Alerts

New Staff Alert for Referrals

This will alert staff that are open to a client that has a Maine care auth. referral that is expiring in the next 30 days.

OBH SUD Treatment Data Request Alert

For OHH and SA programs

Within the already existing OBH SUD Treatment Data Request alert, there's now a request type signifying when an Extension questionnaire is due.  This is for extending versus a questionnaire for a new request.

Choose the S to select the intended client; this will bring you directly to the Mainecare P.A.  screen where you will select Extend to complete the required information.

Staff App Changes

 Client List View

When you choose to filter your client list to Only clients I have an appointment with today, the list has now been updated to appear in chronological order by appointment time rather than alphabetically.  

Unfiltered		Filtered to Only clients I have an appointment with today

Unfiltered		Filtered to Only clients I have an appointment with today

Add A Coordination Release

You can now add a Coordination Release from the Staff App.  

The ability to create and obtain a client signature on a release using the Staff App is intended to be an extra tool for obtaining the document conveniently and instantaneously.

For that reason, there are some restrictions on releases created using the Staff App compared to creating a release in Neo or filling one out on paper. 

Coordination Release

The Organization you are intending to create a release for from the app, must already exist in the Neo database. Organization name and contact information, and sections A, B C, E, F and G are all pre-filled and cannot be changed Section (A) The period for which information is requested is From - this populates with the start date of the current episode of care and expires one month from the date of creation/signature. Section (B)  All options checked off, including Other with “Any information needed for coordination of care” specified. Section (C) Coordination of Services option checked off. While Section (D) is also pre-selected, these options can be changed, based on the client's preference.        Section (F) Checked off. Section (G) Pre-filled with a one month expiration date.

Click here for all the details 😊

Client Portal Updates

New Sign-Up Process

The Client Portal sign-up/sign-in process has been upgraded.  Click here to see what this new process looks like.

Coordination Release

There is now the option for clients to add a coordination release from the Client Portal.

These releases will follow the same criteria as adding a release from the Staff App. Additionally, If the client chooses Do Not on any or all of the below questions, staff review is required therefore the release will show In Review.  Staff can review this from the Upcoming/Pending/Incomplete Documents section of the Document Delivery Screen.

Client Communications Log Update

The Client Communications Log has been updated to include the Clubhouse Reach Out Log and Memo To Chart.

You can reference the list below to see what other logs have already been compiled in this area.

Reminder Phone Calls	Clubhouse Reach Out Log
Reminder Text Messages	Memo to Chart
Texts sent via Client Communication
Access Center Logs
Care Team Logs
Care Coordination Contact Notes (includes OHH and MST, they share the same log)