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Navigating to the AWV Worklist:

First, begin by navigating to the AWV worklist, users can do this by clicking the "AWV" menu option underneath the "Programs" tab or by clicking the "Annual Wellness Visit" title.

AWV Filter Options Explained:

Once on the AWV Worklist a user can filter their patients by any of the items listed under the "Filter" button. Click the "Filter" button to bring up all filtering options that have been enabled on your site.

Once the filters appear, notice the options that are available. Listed below are all offered filtering items along with their potential use:

Clinical Reviewer: The Care Manager or Clinician that completed or started the most recent AWV (this will default to the primary care manager if the patient has not completed an AWV).
Provider Reviewer: The provider that was assigned on the most recent AWV (this will default to the primary provider if the patient has not completed an AWV).
AWV Status: Choose to only show a particular AWV status The most common status' are "Available Now", "In Progress", and "Ready to Finalize".
Enrollment Date: Choose whether to show patients with known enrollment dates, unknown enrollment dates, or of course all patients.
Language: Select a particular language to have the worklist filter all patients that speak that particular language.
Flags: Filter patients by the flags that are assigned to them.
Risk Level: Filter patients by Risk Levels that have been created and assigned individually.
Department: Filter a group of patients by the "department" that they have been assigned to.

Note: If there is a filtering item listed here that is not showing on your personalized ThoroughCare site, it is probably not enabled for use. Contact a ThoroughCare team member to get any of these filtering items added to your AWV worklist.

Using Filters:

When filtering the worklist there are a few things to take into mind. First, a user must click the dropdown arrow to the right of the target filter in order to use/view the filtering dropdown or options, shown in screenshot below.

Most of the filtering items such as Reviewer, AWV Status, Enrollment Date, Language and Department are simple dropdown boxes.

To define a filter, a user would have to click within the dropdown box, then scroll through or begin typing to find the option they would like to filter their worklist by. Once it is found, click to select.

If filtering for a particular Flag or Risk Level, there will be a selection like the screenshot below, here a user has the ability to select multiple flags to filter patients by. Click to select any flags that are to be included.

When filtering for "Flags" users also have the ability to add a "Modifier". A modifier tells ThoroughCare to filter patients that have "All" of the flags selected, "Not" or None of the flags selected, or "Any" of the flags selected. Click on the "Modifier" dropdown to view the list of modifiers and select the correct one to filter by.

Note: ThoroughCare defaults the "All" modifier, so if a modifier is not chosen the platform will assume you mean the patients you are looking to filter are assigned "All" of the flags that have been selected.

Once all worklist filter options are defined, click the "Apply" button in the bottom right hand corner of the filter pop-up.

Note: If a user clicks out of the filter pop-up before they apply the filters, any chosen filters may be lost.

Once the "Apply" button is clicked the AWV worklist should automatically sort the list of patients to show only the patients that fit the defined filters.

Note: If a filter needs to be removed, a user can just click the small "X" to the far right of the chosen filter. Once clicked, the list of patients on the worklist should update to match the new search filters.

Adding a New Patient:

If a user wishes to create a new patient this can be done by clicking the " + New Patient " button located in the upper right hand corner of the worklist.

Note: For more information on creating a new patient click here.

Choosing Record Length for the Page:

Click the drop down arrow next to "Show" to choose how many patient records are visible on the worklist. Users have the option to see 10, 25, 50, or 100 patients per page.

Column Visibility:

Choose which columns are visible on the worklist. Click the drop-down labeled "Column Visibility" and then deselect/select the columns that the user wishes to have visible.

Note: The blue options are what is visible, the white options are not.

Creating a PDF Worklist Report:

Before creating a report, a user must select the records they wish to include in the report. Click the checkbox at the top of the selection column to select all records or deselect all records. If a user wishes to select individual patient records, just select the checkbox to the left of the patient's EHR ID.

Once the correct patients are selected click the "PDF" button.

Mass Flag:

If a user wishes to flag multiple patients this button will be used. To learn how to mass flag feature click here.

Patient Search:

If the user needs to search to find a particular patient they can use the search bar to the right of the page underneath the " + New Patient " button.

Navigating to the AWV Program Tab:

Under the "Action" column, click the patient's "View" button to be taken to the patient's AWV program tab on the patient view page.

For more information on using the AWV worklist, not discussed in this article, chat with a ThoroughCare professional by clicking the blue chat bubble in the bottom right hand corner of every ThoroughCare screen!