Appendix 4 Checklists – Newly Eligible Participant: DDS and MRC Management update site in Meditech and assign SC. DDS Service Coordinator (or assigned MRC staff) reviews Demographics in Meditech and updates info as needed. ____3. DDS Service Coordinator (or assigned MRC staff) creates enrollment in the MFP Case “ABI Management” service (AMCM). Start date should reflect the date the participant was assigned to the Service Coordinator. Participant transitions from to ‘Pending’ ‘Enrolled’: _____1. DDS Service Coordinator or assigned MRC Staff creates enrollment in the correct waiver in Start date should be the date the individual was place out of the nursing facility. ‘Services’. _____2. DDS Service Coordinator or assigned MRC staff creates enrollments in Meditech for services the individual is receiving. Residential services should be for the exact address of the individual’s residential service. _____3. DDS Service Coordinator or assigned MRC adds the POC Approval Screen _____4. DDS Service Coordinator or assigned MRC staff adds the ISP Meeting and status screen; brings status to “Current”. Appendix 5 Working with Custom Lists – A Custom list is like a piece of paper you can add and remove individuals from the list one at a time. – If your Custom List is blank, it will appear to you like this:
Appendix 4 – Checklists Newly Eligible Participant: DDS and MRC Management update site in Meditech and assign SC. DDS Service Coordinator (or assigned MRC staff) reviews Demographics in Meditech and updates info as needed. ____3. DDS Service Coordinator (or assigned MRC staff) creates enrollment in the “ABI MFP Case Management” service (AMCM). Start date should reflect the date the participant was assigned to the Service Coordinator. Participant transitions from ‘Pending’ to ‘Enrolled’: _____1. DDS Service Coordinator or assigned MRC Staff creates enrollment in the correct waiver in ‘Services’. Start date should be the date the individual was place out of the nursing facility. _____2. DDS Service Coordinator or assigned MRC staff creates enrollments in Meditech for services the individual is receiving. Residential services should be for the exact address of the individual’s residential service. _____3. DDS Service Coordinator or assigned MRC adds the POC Approval Screen _____4. DDS Service Coordinator or assigned MRC staff adds the ISP Meeting and status screen; brings status to “Current”. Appendix 5 – Working with Custom Lists A Custom list is like a piece of paper – you can add and remove individuals from the list one at a time. If your Custom List is blank, it will appear to you like this:
Training-Manual-MRC-DDS-Operations_FY15.docx