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Asthma Action Plan Wizard

Version 20.4
Path: Clinical, Practice Management or Billing tab > Patient Chart > Asthma Plans

Create a New Asthma Plan

  1. Navigate to Asthma Action Plan Wizard using the above path.
  2. Select the Create a new Asthma Plan from scratch radio button, and click the Next button.

  1. The Peak Flow, Goals and Triggers window displays, complete the below information.
  • Peak flow type: Select a radio button, Best or Predicted. 

Note: If Predicted is selected for Peak flow type, you would enter the patient's height and click the Calculate button. The Predicted will only calculate for patient's 43 inches or higher.


  • Estimated Peak Flow: Enter the patient's best peak flow.
  • Patient goal: This is a text field where you can enter goals for this particular patient. 
  • Triggers: Choose one or more of the listed triggers. Additionally you may add triggers which are not listed in the Other field.
  1. Click the Next button. The Asthma Control/Severity window is displayed.
  2. In the Asthma Control/Severity window complete the below steps.
  1. Select the radio button to indicate if the patient is currently taking long term controller medications. 
  2. Complete the Components of Severity.
  3. Review the Overall Classification and change, if necessary.
  1. Click the Next button. The Step Therapy window is displayed.
  2. Review the Medical Decision-Making field and click the drop-down to change, if necessary.

NoteThe Medical Decision-Making field is populated from the answers selected in the Control/Severity window.

  1. Click the Next button. The Daily Controller Medications window is displayed.
  2. Enter medications for each of the following medication types:
  • Daily Controller Medications (Green) 
  • Caution Zone Medications (Yellow) 
  • Danger Zone Medications (Red)
  1. To select medications, click the drop-down menu and select from the list. If no medications are listed, click the Add Rx button.
  2. Repeat for each medication zone window, Green, Yellow and Red.

NoteMedications listed as chronic medications will be available to select from the drop-down menu. If adding a medication using the Add Rx button, this will not create a medication entry in the patient chart.

  1. Click the Next button. The Save and Print window is displayed.
  2. In the Save and Print window, complete the below steps to print the Asthma Action Plan.

  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.
  4. After saving, the Print button will display. Select a asthma report from the Available Asthma Action Plan Report list.
  5. Click the Print button.
  1. In the Save and Print window, 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 (optional).
  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.
  4. Select a asthma report from the Available Asthma Action Plan Report list.
  5. Click the Share to portal checkbox.
  6. Click the drop-down and select from the calendar or enter an expiration date in the Portal Exp Date field.

NoteThe Portal Exp Date field will populate with the Default Document Expiration Date set in the Portal tab of System Preferences.

  1. Click the Print button to send the Asthma Action Plan to the Patient Portal. If you are not printing the Asthma Action Plan, close the print window.

Version 20.3

This article describes the steps in the Asthma Action Plan Wizard. When the Asthma Action Plan Wizard is accessed, the Welcome screen appears.

  1. In the Welcome window, click on the radio button next to one of the three following options: 
  • Create a new Asthma Plan 
  • Copy/Update a previously created Asthma Plan 
  • View or Print a previously created Asthma Plan

  1. Click the Next button in the lower-right corner to continue.
  2. In the Peak Flow, Goals and Triggers window, enter the following information:
  • Peak Flow - Enter the patient's best peak flow, or you may have OP calculate the peak flow for children over 43 inches. 
  • Goals - This is a text field where you can enter goals for this particular patient. 
  • Triggers - Choose one or more of the listed triggers. Additionally you may add triggers which are not listed in the Other field.

  1. In the Asthma Control/Severity windows:
  1. Indicate whether the patient is currently taking long term controller medications. 
  2. Complete the grids to assess the patient's current quality of control and severity of symptoms. 
  3. Click the Next button.
  1. In the Step Therapy window:
  1. Click the down-arrow next to the Medical Decision Making field and select the Step whose treatment plan most closely matches what the patient is currently taking. 
  2. Once you have chosen a Step, the Asthma Wizard will make a recommendation for treatment based on information entered. You may follow the recommendations. or manually select another Step.

  1. In the Medications windows, you will enter medications for each of the following medication types:
  • Daily Controller Medications (Green) 
  • Caution Zone Medications (Yellow) 
  • Danger Zone Medications (Red)
  1. To select medications, click on the Add RX button to the right of the field or select from the dropdown menu. Note that only medications listed as Chronic Medications will be available in the dropdown. You can also type the medication and dosing directly in the available fields, but this will not create a medication entry in the patient's chart.
  2. After completing the medication windows you have created an Asthma Plan and are now ready to print.  In the Save and Print window, the last in the sequence:
  1. Indicate whether the patient may or may not self-administer medications. 
  2. Click the Save button to save the plan. 
  3. After saving, a Print button will appear in the lower right hand corner. 
  4. Select one of the two Asthma Plans available and click Print. Your Asthma Plan will be saved and available for reprinting or updating.