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10 Courses

Level One Care Manager
Care Managers
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Teacher: Andrea CollierTeacher: Kanika Rathaur

Level One Care Manager

  • This course introduces the core skills required to become an effective and independent Care Manager. You will learn how to navigate the web portal, understand key dashboard features, locate and manage patient records, and update patient information and communication preferences.

Level Two Care Manager
Care Managers
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Teacher: Kanika Rathaur

Level Two Care Manager

Learn the filters on the dashboard & how to use Advanced Search. 

CCM Calendar & the Engagement dashboards

Criteria for Notes & Special Notes 

PICNIC Rubric for making 5 star calls.

Learn Response Management

Learn how to reset password for patient App.

Understand OORs, Needs Attention, Red Alerts & Escalations.


Level Three Care Manager
Care Managers
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Teacher: Kanika Rathaur

Level Three Care Manager

Learn about RTM.

Learn about locating & managing your assigned population. 

Learn how to read the care managers scoreboard on the landing dashboard.

Learn how to read care manager metrics.

Learn how to submit End of the Day Report.

Learn terms for Practice Follow-up and Archiving patients.

*This is the final course for care manager certification.

RTM
Care Managers
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Care Managers

RTM

Learn the guidelines & benefits of RTM & how to do first follow-up and monthly calls.

Currently, only Dr. Agrawal & Dr. Manto patients are participating in RTM when eligible.

*This course is part of Level Three.

Mastering Your Population
Care Managers
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Care Managers

Mastering Your Population

Learn how to be a self-starter & more about care manager expectations.
Learn how to master your assigned population.
*This course is part of Level Three.

How to Handle Difficult Situations
Care Managers
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Care Managers

How to Handle Difficult Situations

Learn about practice follow-up & archiving accounts

Learn how to succeed under stressful circumstances.

*This course is part of Level Three.

CM Daily Reports
Care Managers
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Care Managers

CM Daily Reports

Learn how to complete End of the Day Reports.

*This course is part of Level Three.

Medical Terminology
Care Managers
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Care Managers

Medical Terminology

Learn common medical terminology. 

*This course is part of Level Three.

Level Four Care Manager
Care Managers
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Care Managers

Level Four Care Manager

Learn how to make office notes in MCW, schedule appointments, how to bill for RPM, RTM, & Diabetes in HWS, and about telemedicine. 
* This course is not required to complete care manager certification.

Incoming Calls and Messages
Care Managers
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Care Managers

Incoming Calls and Messages

Answering calls is the most important part of being a Contact Center Representative. All calls come to the contact center and it is our responsibility to try and answer all patients call.