Canopy
Care Team
CHA
Miscellaneous
100

This documentation feature reduces the number of clicks needed to record information in the system.

What is a Quick Note?

100

This healthcare professional coordinates with the patient's primary care physician and care team before patient home visits.

What is a PharmD?

100

This notification ensures patient safety by analyzing prior admissions, visitor restrictions, and clinical red flags.

What is an Admission Alert?

100

This timeframe indicates when a CHA should complete their initial home visit after receiving a discharge notification.

What is within 72 business hours, or 7 days if that's not possible?

200

This colored notification bubble, accompanied by a number, alerts users to items requiring their attention.

What are Red and Green Bubbles?

200

This clinical professional conducts comprehensive assessments of need/barriers to discharged patients of all tiers

What is a TCM Social Worker?

200

This documentation of willingness allows the CHA and TCM-RN to provide bedside and post-discharge support.

What is Enrollment?

200

These two clinical professionals can be invited to join home visits via Google Calendar to reduce outreach and gather insights.

Who are the PharmD and TCM-RN?

300

In this location of the patient chart landing page, you can find key patient details like demographics and RAF scores.

What is the top left corner?

300

This role provides specialized administrative and logistical support to all patients.

What is a TCC?

300

This vital interview tool helps CHAs build initial patient relationships and gather essential information.

What is the 'Meet the Person' interview?

300

This timeframe represents when documentation must be submitted after completing a home visit.

What is 48 business hours?

400

This feature allows users to create custom reminders and documentation templates that can be accessed later.

What are Seed Phrases?

400

This clinical professional provides focused telephonic support and for patients during hospital stays and after discharge.

What is a TCM-RN?

400

This team member conducts initial interviews, builds relationships, and obtains program participation agreements.

Who is the CHA?

400

This tool guides home visits, helps document conversations, and tracks important follow-up items.

What is a Seed Phrase?

500

This key feature in our system provides a centralized view of patient information for daily care coordination.

What is Huddle?

500

This professional provides up to 30 days of post-discharge support, assessing patient skills, knowledge, and assets to prevent readmission.

What is a CHA?

500

This required permission allows the TCP to complete their interventions with the patient.

What is Consent?

500

After seeing a patient, what two steps close their case?

What is reviewing with the care team and closing in Salesforce?