Non Face-to-Face

Third Requirement in Transitional Care Management

Joel Barnes avatar
Written by Joel Barnes
Updated over a week ago

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Navigate to the Patient TCM Page:

If you have already began a patient's TCM you will want to navigate to the Patient's View Page by entering the patient's first name, last name, or EHR ID in the search bar on your dashboard. To see how to begin a patient's TCM click here.

Once the search results appear, select the patient's name, EHR ID, or the "View" button under the Actions column to open the patient view page.

Once on the patient view page select the "TCM" tab and click "View" under the actions column to bring up the patient's TCM Page.

Non Face-to-Face Requirement: 

Once on the patient's TCM Page select the "To Do" next to the Non Face-to-Face Requirement. The Non Face-to-Face section will appear at the bottom of your screen.

Under the Non Face-to-Face requirement you will be able to document:

  • Your findings / observations on the discharge summary

  • Diagnostic tests reviewed / disposition

  • Medications on discharge

  • Medication changes / adjustments 

  • Discussions with other healthcare providers 

  • Establishment or re-establishment of referral orders for community resources

  • Home health / community service discussions / referrals

  • Assessment and support of treatment regimen adherence

  • Education for self-management, independent living, and activities of daily living

  • Appointment Coordination

  • Other notes

Note: Each bullet point has their own text box to allow you to individually enter information for each category.

Adding Patient Medication:

Once you reach the Medications Segment you will notice a bright blue button labeled "Show Medications". 

By clicking this button, you will be presented with the "Medications" pop-up. From here you may add, edit, or remove medications that have been prescribed or taken by the patient. Whenever you are finished viewing the patient's medication list simply click the "Close" button in the lower right-hand corner.

Completing the Non Face-to-Face Requirement:

Once all patient medications are documented, continue through the following notes sections until all proper patient information is recorded in the designated areas.

Note: Again, click within any of the textboxes to begin typing.

Once the page has been completely reviewed, the user may go ahead and click the orange "Mark as reviewed and complete section" button that appears in the lower right-hand corner of the screen.

Note: As the user works through the section, all progress should be automatically saved.

Note: Once the Non Face-to-Face section is marked as completed the "Finalize" section should appear at the bottom of the screen. 

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