Intake Paperwork
Referrals
Standards
Communication
DCPL
100

2 signatures are required from both client's parents and/or guardian in this situation. 

What is a Custody Agreement and Minors of Divorced Parents?

100

The time expectation from the time a client calls for a referral to the time we call them back to schedule an appointment is what?

What is 2 hours?

100

Enacted in 1996, this federal law requires the creation of national standards to protect sensitive patient health information from being disclosed without patients consent or knowledge.

What is the Health Insurance Portability and Accountability Act (HIPAA)?

100
It is communicated amongst the team who will send these documents to clinicians at the beginning of every business day. 
What is the DBL?
100

Another word for code 99999. 

What is co-insurance?

200

This "Slogan" is used when completing any documentation. 

What is "Every Line, Every Time"?

200

This location is for a referral when a client specifically asks not to be assigned to a particular clinician. 

What is Pending CD review Folder?

200

HIPAA requires this rule for all client demographic information to be confidential at end of night closing. 

What is the 2-lock rule?

200

This tool  is to be updated regularly and snipped to the appropriate person with all phone calls and voicemails received throughout the day. 

What is the Message Log?

200

When there is a 33333 code, this must be checked  and added to the DCPL. 

What is the number of EAP approved sessions?

300

This is the next step taken after intake paperwork is uploaded.

What is complete the Audit Sheet?

300

This is where you can double check who a clinician is credentialed with.  

What is the Provider Credentialing Snapshot in Admin Referral Folder

300

This tool is used to help client be seen as soon as possible if a clinician has an opening on their schedule. 

What is the clinician's Cancellation List?

300

This tool is used so that both Admin and Management can be up to date and aware of Daily Tasks.

What is the Communication Log?

300

When taking a payment for another office, you must do this before taking payment. 

What is change the location site of where client is seen?

400

This step is taken when a client authorized Coordination of Care with their PCP in new client paperwork. 

What is FAX the PCP?

400

When a client does not have their insurance information, the referral goes into this location. 

What is Current Month Pending Folder?

400

When unsure about a procedure or when questions arise, this manual should be the first place you seek answers. 

What is the Standard Operation Procedures (SOP)?

400

These people are the fist line of defense in getting information to our clinicians and management in a timely manner. 

Who are the Clinical Support Specialists/Admin. 

400

This is where you will find what to charge a 99999 client. 

In the client file notes?

500

When uploading a completed client packet, this is an important piece of information you are required to add to the client file - incase of emergency.   

What is Emergency Contact Information?

500

When booking an appointment, you should be mindful of this type of session to avoid double booking. 

What is an RTM session block?

500

This is the expectation for e-mails, TEAMS, and any communication received. 

A timely response. 

500

These documents go to Stephanie and CDs after being uploaded in OA client file and SharePoint folder. 

What are Records Requests?

500

Another word for code 22222. 

What is Dual-Insurance?

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