Contact Attempts vs. Notes

It's important to differentiate the use of Contact Attempts vs. Notes. This article gives some detail on the usage of both.

Notes in Cordata were designed to gather care coordinator or Cordata user patient case coordination or management Notes. In some cases, clients of Cordata use Notes as progress notes and arrange for Notes to be shared in an outbound feed back to the EHR (source of truth medical record) to ensure care continuity. Please note that standard "progress notes" are the part of a medical record where healthcare professionals record details to document a patient's clinical status or achievements during the course of a hospitalization or over the course of outpatient care. Notes in Cordata, without a connection to the EHR, are NOT part of the medical record, and are only stand-alone notes to support care coordination activities.

Notes can be added in multiple places...Notes menu item, Clinical Interventions such as procedures or surgeries, Care Coordination areas and much more. Notes can be marked a Public or Private, record the author name, and can be marked viewable by Everyone or not. And finally, Notes can be entered via Templates for communication (discharge, bedside note, new patient ed, etc) and Types such as phone call, email, face to face.

Contact Attempts were designed to track contact attempts in care coordination situations where adherence to care plans is paramount, required by law/legal agency or where tracking contacts is important to decide on patient compliance and ultimate patient participation in care coordination. Examples of this are post-discharge tracking of patients to ensure medication or plan compliance, community-based patients who are being tracked by care coordinators or managers or social workers to ensure stability of social determinants (poverty, housing, etc) that may endanger a patient's health status, screening patients with abnormal mammogram results who are being contacted to return for additional imaging resolution, biopsy patients who are being contacted for results communication, etc. Contact Attempt Notes show under the Contact Attempts and Notes page. Contact Attempt notes in Cordata, without a connection to the EHR, are NOT part of the medical record, and are only stand-alone notes to support care coordination activities.