--- title: "Setting Up a Remote Monitoring Program" canonical: "https://help.validic.com/space/VCS/1709965313/Setting%20Up%20a%20Remote%20Monitoring%20Program" format: markdown --- ###### **This article pertains to:** [Impact] --- > ⚠️ You must have adequate permissions to set up a new program. Roles that can set up and edit programs: - Program Admin ## 1. Log in to Impact RPM Admin Module - The program Admin Module allows you to set up and manage all programs for your account or organization. - To set up your first program, click the **+ CREATE PROGRAM** button to launch the program configuration workflow. ## 2. Configure the Program - Enter a *Program Name*:* *the program name will be visible to Impact users and program participants. Program names must be unique. - Add a *Program Description*:* *this is a great place to state the purpose and goals of a program. The program description is visible to the clinical user when enrolling a participant into the program. - *Select the Organization*(s) for which this program will be available by checking the box next to the desired organization. This will make the program available to clinical users in the selected organization (for enrolling participants into the program). - Note that new programs can only be assigned to a single organization. - *Select Measurement Type(s)* for the program. At least one measurement type is required to continue the program setup. You may select as many measurement types as needed to support your program ([https://validic.atlassian.net/wiki/spaces/VCS/pages/1710129175](https://validic.atlassian.net/wiki/spaces/VCS/pages/1710129175)). - *Configure Cellular Device Connectivity* for the program if using. Note these options require configuration and set up (contact Validic representative if interested). - No cellular devices - program does not use cellular hub or cellular devices - Individual cellular devices - program utilizes devices that are connected via a cellular connection per device (no hub, cellular connection per device). - Cellular hub device - program utilizes a central cellular hub device (single cellular connection). Supported devices are connected to the hub via bluetooth. - *Configure Validic Logistics (Device Ordering)* for the program if using. Note these options require configuration and set up (contact Validic representative if interested). - Select “Third Party Fulfillment” - Select “Devices (Device(s) only)” ## 3. Create Program Goals In this step, you will set up goals for your RPM program. **Goal Types** 1. *Individual and Average Reading Limit:* eg. keep all post-meal blood glucose readings less than 140 mg/dL 2. *Individual and Average Reading Range:* eg. keep average 7 day average blood glucose level between 90 and 140 mg/dL 3. *Adherence (Reading Count):* eg. measure blood glucose 3 times each day 4. Change (Weight only): eg. lose 5% from starting body weight - Navigate to the “Goals” page within the Impact program - Click the **CREATE GOAL** button to add a goal to the program. - Select the measurement type for the goal (i.e., Weight, Blood Glucose [any, pre-meal, post-meal], Blood Pressure, etc). - Select the goal type - Average reading limit (Average Threshold) - Individual reading limit (Threshold) - Average reading range (Average Threshold) - Individual reading range (Threshold) - Reading count (Adherence) - Configure the goal - Example: keep all blood glucose readings between 90 - 150 mg/dL - Example: keep all systolic blood pressure levels less than 125 mmHg - Set clinician options - Goal customization: - Clinician can edit - clinician will be able to edit the goal for the participant - Clinician cannot edit - goal will be "locked," and clinician will not be able to edit - Goal usage - Clinician can disable - clinician will be able to disable the goal - Clinician cannot disable - goal is "required," and the clinician will not be able to disable - Click **SAVE**. The goal will now be enabled for new program enrollments if the "Available in program" toggle is enabled. > ℹ️ Note that a default goal will be automatically added for each measurement type when the program is initially created. These primary goals are the goals that determine in and out of range in the logbook and charts, and power advanced statistics (blood glucose programs). If another goal type is eligible as a primary goal, you will have the option to designate it as such. More information can be found on these by measurement type [here](https://validic.atlassian.net/wiki/spaces/VCS/pages/1709998143/Impact+Measurement+Types?atl_f=PAGETREE). **Available in Program** Toggle the "Available in program" to hide or show the goal in a program for new program enrollments. This feature can be used to create "draft" goals, to review prior to enabling them in a program. Disabling this option for a goal in a live program will only apply to new program enrollments. The goal will still continue to be enabled for previously enrolled participants, even if disabled.  ## 4. Configure Events/Actions (Notifications) In this step, you will set up Events and associated Actions (Notifications) for your RPM program. An Event is the rule that will trigger/initiate the associated Action (example: systolic blood pressure is greater than 180 mmHg). An Action is the interaction with the clinician or the participant once an Event occurs (example: send an email to the participant). **Configure Event** - Navigate to the Events/Actions page within the Impact program - Click the **+ NEW EVENT** button - Select the Measurement Type - [https://validic.atlassian.net/wiki/spaces/VCS/pages/1709998143](https://validic.atlassian.net/wiki/spaces/VCS/pages/1709998143) - Select the Trigger Type - Trigger Types - *Individual and Average Reading Limit:* eg. If post-meal blood glucose is less than 140 mg/dL... - *Adherence (Reading Count):* eg. If blood glucose is measured less than 2 times over 2 days... - *Gain/Loss (weight only)*: eg. If weight gain is more than 3 lbs in 24 hours... - Additional Event