The purpose of this guide is to provide a full outline of how to configure, manage, and interact with PPHS's CPAR integration module in Juno. PPHS stands for The Ministry of Primary and Preventative Health Services formerly known as Alberta Health.

For more casual information, visit the CPAR FAQ article

TABLE OF CONTENTS

• Introduction
• Getting started with CPAR (Onboarding)
  • Onboarding Steps
• Configuring CPAR in Juno
  • Configure Site Name and ID
  • Creating Panels
  • Editing Panels
  • Adding Patients to Panels
  • Adding Many Patients to A Panel
  • Moving Patients to A Different Panel
  • Removing Patients from Panels
  • Setting Confirmation Date for Patient
  • Deleting a Panel
• Panel Submissions (Automated and Manual)
  • Automated Panel Submission
  • Submitting Panels Manually
  • Viewing Panel Submission History
• Restricting CPAR Management Access
  • Creating The CPAR Only Role
  • Assigning Role to Provider

Introduction

The Central Patient Attachment Registry (CPAR) is a provincial system in Alberta that captures the confirmed relationship between a primary provider and their paneled patients, as well as the formal affiliations between patients and Blended Capitation Programs.

Your Juno EMR maintains the ability to integrate with CPAR in order to send panel data to the provincial registry.

Once the Juno CPAR integration is set up, clinics can:

• Add individual patients to a Panel
• Add many patients to a Panel at once
• Add or Remove Panels consisting of single or multiple Facility IDs and/or Practitioners
• See all patients in a specific Panel
• Automatically submit the Panel to CPAR once a month
• Trigger a manual overnight submission of a panel (outside of the Blackout Period)
• Export a CSV of all patients in a specific panel

Getting started with CPAR (Onboarding)

Before configuring CPAR, your clinic must complete and submit a Confirmation of Participation Form. Once received, a Coordinating Agent from the eHealth Services Team will reach out to guide the clinic through the onboarding process.

Click the following link to submit the CoP Form: Electronic Confirmation of Participation (eCOP) Form

Onboarding Steps

Below is a general outline of how to get CPAR working:

• Clinic contacts their PCN or the eHealth Services Provider Support Team to start the onboarding process
• The eHealth Services Provider Support Team sends a notification to Juno EMR Team
• Juno EMR Team configures the integration and enables the CPAR User Interface components
• Clinic configures CPAR integration and desired panels

To start the CPAR Onboarding process contact your PCN or the eHealth Services Provider Support Team:

eHealth Services Provider Support

Phone: 1-855-643-8649

Email: eHealthProviderSupport@gov.ab.ca

Hours: 8:15 a.m. - 4:30 p.m. Monday - Friday

If you have additional questions not answered in the documentation below, please reach out to the Juno Support Team by contacting support@junoemr.com or calling 1-888-686-8560. Option 1.

Configuring CPAR in Juno

Once CPAR is successfully enabled by the Juno Team, the clinic needs to perform some basic one time configurations for the main account and any desired providers.

To verify if CPAR is enabled in your Juno EMR, navigate to any patient and look at the top right section. If CPAR is activated, it will display either “Not Paneled” or the current panel assignment.

Example of the CPAR Component indicating your Juno has CPAR enabled

Configure Site Name and ID

This step is done once per system to establish the ID and Name sent to CPAR:

• Navigate to Administration > CII/CPAR > CPAR Panel Management
• Click the Gear Icon at the top

• Enter your Clinic Name as submitted on the Confirmation of Participation Form
• Enter your Site ID as submitted on the Confirmation of Participation Form
• Click Save

The system is configured for CPAR. The Bulk Update and New Panel buttons are now available to use in the CPAR Panel Management section.

Creating Panels

In order for patients to be paneled to providers, the panel must first exist in Juno. Panels must be created by users outside of existing provider records.

When setting up the integration for the first time, you must create the panels in order to assign patients to them.

Typically, panels are assigned to a single clinician, but Juno also supports creating panels that include multiple providers and/or facility IDs (if configured accordingly by PPHS - Formerly Alberta Healt).

