Referrals/Intakes
Who can send referrals to Central Access?
Anyone
What does DOB stand for?
Date of Birth
What form must be completed before sending SDQs to admin?
What date will the first data/discharge day happen (which is super exciting and you don't want to miss it)??
June 10th!
How often should CASIIs/SDQs be completed in Credible?
At intake, every 6 months, and at discharge.
Which 2 teams should be notified/included in all referrals being made?
Central Access and SLS Admin
Name 2 of the potential options for the new Gender Identity category in the Client Profile section.
Cis Male, Cis Female, Agender, Client Refused, Nonbinary, Trans Female, Trans Male
What 2 steps do therapists need to take before emailing admin to discharge a client?
Discharge Summary and Discharge CASII
What date do your reduced summer hours start?
6/24
CASII
If a client no-shows for an intake, what next steps should be followed?
Update SLS Admin upon no-show and rescheduling (CA does not reschedule for you).
What is the field called for entering a nickname or correct name for a trans client?
AKA
How much notice should you give admin for them to prep ROIs and forms for an annual evaluation you've scheduled?
3 business days
What date is your transportation spreadsheet due to admin?
Tuesday, June 7th
On your Missing Info List, what does orange mean and what does yellow mean?
Orange: Missing or Late. Yellow: Coming due soon.
What do you do in Credible if an ROI is refused?
Write "Wilder-Refused" or "PCP-Refused" in the contact name, then sign/submit as usual.
Primary Language Proficiency
Which 2 forms can be taken off your Missing Info List if you have attempted to get them signed and been unsuccessful (if you email admin letting them know)?
Sliding Fee Scale Form and PCP ROI.
What is one of the two dates that the first round of Credible/Admin training sessions will happen?
5/11 or 5/17
You gave admin a paper copy of an ROI and they attached a scan of it to an ROI service in Credible under your name. What do you do now?
Sign/submit the ROI service.
If you get a verbal consent on an ROI, what steps do you take in Credible?
Write "verbal consent obtained (DATE)" with your initials and type in the parent/guardian name.
If a client identifies as only Black/African American and White, what would the Race and Ethnicity be listed as in the Credible profile?
Race: Biracial/Multiracial. Ethnicity: None.
What is included in a standard annual evaluation paperwork packet, if you request admin to mail one home to a client/family?
3 standard ROIs and age appropriate follow-up parent SDQ. (If applicable, we will include sliding fee form and updated agency forms)
What date is your list of clients needing transportation due to admin (so they can send out appropriate forms to families for signatures)?
Tuesday, May 24th
Who is the best admin team in the whole wide world???
Caitlin and Carla in SLS Admin!!!