Users have the ability to create and download various patient reports containing service patient and user data within ThoroughCare.

Note: This article does not cover the "Mass Care Plan" report or the "Device" report.

Using the Reports Page:

On the ThoroughCare Dashboard, navigate to the "hamburger" menu and click "Other Reports" under the "Reports" menu item.

In this Article, three types of reports will be covered:

  • Claims Report

  • Patient Report

  • Activity Report

Click one of these options to be taken to see the report options for that particular report.

Types of Reports:

Claims Report:

By clicking the " + New Claims Report " button, users will be presented with the "Claims Report" pop-up. Notice that users can create claim reports for all programs that have claims created in ThoroughCare. Select the "CSV" button under the target program that the report should focus on.

Once the "CSV" button is clicked, and the excel spreadsheet is generated, the user will receive a conformation message in the upper right hand corner of their ThoroughCare screen. Click this message to download then open the spreadsheet.

Once opened the "Claims Statistic" report will resemble the example below.

New Patient Report:

By clicking the " + New Patient Report " button, users will be presented with the "Patient Report" pop-up. Notice that users can create comprehensive, inactive, and enrollment statistics reports for programs such as CCM and BHI. Select the "CSV" or "PDF" button under the target program that the report should focus on.

Note: Notice that only some reports are able to be exported in PDF file format.

Create one of these reports in the same way as instructed above in the "Claims Report" section.

Comprehensive Patient Report Example:

Inactive Patient Report Example:

Enrollment Statistics Report:

New Activity Report:

By clicking the " + New Activity Report " button, users will be presented with the "Activity Report" pop-up. Notice that users can create reports for:

  • Claims by Billable Date

  • Claims By Created Date

  • Enrollments / Readings

  • Activity Report (hh:mm)

  • Minutes Report (hh:mm)

Select the "CSV" or "XLSX" button under the target program that the report should focus on.

Note: Also notice with the "Activity Report" the user can specify the month in which the report is to collect data from.

Claims by Billable/Created Date Example:

Note: Notice the data contained in the "Activity Reports" is about the same as the information generated in the "Daily Report", minus the extra break down of the patient information provided in the second sheet of the excel file (highlighted below).

Enrollments / Readings Example:

Activity/Minutes Report (hh:mm) Example:

Useful Tips for Creating Reports:

First notice the reports table columns. Here, all recent reports created on ThoroughCare will be listed. This table will show report information such as:

  • Practice report was run on

  • Practice Subdomain

  • Date and Time the report was created

  • Report File Type

  • Report Name/Description

  • User that created the report

  • Status of report

  • Actions column

Whenever a report is created from the "Reports" page it should notify the user in the upper right hand corner of the user's ThoroughCare screen. The Notification message should look something like this:

Click this message to download the file to the user's computer.

Before the report is generated the user will see the the "Status" labeled as "Queued" under the "Status" column within the reports table.

In the "Actions" column notice that the user has the ability to run a new report, delete the report, or download the report. Simply click one of these buttons to complete the needed action.

Lastly, if a user would need to delete all reports listed in the table simply click the "Delete All" button.

For more information on the reports page, not discussed in this article, chat with a ThoroughCare professional by clicking the blue chat bubble in the bottom right hand corner of every ThoroughCare screen!

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