| ConXus Direct -- Coach Functions |
| Coaches access all coaching tools online from a single, secure portal that provides access to member data, manages workflow, and documents encounters. |
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| Member Information |
ConXus Direct provides coaches with immediate online access to all participant data from the member dashboard.
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Member information includes program status, demographics, contact preferences, and barrier analysis. |
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Data available to coaches collected through other ConXus modules includes:
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ConXus Profile: Review health risk assessment results and, if review mode is configured, enter biometric data prior to locking the health risk assessment questionnaire. |
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ConXus Steps: Enroll participants in action plans, review participant progress, and complete coach-entry steps. |
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ConXus Health: Review both participant-entered and batch loaded data within the personal health record. |
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| Encounter Documentation |
| Coaches can document each encounter with a participant using a Progress Note. Progress notes include contact type, contact method, and encounter information using SOAP notes format. |
| Progress notes are available for review online by participants from the ConXus Program Center. |
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| Task Management |
A task-oriented approach is used to manage a coach’s workflow. Task templates may be configured for each client and coaching group to support different coaching models.
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Tasks may be assigned automatically by system events, e.g. HRA Locked, Action Plan Started, or assigned manually by a coach. |
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The coach’s task management system includes:
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Task lists categorized by status, e.g. Active, Overdue. |
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Task actions for completion of the task. |
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| Scheduling |
The scheduling system manages interactions between the coach and the participant. Interactions may include coaching sessions that form part of a ConXus Steps coached action plan.
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Each coach can set his/her availability for coaching sessions. |
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Tasks can be defined as schedulable by the participant or schedulable by the coach. |
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| Secure Messaging |
Coaches can communicate online with participants using the secure messaging system.
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Participant messages are directed to his/her assigned coach and may include one or more attachments loaded from the participant’s desktop. |
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Coach originated messages may include one or more attachments from the attachment library or loaded directly from the coach’s desktop. |
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Coaches can define text templates for frequently used messages to improve the efficiency and the quality of communications. |
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Text templates and message attachments can be created and stored in a coach’s personal library or in a shared library for access by all coaches. |
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