Manage Patient Phases

Phases are a set of requirements that are assigned to the patient to allow them to build trust with the facility. As patients progress through their MAT treatment phases successfully, they can be given more responsibility by allowing them a greater number of take-home doses. Phases are customizable by Location, click here to learn how to configure phase rules. 

Phases Overview

Phases are specifically designed for MAT facilities and are assigned to the patient in the MAT Order. Phases allow you to track the following items for each patient: 

• The required number of individual therapy sessions per specified timeframe. 
• The required number of group therapy sessions per specified timeframe. 
• The required number of drug screens completed per specified timeframe. 
• The number of expected consecutive normal drug screens completed per specified timeframe with favorable results. 
• The number of take-home doses the patient is eligible for per phase. 
• The minimum number of days the patient must be in a phase in order to advance to the next phase of care. 
• The maximum number of days the patient is expected to remain in a phase. 

Phase requirements can be customized for an individual patient once assigned (aside from Take Out Doses). 

Patient Phases

Required Permissions: Therapists, case managers, and clinical directors can review phases, while medically licensed staff, super admins, and records admins can assign phases to the patient.

Users can review the patient’s Phases tab to evaluate if they have met the requirements to progress to the next phase of MAT treatment. The system displays both the patient's current phase and past phases, and the requirements for each phase are based on criteria determined by facility protocols and state requirements.

Access phases directly from the Phases tab on the patient chart. If you haven't configured the phases tab, click here for instructions.

Current Phases

In the Current tab, you can review the patient’s current phase and manage the phase rules. 

• Phase: This displays the patient’s current phase.
• Start Date: This is the date assigned when the patient began the phase (assigned in the MAT order).
• Days Elapsed: The number of days the patient has been in this phase.  
• Assigned By: The Assigned By field shows the name of the user who assigned the phase to the patient from the MAT Order.  

Rules 

The Rules section allows you to review the phase requirements and evaluate whether the patient has met the requirements of the phase.

1. Rule: This column lists the rules belonging to the patient's current phase. 
   • Take Out Doses: The total number of take-out doses the patient is eligible to take home during this phase. 
   • Drug Screen: The required number of drug screens to be completed with a specific frequency.   
   • Normal Lab Result: The total number of consecutive normal lab results that need to be received to advance to the next phase.  
   • Group Sessions: The total number of Group Sessions or session hours required to be completed in this phase.   
   • Individual Session: The total number of Individual Sessions or session hours required to be completed in this phase.  
2. Met: This column indicates how many times the patient has met the rule requirements. 
3. Required: This column indicates how many total times the patient must fulfill the rule requirement. 
4. Units: This column indicates the rule's unit of measurement (like count or hours). 
5. Frequency: This column indicates whether or not there is a set time in which the patient must meet the requirements. 
6. Last Updated: This column indicates the date and time that the rule was last updated and includes the name of the user who made the edits. 

Update Rules for Individual Patient 

If needed, you can edit the number of required drug screens, normal lab results, group sessions, and individual sessions based on the patient's criteria. Take Out Doses cannot be updated for individual patients. Click on the Edit Rules button to begin.

Click on the Save Rules button once you are done. 

History tab

In the History tab, you can review the patient’s phase history and the monthly requirements met during each phase. 

Phase History

In this section, you can review the history of each phase by clicking on the History icon.

The Phase History pop-up includes information such as the date, event, and the user who last changed the rule.

Monthly Metrics  

The Monthly Metrics section breaks down each phase by month and year from the first month the phase was assigned to the patient and displays the Start and End Phase for each month. 

The section also displays monthly metrics customized by the facility, including numbers met, the numbers required, and the units expected for each individual metric. 

Changing a Patient Phase 

Medically licensed staff, Super Admins, and Records Admins can assign phases in the MAT orders tab. 

1. To begin, click on the desired patient from the Patients tab.
2. Then click on the MAT Order tab.
3. Click on the Change Order button to assign a new phase of treatment.
4. Click on the Phase drop-down menu to select the desired phase.
5. Assign the next phase of treatment and review the Take Out Doses required in the new phase. In this example, the patient will be assigned to Phase 3 and has a total of 4 Take out doses allotted.
6. Make sure to update the Scheduled on-site days based on the takeout doses required in the new phase of treatment.
7. Review the entire order and click on the Submit button.
8. The new phase appears at the bottom of the MAT order. 
9. The Order History section located at the end of the MAT order will display all previous orders, starting with the recently updated Phase including start and end date, medication details, and the staff member timestamps.

Phases Reporting 

Report on patient attendance data and phases, including historical requirement metrics with the Phases Report. Click here to learn more.