Medicare requires that the patient's care plan be made available to the patient and the care team 24/7. Medicare also requires that program summary and care plans be shared with the patient's other providers electronically. ThoroughCare makes both of these tasks simple!
For demonstration purposes, a fake CCM patient was used; however, the same steps apply when making a BHI or RPM summary for a patient.
Article Sections
Navigate to the Patient Program Page:
From the ThoroughCare Dashboard, search for the patient you want to create the care plan summary for. In this example, we'll use "Tammy".
Once the search results populate, click on the patient's EHR ID or their name to access their page.
Once you reach the patient page, find the "Care Management" tab and click on it.
Users will initially be taken to the CCM Care Management page if your practice is enrolled. A user can navigate to other program pages through the program tabs, as seen below.
Once on the patient program page (e.g. CCM page shown below), click the blue "printer" icon.
Select Report Details Pop-up:
By clicking the blue "Printer" icon, a "Select Report Details" pop-up will appear. Use the "Select Template" dropdown menu to customize the template for your report, and check off the boxes related to the relevant fields you want included in the report.
Additionally, you can see a description of each field by hovering over it with your cursor.
Patient Care Plan Sections:
The when you select the "Patient Care Plan" option, it will expand to provide additional options to include within the care plan.
Note: CCM under "Include Conditions" is also checked because we are attempting to create this report from a patient's CCM page.
You can check off the respective fields that you want to include in the report, and you can also select the date range for the report and the template for the report itself by clicking on their respective bars.
Creating the Care Plan Report:
Once all selections are made on the "Select Report Details" pop-up, click either the "Open Preview" or "Download PDF" buttons located at the bottom as shown below.
For this example we are going to open a preview.
If the "Open Preview" button is clicked, a second window in the user's browser should open up for the Care Plan Report summary. It should look similar to the report shown in the screenshot below.
If the user chooses the "Download PDF" option, a green "Your report is ready" pop-up will appear in the upper right hand corner of the screen. Click this green box to directly download the Care Plan Report.
Note: Once the green pop-up message is click the report will automatically download.
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!