Introduction

Protocols are available in Canvas to make care teams aware of recommended services and interventions. The protocol icon is the first icon located on the menu bar at the top right of the patient chart. A red badge indicates a protocol due.

Key Objectives:

You will learn who is included in a specific protocol.
You will learn how a protocol is satisfied or completed.
You will learn why a report is needed.
You will learn how to manage a protocol from the patient chart.
You will have access to the list of protocols.

Who is Included in a Specific Protocol?

Patients are included in a protocol if they meet certain criteria that define the protocol population.

This may be demographic information (patient birth sex, age, etc), known medical conditions (diabetes mellitus), prescribed medications (PrEP treatment), risk factors, or clinical data.

For example:

Colon Cancer Screening population is defined as all patients between 50-75 years of age.
Diabetes population is defined by age ranges AND diabetes condition and/or medications.

Canvas will automatically move patients in or out of protocols based on changes in clinical information.

How is a Protocol Satisfied or Completed?

Protocols are satisfied when a specific service or intervention is completed. Canvas updates the protocol within seconds so you have an accurate view of which protocols need action.

Many protocols are completed as clinical documents brought into Canvas via Data Integration (Canvas document importation application). Examples of this include an uploaded mammogram report or stool based colorectal cancer screening test. When these documents have been reviewed by the responsible provider, the protocols are immediately updated.

There are also protocols that are completed automatically as laboratory data comes into Canvas.

For example:

Hemoglobin A1c
Creatinine value

Input through Point of Care testing can also complete protocols.

Why Do I Need the Actual Report? Why Can't I Enter That Something Was Done?

With the exception of immunizations, Canvas requires an actual document to record a service such as a mammogram or a lab test.

This requirement is to ensure data accuracy and mitigate the risk associated with inappropriately turning off a protocol.

For example:

The patient states they had a colonoscopy done 2 years ago but the report states that the prep was poor and a repeat was recommended in 1 year.

Managing Protocols from the Patient Chart

Video:

Step by Step:

Start the process by opening the desired patient's chart.
Locate the filter panel icons on your top right.
Locate the Protocols Icon which will have a red icon with a number indicating how many protocols need to be satisfied for that particular patient..

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Click on the protocols icon to display the protocols modal on the right-hand side.
Filter through the protocols in this section by selecting a view from the drop the down menu at the top of the protocols modal.
- Active
- Pending
- Inactive

NOTE: Active protocols are the default view after clicking on the protocols filter icon.

Review Protocols by navigating to the protocol desired.
Each protocol card will display the following:
- Relevant Exams (if any)
- Current Screening Intervals
- Recommendations to fulfill the protocol which can include:
- Option to Request Records