Creating a Panel for a Single Clinician

• Navigate to Admin > CII/CPAR > CPAR Panel Management
• Click on New Panel
• Enter the following information
• Click Save

The newly created panel can now be selected when adding patients to panel via their demographic profile or in bulk.

Creating a Panel for Multiple Facilities or Providers

While rare, clinics have the ability to create panels with multiple Facility IDs and/or Providers. This will be identified and set up during the onboarding process with PPHS (formerly Alberta Health).

A Shared Panel should only be created when providers share care for the paneled patients equally. Otherwise the panel must belong to a single provider.

Creating a shared panel has several important implications that the clinic and provider should be familiar with before choosing this option.

A panel may be shared across multiple facility IDs only if the EMR database is shared between those facilities. Separate EMRs require separate panels.

This requires that the associated ID's and Practitioner Numbers are actively set up this way by PPHS (Formerly Alberta Health). 

Even though there are multiple ID's or Providers, only a single Panel Number is associated with the panel.

• Navigate to Admin > CII/CPAR > CPAR Panel Management
• Click on New Panel

• Enter the following information
  
  

• For each additional Facility ID click Add Alberta Health Facility ID / WDFA Key and enter required information
• For each additional Provider click Add Provider To Panel and enter required information
• Click Save
  
  

Below is an example of a panel that consists of multiple providers. Users can use the Trash icon to remove providers from panel.

Editing Panels

Panels can be edited using the CPAR Panel Management Section

• Navigate to Admin > CII/CPAR > CPAR Panel Management
• Click the Edit button associated with a desired panel
  
  

• Edit Panel as needed
• Click Save

Adding Patients to Panels

Adding an Individual Patient to a Panel

Patients can be added to a panel individually. Each patient can belong to one panel at a time. Note that some panels can consist of multiple facilities or providers.

The ability to panel patients exists in both the Juno and Classic (OSCAR) UIs:

Add Patient to Panel in Juno UI

• Navigate to the patients Details page
• Locate the Paneling Component at the top right
• Click the + to see list of panels
• Select desired panel from list
  
  

Add Patient to Panel in Classic UI

• Navigate to the patient's Master Record
• Locate the Paneling Component at the top right
• Click the + to see list of panels
• Select desired panel from list
  
  

Adding Many Patients to a Panel

Aside from adding patients to a panel individually, users can use the Bulk Update option to add many patients to a panel at once.

The Bulk Update functions takes all the patients with a specific Doctor or MRP (Most Responsible Provider) field in their 

Master Record or Details page, and assigns it to the selected panel.

This provides clinics the ability to set up the bulk of their panel during initial set up, and then adjust the patients going forward.

Using the Bulk Update does not modify the MRP associated with the patient. Its only function is to assign the associated patients to a Panel.

• Navigate to Administration > CII/CPAR > CPAR Panel Management
• Select Bulk Update button

• Ensure the "Assign patients to a panel" radio button is selected
• Select the Provider (this represents the MRP or Doctor to which a patient is assigned to in the EMR)
• Ensure Status is set to Active
• Select the Panel the patients are to be assigned to.
• Click Assign Patients

Depending on the number of patients, this may take a minute or more to process.

Moving Patients to A Different Panel

In rare cases, clinics may need to move all patients from one panel to another. Instead of doing this individually, the Bulk Update function can be used.

• Navigate to Administration > CII/CPAR > CPAR Panel Management
• Select Bulk Update button

• Select the "Move patients to a different panel" radio button
• Select the Panel for which patients should be moved from
• Select the Panel for which patients should be moved to
• Ensure Status is set to Active
• Click Move Patients

Depending on the number of patients, this may take a minute or more to process.

Removing Patients from Panels

Removing an Individual Patient from a Panel

Patients can be removed from a panel by interacting with the CPAR Component. To remove a patient:

• Locate the Panel Component in the Details section (or the Master Record in the Classic UI)
• Click the kebab (⋮) icon to see more options
• Select "Remove from current panel"
  
  

Removing All Patients from A Panel

Aside from removing patients from a panel individually, users can use the Bulk Update option to remove all patients from a panel.