Options - Available in Program - Toggle on the “available in program” option to enable the event to make it available for new program enrollments, note that the event will be inactive until an action is added. - Click “Save” to add the event. **Configure Combined Event** - [https://validic.atlassian.net/wiki/spaces/VCS/pages/3355705346](https://validic.atlassian.net/wiki/spaces/VCS/pages/3355705346) > ⚠️ The Event is inactive and will not be available to use in a program until an associated Action is added to it. > 📝 **Conversations Specific Event Types: ** > 📝 > 📝 Note that if your organization is utilizing Conversations, additional event types will be available including “Scheduled” and “Conversation Answer.” > 📝 > 📝 ![image](media://3dd247d6-e7bb-43aa-9700-d6b2e6a10ba1) **Add an Action to the Event** - Click the **+ NEW ACTION** button on the Event to begin configuring the Action. - Select a communication method designating who is to be notified when the Event occurs. - Available options are: - Clinician - Send a secure message to a reviewer (EHR Messaging) - Send a secure message to an EHR messaging pool (EHR Messaging to a recipient group) - Send a text message to a reviewer (requires this information via SSO - not widely used) - Send an email to a reviewer (requires this information via SSO - not widely used) - Send an email to a clinician distribution list - System alert - Participant - Send a text message to the participant - Send an email to the participant - Send a secure message to the participant (if available) > ℹ️ Not all communication options may be available to you depending on your organization's configuration. To enable additional communication methods please contact your Validic Account Manager. - Select a Frequency (only available for certain trigger types) - Available options are: - Every time - At most once per day - Depending on the communication method selected, additional content options and message options will be available. - Subject and message content should adhere to your organization’s content guidelines. - Participant messaging (email and SMS) is sent via an insecure method. Do not include personally identifiable information (PII) or protected health information (PHI) in this content. - Update additional Action options as desired. - *Priority (if available):* certain communication methods support a priority flag. This is used for system alerts and certain provider notifications, and will designate a priority flag to the particular action. - *State of the action (dropdown)* - *Required: provider cannot disable* - The action is required for all newly enrolled program participants. Required actions can NOT be disabled by the reviewing clinician during the enrollment or from the clinician dashboard. - Required actions (notifications) are assigned to the reviewing clinician (reviewer) and cannot be disabled. If another clinician takes over reviewing clinician ownership for the participant, required notifications will be transferred to the new reviewing clinician. Other clinicians (observing clinicians) can opt in to these notifications optionally from the clinician dashboard for the respective participant. - *Optional: default on* - The action is optional, but is toggled on during enrollment and from the clinician dashboard. These actions are “opt out” where there are on by default, but clinicians can turn them off if desired. - For direct to clinician actions - the action will be enabled for the reviewing provider only. Other clinicians (observing clinicians) can opt in to these actions optionally from the clinician dashboard for the respective patient. - *Optional: default off* - The action is optional, but is toggled off during enrollment and from the clinician dashboard. These actions are “opt in” where there are off by default, but clinicians can turn them on if desired. - For direct to clinician actions - the action will be disabled for all providers. Any clinician can opt in to these actions optionally from the clinician dashboard for the respective patient. - Click **SAVE** button. The Event/Action will now be available for new program enrollments. - Additional actions can be added to the event, click the **+ NEW ACTION** button and configure the desired additional action per the above instructions and criteria. All actions will then occur when the event criteria is triggered. - Actions can be deleted from an event - at least one action must be present on the event for the event/action to be active in a program. ## 5. Configure Program Content In this step, you will add the content that is displayed during clinician and participant enrollment. This content will likely be generated from multiple departments in your organization such as legal, clinical, and support services.   - *Clinician content (English only):* content seen by the enrolling clinical user, typically a care manager. Clinician content will always be in English even for multi-language programs. - *Participant enrollment content:* content that guides program participants (patients) through the enrollment and device connection process. > ℹ️ Note that if your organization is using the HealthBridge mobile app (or if you are using your own app for the enrollment workflow), the only content that is passed through to the app is the two sections within “Consent.” - *Participant email content:* participant-facing content for enrollment and un-enrollment emails. **Add / Edit Content** - Click each section you wish to add or edit content. The page/section content will open. - Click the **EDIT** button to add/update content. - Body content can be styled as needed. Impact supports the following styling options: - Bold - Italics - Headings - Webpage links (highlight text and click the link icon to add target url) - Numbered lists - Bulleted lists - When content is complete for each section, click the **SAVE** button. Once a program is created and added to an organization, clinical users will be able to enroll participants into that program.