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Configure Pathways & Setup: How to configure a new Care Navigation Option type
Configure Pathways & Setup: How to configure a new Care Navigation Option type

Learn how to create new Care Navigation Option type for your care navigation

Updated over 9 months ago

A patient journey through Care Navigation ends in a Care Navigation Option. Care Navigation Options can take a variety of formats:

  • A request - A request is a customisable structured form. Once submitted request data is visible within the Hero workflow.

  • A URL - This can be any website you wish to direct patients to

  • A 3rd party application - Hero allows you to direct patients to a variety of 3rd party platforms including eConsult, Klinik and Joy

  • An appointment booking - A link to book a specific appointment

How do I add a new Care Navigation Option to a Pathway

To add a new Care Navigation Option type, first click 'Edit' on the Pathway you want to add the Care Navigation Option to.

Then, click 'Add option' and select the Care Navigation Option type you wish to add. In the example video below, we add a request for a Repeat prescription.

How do I create or edit a request form?

To create or edit a request template, view the 'Request templates' table, and then select either 'Add request' or under options against an existing request select 'Edit':

You'll then be presented with the ability to build or customise your request template form. On each form, you can edit:

  • The request details

    • Internal facing name - Visible only to you and your administrative users

    • Internal facing description - Visible only to you and your administrative users

    • SNOMED code - This code is saved to the patient record if you save the submission to the record

  • The patient facing details

    • Name

    • Description

    • Confirmation message - Shown upon successfully submitting the request

You can the add field types or edit existing field types, including free text entry, radio buttons and check boxes:

Once you've added the fields you require, save the form, and this will then be available to be added as a Request to your submission.

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