A closer look at CPM2

Built to deliver value-based care, at scale

CPM2 enables you to provide a highly responsive service to huge volumes of patients, without any additional resources.

At the heart of this, our enhanced pathway automation engine allows providers to build a program of automatic activities across the care pathway. It also intelligently responds to data entered by patients, administrators and clinicians, to keep each patient on track with their goal.

We’ve also launched a new patient app, strengthened our integrations and added booking APIs to help digitally engage patients like never before.



Lumeon Navigator App

Our intelligent app functions as a companion to each patient’s healthcare journey, sending them a programme of automated activities, wellbeing information, questionnaires and reminders, until their healthcare goals are achieved.

The app is designed to support early intervention, by moderating their care pathway based on key health and wellbeing data that patients upload. Significant changes in this data can trigger different automated actions, or alert their care team.

Patients can also use the app to manage and book appointments, view their progress towards their goals as well as directly messaging their care team.


At a glance:


Booking APIs

Lumeon’s Booking APIs mean providers can allow patients to search, book, reschedule and pay for a selection of their appointments online.

The APIs can be used as the first touchpoint for a tailored programme of digital interaction, that can include online questionnaires, activities, reminders, supporting information and resources.

They allow you not only to convert more customers online, but to capture details you can use to create a tailored patient experience.


At a glance:


Advanced automation

We’ve upgraded our pathway engine – the powerhouse behind the automated care pathways that help manage a greater volume of patients and contracts.

Using automation allows providers to plan what information you request from and distribute to patients or third parties, and how this should determine patient progression through care stages. It liberates health professionals from unnecessary admin tasks, while alerting them to data that really does require human decision making.

For patients, it means an efficient healthcare experience with the latest, tailored information, exactly when they need it.


At a glance:

Rapid Case Review Forms

Lumeon’s Rapid Case Review Forms allow you to actively manage a network of care stakeholders to ensure patient cases are reviewed faster.

The feature allows you to embed a form within a task and automatically send a link to this over secure email. The form can then be distributed to a large pool of people (for example a network of Radiology reviewers or a multi-disciplinary team) who are presented with exactly the information they need, in order to assess the case.

Recipients don’t necessarily need to be set up as users on Care Pathway Manager and don’t have to manually log in or search for patient details. Once a person submits the form, everyone else is notified that the link is no longer relevant.  If no-one responds within a set time-period,  you can build an automation rule to auto-assign the task to a particular person or group.

Lumeon Analytics

Lumeon Analytics provides access to real-time clinical and administrative data across any site, down to the individual treatment and patient.

No knowledge of business reporting language is required, and an intuitive interface allows any user to easily create and edit custom branded charts and dashboards.

Discover the impact that varying appointment length has on outcomes, where referral to treatment times are longest or which postcodes generate the highest demand for your services.


At a glance:

Communication Schemes

Being able to plan how you interact with patients using their preferred channel of communication, saves a great deal of time collating documents and means you can offer a consistent patient experience.

Lumeon’s Communication schemes allow you to create a ‘bundle’ of patient-orientated documents, phone scripts, SMS/email/letter templates and online forms that are associated with an appointment type, billing event, or even an entire care pathway.

Activities and timers

Our activities and timers allow you to build a sequence of automated activities around a patient and their related data, in order to move them through their pathway.

Each activity can contain ‘timers’ which monitor events that need to occur in a particular time frame and use a traffic light system to highlight those in danger of SLA breach. They can be used for a number of reasons, e.g. to measure breaches in SLA agreements or to determine whether a patient is still within their NHS RTT (Referral to Treatment Time) etc. You can also trigger automated activities that seek to resolve the bottleneck e.g. by sending the case to a different reviewer, or an email to GP or patient chasing missing information etc.

CPM2 upgrade overview

Category Feature Description Guide Link
Accounting Redeemable Credits It is possible to credit patients with a percentage discount off their next appointment Redeemable Credit Rules
Accounting Proformas Proformas can be cancelled. Proformas
Activities and Timers Activities and Timers It is possible to use appointment types to trigger a sequence of automated activities. Also, timers can be created to monitor and trigger events that need to occur in a particular time frame. *Coming Soon*
Appointments Appointment Instructions Appointment-specific information can be displayed on the booking screen for the booking agent to communicate to the patient. Appointment Types
APIs Link API-driven referral forms to specialities. Users can define the form questions that are offered within the New Enquiry API. System Administrator Guide
Bookings Non-convert multiple appointment bookings Users can indicate if an appointment booking is not completed when using the multiple appointment booking functionality. Multiple Appointment Booking
Calendar Default working hours Working hours in CPM can be set to default. System Administrator Guide
Calendar Set contract working hours

Set contract-specific working hours in CPM. System Administrator Guide
Calendar Public Holiday Calendars

Store multiple different calendars of public holidays or non-working days to correctly calculate accurate working days. Public Holiday Calendars
Communication Communication Schemes Communication Schemes can be set up to enable patients to be contacted using a variety of communication methods depending on the specific care pathway. Communication Schemes
Communication Letter File Name Prefix The EMMA prefix on letter files has been changed. Letter and Email Templates
Communication Resend Confirmation Communication ‘Resend Confirmation Email’ has changed to ‘Resend Confirmation Communication on Appointment Details page. Administrator Guide
Communication New Patient Label Merge Tags The tags: patient_employee_reference and patient_gender are now available to be used on patient labels. Letter and Email Templates
Companies Additional Companies Patients can now be associated with more than one company. Administrator Guide
Companies ‘Display Invoice on Patient Account’ checkbox added to Company Details Enables a user to indicate if an invoice should display on the patient account or just the company account. System Administrator Guide
Contracts Add Products to Template Contracts sers can add products to template contracts. Add a Product to a Contract
Contracts Cancellation Policy improvement Cancellation Policies take bank holidays and weekends into account. Contract Policies
Contracts Re-pricing products on a Template Contract Users can re-price products on template contracts. System Administrator Guide
Contracts Template Contract Working Hours copied to New Contracts If a template contract’s working hours are set to something other than the default working hours, a copy of these hours will be associated to new contracts created from the template. System Administrator Guide
Forms Site Audit Forms Users can fill in forms to give feedback on a location. Forms
Forms Patient Feedback Forms A user can fill in a feedback form that is not linked to a particular patient. Forms
Forms Rapid Case Review Forms Reviewers can be sent tasks which contain forms for them to complete. System Administrator Guide
Healthcode Multi-site submission to Healthcode Users can send data to Healthcode from more than one location. Healthcode
Healthcode New Security Point A new security point ‘Healthcode.ClaimsAllSites’ has been created which controls whether users can view and submit Healthcode claims for all locations or just their own. Healthcode
Import Tools Company Import Patient Import tool which enables new patients to be added to a company. System Administrator Guide
Import Tools Importing External Practitioners Import tool which enables external practitioners to be imported. System Administrator Guide
Locations Set a location as an ‘admin location’ New enquiries can be assigned to a location even if it isn’t linked to the payor’s contract. System Administrator Guide
Questions Room Question Users can select a room as a question response. Question Types
Questions Upload files from Paper Archive Pool Users can upload a file from the Paper Archive Pool as a question response. Question Types
Practitioners ‘HPC No’ field renamed to ‘HCPC No’ in Practitioner Details The name of the field to register ‘Health and Care Professions Council’ number has been updated. System Administrator Guide
Recall Multiple Appointment Bookings Multiple appointment bookings are possible when using Recall. Recall Guide

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