How do you Manage Your Goals?

Last Updated: Jun 21, 2018 09:17AM CDT

View Goals and Readings

Accept a New Goal

Add a Reading

Decline a New Goal

Decline an Active Goal

Access Health Sources From a Goal

Add a Reminder

Delete a Reminder From my Reminders

Edit a reminder from My Reminders

View Goals and Readings
You must accept a new goal to add the goal to the Goals tab.

Before you begin
You must have at least one goal for the Goals tab to display. The number of unaccepted goals is
displayed on the Goals tab until you accept or decline the new goals.
1. Click My Health > Goals.
2. Alternatively, you can click the goal notification in Action Center to access the Goals tab.There are 5 different states for a goal: New, Active, Completed, Declined, or Cancelled. New goals must be accepted.
3. Click Click here to accept the goal and begin collecting measurements. Click on a goal section header to see the goals in that state.
> To change the goal display, click Graph or Table.
You can switch between Graph and Table views.

Table View



Graph View






> To restore a deleted reading, go to My Account > Preferences > Restore Deleted Items.
 
Accept a New Goal
You must accept a new goal to get started. By accepting the goal, you are consenting to share
information related to the goal with the ordering provider and care team.
1. Open the Goals tab in either of the following ways.
> Click My Health > Goals.
> Click the new goal notification on Action Center.
The Goals tab is displayed.
2. Click Click here to view the new goal.
Goals opens.



3. (Optional) Select the preferred communication method that you want receive your reminder from.
> Select Email to get your reminder through an email message. Click Change if you want to update
your email address. Email is the default communication method.
> Select Text Message to get your reminder through a text message. Click Change or Remove if
you want to add an alternative cell phone number. This method can only be used if the cell phone
number is verified.
If Email or Text Message are not selected in My Reminders when Continue is clicked,
default reminders are not created.
If Email or Text Message is selected in My Reminders when Continue is clicked, the default
reminders are created.
Note: The goals are not accepted or processed until Continue is
clicked on My Reminders.

4. Select Accept for the goals that you want to accept.
If you accept multiple goals of the same type, Duplicate Goals opens.
5. Click Continue.
The default reminder created by the application is listed. You can accept, edit, or delete the
reminder. The accepted reminders are displayed in the table on My Reminders in alphabetical
order.
6. Click Continue to continue to accept the default goal reminder and the goal.
The Active Goals tab is displayed and includes the goals that you accepted. If you have any
active goals of the same type, then the active goal is marked complete and given an end date
of today. The new goal of the same type replaces the active goal that is completed. All
reminders are also removed for the completed goal.

Results of this task
The ordering provider is sent a notification that the goal was accepted.
The Goal Release of Information Authorization is created when the goal is declined and sent
to the Documents tab.

What to do next
Connect to your wireless device, such as a wireless scale, blood pressure monitor, or blood glucose
meter, or manually enter additional readings as needed if you do not have a wireless device.
Reminders can be changed at any time by clicking My Reminders from the Goals tab or by clicking
Edit next to My Reminders in Notification Preferences. Default goal reminders can only be edited
or deleted when accepting the goal. You cannot undo an edited or deleted default goal reminder.

Add a Reading
You must accept a goal before you can enter a reading.
The goal includes the rules set by your provider. If the rules are broken, your provider receives a
notification after your reading is entered. You also receive a goal alert in Action Center if your
reading violates one or more rules set by your provider.
1. For the first reading, click enter your current reading or connect to a wireless device to have
readings automatically sent to the patient portal.
For example, if you are entering a weight measurement, click enter your current weight or
use a compatible device to enter your reading electronically.
If this is not the first reading, a graph is displayed with your progress. Click Add a Reading
to add an additional reading.
2. Click Save.



Results of this task
The reading is saved in the patient portal and analyzed. A message is displayed as your
measurements are analyzed.
If the reading did not break a rule, a message is displayed indicating that analysis is complete and
no issues were found.
The goal is updated and a graph is displayed. Additional information about each reading is available
in a tooltip when you point to each data point.

