Clare Caregiver in Person Training.mp4
| STEPS | Fillable Form (create same way as the MDS intake hit "save as Draft" share link with Rn/Cm/ whoever to finish) | Enrollment Link 🔗 Below | Required by State? (Y/N) | Signer(s) | Destination |
|---|---|---|---|---|---|
| #1 | Member’s Initial Intake Form (fill this out if you agree to join our agency) | Initial Intake (Fillout V3) | Y | Member/ Caregiver | Received inZoho Desk Ticket 🎫 |
| #2 | Caregiver Enrollment + Member Release of Medical Records | Caregiver + Backup Caregiver Must Fill out | Y | Member/ Caregiver | Received inZoho Desk Ticket 🎫 |
| #3 if Agree want to Switch to CCA | CCA referral -Clare only accepts Masshealth Standards & CCA SCO /OneCare | Fillable/Sign CCA refer | Y | Member | Folder/ then email to Allison to referral to him |
| #4 A | CORI/SORI/OIG Check for both caregivers | CORI/SORI/OIG | Y | Caregiver + Back up caregiver must each submit one form | Sent to Clinical@clare inbox |
| #4 B | IF Senior is a WAIVER (FEW ) We Need | FEW Waiver Form blank | Y | RN | Email to MH LTSS support email/ Mbr folder |
| #4 C | Home Inspection - | Home inspection | Y | Mbr/Caregiver | TeamsInbox |
| #4 D | Attend Caregiver Training in person or online (10hrs- many languages) if you choose online training instead of in office please go to step 2 take course & send Clare the certificate. | Attend Caregiver Training | Y | Caregiver + Back up Caregiver | Member Folder |
| # 5 | Submit to insurance once Medical records and Sign PCP order form is received | **PCP fillable form + MDS form fillable save able + CCA PA form** | Y | RN & PCP Signatures | |