PI Assessment Appointment

Details

PI assessment appointments display information filed in ProviderConnect and in the PI Assessment Appointment Form form (Avatar MSO).

PI assessment appointment records:

• can be entered and edited in either ProviderConnect or in the PI Assessment Appointment Form form (Avatar MSO).

• filed in ProviderConnect are sent to Avatar MSO, and from Avatar MSO to the Michigan state agency.

Steps

1. In the Main Menu click Lookup Client.

• The Search Criteria screen displays.

2. Enter the client's name, ID, social security number.

3. Click Search By Criteria.

• The Search Results screen displays.

4. Click a client ID number.

• The ProviderConnect Demographic screen displays for the client and agency.

5. In the Client Sidebar menu click Appointments.

• The Appointments screen displays.

Create a PI Assessment Appointment

1. In the Assessment Appointments section, click Add Assessment Appointment Record.

• The Assessment Appointment screen displays.

2. Enter the first assessment request date.

• Enter dates in the format m/d/yyyy.

3. Enter the assessment date.

• Select whether the client refused an appointment scheduled in the 14 calendar period.
• If Yes, enter the appointment date, and enter associated comments.

4. Select whether the client refused to reschedule an appointment.

• If Yes, enter the requested reschedule date, and the actual rescheduled appointment date.

5. Select whether the client was present for the appointment.

6. Click Save Record.

Edit a PI assessment appointment

1. In the Assessment Appointments section, click a record date.

• The Assessment Appointment screen displays.

2. Edit selections as appropriate, click Save Record.

Generate the Audit Log Report to view records sent between ProviderConnect and Avatar MSO.