Article section links:

Scheduling the Face-to-Face Visit

Beginning the Face-to-Face/Finalize Section

Review of Patient Medications

Notes and Summary Documentation

Patient Billing Information

Finalizing the Patient's TCM

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.

In order to schedule/document a Face-to-face visit the user can simply click the " + Add " button located next to the "Schedule for" in the communication box.

Once clicked an empty "Date" box should appear underneath the "+ Add" button, click within this date box to choose the date and time of the patient's Face-to-face visit.

Once clicked, the " + Add " will be replaced with a date box and a calendar. From here, you may either enter the date manually or choose it from the calendar.
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​Note: The days you are allowed to schedule will be restricted to seven or fourteen calendar days post-discharge (this is determined by the level of decision making involved around the patient).

Once a visit is added it will appear underneath the "Visited at" area of the "Communication Overview".

Note: If the user happens to be adding a second face-to-face visit to a patient's TCM only the first visit will be listed in this section.

If a face-to-face visit is unable to be scheduled with the patient you are able to document this from the dropdown provided. Once documented that a visit is unable to be scheduled this TCM will only be able to be finalized as non-billable.

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.

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 "Medication's" were reviewed during the patient's TCM. If the Medications have already been reviewed, click to select the "I reviewed the patient's Medications with them" 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 whether or not the patient's TCM is billable. Click to select the target billing preference.

Note: For this example we are selecting the "TCM should not be billed for this patient"

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.

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.