Intakes & Caseloads
Scheduling
Documentation
Test Security & Confidentiality
Miscellaneous
100

This is where testing intakes are found.

What is the Waitlist Assignment in Arize?

100

This is where testing appointments should be scheduled.

What is the Arize calendar?

100

This Arize form needs to be completed at the end of the case, prior to discharging the client from the program.

What is the Testing File Completion Checklist?

100

These are the only devices approved for report writing (unless explicit exceptions are granted by the program director and primary supervisor).

What are Outreach computers?

100

This is where client insurance information can be found.

What is the Payer tab in Arize?

200

This person is responsible for maintaining the testing waitlist & collecting initial paperwork.

Who is the intake coordinator?

200
Clinicians should make this many attempts within this range of time to contact a new client.

What is 3 attempts within 10 business days?

200

This form should be sent to the client within 2 weeks after completing testing.

What is the client satisfaction survey?

200

This person must review and approve any de-identified work samples for academic or professional purposes prior to the sample being saved on a personal device or taken off site.

Who is the primary supervisor?

200

It is not permitted for Outreach clinicians to contact clients or refer to clients in posts on this kind of platform.

What is social media?

300

This person is responsible for assigning cases to the clinician and overseeing their caseload.

Who is the primary supervisor?

300
A client would typically be added back to the waitlist after missing these many appointments without communicating with the clinician.

What is 2 no show's?

300

The client may provide edits to this section of the evaluation report, ideally immediately after the feedback but no later than 7 calendar days after the feedback session, prior to finalizing the report.

What is the history section?

300

This is where current/active client testing data should be saved & who should the data should be shared with.

What is sharing the Outreach OneDrive with the primary supervisor?

300

This is what happens to closed testing case paper files/data.

What is uploaded to Arize & then shredded?

400

This person is responsible for transferring the case from in the intake coordinator to themselves (and their supervisor) in Arize, scheduling, and maintaining case records.

Who is the assigned clinician?

400

This is the minimum of how long an LPHA should be present during the initial session for commercial insurance clients.

What is 16 minutes?

400

This is the timeframe for evaluation reports to be securely sent to clients following the feedback session.

What is within 1 week (5 business days)?

400

This should never be released to clients or third parties, per APA ethical standards on test security.

What is raw testing data?

400

These types of case files/cases must be retained until 2 years past the client's 30th birthday.

What are child sexual abuse cases?

500

This is the timeframe within which the assigned clinician should contact the client to schedule after assignment.

What is 2 business days?

500

This is how often the IM+CANS update needs to be scheduled for Medicaid clients.

What is every 6 months?

500

In the progress note, this term describes why the person is engaging in testing and what need is being addressed.

What is medical necessity?

500

This could include (but is not limited to) gender, age, birthday, race/culture, identifying family dynamics, unique life circumstances, constellation of demographics, etc.

What is identifying information?

500

Clients without insurance must be provided with this prior to starting testing regarding testing costs.

What is a Good Faith Estimate?

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