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Enroll a member in a disease program

Enroll a member into a disease management program (for example, Diabetes Management or CHF Management) and automatically create the onboarding outreach task.

Before you start​

  • You need a role that can enroll members in programs (Pop Health Manager or Nurse Care Manager).
  • Open the member first: go to Members → Member Search, find the member, and open their workspace.

Steps​

  1. In the member's workspace tab bar, find the Role Actions group and click Enroll in Disease Program.
  2. Choose the Program from the list. Available programs include:
    • Diabetes Management, CHF Management, COPD Management, Asthma Management
    • CAD / Cardiac Rehab, CKD Care Pathway
    • Behavioral Health Program, Maternity Program
    • Transitions of Care, Remote Patient Monitoring
  3. Set the Enrollment date (defaults to today).
  4. Optionally enter the Assigned case manager (for example, "Maria Lopez RN").
  5. Add Enrollment notes — reason for enrollment, baseline status, and target outcomes.
  6. Click Enroll Patient. The system creates an active program episode on the member's record and a "Welcome / onboarding call" task for the care team, then returns you to the member's Face-Sheet.

Tips / Troubleshooting​

  • The new enrollment appears on the member's Episodes of Care tab, and the onboarding call appears under Tasks & To-Do.
  • If you don't see Enroll in Disease Program under Role Actions, your current role doesn't allow enrollments — switch to the correct role at sign-in or ask your administrator.