Review Previous Case Notes
HOW: Member List View->Outreach Engagements
Check Eligibility
HOW: Eligibility Tab (Does not apply for ACLA and Texas Markets)
Call Member- Verify identity and confirm pronouns (confirm full name, phone, mailing address)
Inform the member that the call is being recorded.
Update Phone Number Status with “Correct”
Mark phone number as “Primary” and activate consents
HOW: Hover over the phone book and mark correct, for phone, address, and email.
Obtain Emergency Contact
HOW: Contact Information->Member->Emergency Contact
Confirm/ Update Time Zone
HOW: Click “pencil” (by member name to open Demographics). Confirm time zone.
Complete assessments: HRSN
HOW: (Assessment Tab)
Publish note BEFORE ACTIVE
USE: Engagement Type: Enrollment Outreach; Intervention Type: Other: Notes: Enrollment
View Intake Calendar for CTM Availability
Assign Primary CTM BEFORE moving to next workflow status
How: top right hand corner of mMR Program, change status
Schedule Member for ZOOM Intake
HOW: Follow Intake Scheduling Guide.Job Aid SPHM
Create Task: USE Intake Appointment w/ Member Appointment Reminders
Obtain and Document Verbal Consent
HOW: (Program Tab OR Overview - Blue Program Box) - Add date to Detail & Consent
Move Member to ACTIVE status
HOW: top right hand corner of mMR Program
NOTE: Send email or text Welcome Packet when prompted
Send Enrollment Email (to Management, Assigned CE & Program Coordinator)
Content: New Intake. Market. Program. CE. Date/Time. mMR number (STANDARD SUBJECT LINE-New Enrollment)
Invite Members to Mindoula App Playbook: Mindoula App
OEC Team Only: Update Chat and Enrollment Log
IVRP and MPMP Enrollment Cheat Sheet
Written by Sowjanya Kalidindi