WellSky equivalent to Mon Ami
In Mon Ami, this tool is the closest equivalent to activities and referrals in WellSky.
What is In-System Referrals?
If an interaction involves a caller or client who does not wish to be identified, this designation should be selected.
What is Anonymous?
To begin creating a care plan, click this button from the client's program tab.
What is "Start New Care Plan"?
To begin authorizing a service within a care plan, click this button.
What is Add Service?
I am the decision point where Care Managers either keep things open… or finally admit it’s over.
What is Inquiry Status (Open or Closed: Fully Resolved)?
In Mon Ami, journals from WellSky are typically equivalent to these, especially when documenting interactions with a client.
What are notes?
For most OD interactions where contact has been made, inquiries should be updated to this status.
What is Closed: Fully Resolved?
When creating a brand-new care plan, this care plan type should be selected.
What is Initial?
For caregiver services, this person's name should be included in the authorization notes.
Who is the linked client?
I am used when you send information outside the system and officially release the referral into the wild.
What are External Referrals?
This automatically assigned identifier is the preferred way to reference a client profile when contacting support, helping protect client privacy and security.
What is the Mon Ami ID?
A received voicemail should be recorded using this interaction type.
What is Incoming Call?
The end date of a new care plan typically defaults to this milestone.
What is the reassessment date?
This button takes you to the review and signature page before sending a service order.
What is Next: Sign Service Order?
I happen when someone calls but refuses to engage in a full conversation, leaving you a digital ghost instead.
What is a voicemail?
In Mon Ami, this feature is equivalent to a Service Plan in WellSky.
What is a Care Plan?
If a person cannot be found in the system when creating an interaction, you should select this option.
What is "This is a new person"?
A currently active care plan is displayed with this status color.
What is green (Active)?
After choosing to cancel a service, you must enter this information before sending the cancellation.
What is the reason for cancellation?
I store emails, registrations, PDFs, and your hopes that someone reads them later.
What is the Documents Tab?
Mon Ami staff member answers the phone, provides community resource information, and has no ongoing case-management relationship with the caller. In Mon Ami, they should document the contact as this.
What is an Information & Referral interaction?
If the caller and client are the same individual, select this checkbox.
What is Same as Interacted With?
A reassessment has been completed and services will continue with minimal changes. Rather than creating a brand-new care plan, you should use this feature.
What is Duplicate Care Plan?
If a pending service is no longer needed, select this option from the menu next to Add Suspension.
What is Cancel Service?
This new system replaces legacy systems and aims to streamline workflows by integrating interactions, care plans, referrals, and service tracking into one platform, while requiring users to exercise patience and rely on caffeine.
What is Mon Ami?