How to Open and Manage a TCM Case for a Patient

The TCM - Cases section within the patient’s profile allows users to create and manage Targeted Case Management (TCM) cases associated with the patient, including the assignment of the Case Manager, supervisor, approved units, validity period, and related documentation.

To open a new case:

1. From the main menu, go to Patients → All Patients.
2. Search for and select the patient.
3. Within the patient’s profile, select TCM - Cases from the left-hand menu.

4. Click Open New Case.

   

5. Complete the case information:
   • Opened on
   • Case Number
   • Case Manager
   • Case Supervisor, if applicable
   • Notes or Comments, if needed
6. If you need to add Progress Note units, complete Approved Units, Valid From, Valid Until, and Authorization Number.
7. If applicable, use Add Files to attach documentation related to the case.
8. Click Save to create the TCM Case.

Quick Path:
Patients → All Patients → Select Patient → TCM - Cases → Open New Case