Creating a New NNP/DSME Patient in Salesforce

Overview

The Nurse Navigator Program and Diabetes Self-Management Education (DSME) Program use Salesforce to log patient information at the time of intake as well as additional visits and education sessions. The article describes to how to add a new patient to the database. 

Login to Salesforce

Salesforce can be accessed at the following link:  https://ouhcom.my.salesforce.com/

• Please select "Log In with OHIO Login" and use your OHIO SSO information to sign in.

Creating a New Patient

1. From the homepage you will see a red square for "DI NNP Patients". You can click on that square to view your "Recently Viewed" or "All" patients. You can also search the "All" list to find a specific patient.

2. If your patient does not already exist, select the 'New'tab in the upper right corner of the page (see below screen shot). 

3. A pop-up will appear that says "New DI NNP Patient" and provides the options of 'cancel', 'Save & New', and 'Save'. Click ' Save'. 

4. A new page will load and you will want to enter in the below fields:

• Intake Date
• Intake Type (Navigator, DSME, Both)
  • The answer to this field changes what the necessary intake fields are for the patient, as they vary by type. 
• First Name
• Last Name
• Date of Birth 

Click ' Save'. 

5. After saving, fill out the additional Intake Fieldsprovided based on the intake type by selecting the pencil icon. 

6. Click ' Save'. After this step, you can log a NNP Visit or DSME Session. Please view the instructions for how to submit those in the 'Additional Resources' section below. 

Additional Resources

• How to log an NNP Visit to a Patient

• How to log a DSME Session to a Patient