General Navigation
Exporting Assessments from Packet Log for Audit Purposes
After opening the member record, follow these steps to generate and download an Assessment Packet for your audit. Step 1: Open Packet Log From the member record, select the Packet Log icon from the left-hand navigation menu. This will open the Packet ...
How to Identify Members Counted in “Active with Billable Contact” Metrics (LEAP Dashboard)
Purpose This article explains how to identify which members are included (and excluded) in the “Active with Billable Contact” counts shown on the LEAP Dashboard for a specific Care Manager. This process helps reconcile discrepancies between internal ...
Why Phone Numbers and Emails Disappear After Saving in Member Details
Summary: Users may notice that phone numbers or email addresses entered in the Member Details screen appear to save successfully but are missing the next time the record is opened. This is typically due to not setting the updated contact as the ...
Care Team History Does Not Match Care Team Name
Problem Statement Users report that when selecting a Care Team record and then viewing History, the list of Care Team Names does not match the record selected. Cause This behavior is expected. GuidingCare displays Care Team history according to the ...
Removing Deceased, Disenrolled, or Transferred Members from My Members Widget
Problem Statement Users report that deceased, disenrolled, or transferred-out members are still showing in the My Members widget. These members are flagged with a red exclamation mark next to their name. Cause This behavior is expected. In ...
How to Update a Member’s Address in Guiding Care
Issue: Users need to update or correct a member’s address within Guiding Care but are unsure where to do this. Steps to Update a Member’s Address: Navigate to the member’s profile and select the Member Details tab. Locate the Address panel on the ...
Member Missing from Unassigned List – Assigned to Another Agency
Issue: A member appears on the BAF file but is not listed under “unassigned” in your CHN portal and appears assigned to a different agency. Likely Cause: The member is still actively assigned to another agency in NC Tracks, which overrides the ...
How to View Active Cases/Clients
You will receive members/clients in two ways: 1. Members will be assigned to you by a supervisor. Members who are assigned to you will show up in a list under My Members on the upper left side. 2. Members will be referred to you. Any member referrals ...