Select a scenario below to see how the CKD Management Tool adapts to different workflow states.
Scenarios 1A to 1C show changes within the primary care and referral workflow, with updates to the Summary and Referral Recommendation sections. Scenario 2 shows how the tool changes when CKD care is managed by nephrology.
Please focus on the organization, presentation, and usability of the information rather than the specific clinical content shown. Additional context is available in the Notes section below. Please use the embedded survey on the right to provide feedback.
Tool Guide
This tool is based on the following guidelines: ORN CKD KidneyWiseToolkit
CKD Management Tool v.x.x
Patient Name. Last Name
Scenario 1a: CKD managed in primary care
Scenario 1b: Referral recommended
Scenario 1c: Referral initiated
Summary
Labs
Documented Diagnoses
1 item to consider
Medication Review
ACE/ARB
SGLT2i
eGFR
Last done:
Latest value:
uACR
Na
K
HbA1C
BP
Recommendations are generated using structured EMR data and KidneyWise guidance. Clinical judgement should always be applied when actioning recommendations.
Recommended
eGFR <30 No
uACR above threshold No
5-year KFRE >5% No
Rapid decline in kidney function Confirm using flowsheet
Patient Data (read-only)
CKD
HTN
DM
Yes
Yes
Yes
CVD
Yes
CDS recommendation
Ns-MRA
GLP-1 RA
Referral Recommendation
Present in med list?
Supporting criteria
Does not meet criteria
Does not meet referral criteria. Please continue to manage this patient in primary care to slow CKD progression.
Therapy
Referral criteria
Initiate e-consult
Open referral form
Open lab req
Patient Resources
Quick Actions
Recommended
Does not meet criteria
Yes
No
No
No
Vitals
Last done:
Latest value:
Required: ✓ ACR >=3
And One of: ✓ Diabetes
✓ sBP Above Target
Required: ✓ eGFR >= 20
And One of: ✓ Diabetes
✓ ACR >= 20
X Heart Failure
✓ Diabetes
✓ eGFR ≥25
X ACR ≥3
✓ Potassium ≤4.8
Required:
Patients may meet criteria for multiple therapies. Use clinical judgement to prioritize management opportunities.
Summary
Labs
Documented Diagnoses
2 items to consider
eGFR
Last done:
Latest value:
uACR
Na
K
HbA1C
BP
Recommendations are generated using structured EMR data and KidneyWise guidance. Clinical judgement should always be applied when actioning recommendations.
Patient Data (read-only)
CKD
HTN
DM
Yes
Yes
Yes
CVD
Yes
Referral Recommendation
Consider referral to nephrology. Please continue to manage this patient in primary care to slow CKD progression while awaiting specialist input.
Referral criteria
Initiate e-consult
Open referral form
Open lab req
Patient Resources
Quick Actions
Vitals
Last done:
Latest value:
Medication Review
ACE/ARB
SGLT2i
Recommended
CDS recommendation
Ns-MRA
GLP-1 RA
Present in med list?
Supporting criteria
Does not meet criteria
Therapy
Recommended
Does not meet criteria
Yes
No
No
No
Required: ✓ ACR >=3
And One of: ✓ Diabetes
✓ sBP Above Target
Required: ✓ eGFR >= 20
And One of: ✓ Diabetes
✓ ACR >= 20
X Heart Failure
✓ Diabetes
✓ eGFR ≥25
X ACR ≥3
✓ Potassium ≤4.8
Required:
Patients may meet criteria for multiple therapies. Use clinical judgement to prioritize management opportunities.
eGFR <30 Yes uACR above threshold Yes
5-year KFRE >5% No
Rapid decline in kidney function Confirm using flowsheet
Summary
Labs
Documented Diagnoses
1 item to consider
eGFR
Last done:
Latest value:
uACR
Na
K
HbA1C
BP
Recommendations are generated using structured EMR data and KidneyWise guidance. Clinical judgement should always be applied when actioning recommendations.
Patient Data (read-only)
CKD
HTN
DM
Yes
Yes
Yes
CVD
Yes
Referral Recommendation
Referral initiated. Please continue to manage this patient in primary care to slow CKD progression while awaiting specialist input
Referral criteria
Initiate e-consult
Open referral form
Open lab req
Patient Resources
Quick Actions
Vitals
Last done:
Latest value:
Summary
1 item to consider
Medication Review
ACE/ARB
SGLT2i
Recommended
CDS recommendation
Ns-MRA
GLP-1 RA
Present in med list?
Supporting criteria
Does not meet criteria
Therapy
Recommended
Does not meet criteria
Yes
No
No
No
Required: ✓ ACR >=3
And One of: ✓ Diabetes
✓ sBP Above Target
Required: ✓ eGFR >= 20
And One of: ✓ Diabetes
✓ ACR >= 20
X Heart Failure
✓ Diabetes
✓ eGFR ≥25
X ACR ≥3
✓ Potassium ≤4.8
Required:
Patients may meet criteria for multiple therapies. Use clinical judgement to prioritize management opportunities.
eGFR <30 Yes
uACR above threshold Yes
5-year KFRE >5% No
Rapid decline in kidney function Confirm using flowsheet
Summary
Labs
Documented Diagnoses
eGFR
Last done:
Latest value:
uACR
Na
K
HbA1C
BP
Recommendations are generated using structured EMR data and KidneyWise guidance. Clinical judgement should always be applied when actioning recommendations.
Patient Data (read-only)
CKD
HTN
DM
Yes
Yes
Yes
CVD
Yes
Initiate e-consult
Open referral form
Open lab req
Patient Resources
Quick Actions
This patient has been identified as having CKD care managed by nephrology. Please refer to the latest specialist recommendations when making care decisions.
Vitals
Last done:
Latest value:
CKD care managed by specialist
Scenario 2: CKD care managed by nephrologist
Explore the prototype
Notes:
Demonstrates the baseline CKD management workflow. The tool is intended to consolidate relevant patient information, management opportunities, and supporting criteria into a single view for routine CKD management in primary care.
Notes:
Demonstrates how the tool adapts when nephrology referral criteria are met. Referral considerations are introduced while preserving visibility of ongoing CKD management opportunities to support co-management.
Notes:
Demonstrates how the tool may support continuity of care after a referral has been initiated. The referral recommendation is replaced with referral status while maintaining access to CKD management recommendations.
Notes:
Demonstrates a specialist-managed workflow. The tool adapts by hiding recommendations by default, acknowledging that specialist treatment plans may influence management decisions and may not be fully represented within available EMR data.