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. (Does not apply to therapist)
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 assessments: 1.) Enroll ASSIST 2. ) HRSN
HOW: (Assessment Tab)
*If the member does not meet criteria after completing the Enroll ASSIST, do not proceed with enrollment unless SUD history can be seen in member utilization SUD Enrollment Eligibility Quick Reference Guide
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 BOTH Verbal & Written Consent
HOW: Verbal Consent →(Program Tab OR Overview - Blue Program Box) - Add date to Detail & Consent
HOW: Written Consent → (Document Tab → Select correct program if there are multiple → Send via Docusign Button) → Select Consent & Mode of Delivery (Text or Email)
Move Member to ACTIVE status
HOW: top right hand corner of mMR Program on Overview page
NOTE: Send email or text Welcome Packet when prompted
For SEPP Members, Add Pregnancy Information
Send Enrollment Email (to Management, Assigned CE & Program Coordinator)
Content: New Intake. Market. Program. CE. Date/Time. mMR number (STANDARD SUBJECT LINE-New Enrollment)
OEC Team Only: Update Chat and Enrollment Log
SUDP Enrollment Cheat Sheet
Written by Sowjanya Kalidindi