Starting an Assessment

Beginning an Assessment from the Dashboard

• This works if you have calendly integration (refer to Clinical Intervention documentation)

• Appointments will appear on dashboard - the appointment date must be in the range at the top right of the dashboard, and the Minor Ailment filter must be selected

Beginning an Assessment from Patient Profile Page

• For walk-in patients, you can start the assessment from their profile page

Minor Assessment Pop-up

(Calendly-Integration) Google Meet Information

• If the minor ailment assessment was created via. Calendly, then at the very top there will be a link for the virtual assessment

• If the meeting has been cancelled, then the status would be “inactive”

• Box only supports virtual assessements via. Google meet

Filling Out Patient Information

• All fields must be filled

• If the appointment was created from Calendly, then DOB, healthcard, first name, and last name are pre-filled.

• Box will create a new patient based if there is no patient with the same first name, last name, and healthcard number in the database.

• Patient phone number is required since Mapflow generates an Rx - the phone number must be a Canadian phone number.

• The healthcard number must be 10 numeric digits - this is important as Mapflow only accepts 10 digit format healthcards. If you are not using Mapflow then it does not matter.

Creating the patient on Mapflow

• Clicking the CREATE PATIENT ON MAPFLOW button will create the patient in Mapflow if there is no patient in Mapflow that has the same healthcard number - otherwise it will create a new patient.

• Upon success then the patient is linked on both Box and Mapflow. You can now update the patient information from Box to Mapflow

Creating a New Mapflow Assessment

• Selecting an assessment and clicking the BEGIN NEW ASSESSMENT button will bring you to Mapflow

• If you are not logged in to Mapflow, you may need to login and then click the BEGIN NEW ASSESSMENT button again

Fetching Mapflow Assessment Results

• Upon finishing the assessment (seeing the Rx generated on Mapflow), click DOWNLOAD ASSESSMENT RESULTS

• Only assessments that are started FROM BOX can be fetched

• The PIN that shows will be used for billing this assessment. If there are prescriptions generated it will also appear in the textbox as free text.

• This information will appear on the Provider Notification

• Once you are done, click SUBMIT.

Billing for the Assessment

• The ADJUDICATE SERVICE button is now clickable - which brings up the familiar adjudication window

• Ensure the correct PIN is being used.

Updating the Assessment Document

• If you need to make any changes, you need to make the change in the window and then click the UPDATE DOCUMENT button.

Provider Notification

• Box will generate the provider notification form along with all the information of the assessment.

• The PDF is editable before you print and fax to the provider.

• eFaxing is currently under construction and will be available soon.

Reviewing Documentation After-the-Fact

• All minor ailment assessments are saved in the patient profile under documents.

• You can open each document to reverse or make any other modifications.