What to do when..
Who to..
How to..
Where is..
100

What to do when you complete a scheduling task? 

Mark as completed 

100

Who to reach out to about clinical questions? 

Lead

100

How to request time off or indicate you are taking time off? 

Send lead Time off request form 

100

Where is the link for internal site? 

Right Corner of SI website 

200

What to do if you have an in-house referral? 

Email referrals team to contact parent 

200

Who to reach out to about insurance information? 

Billing Assistant (Jasmine)

200

How to look something up on the internal site? 

Search Bar - home page 

200

Where is information about scheduling and caseloads? 

Scheduling/Caseload Expectations Policy 

300

What to do if therapist is interested in Mentorship? 

Email Clinical Manager or fill out mentorship form

300

Who to reach out to about parent complaint? 

Patient Services Manager (Kat)

300

How to identify a team members lead? 

Lead Page - Internal Site 

300

Where is the SI Manual, with all things SI? 

Clinical Home Page- Internal Site 

400

What to do when new hires complete first few notes and evals? 

Add QA as contributor (Katy)

400

Who to reach out to about employee benefit information?

HR (Trish)

400

How to set up a screener event? 

Therapist do themself OR Reach out to marketing 

400

Where to find information about how to complete documentation? 

Documentation tab under Clinical 

500

What to do when you have bonuses? 

Add the additional pay tab

500
Who to reach out to about complaints from daycare/preschool locations? 

Clinical Manager

500

How should a therapist address a concern of theirs? 

CSW

500

Where are our company values? 

Who We Are - Under Home on Internal Site

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