The User Panel button is displayed on the right-hand side of all ThoroughCare pages.

Clicking on the button will open and display the User Panel.

Clicking on the ‘X’ on the top-right corner of the User Panel will close it.

The User Panel consists of three tabs each with their own functionalities:

To-Do:

Calendar:

Notepad:

Along with specific functions found within each tab, this article will also cover how to view To-Do histories on patient charts, as well as, how to generate user-specific To-Do reports.

Finally, Care Plan Reports can include a section for patient-specific To-Do histories depending on the time range selected and the due date assigned to such To-Do's whether active or completed.

NOTE: Users may still interact with all visible sections of ThoroughCare software while the User Panel is extended out and displayed.

When clicked, the User Panel button will open to the To-Do tab displaying the current week’s active To-Dos. Users may navigate through the To-Do list in one week increments either by using the blue arrows to the left & right of the date range or by clicking on the date range to bring up a date picker.

NOTE: Weeks for the To-Do list run from Monday to Sunday.

Users may click the blue 'Today' button to quickly reset the To-Do list to the current week.

When first using the To-Do list (or if all To-Do's have been marked complete) the User Panel will appear blank. To add a To-Do, navigate to and click on the ‘+ Add To-Do’ button.

The ‘Add To-Do’ modal will then be displayed for a user to create a task.

By default, the user’s name will appear in the dropdown for the User selection field. A user may assign a To-Do to themselves or assign it out to other users in their practice.

NOTE: Only Admins may see the task lists of other users within their practice. This will be covered in another section below.

While optional, tasks may be associated to a specific patient chart in the user’s practice.

NOTE: When relating a To-Do to a patient, the To-Do will become connected to a patient’s chart and when saved, the patient’s name will appear as a hyperlink next to the task title in the task list.

A due date must be set for a To-Do to be created. Only current and future dates may be selected when assigning a due date for a To-Do.

A To-Do is required to have a name or descriptive title.

An optional description or note may be entered into the free text box at the bottom of the modal.

If users want this To-Do to repeat itself at set intervals in the future then they can select the ‘Make Recurring?’ checkbox. Clicking this option will present the user with multiple frequency choices to select from.

Finally, should users want to mark a To-Do complete, they may select the ‘Mark Complete’ checkbox within the modal. Users still need to select the ‘Save’ button to have their updates reflected in the To-Do tab.

NOTE: If users create a recurring To-Do and check the box to ‘Mark Complete’ then the initial To-Do will be marked as completed and the recurring task will appear on the user’s To-Do list for future dates in accordance to the time interval set during To-Do creation.

When ready, users may then click the 'Save' button to populate their To-Do to the tab.

The To-Do will now appear on the To-Do list under the appropriate day header selected for its due date.

If a patient was selected during To-Do creation then the patient name will appear as a blue hyperlink between the To-Do checkbox and its title. Clicking on the hyperlink will take the user directly to that patient’s chart.

If the 'Patient' field was left empty when saving a To-Do, then the To-Do will be created and display only the title that was given to it.

Users will also see a pop-up confirmation upon successful To-Do creation.

NOTE: Notice that if the due date for a To-Do is the current day then the 'To-Do' tab within the User Panel will display a number count. This count indicates the total number of To-Do's that are active and due for the current day.

If a To-Do needs to be modified such as changing who it is assigned to (user or patient wise) or the due date, then users may click on the desired To-Do to bring up the ‘Edit To-Do’ modal.

When viewing an already created To-Do, the read-only ‘Created By:’ field will be displayed at the top of the modal. This field indicates who originally created the To-Do and never changes even if the To-Do is reassigned to another user.

Selecting a different user for a To-Do in the ‘User Assigned’ dropdown and then saving in the modal will transfer the To-Do from the current user to the selected person’s To-Do list.

Users may also add a patient, change the patient associated with the To-Do, change the due date, edit the To-Do name, or add/edit a note.

Users may also delete a To-Do using the ‘Delete’ button in the 'Edit To-Do' modal.

As mentioned above, users may also utilize the 'Edit To-Do' modal to mark that a To-Do has been completed using the respective checkbox near the bottom of the modal and then saving.

When a To-Do goes past its designated due date, then the To-Do will become overdue. Overdue To-Do's will show at the top of the To-Do List under a red Overdue banner.

NOTE: Overdue To-Do's will always add to the number count displayed in the To-Do tab as they are considered active and due for completion on the current day unless modified.

Overdue tasks may be marked as complete in order to remove them from the To-Do List or they may be edited to have their due date pushed to a later date.

NOTE: Overdue items will always show under the respective banner until a user edits the date of the To-Do, completes it, or deletes it.

When a To-Do is marked as complete, it will move to the ‘Completed’ To-Do list.

To view completed To-Do's, navigate to the filter dropdown in the top-right of the To-Do tab and select the ‘Completed’ option.

NOTE: Completed tasks are viewable within the To-Do tab by navigating to the week the To-Do's due date was assigned.

NOTE: Completed To-Do's may not be deleted or have their details edited. Deselect the checkbox for ‘Mark Complete’ and click the save button to return a To-Do back to an active state where it may then be edited.

