Instructions to Update a Client's Medicaid Recertification Date

As a Local Admin or Program Assistant, log into the Web Application to update a Client's Medicaid Recertification Date. The Medicaid Recertification Date triggers workflow prompts to the Team Members using the Mobile App when the Recertification Date approaches. 

UPDATE MEDICAID RECERTIFICATION DATE

Step 1: Open the Clients page 

Step 2: Click on a client's name to view their personal details

Step 3: Click the Edit Personal Details button 

Step 4: Check the Medicaid Recertification Required checkbox below the client's Medicaid #

Step 5: Use the calendar to set the Recertification Date and click Save Changes at the bottom of the screen 

Step 6: Recertification Date now displays in the client's personal details section of their profile 

Click here to watch a video tutorial.