Once patient care plans are created in ThoroughCare, they can be uploaded to DrChrono in a few easy steps. Here are some best practices to successfully upload patient care plans from ThroroughCare to DrChrono.

To upload an individual care plan to DrChrono, 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 DrChrono.

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 DrChrono.

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 DrChrono 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 DrChrono.

To view the care plan PDF in DrChrono, navigate to the Documents section in the patient’s dashboard.

The care plan PDF will be listed in the Uploaded Documents section. The document name will be CCM Summary for [Patient Name] with Upload Date.

Tap the PDF file to open. The Care Plan Summary Report opens with all care plan report details previously selected in ThoroughCare.

Due to ThoroughCare's seamless integration with DrChrono, 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 DrChrono.

Please follow your company's recommended care plan workflow to ensure consistent documentation is being uploaded to DrChrono.

Once all care plan items are checked, select the Document Type then Upload to EHR to upload bulk care plans to DrChrono.

A confirmation box will appear in the top, right corner of the dashboard to confirm the bulk care plan upload has been initiated.

A confirmation box will also appear once bulk care plans have been successfully uploaded to DrChrono.

Note: The upload time for bulk care plans into DrChrono will vary depending on the number of care plans being uploaded.

To view a care plan PDF in DrChrono, navigate to the Documents section in a patient’s dashboard.

The care plan PDF will be listed in the Uploaded Documents section. The document name will be CCM Summary for [Patient Name] with Upload Date.

Tap the PDF file to open. The Care Plan Summary Report opens with all care plan report details previously selected in ThoroughCare.

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