Article Section Links:

CCM Worklist Filter Options

Selecting Specific Patient Information

Exporting Worklist Results

Accessing Patient View Page

Creating a New Patient From the Worklist

CCM Status

CCM Features on the Dashboard

From the ThoroughCare Dashboard, click on the words "Chronic Care Management" or any number under the Chronic Care Management section (highlighted by the red box below) for pre-filtered options. For this example we will be selecting the number below "Not Enrolled".

For example: If you click on the number located under "20-39 Mins", you'll be taken to a worklist which contains only patients who fall within 20-39 minutes of CCM time for the entire month thus far.

CCM Worklist Filter Options:

Once on the CCM Worklist, a user will be able to filter their patients by clicking the "Filters" button (Reflected in image below).

These Filters May Include:

CCM Status
Billing Status
Last Successful Call
Call Attempts
Enrollment Date
CCM Care Manager
CCM Physician
Primary Care Manager
Primary Physician
CCM Minutes
Provider Minutes
Department
Call Status
Flags
Conditions
Primary Insurance
Secondary Insurance
Risk Level
Language

Note: Not all of these filtering options may be enabled on your personalized ThoroughCare site. If you would like to add one of these filtering options to your worklist simply chat with a ThoroughCare expert through the chat window located at the bottom of every ThoroughCare screen.

Note: The CCM Status filter will automatically default to "Enrolled" upon selecting the CCM Worklist.

Note: You can also sort the CCM worklist columns from A-Z or numerically by clicking the column header.

Selecting Specific Patient Information:

Our users have to ability to choose which columns/data they see listed on their personal worklist. To change which columns are shown, click the "Column visibility" dropdown as displayed in the screenshot below.

Note: Some column options need to be enable on the user's site (by a TC team member) before it can be seen from the worklist. If you are missing a column/data type that should be listed in the "Column visibility" dropdown, you may want to consult your site admin to explore getting that particular column added to your site!

Once clicked, all column options should be displayed in the "Column visibility" dropdown menu. Currently displayed columns should be highlighted blue, whereas hidden columns will be white.

Column Options May Include:

TC ID
Call Status
Last Successful Call
Last Call Attempt
Call Attempts
Flags
Risk
EHR ID
Patient Name
Phone Number
DOB
Policy ID
Insurance Name
Department
CCM Care Manager
CCM Physician
Primary Care Manager
Primary Physician
Follow up
Insurance Coverage
Enroll Date
Last CP
Mins (logged for the month)
Prov Mins (logged for the month)
Goal (minute goal for month)
RAF
Actions

Note: The columns highlighted in blue are the columns that are shown in the worklist.

Exporting Results:

You also have the option to export selected patients from the filtered list with our "Export" feature. Begin by selecting patients to include in the report. Click the "Select All" check box to select all records listed under the current filtered worklist.

Note: You can deselect all by clicking the same button.

If the report is only meant to contain certain patients, select the individuals which should be included by clicking their selection box to the far left of the patient record.

Note: Only the yellow highlighted patients will be included in the report.

Click to select the "PDF" button to export the results of the selected patients.

Note: When creating a worklist report keep in mind that only selected columns and patients will be included in the report. This means any hidden column will not be included on the newly generated report.

PDF Example:

Accessing Patient View Page:

On the CCM Worklist a user has the ability to navigate to a patient's view page by simply clicking the patients name or EHR ID.

Patient View Page Example:

Creating a New Patient From the Worklist:

Moving back to our CCM Worklist, a user can create a new patient by clicking on the " + New Patient " button located in the upper right hand corner of the screen. For more information on creating a patient, please see our help article here.

CCM Status:

Users can change the patient's CCM Status (Inactivate a Patient) by clicking the "Status" button under the Actions Column.

By clicking "Status", you will bring up a pop up box which will allow you to change the CCM enrollment status. Click the drop down box in order to select a status.

From the list, click to choose whichever status applies to the patient. For this example we are choosing the "Active" status

Once a status is chosen, the user should notice additional questions/items appear below the "Change enrollment status to" dropdown, as highlighted below. When finished documenting the required items click to select the blue "Save" button to finalize the patient's change in status.

Note: If you wish to view a more in depth walkthrough explaining the CCM enrollment process click HERE.

For more information on the CCM worklist, 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!