In this article you will learn about engagement dashboard & how to use it to meet daily targets.

Engagement Dashboard Job Aid

This article provides managerial level guidelines for effectively using the engagement dashboard

Manager Guidelines for Engagement Dashboard

Snippets Job Aid

Task Utilization in mMR

Lane View & Program Workflow

SPHM Intake

Discharge Summary (IVRP, SPP, MPMP)

Setting up a New Employee in mMR

In-Person Visits

Engagement Requests

SPHM - Eligibility Checks

Creating a New Member Record

Care Coordination can be done both internally and externally and is part of a Member’s success story.

Care Coordination

Bulk Case Notes

Adding Welcome Packets to mMR

Case Note-SPHM

Care Team Case Note Cheat Sheet

IVRP and MPMP Enrollment Cheat Sheet

Responding to Member Hospitalization and Closing Care Gaps

This article helps users to understand the Missed Engagement usage and escalations.

Missed Engagement Alerts Job Aid

Sowjanya Kalidindi

Pushparaj Dhond

Specialty Population Help Management

This article is to know how to use engagement dashboard for daily tasks

Engagement Dashboard-Full Leader Guide

Full Leader Guides

Creating a Proxy Record-SPP

SPP Enrollment Cheat Sheet

SUDP Enrollment Cheat Sheet

SUDP

Discharge Template-IVRP

Discharge Template-MPMP

Discharge Template-SPP

Intake Intervention Snippet

Enrollment Successful Intervention Note

Successful Enrollment-Follow-Up Plan

Unsuccessful Enrollment-Additional Notes

Unsuccessful Enrollment-Plan Note

SUD Case Conference - Intervention

SUD Case Conference - Follow Up Plan-Snippet

Completion Discharge Template-Therapist

45 Day No Intake Discharge Summary-Therapist

90 Days No Contact Intake Discharge Summary-Therapist

Member Opt Out Discharge Summary-Therapist

Lost Health Plan Eligibility Discharge Summary-Therapist

Needs Being Met By Another Provider Discharge Summary Template-Therapist

Moved Out of Area Discharge Summary Template-Therapist

Member Death Discharge Summary Template-Therapist

Incarceration Discharge Summary Template-Therapist

Doesn’t Meet Program Criteria Discharge Summary Template (SEPP)-Therapist

Doesn’t Meet Program Criteria Discharge Summary Template (SELP)-Therapist

Mindoula Program Transfer Discharge Summary Template (SELP)-Therapist

Member Opt Out Questions

Baby Data Questions

Global Snippets

Case Notes-Enrollment Cheat Sheet

Enrollment-SPHM

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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