CareManager program intake

Program Intake

Prerequisites:

• The client must exist in CareManager.
• In myEvolv the system administrator enters information for the CareManager integration (Agency > Service Locations > Outside Organizations > General Information).

1. In CareManager, create a client with the status of 'Search'.
2. In myEvolv, go to: Client > Client Information > Critical Information > Enrollment Information.
3. In the Select Client lookup, select the client with the status of 'Search' that you created in CareManager.
   Result: The client's program information from CareManager appears in the client's record in myEvolv.

Program Intake Reconciliation

Reconcile a CareManager client with a client in myEvolv. In CareManager, the client should have a status of 'Search'.

1. In myEvolv, go to: Referral > Agency Referral > Referral Information > Referral Information.
2. Create a referral.
3. Still in myEvolv, go to: Client > Client Information > Critical Information > Enrollment Information.
4. Search for and select the client.
5. In the People Search, confirm that there is only one client with that name in myEvolv. The CareManager client has been reconciled with the myEvolv client.

Discharge a Client from a Program in CareManager

1. In myEvolv, go to: Client > Client Information > Critical Information > Enrollment Information.
2. In the Select Client lookup, search for and select the client.
   Result: The client's program information displays.
3. In myEvolv, assign the client to a program.
4. In CareManager, discharge the client.
   Result: In myEvolv, only the program sent from CareManager should be end-dated. All the programs assigned in myEvolv should be active.