Coordinate My Care (CMC) Quick Reference Guide …

1 1 Quick Reference Guide to CMC Version Feb 2018 Coordinate My Care (CMC) Quick Reference Guide to CMC Urgent Care Plans Original: May 2016 Last updated: February 2018 2 Quick Reference Guide to CMC Version Feb 2018 Preface The following Quick Reference Guide to Coordinate My Care (CMC) is aimed at providing you with a handy resource to support you to create a CMC care plan which contains clear, helpful and up to date information that will support other clinicians to give your patient the right care in the right place at the right time. It is intended as a Quick Reference or refresher Guide and to address commonly asked questions. It can be used when there is a single item you are unclear about or you can read the whole Guide as required. More detailed information is available through our e-learning resource on or PDF versions of that training at Also our helpdesk on or 0207 811 8513 will be happy to assist with specific trouble shooting.

2 There are also some very useful videos available to support clinicians engaging in Advance Care Planning, Patient Consent for CMC care plan creation and Mental Capacity assessment. Click here to view them Revised versions of this document will be available on a quarterly to half yearly basis as required at: Hints for easy navigation of this PDF document 1) The Table of Contents is clickable click the section you wish to read and it is will appear on screen. 2) Page 3 is the Contents page. To return to the Contents page easily from anywhere within the document, click the page number box at the top of the PDF (don t delete the previous number) and click 3 on your keyboard and then click return. Version changes: V3 Dec 2017 updated to V4 February 2018: factual correction re care plan review date. See section 12 below. 3 Quick Reference Guide to CMC Version Feb 2018 Contents Preface.

3 2 Hints for easy navigation of this PDF document .. 2 Introduction .. 4 1. Log in and home screen .. 5 2. To begin creating a care plan .. 6 3. Consent .. 7 4. Finding your way around a care plan .. 8 5. Status of the Care Plan as you look at it .. 9 6. Legitimate relationship .. 9 7. Moving Employers/Teams: .. 9 8. Mandatory Data items .. 10 9. New mandatory fields on the new CMC care plan .. 10 10. Saving your data entries .. 10 11. Searching for a clinician or organisation s name .. 10 12. Approving the care plan .. 11 13. Administrators & Submit for Approval .. 11 14. Updating or Reviewing care plans: .. 11 15. Key Topics .. 12 16. Restricted Records .. 12 17. Diagnosis .. 12 18. Medications .. 12 19. DNACPR form .. 12 20. Contacts .. 12 21. Telephone numbers within Contacts .. 12 22. Recording Death .. 13 23. Urgent Care Updates .. 13 24. Urgent Care Summary .. 13 25. Attaching Documents .. 13 26. Printing .. 14 27. Lists .. 14 28. Patients moving out of the CMC commissioned area.

4 14 29. Smartcard use .. 15 30. Updating non-clinical information: .. 15 31. Draft Care Plans number, visibility and deletion.. 15 32. Published Care Plans number, visibility and deletion: .. 15 33. Quality making care plans useful in the real world .. 15 34. Password, Password Reset & Security question .. 16 35. In-context links (EMIS etc.) .. 16 36. CMC Data & Reports: to request reports follow this link - .. 16 37. Subscriptions: .. 16 38. Screen captures & meaning of various Viewing and Updating/Editing options .. 17 Subject Index (Alphabetised) .. 18 4 Quick Reference Guide to CMC Version Feb 2018 Introduction Having fulfilled your Information Governance requirements, you are going to use this Quick Reference Guide as an ongoing support for you. You will already have accessed our training resources or our eLearning resources/PDFs; you may have chosen to waive the need for training.

5 You have now got your login and password. Or perhaps you are using this Guide to refresh understanding or trouble shoot a problem you may be having. You are ready to logon onto CMC. You will be using CMC to view existing care plans, update existing care plans or create new care plans all to support the clinical outcomes for your patient the right care by the right team in the right place. CMC Urgent Care Plans are now documents about the future. A CMC care plan is the combination of the courageous work of the patient (thinking about a future where deterioration may occur) and the skilled work of the clinical team. It is a headlines and highlights summary only, about the patient and from the patient, shared safely across buildings, across services and across time. It makes the plan of care known by those who regularly care for the patient, known to the Urgent Care Services 24/7, who will only occasionally care for your patient and typically know nothing about them.

