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Creating a Proxy Record-SPP

Written by Sowjanya Kalidindi

Care Extenders will do the following:

  1. Gather proxy’s information including: proxy first and last name, DOB, phone number, email address, physical address, and relationship to the Member, emergency contact.

  2. Create a “New Member” in mMR for the proxy profile and fill in required information:

    1. First name, last name

    2. DOB

    3. Gender (assigned at birth)

    4. Click “Save”

  1. Go to Contact Methods and click on Member to add contact information to proxy profile

    1. Phone number

    2. Email address

    3. Physical address

  1. On the Overview tab, add the program to proxy profile

    1. Program: SPP (select appropriate market)

    2. Status: Pending

    3. Member type: Proxy not participant

    4. EMR ID: PROXYDOBProxyInitials ex.PROXY010298MH

    5. Leave Medicaid ID blank

  1. On the Care Team tab, add themselves as the Primary Case Manager to the Care Team

  1. Click the “plus” sign in the upper right corner to add the following tags to the proxy profile

    1. SPP Linked

    2. SPP Content

    3. SPP Proxy

  1. Navigate back to Member profile to add the proxy to the Member’s proxy care to link the Member and the Proxy’s records

    1. Search for Proxy’s name

    2. Select their relationship to the Member

    3. Check primary proxy box

  1. Add the following tag to the Member profile

    1. SPP Linked

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