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” to activate consent to text messages.
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 the time zone.
Complete assessment: HRSN (If Member is 18+ years and all Proxy enrollments)
HOW: (Assessment Tab)
Publish note BEFORE moving to, Intake in Progress, Pending workflow status
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 Intake in Progress, Pending workflow status
HOW: top right hand corner of mMR Program, change status
NOTE: Must happen before creating intake task
Send Enrollment Email (to Management, Assigned CE & Program Coordinator)
Content: New Intake. Market. Program. CE. Date/Time. mMR number (STANDARD SUBJECT LINE-New Enrollment)
Tell Member they WILL be invited to Mindoula App during their intake appointment Playbook: Mindoula App
Proxy Enrollment - when applicable
HOW: When enrollment includes a Proxy, create a Proxy profile within the Member’s chart. Follow SPP-Creating a Proxy Record
OEC Team Only: Update Chat and Enrollment Log
SPP Enrollment Cheat Sheet
Written by Sowjanya Kalidindi