Note: Only readings that fall within the start and end date are included in the goal.
If a reading is outside the parameters set by your provider, a goal alert is displayed after the reading
is entered.


What to do next
Enter additional manual readings or connect to a wireless device for measurements to continue
capturing readings and working to accomplish your goal.

Decline a New Goal
You can decline a goal when it is new or active.
1. Open the Goals tab in either of the following ways.
> Click My Health > Goals.
> Click the new goal notification on Action Center to access the Goals tab.
The Goals tab is displayed.
2. Click Click here to view the new goal.
Goals opens.



3. Select Decline for the goals you want to decline.
4. Click Continue.
The Declined Goals tab is displayed and the declined goal is listed.

Results of this task
The ordering provider is sent a notification that the goal was declined.
The Goal Release of Information Authorization is created when the goal is declined and sent
to the Documents tab.

Decline an Active Goal
You can decline a new or active goal that has been accepted and is listed in Active Goals on the
Goals tab.
1. Click My Health > Goals.
The Goals tab is displayed and Active Goals opens.
2. Click decline this goal.
Decline Goal opens.
3. Click Decline Goal.
When you decline the goal, the goal is listed under Declined Goals with the date that the
goal was declined. There are no readings displayed for declined goals.



Results of this task
The ordering provider is sent a notification if you decline the goal.
The Goal Release of Information Authorization is created when the goal is declined and sent
to the Documents tab.

Access Health Sources From a Goal
You can access Health Sources from your active goals in the Goals tab.

Before you begin
The Goals tab is only displayed if your provider has enabled the Goals feature.
Health Sources is a device application library that enables you to search for and install device
applications. When you install the device application, a connection is created between the device
and your patient portal account. When you use the devices to take vital sign measurements for
your goal that your provider set for you, the readings are viewable in the patient portal.
1. From the Home tab, click My Health.
My Health opens.
2. Click the Goals tab.
Goals opens.
3. Expand Active Goals.
4. From an active goal, click Health Sources.
My Connections opens and With Devices and Apps through Health Sources expands.




Results of this task
You have accessed Health Sources.

What to do next
View readings, remove connections, add connections, learn more about health sources, or access
product websites for devices.

Notifications
Notifications are sent for goal reminders, new goals, completed goals, appointment reminders,
personal health record (PHR) updates, and other health-related reminders.
You can set up goal reminders when you accept a goal or from My Reminders. These reminders
can be changed at any time.
 
You or an authorized individual (proxy) can receive goal messages through email and text message.
When a provider creates a new goal for you, you can receive an email or text message, and an email
message is sent to your Inbox in the patient portal.
A Goal Alert is a type of notification that is displayed in Action Center if your reading violates one or
more rules set by your provider. You or an authorized individual can receive additional goal alerts
through email and text message. Goal Alerts are also displayed as banners on the Goals tab when
you manually enter readings.
You can configure the notification method when you add the goal reminder, on the Notification
Preferences tab, or when you accepting a goal from the Goals window. You cannot turn off
notifications for broken rules from displaying in Action Center.

Add a Reminder
You can add a reminder to notify you when to take measurements, when your goal ends, or other
customized reminders. These can be sent through emails or text messages.
You can also accept default reminders during the goal acceptance process.
1. Click My Health > Goals.
The Goals tab is displayed.
2. Click My Reminders.
My Reminders opens.


