Broker Resources

Information specific to brokers.

Staff Action Plans

How to create, sign, and submit a Staff Action Plan.

Staff Action Plans

Creating your First Staff Action Plan

Updated 2/13/2024

 

 

Staff Action Plans

Signing your First Staff Action Plan

Updated 2/13/2024


Staff Action Plans

Uploading your Signed Staff Action Plan

Updated 2/13/2024


Staff Action Plans

Staff Action Plan Upload Guide


This document outlines the process for finalizing and signing a Staff Action Plan.
  1. From the Dashboard for a Participant, select the Staff Action Plan tab.
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  2. Click the Draft Plan button. 3ue2.png
  3. Finalize the plan
    1. Select an option for Care Coordination Organization.
    2. Fill in Review Date and Distribution Date.
    3. Click Finalize. 0bY3.png
    4. Add broker signature
      1. Sign or type a signature for Broker Signature
      2. Click Save Signature.HOq4.png
    5. Get Participant Signature:

      There are two options for this: an electronic signature, or print and sign.
      1. Option 1: Electronic Signature
        • If the Participant has login credentials to the portal and are present, they can enter their credentials in the form fields to validate.
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      2. Option 2: Print and Sign
          1. If the participant does not have login credentials to the portal or is not present, select Rather print and sign?
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          2. Click Print & Sign.
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          3. Click Approve.