In the Daily Report, users have the ability to review their Care Managers' CCM, BHI, or RPM claims, minutes logged, and user activity in ThoroughCare on a daily or monthly basis.
How to Create a Daily Report:
On the ThoroughCare Dashboard, navigate to the "hamburger" menu and select "Daily Report" option.
Note: Only Customer Admins can see data from all Care Managers
Once on the "Daily Report" page, begin by selecting which program/product the report should focus on (e.i. CCM or BHI). Use the drop-down box underneath "Product" to specify.
Next the "Type" drop-down box to select the category of report that needs to be run.
Users can choose whichever category they wish to run the report on. Here are the choices:
Claims By Billable Date
Claims By Created Date
Minutes Logged by
Minutes Performed by
Note: If you wish to see data from all practices, check the "All Practices" box to the left of the "Type" field. If left unchecked you will only be able to view the site of the practice you are currently on.
Once the daily report's "Product" and "Type" is specified users can then create the report. Click "Update Report" to update/generate the daily report.
Notice the report will generate within the "Daily Report" table.
Note: You can change and generate a new report by simply changing the "Product" or "Type".
What you should know:
When viewing a Daily Claim Report remember you will see your Care Manager's name next to the number of patients assigned to them in ThoroughCare. As a Customer Admin will be able to view total claims created or billable at particular days in the month. The total number of patients and claims are added together at the bottom row labeled "totals".
You may view claims by created day or by billable date.
To view claims by a Care Manager, select the date of the month desired in the row of the particular Care Manager.
On the Show Minutes Daily Report, you'll see your Care Manager name next to the number of patients assigned to them in ThoroughCare.
You can also see the number of minutes they logged in a day under the date column and the number of minutes they logged in a month in the Total Column.
Click on a number under the date column to see details of a Care Manager's daily minutes logged, including the patient name, category time logged, and the amount of time logged by a Care Manager on that specific day.
On the Show Activity Daily Report, you'll see your Care Manager name next to the number of patients assigned to them in ThoroughCare.
You can also see the amount of time they spent in a day within your ThoroughCare website under the date column and the amount of time they spent in a month within your ThoroughCare website in the Total Column.