Managing Episodes of Care

The Multiple Episodes of Care feature provides Admins and Clinicians with a simple and efficient way to manage patients’ return to care. A single patient profile now offers visibility into a patient’s complete care journey, with data from both current and past episodes. This not only creates a more streamlined workflow, but also improves data accuracy and access, which is crucial to the successful implementation of MBC.

In the current beta version, the feature will offer basic functionality to create, manage, and edit episodes, with additional enhancements to come.

All newly created patient profiles will have the first episode added by default. At the top of each patient profile (under patient name), an episode selector will appear showing the currently selected episode.

To start a new episode for returning patients that were previously archived:

Step 1: Find the archived patient in the patient list

Step 2: Unarchive the patient by clicking 'Start New Episode' in the dropdown menu for the patient.

Step 3: Complete the 'Start New Episode' form by entering an episode name and start date. Tags from your previous episode will be pre-populated, and you can add or remove any tags for your new episode. You can also assign therapists to this episode - previously assigned therapists will be selected by default.
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Then, proceed to assigning assessments or start the episode.

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You will see an episode selector at the top of each patient profile, under the patient’s name. Clicking on the episode name will reveal a dropdown menu showing all of the patient’s current and past episodes. This can be used to navigate between different episodes of care. Content in the ‘Results’, ‘Notes’, ‘Manage’, ‘Profile’, and ‘Summary Report’ tabs will change depending on the episode selected.

In the top right corner of each patient profile, you will find a 'Manage Episodes' page. Here, you can view a history of past episodes, including providers assigned to the episode, status, start/end dates, and tags. You can also create a new episode or manage an existing episode from this page.

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You can start a new episode using the '+ New Episode' button

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The three dot menu to the right of each episode opens up a dropdown that lets you edit, end, or delete the episode.

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'Edit Episode Details' will open a popup with options to edit the episode name, start date, and end date. (In order to edit the end date, the episode must have already ended).

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You can also choose to restart the most recent episode. This can only be done if there are no episodes currently active. Previously assigned assessments will not be restored.

Ending an episode will assign an end date to the episode and remove all assigned assessments.

There are 3 ways to end an episode:

With the introduction of ‘Episodes’, patient profile information can be linked to episodes (this can be configured by your organization’s Admin).

Profile sections that are episode-specific have a blue “Episode” label in the top right corner. Each episode will have its own copy of these fields. Any changes made will only affect the selected episode.

When an active or most recent episode is selected, all profile sections will appear under the 'Profile' tab.

​When a past episode is selected, only episode-specific sections will appear under the 'Profile' tab.

Patients with a Greenspace account will also be able to view their results and notes across different episodes. Patients with only one episode will see no changes to their accounts.
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If a patient has more than one episode, there will be a selector on both the ‘Results’ and ‘Notes’ pages.

Since providers are now assigned to specific episodes, Therapeutic Alliance and other provider metrics will be calculated using assessment data from episodes that a provider is assigned to. This change should improve data accuracy.