Member Agrees to Enroll
Engagement Status
Select Successful, meaningful engagement with Member OR
Select Successful, meaningful engagement with Non Member (use for POA or Proxies)
Engagement method
Select Phone and add minutes of call as normal.
Engagement Type
Select Enrollment Outreach
Interventions
Other (In description box add: Enrollment)
Notes on Interventions
Member expressed current needs are:
Need (example: housing; member expressed will be homeless)
Need
Need
Action Items
Member is agreeable to follow up call with (CTM NAME) to complete Intake assessments at (Day and Time)
Additional Notes:
Optional
(POA Request for approval, Member did not disclose violence,etc)
No Contact Made (VM, No Answer, etc.)
Engagement Status
Attempted but not successful
Engagement method
Phone
Engagement Type
Select Enrollment Outreach
Interventions
Other (In description box add: Enrollment Outreach) (Mary working on updating this so it's not a required field)
Notes on Interventions
None Required
Action Items
OEC will continue outreach attempts on varying days and times to increase likelihood of successful engagement.
Additional Notes:
None Required (notes that are highly suggested to include)
Member has multiple numbers or if a Not in service number called add:
Example of Additional Notes:
phn # ending: 1234 - Not in service (2nd attempt)
phn # ending: 3214 - LVM
phn # ending: 4321 - Restricted
No Contact with Member (Inactive Insurance)
Add Start Time
Enter current time shown on Mac
Engagement Status
Member Focused Support (No Interaction)
Engagement method
None (add 2 mins into box to account for admin time)
Engagement Type
Enrollment Outreach
Interventions
Insurance Verification
Notes on Interventions
None
Action Items
OEC will un-enroll from programs due to loss of coverage.
Additional Notes:
None