Once patient care plans are created in ThoroughCare, they can be uploaded to Azalea Health in a few easy steps. Here are some best practices to successfully upload patient care plans from ThroroughCare to Azalea Health.
Article Section Links
Individual Care Plan Upload
To upload an individual care plan to Azalea Health, navigate to the patient's Care Management tab in ThoroughCare.
Select the blue Print / Preview icon.
The Select Report Details modal will open with multiple report options. The options checked below will be selected by default. Select all care plan options you would like added to the care plan PDF to be uploaded to Azalea Health.
You may choose from several options on the left side of the modal to be included with your care plan PDF including Provider Review Action Items, Remote Device Monitoring Readings and Notes, and Date Ranges of the care plan.
On the right side of the Select Report Details modal, you may choose to select or deselect multiple sections of the care plan including additional Notes and Care Plan Progress Sections for Goals, Barriers and Interventions. Please follow your company's recommended care plan workflow to ensure consistent documentation is being uploaded to Azalea Health.
Once all care plan items are checked, you may preview the care plan PDF by selecting Open Preview at the bottom of the modal. Or upload the care plan directly to Azalea Health by selecting Upload to EHR.
An EHR confirmation box will appear in the top, right corner of the dashboard once the care plan is successfully uploaded to Azalea Health.
To view the care plan PDF in Azalea Health, navigate to the Patient Record Documents section.
The care plan PDF will be listed on the Documents page. The PDF name will contain the Patient URL ID, Patient Name and Care Plan Upload Date.
Example: 371032-CBARKLEY-2023-03-13-#####.pdf
Tap the PDF file to open. The Care Plan Summary Report opens with all care plan report details previously selected in ThoroughCare.
Bulk Care Plan Upload
Due to ThoroughCare's seamless integration with Azalea Health, importing bulk care plans can be done in a few simple steps.
From your ThoroughCare Dashboard, select a worklist. For example: select Chronic Care Management to open your CCM Worklist.
You may filter your worklist to view specific patients.
You may select specific patients in your worklist or tap the Select All checkbox at the top of your patient list to select all patients.
Select Bulk Actions then Care Plan Report.
The Care Plan Report modal will open with multiple report options. Select all care plan options you would like added to each patients' care plan PDF to be uploaded to Azalea Health. Please follow your company's recommended care plan workflow to ensure consistent documentation is being uploaded to Azalea Health.
Once all care plan items are checked, you may generate individual care plan reports to preview by selecting Generate at the bottom of the modal. Or upload the care plans directly to Azalea Health by selecting Upload to EHR.
The upload time for bulk care plans into Azalea Health will vary depending on the number of care plans being uploaded.
Once the care plans are loaded into each patients' EHR in Azalea Health, the care plan PDFs will be located in the Patient Record Documents section. The PDF name will contain the Patient URL ID, Patient Name and Care Plan Upload Date.
Example: 371032-CBARKLEY-2023-03-13-#####.pdf