Asthma Action Plan Wizard

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Version 21.0

Path: Clinical, Practice Management or Billing tab > Patient Chart > Asthma Plans

Create a New Asthma Plan

1. Navigate to Asthma Action Plan using the above path.
2. Select the Create a new Asthma Plan from scratch radio button and click the Next button or the Peak Flow/Triggers tab.

1. The Triggers/Data window displays.

Triggers/Data

1. Select a radio button, Best or Predicted, for Peak flow type.

• Best: Selection of Best would remove the Height in inches field from the calculation of Estimated peak flow.
• Predicted: Selection of Predicted would allow an entry of height in inches to calculate the estimated peak flow.

1. Click into the Estimated peak flow field and enter the information. If Predicted was selected, the Estimated peak flow will be entered once the Calculate button is clicked.
2. Click into the Patient goal field and enter goals specific to the patient. The goals may be typed into the text field or entered using the Phrase Construction button.
3. Choose one or more checkboxes listed in the Triggers section. Additional triggers may be entered by selecting the Other checkbox and entering the triggers in the text field.
4. Click the Next button or the Control/Severity tab. The Asthma Control/Severity window is displayed.

Control/Severity

1. Select the radio button to indicate if the patient is or is not currently taking long-term controller medications. 

Selection	Component Click to view full-size image
is currently taking long-term controller medications
is NOT currently taking long-term controller medications

1. Complete the selections on the Components window. From the selections in the Components window, the Overall Classification will be selected.
2. Click the Next button or the Step Therapy tab. The Step Therapy window is displayed.

Step Therapy

1. Review the Medical Decision-Making field, and click the drop-down to change, if necessary.

1. Click the Next button or the Action Plan tab. The Action Plan window displays.

Action Plan

1. Enter medications for each of the following sections, if applicable.

• Controller Meds (Green) 
• Quick Relief Meds (Yellow) 
• Rescue Meds (Red)

1. To select a medication, click the drop-down menu and select from the list. Medications listed as chronic medications will be available to select from the drop-down menu.
2. (Optional) If no medications are listed, to add, click the Add Rx button. Complete the Prescription window and save the information.
3. Repeat for each medication zone window, Green, Yellow and Red.

1. Click the Next button or the Save/Print tab. The Save/Print window is displayed.

Save/Print

1. Select the radio button to indicate whether the patient may or may not self-administer medications.
2. Click the drop-down and select a provider in the Signature Name field.
3. Click the Save Plan button.

1. Once the plan is saved the Print button will display. 
2. Select an asthma report from the Available Asthma Action Plan Report list.
3. (Optional) Complete the below steps to send the Asthma Action Plan to the Patient Portal. An Asthma Action Plan can only be sent to the portal by practice staff who have an associated user account on the InteliChart Practice Portal.

1. Click the Share to portal checkbox.
2. Click the drop-down and select from the calendar or enter an expiration date in the Portal Exp Date field.

1. Click the Print button.

Version 20.18

Path: Clinical, Practice Management or Billing tab > Patient Chart > Asthma Plans

Create a New Asthma Plan

1. Navigate to Asthma Action Plan using the above path.
2. Select the Create a new Asthma Plan from scratch radio button and click the Next button or the Peak Flow/Triggers tab.

1. The Peak Flow/Triggers window displays.

Peak Flow/Triggers

1. Select a radio button, Best or Predicted, for Peak flow type.

• Best: Selection of Best would remove the Height in inches field from calculation of Estimated peak flow.
• Predicted: Selection of Predicted would allow an entry of height in inches to calculate the estimated peak flow.

1. Click into the Estimated peak flow field and enter the information. If Predicted was selected, the Estimated peak flow will be entered once the Calculate button is clicked.
2. Click into the Patient goal field and enter goals specific to the patient. The goals may be typed into the text field or entered using the Phrase Construction button.
3. Choose one or more checkboxes listed in the Triggers section. Additional triggers may be entered by selecting the Other checkbox and entering the triggers in the text field.
4. Click the Next button or the Control/Severity tab. The Asthma Control/Severity window is displayed.

Control/Severity

1. Select the radio button to indicate if the patient is or is not currently taking long term controller medications. 

Selection	Component Click to view full-size image
is currently taking long-term controller medications
is NOT currently taking long-term controller medications

1. Complete the selections on the Components window. From the selections in the Components window, the Overall Classification will be selected.
2. Click the Next button or Step Therapy tab. The Step Therapy window is displayed.

Step Therapy

1. Review the Medical Decision-Making field, and click the drop-down to change, if necessary.

1. Click the Next button or Controller Meds tab. The Controller Meds window displays.

Meds Tabs

1. Enter medications for each of the following medication tabs, if applicable.

• Controller Meds (Green) 
• Quick Relief Meds (Yellow) 
• Rescue Meds (Red)

1. To select a medication, click the drop-down menu and select from the list. Medications listed as chronic medications will be available to select from the drop-down menu.
2. (Optional) If no medications are listed, to add, click the Add Rx button. Complete the Prescription window and save the information.
3. Repeat for each medication zone window, Green, Yellow and Red.

1. Click the Next button or the Save/Print tab. The Save/Print window is displayed.

Save/Print

1. Select the radio button to indicate whether the patient may or may not self-administer medications.
2. Click the drop-down and select a provider in the Signature Name field.
3. Click the Save Plan button.

1. Once the plan is saved the Print button will display. 
2. Select a asthma report from the Available Asthma Action Plan Report list.
3. (Optional) Complete the below steps to send the Asthma Action Plan to the Patient Portal. An Asthma Action Plan can only be sent to the portal by practice staff who have an associated user account on the InteliChart Practice Portal.

1. Click the Share to portal checkbox.
2. Click the drop-down and select from the calendar or enter an expiration date in the Portal Exp Date field.

1. Click the Print button.