Importing patient health data is an important first step in managing your patients in ThoroughCare. Here are some best practices to successfully retrieve patient data from AdvancedMD.
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Importing an Individual Patient
To import an individual patient, navigate to the Patient Dashboard in AdvancedMD. Locate and copy the patient’s Internal ID.
In ThoroughCare, select + Import Patient in the top, right corner of the AdvancedMD Dashboard.
The Add New Patient from EHR modal will appear. Paste the patient's Internal ID copied from AdvancedMD into the Enter EHR ID field and select Import from EHR.
The Patient Import confirmation box will appear in the top, right corner of the dashboard once the patient is successfully imported into ThoroughCare. Select Open Patient to open the Patient Dashboard.
From the Patient Dashboard you can now begin managing and documenting patient care.
Importing Bulk Patients
Due to ThoroughCare's seamless integration with AdvancedMD, importing bulk patients can be done in 3 simple steps:
Gather Patient IDs
Just like importing an individual patient, ThoroughCare will use Internal IDs to import patients from AdvancedMD. Contact your EHR representative within AdvancedMD for the best way to generate a bulk patient Internal ID list.
Create Spreadsheet
Create a simple spreadsheet with all patient Internal IDs in a single column.
Ready for Import
Contact a ThoroughCare representative to schedule your bulk patient import. Our Imports Team will then process your bulk patient import overnight.
Importing ICD-10 Codes
ICD-10 codes will automatically be imported into ThoroughCare when the patient is imported. To locate the comprehensive list in ThoroughCare, navigate to the patient’s dashboard then to the Clinical Data tab. From there, you can review the ICD-10 codes in the Conditions section.
If an existing diagnosis code maps to a condition in one of ThroughCare's programs, the ICD-10 code will be present in the table under Conditions.
ICD-10 codes that do not map to a ThoroughCare condition will still be imported and can be found under Manage Diagnosis History.
The Diagnosis History modal will list all ICD-10 codes tied to your patient.
Importing Allergies
Once the patient is imported into ThoroughCare, two options are available to import the patient’s allergies.
Importing Patient Allergies via Initial Care Plan Assessment
The first option is importing the patient’s allergies during their Initial Care Plan Assessment. Once the patient is enrolled in CCM, ThoroughCare will initiate their CCM Initial Care Plan. After stepping through the patient’s General Health Questionnaire, Goals, Barriers, Symptoms, Interventions and Support, navigate to the Allergies section.
Note: For a complete list of steps on completing an Initial Care Plan Assessment, click here.
For the first allergy question, Do you have any allergies, select the last response: Select from pre-defined list (recommended). Select Update from EHR to import the patient's allergies from AdvancedMD.
The Patient Allergies confirmation box will appear in the top, right corner of the dashboard once the allergies are successfully imported into ThoroughCare.
The patient's allergies are now populated in the Allergies list.
Importing Patient Allergies via Clinical Data Tab
Patient allergies may also be imported from the Clinical Data tab. From the patient dashboard, navigate to the Clinical Data tab then Allergies.
To import allergies for this patient, select Update from EHR.
The Patient Allergies confirmation box will appear in the top, right corner of the dashboard once the allergies are successfully imported into ThoroughCare.
The patient's allergies are now populated under the Allergies section of the Clinical Data tab.
Importing Medications
Once the patient is imported into ThoroughCare, two options are available to import the patient’s medications.
Importing Patient Medications via Initial Care Plan Assessment
The first option is importing the patient’s medications during their Initial Care Plan Assessment. Once the patient is enrolled in CCM, ThoroughCare will initiate their CCM Initial Care Plan. After stepping through the patient’s General Health Questionnaire, Goals, Barriers, Symptoms, Interventions, Support and Allergies, navigate to the Medications section.
For the first medication question, Let's review the patient's prescription medications (...), select the last response: Select from pre-defined list (recommended). Select Update from EHR to import the patient's medications from AdvancedMD.
The Patient Medications confirmation box will appear in the top, right corner of the dashboard once the medications are successfully imported into ThoroughCare.
The patient's medications are now populated in the Medications list.
Importing Patient Medications via Clinical Data Tab
Patient medications may also be imported from the Clinical Data tab. From the patient dashboard, navigate to the Clinical Data tab then Medications.
To import medications for this patient, select Update from EHR.
The Patient Medications confirmation box will appear in the top, right corner of the dashboard once the medications are successfully imported into ThoroughCare.
The patient's medications are now populated under the Medications section of the Clinical Data tab.
Importing Patient Vitals
Once the patient is imported into ThoroughCare, two options are available to import the patient’s vital readings.
Importing Patient Vitals via Initial Care Plan Assessment
The first option is importing the patient’s vital readings during their Initial Care Plan Assessment. Once the patient is enrolled in CCM, ThoroughCare will initiate their CCM Initial Care Plan. After stepping through the above sections, navigate to the Numbers To Track section.
Next to the first prompt, Enter Vitals to track / monitor for this patient, select Update from EHR to import the patient's vital readings from AdvancedMD.
The Patient Vitals confirmation box will appear in the top, right corner of the dashboard once the patient’s vitals are successfully imported into ThoroughCare.
The patient’s vital readings have now been added to the Numbers To Track section.
Importing Patient Vitals via Clinical Data Tab
Patient vitals may also be imported from the Clinical Data tab. From the patient dashboard, navigate to the Clinical Data tab then Vitals.
To import vitals for this patient, select Update from EHR.
The Patient Vitals confirmation box will appear in the top, right corner of the dashboard once the vitals are successfully imported into ThoroughCare.
The patient's vitals are now populated under the Vitals section of the Clinical Data tab.
Importing Lab Results
Once the patient is imported into ThoroughCare, two options are available to import the patient’s lab results.
Importing Patient Lab Results via Initial Care Plan Assessment
The first option is importing the patient’s lab results during their Initial Care Plan Assessment. Once the patient is enrolled in CCM, ThoroughCare will initiate their Initial CCM Care Plan. After stepping through the above sections, navigate to the Numbers To Track section.
Next to the second prompt, Enter Lab Results to track / monitor for this patient, select Update from EHR to import the patient's lab results from AdvancedMD.
The Patient Lab Result confirmation box will appear in the top, right corner of the dashboard once the lab results are successfully imported into ThoroughCare.
The patient's lab results with LOINC codes are now populated in the Numbers To Track section.
Importing Patient Lab Results via Clinical Data Tab
Patient lab results may also be imported from the Clinical Data tab. From the patient dashboard, navigate to the Clinical Data tab then Lab Results.
To import lab results for this patient, select Update from EHR.
The Patient Lab Results confirmation box will appear in the top, right corner of the dashboard once the lab results are successfully imported into ThoroughCare.
The patient's lab results with LOINC codes are now populated under the Lab Results section of the Clinical Data tab.