Workflow
What should your role be on the Care Team Component?
Care Manager Ambulatory. This MUST be changed from Ambulatory CM Support
What should be imported with every call to the patient?
CHIRP
How can you tell by looking at the PCL that a patient has been removed?
They will have a red x next to their name instead of a check box.
How do you locate a person on the Potential Case List (PCL)?
Person search field
Which component do you use to add a patient?
Care Management Referral component
How do you access the transitions workflow?
The hyperlink embedded in the workflow.
Aside from the traditional medication review, what else can be done during this time?
Review external medication history
When removing a patient from the PCL, do you remove from current program or all programs?
current program ONLY
How do you find patients that only belong to your practices?
Filter the PCL to POD Level (attributed provider's organization)
Where can you find the Care Management Referral Component?
CM Dashboard> Potential Cases tab > under the wheel.
Which case status should you never use?
Pending Closure
What tool/powerform must be completed on every patient?
PRAPARE
click the checkbox next to their name, click "assign selected"
How can you see utilization for a patient on the PCL without opening their case?
Click on the link for the program name in the column "program identified".
When would you manually add a patient?
When your patient is not on a PCL.
How soon after opening a case must the first call occur?
First call must occur within 5 days of opening the case
What should guide the frequency of your calls?
Clinical judgment and progression guide
What does the green check mark mean?
A case has been assigned within the last 24 hours
Can you save your filters on your PCL for your practices once you select them?
yes! This is highly recommended
What are your referral source, referral reason and case type upon adding a patient?
Source is dependent upon where the referral came from, reason is Complex Care and the case type is HeC SAR Complex Care
Where can you find the old appendices removed from the workflow?
new Teams channel in the Statewide Team.
What tool should you utilize if you are going to refer to another CM Program?
Referral Criteria Guide
What does the orange slice mean?
A case is already open on the patient.
How should you sort your PCL?
Last ED visit first, then risk score. Both in descending order.
DAILY DOUBLE!!!
What was the ice breaker from day 1?
If you had a superpower, what would it be and why?