SpokeChoicePeople ManagerAdding a New Client

Adding a New Client

This article will walk you through adding a new client/member, adding the primary diagnosis, adding  EVV locations and adding Payers.

navigate to People Manager

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Choose people

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Choose Clients

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Choose +New

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Input all required fields and choose save profile

 

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Choose the Edit client Fields next to the client name when selected

 

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Choose +New on the EVV locations tab to input any EVV locations for this member, you do need to re input their home address even though it is on their file.

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Add the members Primary Diagnosis that you will find in the PBS report in FOCUS titled " Client Authorization Report"

Professional Billing System (PBS): Menu - Personal - Microsoft​ Edge
PBS008VendorDetailCSV - Excel
Diagnosis Codes Information for New Claims Processing System and Electronic Visit Verification - allaboardhab@gmail.com - Gmail and 2 more pages - Personal - Microsoft​ Edge
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Choose Save

Go to Home Care-Health Plans

Choose the Client payers and add payers needed to this member (insurance or DDD)

Input required information for the payer such as AHCCCS ID, ASSIST ID, Insurance ID number, Policy number or group number