Task
What are some things you know about case notes?
Can be added from page resources in multiple topics
Will auto generate when Hipaa & Gina disclaimers are given
Documented records of any activity related to the member
What icon do you select to save a member to the waiting room?
Star Icon
What are the 3 reasons a program will close?
Member opts out
Member deceased
Member plan terms
What is the name of the task that is created after the completion of a HRA?
Finalize Care Plan Task
What Icon do you select to view your dashboard?
House Icon or Medcompass logo
What tab do you select to add a new immunization?
Health Summary> + New immunization
When is a appropriate time to create an appointment?
To follow up with a member
What icon do you select to add a new problem?
+New Problem
What tab would you select to locate resources(transportation, food etc) for a member?
Community resource Directory
What 3 things will happen once a program is assigned to a care manager?
Care manager will show up on member banner
Care manager will be listed as a staff member under care team tab
A task will be automatically created
What is the name of the icon to open up the page resource tab?
Caret (>)
When you are working on PGI's with a member, what are 3 things to keep in mind?
Always include a target end date
Focus on what the member wants
Include any barriers that could keep member from meeting their goal
What tab do you select to send resource materials?
Documents
What icon do you select to add a new goal after finalizing with the member?
Magnifying glass
When a member is making progress on their goals be sure to____?
Update the %age on members progress
Create follow up task
Add case notes during follow up call