When a user has active To-Dos with due dates set for the current day, the User Panel button will display the respective number of To-Dos waiting to be completed or modified before becoming overdue.

When all active To-Dos for the current day are not overdue, the button number will display with a BLUE background.

The To-Do tab within the expanded User Panel will also display the same number count.

However, if any of a user's active To-Dos are overdue then the number within the User Panel button will display in a RED background.

Bulk actions are available through the To-Do tab should 1 or more To-Dos be selected through their checkboxes on the left-hand side of all To-Do items.

NOTE: Users may click on ‘Select All’ to select all To-Dos on their list. Once 1 or more items are selected, the ‘Clear Selection’ text will be displayed. If ‘Clear Selection’ is clicked, all checked checkboxes will be deselected.

Once an item or items are selected, proceed to the ‘Bulk Action’ dropdown button. If the user is viewing Active To-Dos, then they will see the options for ‘Update To-Dos,’ ‘Mark Complete,’ and ‘Delete.’

If a user selects the ‘Update To-Dos’ bulk action, then they can reassign the user associated with the To-Dos AND/OR edit the due date of the To-Dos.

Users who are given a To-Do that's been assigned or reassigned to them will get a notification informing them of the action. Such To-Dos will then populate on their To-Do tab given the respective due dates entered and week display.

Users may also use the ‘Mark Complete’ bulk action to mark multiple To-Dos as complete. Users may then change the filter to ‘Completed’ to view the completed To-Dos.

Finally, users may use the bulk action option ‘Delete’ to perform mass deletion of items from their list.

NOTE: Bulk actions to ‘Update To-Dos’ or ‘Delete’ will prompt a browser confirmation to the user to confirm their desired action.

Admin users will have a user select dropdown box displayed on their To-Do tab.

Admins are able to view the To-Do lists of other users in their practice by utilizing the dropdown and selecting the desired user.

NOTE: All functionality previously discussed may be used when viewing another user’s To-Do list such as individual To-Do edits, marking To-Dos as active/complete, adding or deleting, and bulk updates (reassigning the user, changing the due date, marking complete or active, and mass delete).

Notifications will be sent when a user assigns a To-Do to another user.

Notifications will also be sent to a Care Manager’s Practice Admin when a To-Do becomes overdue.

Care Managers and other users can modify their notifications for patient To-Do assignments by navigating to their settings section under their username in the top-right corner of ThoroughCare.

Practice Admin can also modify their notifications for overdue To-Dos through the settings screen options.

NOTE: Practice Admin do not receive notifications when their own To-Dos become overdue or when other Practice Admin have a To-Do go overdue.

If a user creates a To-Do but assigns it out to another user in the practice then the 'Notify Upon Completion' checkbox will appear at the bottom of the Edit To-Do modal.

NOTE: The system will cache or remember the user's last selection status for the 'Notify Upon Completion' checkbox for all future To-Dos that are assigned out.

When the checkbox is enabled, the creator of the To-Do will get a notification when that To-Do is marked as completed and saved.

If users wish to adjust this function, they may proceed to the user 'Notification Settings' from the username dropdown and select the 'Settings' option.

Under the 'Notification Settings' section, specifically 'User Schedule,' users may find the settings for 'To-Do Completion'.

If users deselect the setting, then the 'Notify Upon Completion' checkbox within the 'Add/Edit To-Do' modal will not be displayed when a To-Do is being assigned out.

Push setting is enabled by default, but users may enable notification by email and text if such communication methods have been added for the user.

As mentioned above, To-Dos can be assigned to another user during To-Do creation or they can be reassigned to others when editing a To-Do in a user’s To-Do tab.

To-Dos may also be bulk reassigned from one user’s To-Do list to another user’s list by using the bulk action button within the To-Do tab.

To-Dos will also be reassigned when a patient’s Primary Care Manager or Provider is changed through the ‘Edit Patient’ button on a patient’s chart.

All of the patient’s related To-Dos from the previous Primary Care Manager or Provider will be transferred and assigned to the selected user's To-Do Panel.

To-Dos may be reassigned using worklists and their bulk action functionality.

When users select a checkbox for 1 or more patients in a program worklist, they may click on the 'Bulk Actions' button and select the 'Reassign Care Team' option.

This will display the 'Reassign CCM Care Manager/Physician' modal in which the header will show the number of patients selected.

Users may select the checkbox to 'Move assigned tasks to the selected user.' This option will be selected by default in the modal.

NOTE: This workflow will transfer all To-Dos related to the patients selected through the Bulk Action workflow from the previous Primary Care Manager(s) to the selected user's To-Do tab and assign them to that user.

To-Dos can also be transferred through the Patient Assignments section found under the Management options on the side-menu.

Here a user may click on the 'Reassign' button for a listed user and then click on the ‘Assign’ button found in the table that is displayed.

Users may select another user from the dropdown and select the checkbox for ‘'Move assigned tasks to the selected user.' This option is selected by default.

NOTE: This workflow will transfer all To-Dos related to the patients selected through the Bulk Action workflow from the previous Primary Care Manager(s) to the selected user's To-Do tab and assign them to that user.

