ThoroughCare's Dashboard has been designed with the clinician in mind. Instantly sort your patient's with a click of a button! The filters for our most popular worklists are shown below along with the patients that reside in each colored category. 

  1. Search for a patient - Search by typing a patient's first name, last name, or EHR ID and hitting enter.

  2. "Hamburger" Menu - Drop-down menu that allows you to reach your Dashboard, Worklists, Call Scheduler, Manage Patient Assignments page, Manage Users page, Manage Customer page, Customer Dashboard, Patient Flags, Conditions List, and Reports page.

  3. User Notifications and Settings - click the small bell icon to be taken to your notifications page. Select the drop down arrow next to your user name to edit your personalized settings or to logout.

  4. Create New Patient - Click to create a new patient in ThoroughCare.

  5. Month Calendar - Filters patients by month. Click the " < " or " > " to navigate between months.

  6. Show Only My Patients - The dashboard defaults to showing all of your practice's patients. This option allows you to show only your patients.

  7. Show Provider Time - This option shows the user the provider time that was spent for the month.

  8. Chronic Care Management - Click the "Chronic Care Manager" title to be taken to your CCM Worklist .

  9. CCM Automatic Filter Options - Click on an individual CCM minute option to be taken to a worklist that only includes patients that fall under that category for the month you are viewing. For example: by clicking the colored number located under the "10-19" minutes column you will be taken to a worklist with only shows patients that have 10-19 minutes for the month.

  10. Remote Patient Monitoring - Click the "Remote Patient Monitoring" title to navigate to the RPM Worklist.

  11. RPM Automatic Filter Options - Click on an individual RPM minute/device options to be taken to a worklist that only includes patients that fall under that category for the month you are viewing. For example: by clicking the colored number located under the "Patients with Devices" column you will be taken to a worklist with only patients that have been assigned devices for RPM.

  12. Annual Wellness Visit - Click the "Annual Wellness Visit" title to be taken to your AWV worklist.

  13. AWV Automatic Filter Options - Click on an individual AWV progression option to be taken to a worklist that only includes patients that fall under that category for the month you are viewing. For example: by clicking the colored number located under the "In Progress" column you will be taken to a filtered worklist that only lists patients that have AWV's that are in progress.

  14. Transitional Care Management - Click the "Transitional Care Management" to navigate to the TCM Worklist.

  15. TCM Automatic Filter Options - Click on an individual TCM progression option to be taken to a worklist that only includes patients that fall under that category for the particular month you are viewing. For example: by clicking the colored number located under the "Awaiting Face-to-Face" you as a user will be taken to a worklist that only shows patients that are awaiting the face-to-face portion of TCM.

  16. Behavioral Health Integration - Click the "Behavioral Health Integration" title to navigate to your BHI Worklist.

  17. BHI Automatic Filter Options - Click on an individual BHI minute option to be taken to a worklist that only focuses on patients that fall under that category for the month you are viewing. For example: by clicking the colored number located under the "10-14" minutes column you will be taken to a worklist with only shows patients that have 10-14 minutes for the month.

  18. Billing & Claims - Click the "Billing and Claims" title to be taken to your site's Billing and Claims Worklist.

  19. Billing & Claims Filter Options - Click on a billing and claims filtering option to be taken to a worklist that only displays patient's claims that fall under the category that was chosen. For Example: by clicking the colored number located underneath the "Missing Info" column you will be taken to a worklist that only shows the claims that are marked as missing information.

Now that we have covered how to navigate the dashboard we will discuss using the "Hamburger" menu. The Hamburger menu as mentioned in the above section is the hamburger-like icon located in the upper left hand corner of every ThoroughCare screen. By clicking this icon you can either hide or make the navigation menu visible.

Once the Menu is visible, first notice the "Dashboard" option. This will be used if you would like to navigate back to the dashboard from anywhere else in ThoroughCare.

The next menu item will be the "Programs" tab. This provides the user with a shortcut to different program worklists such as CCM or AWV.

Note: This will be Individual to your personalized Thoroughcare site only programs your site needs will be available.

The following section will specify Reports that you are able to create. As a Care Manager you are able to view the Billing and Claims page and create other reports from the "Other Reports" page.

After "Reports" you will see the "Notifications" option. By clicking this you will be taken to your User's Notification Page where you can view and filter all patient notifications.

Next, would be the "Care Manager Stats" option. This page is handy for tracking individual stats with your patients. For Example you can see how many CCM minutes you have logged this month and how many new patients have been recently enrolled.

Similar to the care manager stats page, the "Daily Report" provides the user with information on their progression throughout each day of the month. you can view activity, monitor minutes logged, claims by billable date, etc.

One of the more important options is the Call Scheduler. ThoroughCare's "Call scheduler" allows users to schedule, monitor, and track upcoming patient calls/events.

Probably the most important option for beginners on ThoroughCare is our "Knowledge Base". By clicking this option you will be taken outside of ThoroughCare to our library of TC help knowledge!

For more information on the CCM dashboard or menu, 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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