What is an Episode of care?

Table of Contents

• Overview
• New Episodes of care
• Multiple Episodes of care
• Inactive Episodes of care
• Adding assignments to an Episode of care

Overview

An Episode of care (EOC) is a grouping of assignments for each patient related to a targeted health outcome for a specific treatment plan. Patients can have multiple EOCs for different treatment cycles and should have a new EOC when new related patients or partners are associated with them.  Episodes of care for a patient are listed under the “Episodes” tab in the patient record.  

New Episodes of care 

New Episodes of care sometimes need to be created for the following reasons:

1. Change in patient’s relationship status
   • Episode 1: Amy seeks treatment X and she is a single patient
   • Episode 2: Amy seeks treatment Y and she now has a partner, Sam
   • Episode 3: Amy seeks treatment Z with a new partner, John

2. New treatment cycles

New Episodes of care can be created manually within the “Episodes” tab of the patient record if using EngagedMD as a standalone system.  If EngagedMD is integrated with your clinic’s EMR, Episodes of care may be created automatically through the integration.

Episodes are meant to be flexible and your clinic should feel free to use them as they see fit.

Multiple Episodes of care 

A patient could have multiple active Episodes of care for the following use cases:  

1. Same sex couple and both individuals need to complete paperwork as primary patients

• Staff should create a new Episode of care so that the related patient becomes the primary patient in the second Episode to send the forms needed.

2. Related male patient needs to fill out consent forms as primary patient

• If you have a male patient who is entered into EngagedMD as the related patient, you can create a new Episode of care with the male only (e.g., to assign the Sperm Freeze bundle).

Inactive Episodes of care 

Inactive Episodes are no longer relevant and are removed from the Episodes of care list to streamline the assignment process. 

Adding assignments to an Episode of care

Steps:

1. Search for the patient record.
2. Click on the “Episodes” tab.
3. Select “New Episode” and then “Create New Episode”.
4. Enter related patients if applicable and care team members
5. Select “Add Assignment”.
6. Add the appropriate assignments. As assignments are selected, they will show up on the right side of the screen under “Selected Assignments”. Once the assignment selection is completed, click on “Next”.  
7. Within the “Assignment Settings” details screen, select the “Doctor” and other details required (e.g., signers for Form assignments). Make any edits needed on the right side of the screen under “Edit Assignments”.
8. Once the assignment details are entered and confirmed, select “Assign” to add the Episode of care.

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