Scenarios
CM Services / Workflows
Policies
Documentation
Resources
100

It's 8am and it's your assigned integration day. What should be the first 2 things you should do?

Input availability in chats and check your schedule

100

True or False:

CMs can assist a patient in applying for disability

False

100

How many attempts should be completed before closing out a referral or TE?

3 attempts

100

True or False:

Every contact with a patient should be documented in the ECW

True
100

Place that offers Walk-in or Same-day appointments for STI Testing

Northern Nevada Public Health (NNPH)

200

A PAR writes in the chat that a patient is requesting to speak to a CM on the third floor. What information is needed first before you should be going out to meet with the patient?

PT # and reason patient would like to speak to a CM

200

What are all the current programs under the CM Dept?

Primary Care, Ryan White, RW Housing, and WHC

200

In how much time should we be responding to TE's, Referrals, Voicemails, etc.?

24 - 72 hours

200
Where should you be documenting your attempts or comments in the Referrals?

In Clinical Notes

200

Organization that provides Disaster Relief (Home Fire, Hurricane, Wildfire, Flood, Tornado, etc.)

American Red Cross

300

A patient walks in requesting food, what should be done first before providing the patient' with food?

Complete a Health Risk Assessment

300

True or False:

There should always be a follow up appointment scheduled with Targeted CM patients

True

300

After how many minutes of being late does it become an official tardy counting as an occurrence?

After 7+ minutes

300

When documenting a CHW notes, what should always be included in your DAP note?

Start Time, End Time, and if Appointment was SAME Day as Medical or Not

300

This program can help reduce energy costs by repairing, replacing, or upgrading things in your home that use the most energy

CSA's Weatherization Assistance Program (WAP)

400

You have scheduled a patient on a CM's schedule for targeted case management, what should always make sure to do after?

Send referral to CM and talk to CM to provide any additional information
400

What are an Integration person's responsibilities?

Check ECW Buckets, Answer CM Queue Calls, First Responder for CMI requests and walk-ins


400

All chart notes must be documented in the patient's EMR within ____ hours of the appointment

48
400

When documenting Rx Assistance in the "Notes" tab in ECW, what is everything your note should say?

Amount and Rx Code (THAT IS ALL)

400

Offers a client‑choice experience, allowing individuals and families to select foods that best meet their needs, while connecting food access with overall health and wellness. Only available to their clients at this time. 

ACCESS Market

500

You are called to integrate into the appointment of a 3yo who is accompanied by their mother and 19yo sibling. After completing your HRA and providing resources you have determined you would also like to provide them a food card and bus passes. Which vouchers would you provide?

Kid View Food Voucher and Kid View Bus Passes for patient (Youth), mother (Adult), and sibling (Adult)

500
What are all the active financial assistance options we have for patients?

1. Rx Assistance

2. CM Hopes Heroes

3. RW Dental / RW Medical

4. Food Vouchers

5. Bus Passes

6. Gas Vouchers

500

What is the max for a CM's Caseload?

45

500

What are all the parts that are required to make your CP visit PCMH Eligible?

1. Med List

2. Problem List

3. Care Plan

4. Care Plan Updates (if applicable)

5. Provider Signature

500

1.__________ helps individuals and companies find the insurance coverage they need based on their specific circumstances. 2.__________ is at NNHOPES 5th every Thursday 8AM - 10AM 

1.Aware Benefits

2. Laura Thorpe

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