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CONSUMER DIRECTION MODULE: MASTER USER MANUAL
Contents
Contents ............................................................................................................................................................................................... 1
Introduction ........................................................................................................................................................................................ 1
Terms of Use, Modification and Redistribution .................................................................................................................. 1
Version and Attribution History............................................................................................................................................. 1
Working with Participants’ Non-Financial Information
Creating a New Participant File ....................................................................................................................................................... 1
From the File Section .................................................................................................................................................................... 1
From the Participant Form .......................................................................................................................................................... 1
Download a Blank Participant Form ..................................................................................................................................... 1
Add Information to the Participant Form ............................................................................................................................ 2
Upload the Participant Form................................................................................................................................................... 3
Finding a Participant’s File ............................................................................................................................................................... 4
Advanced Search ....................................................................................................................................................................... 4
Participant Quick Search .......................................................................................................................................................... 4
Master Participant List Search ................................................................................................................................................. 5
Changing a Participant’s File Status ................................................................................................................................................ 7
Viewing a Participant’s File Status History .................................................................................................................................... 8
Creating a New Note in a Participant’s File ................................................................................................................................... 9
Viewing a Note in a Participant’s File ...........................................................................................................................................10
Responding to a Note in a Participant’s File ............................................................................................................................... 11
Assigning a Support Broker ............................................................................................................................................................ 12
Assigning an FMS Entity ................................................................................................................................................................ 13
Assigning a Medical Provider ......................................................................................................................................................... 14
Editing or Deleting a Medical Provider ........................................................................................................................................15
Assigning a Participant Rep ............................................................................................................................................................ 16
Assigning a Legal Guardian ............................................................................................................................................................ 17
Documenting a Home Visit............................................................................................................................................................ 18
1. Update Last In-Person Monitoring Date ........................................................................................................................18
2. Enter Visit Note ..................................................................................................................................................................18
Documenting a Phone Call............................................................................................................................................................. 20
1. Update Last Phone Monitoring Date ..............................................................................................................................20