If you have reminders, a table lists the reminders. If you do not have reminders, only the
communication method settings are displayed.
Note: You can also open My Reminders when you click Edit in the
My Reminders section in My Account > Preferences > Notification
Preferences.
3. Select the communication method for receiving your reminder.
> Select Send email reminders to get your reminder through an email message. Click Change to
update your email address. Send email reminders is selected by default.
> Select Send text message reminders to get your reminder through a text message. Click Add a
cell phone number to add an alternative cell phone number. This method can be used only after
the cell phone number is verified.
> Click Edit and remove if you already have a cell phone number added and want to edit or remove
the number.
4. Click Add Reminder.
Reminder opens.
5. For Name, enter a name for the reminder.
6. For Type, select how often you want to receive the reminder.
Valid values are:
> Once
> Daily (default)
> Weekly
> Monthly
> Yearly
 The type selected determines the Frequency preferences that are displayed.
7. From This is a reminder to, select the reason for the reminder.
Valid values are:
> Do something (default)
> Take weight
> Take blood pressure
> Take blood glucose
8. For Reminder Text, enter the information that you want to see in the reminder. This is the
text that is emailed or text messaged to the number provided.
9. For Frequency, enter how often, the day of week, and the time of day that you want the
reminder to occur.
The reminder type selected in step 6 determines the Frequency preferences that are displayed.

Daily
The value must be a whole number that is greater than 0 (zero) and less than or equal to 365.
The default is 1 day.
The time of day must be valid and set according to your time zone. The default time is Now.
At least 1 day of the week must be selected.

Monthly
Select an exact day of the month, for example the 15th of each month. Or select a relative day
of the month (for example, the last Sunday of the month).
If you select an exact day of the month, the numeric value is displayed and the current day is
the default. This value must be a valid day of the month with a value between 1 and 31. When
the reminder is scheduled to a date that the month does not reach, the last day of the month is
changed to the last day of that month. For example, if you select 31 and the month is June, the
number is changed to 30. If the reminder occurs on the last day of the month, set the value to
31 and the application changes the value to the last day of the month when scheduling the
reminder.

If you select The, the other day boxes are replaced with the day of the week and the day within
the month it counts for. For example, The Third Tuesday. The value that is entered in the month
box must be between 1 and 12.
The time of day must be valid and set according to your time zone. The default time is Now.

Weekly
The value must be a whole number that is greater than 0 (zero) and less than or equal to 52.
The default is 1 week.
The time of day must be valid and set according to your time zone. The default time is Now.
At least one day of the week must be selected.

Yearly
The value must be a whole number that is greater than 0 and less than or equal to 20. The
default is 1 year.
The time of day must be valid and set according to your time zone. The default time is Now.
Month and day defaults to today. The month list includes all 12 months. The day must be a
whole number between 1 and the number of days in the selected month. Do not enter more
than 31.

Once
The date must be in the future. The default is today's date.
The time of day must be valid and set according to your time zone. The default time is Now.
10. For Duration, select the start and end date from the calendar tool.
The default start is the current date.
The duration type has the following valid values:
> No end date (default)
> End by
> End after
If End by is selected, a date box is displayed. You must enter the end date with the calendar
tool.
If End after is selected, an occurrences box is displayed. You must enter the number of times
that you want the reminder to occur. The number must be a whole number greater than 0
(zero).
11. Click Set Reminder.
When you click Set Reminder, a validation process is started. If there are no validation errors,
the reminder is saved.
Important: If you click close before you click Set Reminder, My Reminders closes and your changes are not saved.



Results of this task
The reminder is displayed in the table on My Reminders in alphabetical order.

Delete a Reminder From my Reminders
You can delete a reminder from My Reminders.
You can also delete default reminders during the goal acceptance process.
1. Click My Health > Goals.
The Goals tab is displayed.
You can also view reminders from Notification Preferences.
2. Click My Reminders.
My Reminders opens and the reminders are listed.
3. Click the reminder that you want to delete.
The reminder details are displayed.
4. Click Delete.
Confirm Delete opens.
5. Click Delete.



Results of this task
You have deleted the reminder and it is removed from My Reminders.

Edit a reminder from My Reminders
You might want to change a reminder. In this scenario, you can edit the reminder from My
Reminders.
1. Click My Health > Goals.
The Goals tab is displayed.
2. Click My Reminders.
My Reminders opens, and the reminders are listed.
3. Click the reminder that you want to edit.
The reminder details are displayed.
4. Enter the changes for the reminder.
5. Click Set Reminder.
The reminder closes and the reminders list is updated to reflect your changes.

Results of this task
You have edited the reminder.

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