Record Review and calls
Assessments
SRS Expectations
Disenrollments
Everything else
100
When should a record review be completed 
prior to outreach to individual 
100

What assessments do Recovery Managers complete?

Initials and annuals 

100

What is the deadline for submission of completed assessment

14 days

100

REASONS FOR DISENROLLMENTS

No monthly contact after 3 attempts to contact:

The individual passed away

The individual has been in an NF or hospital for more than 30 days.

Transition to a different waiver program.

100

When you have a new enrollee, what are the two in person contacts that are needed

15 day and 180 day

200

How many steps are in the record review process?

5

200

How far ahead can an assessment be pulled forward?

90 days 

200

What is needed in order to have a  successful monthly contact 

Successful contact with individual or AR

200
What is the UTR process ? 

3 contact attempts- different days/times, contact provider/AR/Mycare plan, send for disenrollment

200

What are the two types of incident reports 

critical and reportable 

300

What is the first step

run PNM to verify insurance/ on SRS

300

How long do you have to submit a completed assessment?

14 days 

300

How long do you have to document a call 

24 hours 

300

What is the new process for submitting a disenrollment 

Use the disenrollment link in your RVU tracker 

300

What is a critical incident? 

Abuse; Emotional abuse, Physical abuse, Sexual abuse, Verbal abuse, Unauthorized use of restraint, seclusion, or restrictive intervention. Exploitation Misappropriation (Theft); Involves theft of $500 or more, Involves theft of less than $500, Neglect, Unnatural or Accidental Death, H&W at Risk: Individual lost/missing, Prescribed Medication Issue resulting in EMS, ER, or Hospital, Self-harm or suicide attempt resulting in Hosp/ER, Prescribed Medication Issues- Provider Error

400

How long should the call last in CSIS to get credit for billing

8 minutes 

400

What is the main thing needed for program approval 

Qualified Diagnosis verification

400

How long to complete a critical incident report once notified 

1 business day 

400

What is the process to transition an individual to another waiver? 

Coordinate with that waiver program/MyCare case manager, sign a voluntary disenrollment form (agreement/ responsibilities form), send in disenrollment

400

What is a reportable incident? 

behavior resulting in an HSAP, natural death, eviction or housing crisis, health and welfare risk due to loss of caregiver, prescribe medication issues not resulting in EMS/hospital, suicide attempt not resulting in hospitalization 

500

What is the expectation for call completion 

completed first two weeks of the month 

500

What are the notes needed for an assessment? 

In person visit note

ANSA narrative

Recommendation note

500

What is the timeline for a reportable incident report submission?

72hrs

500

Common Disenrollment Types and their Codes

510: Death 

410: Transition to waiver 

514: UTR

800: LTC

806: loss of Medicaid 

500

What constitutes an EBU being created

Change of residence, hospitalization, nursing home facility admit, 3 incidents in 90days

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