We’re excited to introduce several key enhancements designed to streamline your workflows, improve care coordination, and enhance overall efficiency. Below is a summary of updates most relevant to your role as a Case Manager.
1. New Calendar Integration
Overview:
A centralized calendar now allows you to view and manage both manual and system-generated events tied to your tasks and member milestones.
Key Features:
- Create events with title, description, time, and participant selection (members or team) from the ”+New” button in the calendar page
- View due-dated tasks and calendar events in a daily chronological layout.
- Automatically track key actions like HRA submission, Care Plan completion and Submission of Care Plans through the calendar events
2. Care Circle Tracking
Overview:
Track and manage each member’s formal and informal care team directly within the platform.
Key Features:
- Update the member’s care team (add relationship with an existing member or create a new member in the system to be added in your care team) via the “Member’s Care Circle” page in the Member Status form.
- This page also automatically captures guardians/conservators added during member intake.
- Visualize the entire care circle under a dedicated tab in Member 360 named as ”Care Circle”. You can add, remove or update the member’s care circle from the view as well through the action button (Action >Edit).
3. Provider Circle Enhancements
Overview:
Improved tracking of provider details involved in member care.
Key Features:
- Update provider information via the “Member’s Providers” page in Member Status form.
- Also auto-captures provider data from Member Intake Form (MIF).
- Visualize all the providers under a dedicated tab in Member 360 named as ”Providers”. You can add, remove or update the member’s providers from the view as well through the action button (Action >Edit).
4. Clinical Review Workflow Enhancements
Overview:
Simplified claim creation and better coordination following clinical reviews.
Key Features:
- You will receive automated notifications upon review completion by the Clinical Reviewers for your specific members.
- Clinical Review sign-off triggers automatic Progress Notes Creation which when signed off by the reviewers leads to claim generation (Fee-for-Service).
- Configured to support HCPCS, modifiers, and time tracking.
5. ECM Eligibility Checklist
Overview:
Eligibility logic embedded into Outreach Forms to guide accurate enrollment decisions.
Key Features:
- Checklist within Outreach Form helps determine ECM eligibility qualification.
- System prompts status update if a member is ineligible. So, if you enroll a member initially and mark a member as not eligible, it will show you a prompt to change the status since the member can not be enrolled.
- Track eligibility via the “My Members’ Eligibilities” view. That will show you a list of members with Member’s names, status and eligibility statuses.
6. Task Page Improvements
Overview:
Enhanced task management interface for better tracking and accountability.
Key Features:
- Grid-style view for quick review of tasks in Member Status and Progress Notes.
- “My Tasks” section for editing your open items.
- Visibility into team tasks within the same member case under ”Other Pending Tasks”
- Separate view for completed tasks with under ”All Completed Tasks” panel.
7. Member 360 & UI Enhancements
Overview:
Improved design and layout for easier navigation.
Key Features:
- Visually separate tabs for quick access (Care Plans, HRA, Tasks, etc.).
- Clearer view names to reduce confusion.
8. Updated Categories and Descriptions for Notifications
Overview:
The notification system has been redesigned for better visual recognition and clarity. This change improves the speed at which users can process alerts and take appropriate action.
What’s Included:
- Visual Enhancements
Notification icons updated for better identification (e.g., task alerts, reminders).
- Improved Message Content
Descriptions rewritten to provide clear and concise information about the event.