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CalAIM Data Guidance: MemberLevel Information Sharing Between MCPs and ECM Providers First Published: December 2021 Updated: December 2024Version 1.3 1CONTENTSContents.......................................................................................................................................................................

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How to fill out member-level information sharing between

01

Gather the necessary personal information from the members such as name, email address, phone number, and membership type.

02

Create a secure form or database to input this information, ensuring data protection measures are in place.

03

Clearly define the purpose of sharing this information and how it will be used.

04

Obtain consent from each member regarding the sharing of their information.

05

Input the collected information into the designated system or platform for information sharing.

06

Regularly update the information to ensure accuracy and compliance with data protection regulations.

Who needs member-level information sharing between?

01

Organizations looking to engage with their members.

02

Committees needing to coordinate events or communications.

03

Service providers requiring member details for benefit administration.

04

Marketing teams wanting to personalize outreach efforts.

05

Regulatory bodies monitoring compliance with membership regulations.

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What is member-level information sharing between?

Member-level information sharing refers to the disclosure of specific details regarding individual members of an organization or group, typically for regulatory compliance or data clarity purposes.

Who is required to file member-level information sharing between?

Organizations that have specific regulatory obligations, such as financial institutions, health care providers, or any entity subject to compliance requirements that necessitate reporting detailed member information, are required to file member-level information sharing.

How to fill out member-level information sharing between?

Filling out member-level information sharing usually involves completing designated forms provided by regulatory authorities, which require detailed information about each member, including identification details, membership status, and relevant activities.

What is the purpose of member-level information sharing between?

The purpose of member-level information sharing is to ensure transparency, enable regulatory oversight, and facilitate data collection for audit and compliance purposes.

What information must be reported on member-level information sharing between?

Information that must be reported includes member identification details, membership duration, activity records, and any relevant financial transactions associated with individual members.

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