ThoroughCare products allow Providers and Care Managers to create, post, and make addendums to patient notes as necessary. The Previous Updates box is editable and allows for updates to be added. The feature to add addendums applies to all notes found in TC product sections such as a patient’s tab for problems, outcomes, symptoms, long term goals, SMART goals, interventions, barriers, patient notes, general notes.

How to Add Addendums to a Patient’s File Notes

Patient Audits

[This section will detail where and how a user can add addendums to a patient’s past notes across their file]

Once at your target patient’s file, locate the “Care Management” and click it.

Move down the “Care Management” tab until you find the second row of tabs. Looking left, find the “Problems” tab and note the conditions that may be within.

The user may now click on one of the present conditions under the “Problems” tab. In this example, Diabetes will be clicked on to show the Addendum feature.

Click on the Diabetes condition to get a more detailed view of the condition and navigate down to the bottom of the page until you find the “Problem Notes” section.

Underneath the “Problem Notes” is the section for “Previous Updates.” This section contains the past notes a Provider or Care Manager has created for their patient. Click on the Addendum button next to the section header.

The “Previous Updates” section will become interactive and a user may now choose a past “Problem Note” to add an addendum to. Once the desired note is found, select the user who is making the addendum and then edit the selected note text with an update concerning the condition.

[Note: Only the Care Manager who entered the note or an Admin can make addendums to an entry.]

When finished with your edits, click on the save button to bring up a confirmation modal.

Click save and the addendum will be updated into the patient file.

A user can confirm their addendum update by proceeding to the “Previous Updates” section. Find the updated note and see that the system has added “Edited” next to it to indicate that the addendum took effect in the file.

Above the “Problem Notes” area are other sections concerning the selected condition of your patient such as Outcomes, Symptoms, Long Term Goals, Smart Goals, and Barriers.

Looking at the “Desired Outcomes” section, a user can click on one of the links addressing outcomes. If a previous note has been made on one of the outcomes then an addendum can be made and attached.

Clicking on an outcome will bring up a modal showing the option to create a note and the ability to view previous updates. Clicking on the Addendum button will allow the user to edit a previous update.

Select the user making the current edit(s) and edit the text to give an update on the condition outcome.

Once the edits have been made, click on the save button and then save on the confirmation modal to place the addendum into the patient file.

.Note: You will see the words “(Edited)” next to the addendum that was saved.

Users have the ability to add an addendum to any note made in ThoroughCare. This applies to problem, outcome, symptom, long term goal, SMART goal, intervention, barrier, patient note (summary of care), notes (care management).

Following a similar pathway, users can navigate to other tabs under “Care Management” to create note addendums. Looking at the example below, a user has to click on a patient goal under the appropriate section, find the Previous Updates made and click on the Addendum button.

Like earlier, select the user making the edit to the note and adjust the text as needed. Click the save button when ready and save on the pop-up confirmation modal.

The addendum has been saved and changed are reflected in the notes.

Find the “Notes” tab under “Care Management” and navigate to “New Conditions Notes.”

Find a note made under one of the sections within “New Conditions Notes” and click the addendum button.

Select the user making the addendum, make the necessary edits to the selected note(s), and hit save to commit the addendum to the patient file.

Like before, the updated note will show text indicating that it has been edited through an addendum.

While in the “Notes” tab under “Care Management,” find the “Other Notes” tab and locate a note you wish to make an addendum to. Then click on the addendum button to proceed.

Select the user making the addendum, update the text as necessary, and hit save. A modal will appear confirming that you want to save the addendum. Select “OK” and the addendum will then be posted to the patient file.

Once posted, notice that the addendum will show text indicating the note has been edited.

From the landing page of a patient file, a provider or care manager may also make addendums through the “Summary of Care” tab.

Select a problem, goal, barrier, intervention, or condition and then proceed down the page to the “Problem Notes” section.

Find the previous updates and click the “Addendum” button to make an edit.

Select the user making the edit(s), place your edits in the appropriate sections, and then click on the save button. A modal will appear asking if you would like to save. Confirm the edits and you will see the changes on the patient file.

Note that the addendum update will be tagged with “(Edited)” text to show that it has been changed by a user.

All addendum edits made to patients within a practice can be found under the Audits page. To navigate, open the side menu, click management to bring down a menu and then select “Audits.”

On the “Patient Audit” page you can find addendums made for patients and view documentation on the changes that were made. Users can see the patient, where the addendum was created, the user who made the addendum, when the edit occurred, and the changes that were made to the patient note.