• Navigate to Administration > CII/CPAR > CPAR Panel Management
• Select Bulk Update button

• Select the "Remove patients from a panel" radio button
• Select the Panel for which all patients are to be removed
• Ensure Status is set to Active
• Click Remove Patients
  
  

Depending on the number of patients, this may take a minute or more to process.

Setting Confirmation Date for Patient

From time to time, there is a need to update the 'Confirmation Date' which establishes the last time the paneling to the provider has been confirmed.

When a user is assigned to a panel, the confirmation date is automatically set to today's date. If added in bulk, the last visit (appointment) date is used as the confirmation date.

The Last Confirmation date is visible within the CPAR Component

Users can update this date by clicking the Confirm button in the CPAR Component. This button only becomes available when the Confirmation Date is not today

Deleting a Panel

Panels can be deleted by users. Note that clinics must contact the eHealth Services Provider Support Team to fully disable the panel.

Deleting the panel using the method below removes it from the EMR only. To delete a panel:

• Navigate to Administration > CII/CPAR > CPAR Panel Management
• Click the Edit button beside the desired panel

• Click the Delete button
  
  

• Review the message, contact the eHealth Services Provider Support Team.
• Click Delete to remove the panel. This cannot be undone. 

Panel Submissions (Automated and Manual)

Automated Panel Submission

CPAR is configured to automatically submit panels on the 7th of each calendar month. There is no action required by the clinic. Any panel that contains valid patients will be automatically submitted. Valid patient criteria:

• Patient must be set to Active in Juno
• Patient has the following in Juno:
  • Date of birth
  • Family Name
  • Gender
  • PHN
• The Patient must have a Last Visit Date (appointment) in the past. With any provider.
• The Patient must have a Confirmation Date (set automatically during paneling or set manually via the Confirm button)
• The Last Visit Date cannot be before Date of Birth of patient
• The Last Visit Date (appointment) must not be set to "Cancelled" or "No Show"

Submitting Panels Manually

If required, clinics can submit panels manually from time to time. Note that this must occur outside of the Blackout Period designated by PPHS (Formerly Alberta Health).

The designated Blackout Period is from the 20th to the 1st of each month.

If a manual submission is triggered in the Blackout Period, the submission will not take place until the 1st.

Users can continue modifying their panels as needed. Any new information or updates will be included in the submission even if it has been triggered.

To trigger a panel for manual submission:

• Navigate to Administration > CII/CPAR > CPAR Panel Management
• Ensure the Panels tab is selected
• Locate desired panel
• Click the Submit button beside it

Viewing Panel Submission History

Automated or manual submissions history can be viewed in the Submission History to tab. The section shows each submission that has occurred, the delivery date, and the number of patients that were submitted

To see Submission History:

• Navigate to Administration > CII/CPAR > CPAR Panel Management
• Select Submission History tab
  
  

Restricting CPAR Management Access

When CPAR is enabled, all users can see and interact with the CPAR Component that allows individual patient paneling.

The CPAR Panel Management section however, is only available to users with the 'admin' role. The CPAR Panel Management allows users to create, modify and submit panels.

It is possible to allow non admin users to access the CPAR Panel Management by creating a new role. When the new role is created, any users with the assigned role can access the CPAR Panel Management via admin. Other Admin access remains restricted. 

Creating The CPAR Only Role

• Navigate to Administration > Manage Role > Create New Role
• Enter Role Name (eg. CPAR Admin)
• Enter Role Description (eg. Access to CPAR Panel Management)
• Under "Available Permissions" locate and select the "CONFIGURE_CPAR_PANEL_CREATE" role
• Click the Left Arrow to add the role to the "Assigned Permissions"
• Click "Add Role"

Assigning Role to Provider

Once the role has been created, it needs to be assigned to the desired providers.

• Navigate to Administration > User Management > Assign Role to Provider
• Select a dropdown associated with the specific provider
• Select the CPAR specific role (eg. CPAR Admin)
• Click the Add button