NOTE: A notification will be sent to reassigned users when To-Dos are transferred to them.

The Calendar tab within the User Panel displays a user's schedule in one week increments.

Like the To-Do tab, the Calendar tab displays scheduled and documented patient interactions in a Monday to Sunday format. Users may click forward or backward into the week date range to select their preferred timeframe.

Similar to the To-Do tab, the 'Today' button will reset a user's Calendar tab back to the current week display.

Users may create a new patient interaction using the '+' icon which will display the Calendar scheduling modal.
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Once saved, patient interactions will display within the Calendar tab with the following details displayed:

If 1 or more patient interactions are scheduled for the current day, the Calendar tab area will display a number indicative of how many interactions a user has scheduled.

Clicking on a patient interaction already displayed within the Calendar tab will bring up the Document Patient Interaction modal. This allows users to add an outcome to their interactions, edit interaction details, and/or add call notes without having to navigate to the Calendar section of TC or to a specific patient chart.

Scheduled Events will also display within the Calendar tab and details can be viewed if clicked on.

NOTE: If there are no patient interactions scheduled for a day, the corresponding day tab will not be displayed within the Calendar tab.

NOTE: Days that have gone past for the current week (ONLY) will have such day tabs collapsed within the Calendar tab so that users can take action on what items are scheduled for their current day. Users may click on the arrow (caret) to expand the day and show all scheduled and/or documented patient interactions associated to that user.

Admin users viewing the Calendar tab will find that a dropdown that will display a list of users within the practice. Selecting a user from the dropdown will change the display of the Calendar tab and show all scheduled or documented patient interactions that user has for the chosen week.
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​NOTE: Admin users have full editing and creation functionality even when viewing another user's Calendar tab details.
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NOTE: The following user roles do not have the ability to schedule or document patient interactions through the Calendar tab:

The Notepad tab is accessible to any type of ThoroughCare user role for jotting down thoughts, patient needs, or creating personal templates for documentation.

Click the 'Notepad' tab to display the free-text note entry field.

NOTE: Users may utilize the note field space per their needs as other users within the practice, even Admin, are unable to view another user's notes on this tab.

Any additions or changes within the note field will automatically save once a user clicks out of the note-entry space.
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​NOTE: Please do not click out of the browser before the Notepad tab saves or work within may be lost.

If text entry becomes greater than the visual display can handle, a 'resize' icon will appear at the bottom allowing users to manipulate the length of the note space by dragging the icon up or down.

Patient To-Do histories can be displayed directly from a patient chart. Proceed to a patient chart and click on the 'Patient Actions' button. From the dropdown, select the To-Dos option.

A modal with a table within will be displayed to the user. All To-Dos that are displayed are associated to the patient and their chart.

Selecting the 'Details' button on a To-Do allows a user to see greater information and modify the To-Do.

A toaster notification will display when a To-Do is successfully updated such as changing the 'Status' setting.

From the table, users may add a To-Do through the '+' button. Users may utilize the 'Select Date Range' picker to refine the To-Do display to a certain time-range.

The table can also be filtered to show all To-Dos, only those that are 'Active', or to only see those that have been 'Completed'. Finally, the search field can be used strictly for searching values within the To-Do column.

NOTE: Sorting within the table is limited to only the 'Due Date' field.

NOTE: Non-admin users are allowed to view the details of To-Dos from the Patient To-Do History, but if they did not create the To-Do or are not assigned to it then they are not able to modify such To-Dos.

Modification or editing of To-Do details is also disabled when the To-Do is set to the 'Completed' status.

Change a To-Do back to the 'Active' status by unselecting the 'Mark Complete' checkbox then saving within the modal. Once the To-Do is active, a user should be able to make edits.

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Patient To-Do histories can be populated to a patient's Care Plan Report.

Select the 'Print/Preview' button under the 'Care Management' tab on a patient chart and the 'Select Report Details' modal will be displayed for user adjustment. Within the modal, select a date range which will affect what To-Dos are displayed based on their 'Due Date' field.

User reports for user-associated To-Do histories can be generated within ThoroughCare.

Click on the username in the upper-right corner of TC and then select the 'Reports' option from the following dropdown.

In the 'Report Type' dropdown, choose the 'To-Do History' option.

A table with To-Do information associated to the user, either as the creator of a To-Do or as someone assigned to a To-Do, will be displayed.

To limit the display of items, users may use the 'Date Range' field to narrow down the report's output to a specific time range.

From the report section, users may also:

Users may also perform bulk actions on any To-Do checkboxes that have been selected and then pressing the 'Bulk Action' button.

If a user selects the checkboxes only on active to-dos, only the following Bulk Action options are displayed:

If a user selects the checkboxes only on completed to-dos, only the following Bulk Action options are displayed:

If a user selects a mix of active & completed to-dos, only the following Bulk Action options are displayed:

Admin users have enhanced functionality within the To-Do History Report. Admins may utilize the 'Display History of' field to select another user within a practice in order to view their report data.

Once a user is chosen, their To-Do history will be displayed. Admin users may perform single and bulk action on other users' To-Do histories.