Process Steps
Outreach & Intake
Assessments
Care Plans
Documentation
100

When we first receive a member what step are they in?

What is Outreach?

100

Where are outreach attempts documented?

What is EXYM under Nonbillable → Outreach Attempt?

100

When should assessments be completed?

What is within 30 days?

100

Care plans must be completed within how many days?

What is 60 days?

100

What is used when you cannot reach a member?

What is Outreach Attempt?

200

This step includes completing documents and enrolling the member into systems.

What is Intake?

200

Who assigns referrals to case managers?

Who is the Program Manager (PM)?

200

Do you need to have a smart goal on your assessment note?

What is no?

200

What format are care plan notes written in?

What is G.I.R.P format?

200

What is used for anything not billable that doesn’t fit categories?

What is Note to Chart?

300

These must be completed within 30 days of working with a member.

What are Assessments?

300

Within how many hours should intake info be emailed after documents are signed?

What is 24 hours?

300

What must you do if an assessment goes past 30 days?

What is write a Nonbillable Note to Chart?

300

How often do care plans have to be update?

What is every 6 months or 180 day?

300

How often is the Housing Sustainability Assessment completed?

What is Monthly?

400

These must be completed within 60 days of authorization

What are Care Plans?

400

Name one required piece of info sent during intake

What is CIN / Birthdate / Program / Z Code / Enrollment Date?

400

Which assessments need to be upload to EXYM?

What is Housing Assessment and Health Needs Assessment?

400

What are the two different types of care plans?

What is Housing Support Plan and Member Care Plan?

400

When must a Post Hospital Discharge assessment be completed?

What is within 24 hours?

500

This is the final step when a member exits the program.

What is Discharge?

500
What is the member's status on EXYM if they are still an outreach member?

What is referred member?

500

When are reassessments due?

What is 2 weeks before authorization expires?

500

Where are goals entered after completing the care plan?

What is Client Treatment Plan in EXYM Documents?

500

What is the process to upload documents into EXYM?

What is click on documents-->external client documents-->search for member--> click upload documents--> put in a description with date--> add a tag--> enter date--> choose image--> upload.