Who can use it
Organization Admins, Location Admins, Clinical Managers, Client Coordinators, and Healthcare Providers.The Members tab
Individual member records including demographics, Medicaid IDs, and admission status. Columns: External ID · First Name · Last Name · Medicaid ID · DOB · Gender · Phone · City · Status · Admitted Status drives most downstream behaviour. A member who is not in an active status will not produce billable visits. The full list of statuses — fromPENDING_REFERRAL through ACTIVE to
DISCHARGED — is in the glossary.
What else lives here
Care network
Physicians, case managers, and payers.
Authorizations
Approved units and the service items you deliver against them.
Assessments
Specialized and risk assessments.
Records
Chart inventory, communications, devices, and Texas HHS forms.
Adding a member
1
Create the record
Add the member from the Members tab with their demographics and Medicaid ID. The Medicaid ID
is what payer eligibility and claims are matched on — enter it carefully.
2
Set the status
New members usually start in an intake or pending status and move to
ACTIVE once the
authorization is in place.3
Link the care network
Attach the attending physician, case manager, and payer. See
Care network.
4
Record the authorization
Without an authorization the member cannot be scheduled for billable service. See
Authorizations.
5
Complete assessments and chart
Run the required assessments and confirm the chart inventory is complete.