6 It takes the work you and your patient have already done and places it where it can be most fruitful for them beyond local information silos. The CMC system is accessible through a web browser across the NHS N3 network and through enhanced non-N3 connections also when appropriate. All engagement with care plans is fully auditable and reportable. Information governance compliance - yours and ours - to ensure patient confidentiality and data safety is of the highest priority. The CMC system itself has been designed to be intuitive. You will be able to navigate your way around easily and very speedily with repeated use. There is a lot of help on-screen along the way and most people find it easy to use with minimal training. To support you as you use CMC to care for your patient, this Quick Reference Guide has been designed to be a source of clarity and information if and when you need it. It has been put together to present you with items that you may want to know about, in the order that you might encounter them on screen in the process of creating, editing and viewing a care plan for your patient with urgent care needs see sections 1-14 for the key items that typically make up the care plan life cycle.

7 Sections 15 37 are an occasional Reference resource just access the items you need when you need them. There is a hyperlinked table of contents and an alphabetised subject index at the end of the document which are particularly useful if you use it as a PDF on your computer or alternatively you can use either to track the page you require if you have printed it out. If you use a facility called an in-context link which is operational now for those who use EMIS systems and other in-hospital systems then some parts of this Guide will not be relevant as you are starting and engaging with CMC slightly differently. See the In-context section on page 16 below for the functional differences benefits and limitations of the using the in-context link. Valuable additional functionality is available to all users when they log directly onto CMC itself instead of using the in-context linking route. It may be a good idea to set up your NHS smartcard to access the main login page to CMC (and not through the in-context link) to be able to use this functionality from time to time.

8 Our helpdesk (020 7811 8513) of course is available to help you but often the answer is sitting within this Guide , easily findable through the table of contents or index. Please contact us for clarity on any matter. 5 Quick Reference Guide to CMC Version Feb 2018 1. Log in and home screen Login Enter your login ID and full password press return. From the drop down box choose the correct organisation for which you are accessing/creating the CMC care plan. To log out, click Logout on top right of screen. If the organisation you work for is incorrect or not offered on the screen, do not proceed but contact CMC at or at the Helpdesk 02078118513. Home Screen - this is the first screen you see. This is your starting point where you can search for and create/update a CMC care plan. The large area of this screen is available to show you your Action Needed list.

9 Items only appear in your action needed list if you or your organisation has been named for the task, for example if you have started a care plan but not published, it will remain a Finalise task for you or your organisation until you complete it. If you are an administrator and you Submit for Approval then the Approve task will appear for the person or clinicians in the organisation who the task is for. The Review task is set when a care plan is published and may go to an organisation or individual. These actions can be activated by clicking on the specific task button to the right of the screen. A key area to notice is the yellow square box on the left of the Home screen. This contains the main options for you to Create a Care Plan, Find a Patient, View Patient List. Create and Find takes you to the same search screens. Clicking the View Patient List on the left is how you see the Patients on CMC associated with your GP practice or team.

10 This gives you an overview of yours and your team s patients. There may be some others listed. Click here to go to the Lists section of this Guide in the Key Topics area page14. 6 Quick Reference Guide to CMC Version Feb 2018 2. To begin creating a care plan First check to see if the care plan you wish to view/create already exists. Search by NHS number and Date of Birth or by Surname, DOB and Gender. NHS number and DOB will be more effective. If there is a CMC care plan (or an initial draft of a care plan) already in place you will be presented with it. There will be options to View (you may want to read only) or Edit if you want to make changes, whichever you choose. If you choose the View mode, you will have an option to change to Edit Mode by clicking Update Care Plan on the white Banner of the screen. Our search engine is designed to give you the exact patient if they exist on CMC and any close matches (same DOB and gender) this is essential to support the Urgent Care Services.