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 "Transitions" tab and click "View" under the actions column to bring up the patient's TCM Page.

To navigate to the final section of the patient's TCM, click to select the "To Do" button under the "Requirements" section. Once selected, scroll to the bottom of the page to view the full "Face-to-Face / Finalize" requirement.

When viewing the "Face-to-Face / Finalize" page, take a look over the items that are asked.

First, begin by updating the "Visited at" date, if needed. Click within the "Visited at" box to select a date from the pop-up calendar.

Note: The only dates that will be selectable will be days either 7 or 14 days after the patient's discharge date. Dates that have not past can not be selected.

Next, record the location that the patient was seen at. This is a free-text box so the user must click within the text box and begin typing to document location.

Now, select the provider that saw the patient. Click within the "Provider" dropdown to select a physician from the provided list of users.

Note: A physician will only be listed here if they have been created as a user in ThoroughCare and have been given access to the practice in which the patient is added to.

Once the provider dropdown appears scroll through to find the physician that saw the patient. Click to select the provider that should be used.

Note: If a provider is not listed it is most likely that the user was never added to the site as a user. Have a site admin check the "Users" page to see if they are there before moving forward.

Next, a user must select whether or not the patient's "Medications" were reviewed during the patient's TCM.

If the user has reviewed the medications with the patient, click to select the "I reviewed the patient's Medications with them" checkbox.

If the Medications have already been reviewed, click to select the "Medications Have Been Reviewed" checkbox.

Note: If the patient's medications need reviewed, a user may review them by clicking the green "Medications" button located directly to the right of the "Medications" pop-up to bring up a "Medications" pop-up.

Once the medication checkbox is selected, use the "Notes about medications" textbox to document any additional medication related information. Click within the textbox to begin typing.

Now, use the "Summary of Provider Recommendations" box to record any of the provider's notes. Just as before, click within this box to begin typing.

Next, use the "Other Notes about this Visit" to document any additional information that may not fit within the previous two textboxes.

Once all notes are documented, click to select the "Provider" checkbox as shown below.

Note: by checking this checkbox the user/provider is confirming that the patient's TCM requirements have been fulfilled.

A user can now mark that the patient's TCM should not be billed. If the "TCM should not be billed for this patient" button is selected, then the patient's TCM will not be billed. By default this is not selected, so leave it unselected if you wish to bill for TCM.

If the user chooses the billing option "TCM should not be billed for this patient", a textbox should appear directly underneath the selected bubble as shown below. Click within this box to begin typing, make sure to document the reason why the patient's TCM will not be billed for.

Note: This textbox needs to be populated to mark the TCM as completed/finalized.

Next the date of service that should be attached to the claim needs chosen. Click to select the target bubble to the right of the listed date type as shown in the screenshot below.

Finally, select the provider that the patient should be billed under. Click within the "Billing Provider" dropdown to view the provider list.

Begin typing or scroll to find the target billing provider. Once found, click to select.

If for some reason this face-to-face could not occur, select the box that is labeled "Visit Could Not Be Scheduled"

ThoroughCare will automatically populate information that reflects the face-to-face not occurring. You can also enter the reason the visit did not occur in the dropdown that appears after selecting the box.

All other information needed becomes optional if the visit could not be schedules, so the information can be added if needed.

Once finished with the patient's TCM, click the blue "Finalize" button as shown below. This will mark the TCM as completed, so make sure everything is completed/documented before clicking this.

When the user selects this button, their browser should notify you that the "TCM was successful", as shown below.