Population Module

Introduction

The population Module allows Canvas users to easily manage campaigns for protocols and keep track of specific patient populations. This module is replaced by the Campaigns and Patients Module enhancement but can be enabled by the populationsView flag. When enabled this flag disables access to the Campaigns Module. Please contact Canvas Support for assistance enabling this flag. 

Key Objectives

• You will learn how to locate the Populations Module.
• You will learn how to navigate the populations tab within the Populations Module.
• You will learn how to start a campaigns within the Populations Module.
• You will learn how to navigate the campaigns tab within the Populations Module.
• You will learn how to manage a campaign within the Populations Module.

Video 

 

Step by Step

Enabling the Populations Module

• The populationsView flag must be enabled to access the Campaigns module. Please contact Canvas Support to enable this flag.

Locate the Populations Module

• Begin in the schedule view
• Locate and select the triple line menu
• Select populations to open the populations module
• Locate populations and campaigns tabs on the left hand side
  • Populations - a list of all protocols available (default view)  
  • Campaigns - Outreach to patients for specific protocols

TIP: Use the search bar within the populations or campaign tabs to find specific protocols/campaigns.

Navigate Populations

• Click on populations in the left hand side

• View list of all patients (default view)

or

• Locate specific Protocols in the left hand side to view the following:

  • Fraction & percentage of patients that fall under that population and have satisfied the protocol

• Select the Protocol to view the following for each specific protocol in the main page area:
  • Brief description of the protocol parameters
  • Link with more information regarding protocol
  • Status of last campaign and when it was started 
  • List of all patients that fall under protocol population, details include:
    • Patient Name - Age - Sex at birth - Phone number (links to patient's chart) 
    • Date last seen
    • Date of next visit
  • Number of patients due
  • Start Campaign button

Start a Campaign

• Locate and select the specific protocol you want to start a campaign on
• Select Start Campaign button 
• Fill in the following fields:
  • Description of Campaign (optional)
  • Outreach Message Template or Create/edit template in settings
  • Enter the number of patients in cohort to enable send button
  • Select Send Now

or 

• • Select Send Later
    • Select send the following day at 9 am

or 

• • • Select Custom to open a new modal where you select the date and time

NOTE: A task will be created for the care coordination team to call patients without an eligible automated contact point. 

Navigate Campaigns

• Click on Campaigns in the left hand side
  • Red badge displays number of currently active campaigns 
• Scroll to the bottom of list to view closed campaigns
• Locate specific Campaign in the left hand side 
  • Status bar of outreach completed
  • Status bar of outcome achieved
• Select the Campaign to view the following for each specific Campaign:
  • Description
  • Date of last intervention
  • List of all patients within that campaign, details include:
    • Patient Name - Age - Sex at birth - Phone number (links to patient's chart) 
    • PCP
    • Last seen
    • Next Visit
    • Check box for outreach completion - automatically enters date when checked
    • Outreach comment box
  • Number of Patients
  • Manage Campaign

Manage Campaign

• Locate and select the specific campaign you want to manage
• Select Manage Campaign button to view the following:
  • Protocol Name
  • Campaign description
  • Status bar
  • Current intervention tab
  • New intervention tab
• Select Current intervention tab to view the following details:
  • Initial date of delivery
  • Sample of outreach message

or 

• Select New Intervention tab and fill in the following fields:
  • Description of Campaign (optional)
  • Outreach Message Template or Create/edit template in settings
  • Enter the number of patients in cohort to enable send button
  • Select Send Now

or 

• • Select Send Later
    • Select send the following day at 9 am

or 

• • • Select Custom to open a new modal where you select the date and time

NOTE: A task will be created for the care coordination team to call patients without an eligible automated contact point.

Roles

• Provider
• Clinical staff
• Population Health
• Care Coordination