Tabs | Buttons | Contact Management | Case Notes | Resources |
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What is Contacts tab
Tab in which you find the Case Manager's history
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What is Contact Management
Button that we use to document a call
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What is No Answer
Contact name in the case that no one picked up and there was no voicemail option
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What is Create a New Case Note that states Correction in the beginning
Process to follow if only the Case Notes on a Contact Management are incorrect
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What is Contact List
Document that has all the CM Phone numbers
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What is Demographics and Addresses tab
Tab in which you identify the R5
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What is Member Alerts
Button that will inform us if the member is deceased
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What is Health Risk Assessment
Selection under Reason for a HIX call
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What is ME-Member Engagement
Case Note Type Selection
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What is Emergent Needs Referral Grid
Document that will help you determine if the member may need an urgent referral
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What is Plans/PCP/Physicians Tab
Tab in which you find the Member's PCP name
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What is Screenings
Button used to locate the Health Risk Assessment
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What is Religious?
Selection under Contact's Relationship to Member if you speak to their priest
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What is Core Outbound Template
Template used every time a screening is completed or started
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What is MEU Referral Grid
Document that can help you determine what queue the member needs to be placed in
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What is COB Tab
Tab in which you clarify if the member has an insurance other than Wellcare
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What is Case Notes
Button used when there is no outreach required or to do an addendum/correction
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What is Letter
Selection Under Method if you were sending a UTC letter
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What is Completed Declined Referral to CM
Documentation used if the member declines CM Referral
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What is Core Outbound Case Note Master
Document that contains the premade documentation template for all calls and CareConnects
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What is Programs Tab
Tab that is not used at all
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What is Document Center
Button used to verify if you sent a UTC letter
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What is ME-Provider
Selection under type if you were sending a UTC letter to the DSNP Member's PCP
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What is Termed with Plan
Documentation used if no outreach is required due to the member not being on the plan anymore
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What is UTC Letter Mailing Training Material
Document that spells out step by step how to send out a UTC letter
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