SPHM Intake

The Speciality Population Health Management Intake was designed with both the Member and CTM in mind. The flow of this intake is appropriate for all programs and allows a smooth straightforward user and participant experience.

In the overview depending on if an intake has been scheduled or not there are two options to initiate. You can either select call or begin zoom when an intake appointment has been previously created. You can also navigate to the task tab and join the zoom call directly from there.

Once the intake is started, you will have an option to view the progress % and an option to continue from where you left the intake checklist. Once the intake is completed, this section clears from the overview.

One of the Member tabs is called the “intake tab” and it will open the Intake page. Once the intake is done, if there are any edits needed, the team can come to this page to make those changes.

The team has to complete the following sections to complete the intake process. Most of the below sections are mandatory to consider completed. On each section there is an option to go to the previous or the next section. All the sections are available in the menu option on the left side. At any time you can minimize the intake and go into other sections of the Member chart. Most information entered into the intake, connects to other areas of the chart, i.e. demographics, medication, etc.

The text for verbal consent is a reminder for the Member even if consent was gained at enrollment. Please review, if verbal consent was not gathered, clicking on Member consent will complete this process.

For SUDP, status of the written consent is displayed at the bottom.

Once all the required details for demographics are gathered during the intake, this step can be marked as done.

This section has a list of questions the team has to fill in while engaging with the Member. Once all the mandatory questions are filled this can be submitted. Once the details are submitted, the question and answers can be viewed in this page and can be edited later if needed.

If the HRSN was not completed at enrollment, it can be completed here. If the assessment is marked done, you can navigate to the next tab.

Based on the previous steps, the team will add any goals or referrals as needed. Once added the step can be marked as done.

This step asks questions regarding hospital and emergency visits. Once answered and submitted, the step is considered done.

In this section, the team gathers the information on the current medication member is taking. Once the answers are submitted, this step is considered as done

This questionnaire gathers details on the physical health of the Member. Once all the mandatory questions are answered and submitted. This step is considered done

Based on the physical health information gathered, this step is to add any goals or referrals if any needed

This questionnaire gathers details on the behavioral health of the Member. Once all the mandatory questions are answered and submitted. This step is considered done.

This step has the assessments listed to finish related to behavioral health that are program specific.. Once the mandatory assessments are submitted, this step is considered done

This step is to add any goals/referrals if needed based on the previous step details gathered.

This step has questionnaire about safety/violence & once the answers are submitted this step is considered done

Submitting the safety plan completes this step. This is a requirement based on program direction.

Based on the information gathered, member summary is generated:

Click on “continue case note” and complete the case note submission. The member summary displays in the "Additional Notes" section at the bottom of the case note. The only narrative needed is the write "Intake Completed, See Assessments and Summary for Details."

You can filter for Members with Intakes completed by filtering for program->intake status

Once the intake is completed you can navigate to the intake tab in order to view the completed intake at any time. Once the intake is 100% completed, it will disappear from the overview page.

Related Documents: Intake Training