1. Only Program Leaders and Program Coordinators should be creating Member charts. Please see your manager if a new chart should be created. The exception to this is SPP proxy charts. Please see the following article for details: https://help.mmr.mindoula.com/en/articles/11502671-creating-a-proxy-record-spp
2. Identify the appropriate program by verifying member’s insurance through our insurance verification platform.
3. Ensure that the Member does not already have a chart by reviewing all identifiers: First/Last name spelling, DOB, address, phone number and mMR/subscriber numbers
4. Once you have verified insurance and ensured you are not making a duplicative chart. Go to the Member page and click add Member:
5. Enter all information available.
6. Click the upper right-hand corner gray + to Add Program.
7. Select the Program Type. Ensure the Status in Pending, add details available, and add the EMR ID number. This links the new Record with existing claims information in our system.
8. If the claims data (e.g., diagnoses, utilization) is not available within 48 hours, contact mMR support. Note that SPP Proxies and DCS TN Member records will not have claims and utilization information.