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This document is intended as a high-level overview of Way to Health’s Epic integration features, aimed at clinical or IT decision makers. Epic’s Third-Party App Setup and Support Guide on Galaxy also has For technical audiences we can provide a more detailed Implementation Guide on requestuseful high-level information. For technical audiences, Epic Integration: Technical details for Epic analysts contains further in-depth information as well as the full Epic Implementation guide.

Different programs, different integration needs

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Epic embed: Enrolling and monitoring patients

<Screenshot: opening embed from More Link.> The primary way clinical users interact with most Way to Health programs is through our EHR-embedded view from within a patient chart. It’s up to you and your Epic analysts to figure out which menus it belongs in.

<Screenshot: list of programs - HSM sandbox, one other>

<Screenshot: enroll modal>

<Screenshot: inbox>

<Screenshot: BP snapshot>health system to determine which menus the Way to Health link appears in. At Penn Medicine, it is available to all users from the “additional activities” menu or from the search, and some users modify their workspace (the “wrench” tool) to put the Way to Health link in their tab bar on every patient chart.

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Once clicked, the link opens a Way to Health tab in a sidebar of the patient chart.

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The first time someone loads the embedded view they are prompted to create an account or link their existing Way to Health account if they have one. (Any given user will only see this screen once.)

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Once the user has access to w2h, they will see all Way to Health programs linked to your EHR.

The Programs tab shows a list of any programs the patient is currently enrolled in, plus any programs they are eligible to be enrolled in. Each program can configure whether any user with the access to the EHR can enroll patients, or if they need to be explicitly granted access.

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Requesting Access sends an email to any Project Managers set up for the project requesting approval. Once access is approved (or denied) the user is sent an email at an address they specify.

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The Enroll button opens a screen gathering whatever information a program needs to enroll the patient. All information is pre-populated from the patient’s demographics data retrieved from the EHR. (In this instance, the patient did not have a textable phone number, so the field was blank.)

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The Inbox section shows all text messages (both manual and automated) between Way to Health and the patient, and allows staff to directly text the patient as well.

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For programs collecting blood pressures or other structured data, the Data Snapshot can be a useful way of viewing the BP data at a glance.

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Flowsheet

<Description. >

<Screenshot from a pt chart>

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