Article Sections
Navigating to Patient View Page:
Find the target patient by using the search bar at the top of your ThoroughCare dashboard. Enter patient First Name, Last Name, or EHR ID.
Note: Prior to beginning a new care plan, make sure the patient is enrolled in a program such as CCM.
Navigate to the patient view page by selecting your target patient's Name or EHR ID.
Beginning a New Care Plan:
To start a new care plan, navigate to the "Care Management" tab, select the intended program, then click on the 'New Care Plan' button.
Note: The initial assessment can be done for any program the patient is enrolled in, such as CCM, BHI, RPM, etc.
In this example, our test patient is enrolled in CCM, so we will be navigating to the "CCM" tab and selecting the "New Care Plan" button located on the right hand side.
Thoroughcare will prompt the user to add conditions to their patient under the selected program unless conditions have already been entered.
Note: If you would like to learn how to add chronic conditions to be managed under a program then click here.
When the user is ready begin the assessment, click the "Save & Start Assessment" button.
Navigating The Assessment:
Note: Numbers correspond with the screenshot below this section.
Sections - The section you're currently working on will be highlighted. There is a progress bar within the section. Once a section is completed, the progress bar will turn green. At any time during the assessment, you can go back to a completed section by simply clicking the section you wish to return to.
Questions - The questions facilitate a smooth guided assessment with the patients. It's as simple as reading the questions right to your patient! You can always go back to a question scrolling back to the desired section or clicking on the section titles on the side.
Answers - You can either click to choose an answer or if the question calls for text entry then you can simply type into the respective entry field. If the question is not applicable to the patient, you can click the "Not Applicable" answer.
Progress Bar - This lets you know how far you are in the interview.
Timer - The timer allows you to keep the time for the assessment to log towards your program goal.
Finish Later - If at any time you need to pause or complete the interview, you can click finish later. When you continue the patient's assessment, you'll pick up at the same spot that you left from.
Return To [Program]- By clicking the button under the timer, you can return to the patient's program page. This can be done at any time during the assessment. When you continue, you'll pick up at the same spot that you left from.
The user will notice a "Finalize Incomplete" button that appears on the bottom right of the assessment. This feature allows users to finalize the care plan before the assessment is completed.
Note: Using this button will set the assessment's status to "incomplete".
Note: Users can always begin a new care plan to complete their answers. Click here to learn how to start a subsequent care plan.
Allergies, Medication, and Numbers to Track Questions:
Allergies -
When taking the Care Plan Assessment you will approach the question "Do you have any allergies?"
If you specify a patient has allergies, you will have the option to select which allergies to include from a list, or add them as free text. If you select the choice that reads "Select from pre-defined list", a listed table will appear where you can select allergies, as seen below.
Note: If a user were to select the "Does not have any allergies" option, all allergy questions will be skipped.
After clicking on "New Allergy", you'll be presented with a pop-up titled "Add/Edit Allergy". A pop-up labeled "New Allergy" will appear on screen.
From here users can:
Choose the category of allergy
Choose the date the allergy was identified
Explain the patient's reaction to the substance
Specify the substance involved in the allergy
Check if the allergy is critical or leave blank if not
Mark if the allergy is currently active (This is always selected unless unchecked by the care manager)
Note: Only field #4 (substance) is required to be filled out.
Once finished filling out the relevant fields, hit "Save".
Each entry will be visible in a table-like format under the question's text. If a mistake was made simply, select "Edit" or "Remove" to the right of the date identified for that particular entry.
Note: Care managers may add as many entries as they need!
Medications -
Another question you may come across allows users to select patient medications from a pre-defined list. You will only see this section when you choose "Select from pre-defined list" on the question shown below.
When presented with the medication section and table, begin adding a medication by clicking the "New Medication" button.
After this button is clicked, users will be shown an "Add/Edit Medication" pop-up as shown below. The pop-up allows users to record:
Medication - Click the drop down and type letters into the search bar to generate a list of medications to choose from.
Prescribed by - Users will select the provider who prescribed the medication by scrolling through the list of providers.
Dosage - Specify the dosage amount the patient is asked to take.
Frequency - Indicate the frequency for which the medication is taken.
Route - Indicate the manner in which the medication was administered.
Reason Taken - Document the reason behind taking the medication.
Date started - Specify the date that the medication was started.
Date Stopped - If the medication was stopped, add this date here.
Notes - Add any additional notes that would be useful to document this patient's medication regimen.
Note: Only "Medication" is required to add a new medication to ThoroughCare, all other details are optional.
Whenever you have finished adding the patient's medication information make sure to click "Save". Otherwise your medication will not be added.
Once added, the medication will appear as an entry in the medication table. If you would like to edit the entered medication information simply click "Edit" to the right of the medication record under the "Actions" column.
Numbers to Track/Vitals -
When taking the Care Plan Assessment with a patient you will come across a "Numbers to Track" section. In the first question, you will have to select the vitals the patient is interested in tracking.
Upon selecting one of these options, users will be asked to specify the chosen measurements. Simply enter the patient's last reading along with the date the reading was taken to accurately document the patient's vitals.
Notice once a user enters both "Height" and "Weight", the patient's BMI will automatically be calculated in the "BMI" section of this question. The date that populates next to the calculated BMI will reflect the date in which the BMI was calculated (current date the Care Plan is being completed on).
Next, the user should see an additional vitals question. Just as in the previous question, enter any measurements that apply along with the date in which the reading was taken.
Completing the Assessment
After all questions are answered, the user can select the 'Finalize Assessment' button or "Finalize Incomplete' button if the assessment needs to be completed later.
To view the completed answer or finish the assessment, users can navigate to the 'Assessments/Screenings' tab of their patient's chart and select the care plan assessment they wish to view.
Click on the blue hyperlinked text to bring up a modal that will show the assessment answers
To view past assessments, click the dropdown in the upper-left corner and select the desired assessment date to have the answers populate.
To access other helpful ThoroughCare articles in the Knowledge Base or to get help from the ThoroughCare Support team members, click the ‘i’ icon in the top right corner of the software next to the username and use the appropriate link!