The Initial Monthly Workflow is an opportunity to perform the Initial Patient-Centered Care Plan, have the provider review and sign off on the Initial Care Plan, and offer a copy of the Care Plan to the Patient.
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Initial Patient-Centered Care Plan
The first step in completing the Initial Monthly workflow is completing the Initial Patient-Centered Care Plan. To begin the Initial Patient-Centered Care Plan, click on either the associated circle or New Care Plan button.
This will prompt the Edit Patient Conditions modal to popup.
In this modal you can add additional conditions to the patient by selecting "+ Add Conditions".
Add any relevant Diagnosis code.
Add the conditions to a program by selecting the Programs box.
After all of that information is completed, select the "Save & Start Assessment" button.
The assessment will open up for the associated program. Complete the assessment and select either the "Finalize Incomplete" (completes the assessment automatically populating N/A for any unanswered questions) or "Finalize Assessment" button.
Once the Assessment is finalized it will check off the Initial Patient-Centered Care Plan circle and you will move into the Provider Review and Sign-Off Initial Care Plan step of the workflow.
Provider Review and Sign-Off Initial Care Plan
To begin the Provider Review and Sign-Off Initial Care Plan step of the Initial Monthly Workflow, select the respective circle.
Note: The display of this workflow step for programs can be enabled or disabled depending on the needs of your practice. Please reach out to your ThororughCare representative to modify your practice settings.
Note: A practice option can be enabled to require a Provider-Sign Off in order to submit a program claim. Please reach out to your ThororughCare representative to modify your practice settings.
This will take you to the Provider Review tab. This tab allows the provider to review the Patient Centered Care plan and add any notes that are applicable.
After the provider reviews the care plan and added any notes select the "Sign Off on Care Plan" button under the Provider Sign Off Required section.
The Provider Sign-off modal will appear on the page. Select the appropriate Sign-off Date and select the "Save" button.
This will complete the Provider Review and Sign-Off Initial Care Plan step in the Initial Monthly Workflow.
Offer copy of Care Plan to Patient
The final step in the Initial Monthly Workflow is to offer a copy of the Care Plan to the patient. Select the "Offer copy of Care Plan to Patient" circle.
The "Confirm Care Plan Offered to the Patient" modal will appear.
After a copy of the Care Plan is offered to the patient select the appropriate date and select the "Save" button.
This will complete the final step of the Initial Monthly Workflow.
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!