At ThoroughCare, we understand you are responsible for managing a large volume of patient specific information and need to be as efficient as possible to maximize your time.

The Clinical Review tab provides you with a comprehensive view of the patient.

Each program has its own Clinical Review tab. From a patient chart, click on the 'Care Management' tab, select the desired enrolled program, and then scroll down to select the 'Clinical Review' tab.

Taking a look at the Clinical Review tab, the left side provides a read-only, patient specific history of care plan documentation which includes Goals, Barriers, Interventions, Symptoms, Problems, Outcomes, etc.

The right side of the Clinical Review screen contains current Patient Centered Care Plan Updates. Here users can compare monthly updates by clicking the 'Compare Monthly Updates' checkbox in the top right corner, filter updates based on a user using the respective dropdown selector and add additional information pertaining to the current monthly review.

Users may also click on the arrow buttons that bookend the month and year in the upper-righthand corner of the screen to view updates and cycle through documentation from previous months.

Under the 'Patient Centered Care Plan Updates' header, users may select which Care Team member they wish to document as, along with being able to set the date and timestamp for their notation.

As mentioned, users may use the 'Compare Monthly Updates' checkbox to view previous months and compare monthly updates.

Along with Care Plan Item specific note sections, the Clinical Review tab also includes sections for 'Other Provider,' 'Resources and Support,' 'Numbers to Track,' 'Medications,' Allergies,' and 'Additional Care Plan Notes' along with parallel sections for each to enter in related notes.

Users can view read-only updates on the left-hand side, and/or use the respective buttons on the Numbers to Track, Medications, and Allergies sections to bring up an expanded table as a modal in order to view more detailed information or add data.

When expanded tables are displayed in the Clinical Review tab, users may use the respective button to add new data into the table format, and filter for 'Active,' 'All,' or 'Inactive' items.
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The 'Actions' column on an expanded table allows users to click the 'Edit' button on the desired record in order to adjust data in the designated fields as necessary. Users may also delete a record by selecting the 'Remove' button.

Users can document current patient progress on the right-side cards of the Clinical Review tab through the 'Add Update' button.

Once the button is clicked, a modal populates where users may type in their updates. Click 'Save' to enter the note into the Clinical Review tab.
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The note will then be displayed within the respective notes section along with the date of entry.

Users are given the capability to addendum any of their previous notes or change the user who is associated with the note by clicking on the 'Addendum' button visualized by a pencil & pad icon.

Notes entered into the selected section will then be displayed through a modal for a user to edit the user associated to a note and the note details.
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When the note has been updated as desired, users may click the 'Save' button in the modal to save their addendum changes.

Note: Updates added to the Goal Notes, Barrier Notes, Intervention Notes, Symptom Notes, Problem Notes, and/or Outcome Progress cards will considered a general note and not associated with any specific problem. If a user clicks the 'Addendum' icon, they will only have access to edit these general updates.

When a note is created on a care plan item, that note will populate on the corresponding care plan item's note section within the Clinical Review tab. The date, the associated problem, and the note itself will displayed.

If a user hovers over the date of a note, a tooltip will be displayed that indicates the user who created the note, along with the date and time of creation. Notes made on non-Care Plan Item cards will only display the date and associated tooltip.

Hovering over the associated problem of a note will display a different tooltip that specifies the care plan item type and details that the note was documented on.

You will find 'Additional Care Plan Notes' at the bottom of the Clinical Review tab. This area is intended for clinicians to provide a broad overview of the patient’s health history and any additional information your practice may find beneficial. It can be a helpful tool to refresh yourself with relevant patient information prior to an outreach.

Notes can be added as free text within the left-hand card or a user can click the 'Add Update' button on the right-side card to add a note with user tracking that is date/time stamped.

Example of Additional Care Plan Notes: Patient is 64 year old women A&Ox4, independent with ADLs with use of walker, but has issues with incontinence. Lives with spouse, Mike, who is able to assist as needed. Pt is very active within her church and has a small dog at home. Denies needing any community resources. PMH: HTN and DM2. Patient reports up to date on preventative cancer screenings and vaccines.

Some sections, such as 'Other Providers' will display a mini-table within the left-side card.

Users are able to click the 'New Provider' button to bring up a modal with designated fields to enter details into. Once saved, those details will populate as a new record within the mini-table.

If a user clicks on a hyperlinked Provider's name within the mini-table, an expanded Providers table will be shown in a modal where users can view all record details.

Users may also use the buttons in the 'Actions' column to edit the details of an entered record or remove the record from the table and therefore the patient chart.

Once the Clinical Review tab is complete, select 'Mark as Reviewed' in the bottom right corner. A confirmation modal will appear to confirm that the user has reviewed the Clinical Review tab and the information within. Select the 'Save' button to confirm or 'Cancel' to return to the care plan.

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!