Assigning Members
Why Members Assigned in Bulk Appear Back as Unassigned
Summary: This article explains why members assigned in bulk may revert to "Unassigned" status and outlines the system rule that causes this behavior. Issue: Users may observe that members assigned in bulk to a care manager (e.g., Mikaylah) appear ...
How to Bulk Assign Members to a Care Manager
Navigate to Member Assignment Go to Manage. Select Manage Care Member and Mailing. Apply Filters Select the relevant Client (organization name) from the dropdown. Choose Unassigned to filter members without a care manager, or Enter the current care ...
How to Assign A New Program in Guiding Care
Open the Member Profile in Guiding Care. . Go to Programs and click Add New Program. Check the box for Add Clinical Program if applicable. Select Clinical Program from the list. Enter the Start Date and End Date (not required). Set the Status to ...