The population Module allows Canvas users to easily manage campaigns for protocols and keep track of specific patient populations. This module is replaced by the Campaigns and Patients Module enhancement but can be enabled by the populationsView
flag. When enabled this flag disables access to the Campaigns Module. Please contact Canvas Support for assistance enabling this flag.
The populationsView
flag must be enabled to access the Campaigns module. Please contact Canvas Support to enable this flag.
Begin in the schedule view
Locate and select the triple line menu
Select populations to open the populations module
Locate populations and campaigns tabs on the left hand side
Populations - a list of all protocols available (default view)
Campaigns - Outreach to patients for specific protocols
TIP: Use the search bar within the populations or campaign tabs to find specific protocols/campaigns.
Click on populations in the left hand side
View list of all patients (default view)
or
Locate specific Protocols in the left hand side to view the following:
Fraction & percentage of patients that fall under that population and have satisfied the protocol
Select the Protocol to view the following for each specific protocol in the main page area:
Brief description of the protocol parameters
Link with more information regarding protocol
Status of last campaign and when it was started
List of all patients that fall under protocol population, details include:
Patient Name - Age - Sex at birth - Phone number (links to patient's chart)
Date last seen
Date of next visit
Number of patients due
Start Campaign button
Locate and select the specific protocol you want to start a campaign on
Select Start Campaign button
Fill in the following fields:
Description of Campaign (optional)
Outreach Message Template or Create/edit template in settings
Enter the number of patients in cohort to enable send button
Select Send Now
or
Select Send Later
Select send the following day at 9 am
or
Select Custom to open a new modal where you select the date and time
NOTE: A task will be created for the care coordination team to call patients without an eligible automated contact point.
Click on Campaigns in the left hand side
Red badge displays number of currently active campaigns
Scroll to the bottom of list to view closed campaigns
Locate specific Campaign in the left hand side
Status bar of outreach completed
Status bar of outcome achieved
Select the Campaign to view the following for each specific Campaign:
Description
Date of last intervention
List of all patients within that campaign, details include:
Patient Name - Age - Sex at birth - Phone number (links to patient's chart)
PCP
Last seen
Next Visit
Check box for outreach completion - automatically enters date when checked
Outreach comment box
Number of Patients
Manage Campaign
Locate and select the specific campaign you want to manage
Select Manage Campaign button to view the following:
Protocol Name
Campaign description
Status bar
Current intervention tab
New intervention tab
Select Current intervention tab to view the following details:
Initial date of delivery
Sample of outreach message
or
Select New Intervention tab and fill in the following fields:
Description of Campaign (optional)
Outreach Message Template or Create/edit template in settings
Enter the number of patients in cohort to enable send button
Select Send Now
or
Select Send Later
Select send the following day at 9 am
or
Select Custom to open a new modal where you select the date and time
NOTE: A task will be created for the care coordination team to call patients without an eligible automated contact point.