A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

Pathways is designed to make gathering smart data streamlined and efficient via a series of Triggers and Actions. Once a Pathway is set up, the system will use automatically gather the data. This means fewer clicks for you! One Trigger may activate multiple Actions, or multiple Actions may be activated by a single Trigger. 

Pathways Basics

Pathways Categories & Triggers 

 · CHARGE CAPTURE: Charge Capture Pathways are linked to Charges. They are activated by three different Triggers: Charges, Diagnoses, and/or Primary Biller.

· FIELDS: Fields Pathways are linked to checkboxes in the Fields. They are activated by the following Triggers: checking the New, New to Practice, Consult, ICU, or Global checkboxes.


· FLAGS: Flags Pathways are linked to Flags. They are activated by the following Trigger: checking any Flag.


· METRICS: Metrics Pathways are linked to Metrics. They are activated by the following Trigger: selecting any Metric.


· DISCHARGE: Discharge Pathways are linked to Discharges. They are activated by three different Triggers: Disposition, Follow Up Provider, and Follow Up Time. 


Pathways Actions

 · CHECK FLAG: A designated Flag is checked.

· CHECK METRIC: A designated Metric is selected.

· CHANGE FIELD: A designated checkbox in the Fields is checked.


· SEND MESSAGE: A secure message is sent to a designated recipient.


· MARK FOR DISCHARGE: The patient is Marked for Discharge. 


· CHARGE STATUS (NOTE – These actions apply to CHARGE CAPTURE Pathways ONLY): The Charge is set to Received, Hold, Processed, or Retired.


Pathway Examples

Pathways is a powerful tool. Here are some examples of how it can be used:

· TRACK HIGH RISK PATIENTS: Using the Diagnosis trigger, track all patients who are in a specific Diagnosis code set (such as Heart Failure or COPD). Use this information to enroll Patients in Clinics and alert appropriate staff to ensure timely follow-up and reduced hospital readmissions.

· DISCHARGE PATIENTS FROM HYBRIDCHART: Using the CPT codes for Discharge, automatically Mark for Discharge.


· ALERT STAFF OF PATIENT DISPO: Do you need to track Patients who leave the hospital AMA or go to a SNF? Create a Pathway that alerts staff via Secure Message when a Patient is Discharged with a specific disposition.


· TRACK ICU PATIENTS ON CENSUS: Create a Pathway that auto-checks a Flag when the ICU field is selected, making it easy to know which Patients are in the ICU.