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Targeted Case Management · Florida Medicaid

TCM notes that show
the work you did.

Describe the contact the way you would tell your supervisor. ClinThread drafts a case management note tied to the client’s service plan goal, with each case management function you performed in its own paragraph.

See the four functions
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TCM contact · draftIllustrative preview · fictional data

Goal #1, from the service plan

  • 01Assessment
  • 02Planning
  • 03Linkage, referral and coordination
  • 04Monitoring

Continued need for TCM services

Florida Medicaid rule 59G-4.199
The four functions

The TCM functions,
written from your own words.

A reviewer reads the note to see which case management functions you performed and why the client still needs the service. Each one appears only when your input describes it.

  1. 01

    Assessment

    Each need and barrier you identified, and how it affects the client’s functioning or access to services.

  2. 02

    Planning

    What you and the client or caregiver agreed to do next.

  3. 03

    Linkage, referral and coordination

    The contacts, referrals and coordination you made, with their outcome as you reported it.

  4. 04

    Monitoring

    Progress since the last contact and follow-through on earlier tasks. Left out when there is nothing to report.

Every note uses the goal from the client’s active service plan, closes with the continued need for case management, and lists one follow-up task for each need you mentioned.

Fictional example

What the note looks like

Fictional client, written to show the structure. Real notes follow what you enter, and you review every one.

Goal #1
“Client will attend all scheduled medical and psychiatric appointments to maintain stability in the community.”
Assessment
Caregiver reported the client missed one psychiatry appointment because of a lack of transportation, which puts medication continuity at risk.
Planning
TCM and the caregiver agreed to schedule Medicaid transportation for the next two appointments.
Linkage/Referral and Coordination
TCM contacted the transportation provider and confirmed a ride for the next appointment.
Continued need
The client continues to require TCM services to coordinate transportation and medical follow-up.

Built around Florida Medicaid rule 59G-4.199 (Mental Health Targeted Case Management). Confirm documentation requirements with your payer. Read the rule ↗

Beyond the progress note

Everything else
a case manager files.

  • TCM Assessment (T1017)

    A guided form that produces the assessment.

  • TCM Service Plan (T1017)

    The service plan with its goals, as a guided form.

  • Prior authorizations for TCM

    Requests for Florida Medicaid payers in about 2 minutes.

  • Patient profiles

    Diagnoses, plans and documents for each client in one place.

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Encrypted information

AES-256 at rest and encryption during transmission.

02

Audio deleted after processing

Audio is deleted after the note is generated. Video is never recorded; call audio only when you turn on the automatic note and your client consents.

03

A BAA for your practice

Our Business Associate Agreement is part of our terms and applies when you create your account. We send a signed copy on request.

TCM note FAQs.

Which case management functions does the note document?

Assessment, planning, linkage/referral and coordination, and monitoring. Each one appears only when your input describes it.

Can I use DAP, BIRP or GIRP for TCM?

Yes. TCM has its own case management format, and DAP, BIRP and GIRP are available too. Confirm with your payer which format it expects.

Can I write in Spanish?

Yes. You can type or dictate in Spanish or English, and the note is written in professional clinical English.

Is it HIPAA compliant?

Yes. Every account includes a Business Associate Agreement. Data is encrypted at rest (AES-256) and in transit (TLS 1.2 or higher), and the AI providers work under BAAs with zero data retention.

How much does it cost?

$45 per month with every feature included, or less with the quarterly and semi-annual plans. The 7-day free trial needs no credit card.

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Page updated October 2026