, enhance patient self-care, and improve patient satisfaction.

            Required Editions

            But, we know that it’s tedious to manually create an action plan during a review. That’s why we’ve integrated Medication Therapy Management with Care Plans to give you predefined tasks for every issue. You can also add tasks to provide customized care and meet the individual needs of your patients.

            During a medication therapy review, use a to-do list to record your conversation with the patient, highlighting the issues that you discussed and action items that you recommend. These details are shared with the patient as part of the comprehensive medication review summary document.

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Medication Management Add-On license
            User Permissions Needed
            To assign to-do lists
            • Create, Read, and Update permissions on the following objects:
              • Account
              • Medication Therapy Review
              • Medication Therapy Statement Review
              • Medication Therapy Statement Review Issue
              • Care Plan
              • Care Plan Activity
              • Care Plan Template
              • Action Plan Template
              • Action Plan Template Assignment
              • Medication Statement
              • Medication Statement Detail
              • Medication Request
              • Medication Dispense
              • Patient Medication Dosage
            • Run Flows
            1. On a patient’s Person Account record, go to the To-do List subtab under the Comprehensive Medication Review tab.
            2. Click New To-do List.
            3. Enter a brief description of the issue that you discussed with the patient and select the issue.

              The Recommended Tasks section lists predefined tasks.

              Note
              Note Your admin enables the To-do Lists setting and the associated objects, and configures care plan templates for each issue with the necessary predefined tasks. Reach out to your admin if you don’t find the required issue or if you face errors.
            4. In the Additional Tasks section, add any extra tasks that will help the patient.
            5. Select one or more active medications that are related to the issue.
            6. Save your changes.

            You can see that a to-do list is now added to your patient’s medication therapy review record. You have the flexibility to add or update the tasks and their priority at a later time.

             
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