Initial Call/Five9
A "true blue web lead" is disqualified after this many attempts reaching out unsuccessfully.
What is one time?
The Acronym we use to complete filling out the Opportunity.
What is DIRE?
The frequency ACs should be following up with clients (in most cases, there are exceptions).
What is "every single day?"
The general accepted age range.
What is 11-50?
What team handles all client requests once they admit?
ACs follow this cadence for reaching out to a client when they receive a lead/opportunity.
What is text-call-text?
What are Program type, access to smart phone, and contact status?
The stages of Opportunity that are automatically updated (ACs don't need to manually change).
What are BPS, Admission Pending, First IOP Scheduled, and Admitted?
The website we receive and process faxes
What is consensus?
The team that handles all referral requests when we refer clients out.
What are Care Navigators?
Something we always need on file in order to schedule the BPS.
What is Insurance Information?
The lead source for when we don't know either the referral contact, account or both.
What is Professional Referral - Revalidate?
Where you go to communicate internally in regards to a client's opportunity.
What is Chatter?
These two roles make up the team who manages all referral accounts/contacts.
Who are Outreach and Business Development Coordinators?
The Year and State CH was founded in.
What is 2020 and Montana?
You need to include these in five9 for Calls but not Texts.
What are Notes?
The 8 required fields needed to convert from a lead to an opportunity.
What are Name, Phone number, DOB, language, State, Referral source, Contact status, and Payment method?
The two instances when ACs would need to create another Opportunity.
What are client has discharged and it's been over 30 days since the past opportunity was closed?
In this state, client's age 13 and older need to sign their own consent forms.
What is Washington?
The three values of Charlie Health.
What are Connection, Congruence and Commitment?
The 5 goals of the Initial call.
What are Connect, Qualify, Collect Insurance, Send Consents, and Schedule BPS?
In order to properly cancel a BPS, I need to navigate to both of these places.
What are Google Calendar and SF Activity?
The hours (local client time) ACs are able to contact a client.
What is 8am-9pm for calls and 10pm for texts?
The two Admission Pending reasons that usually prevent the client from scheduling First Group on the BPS. (multiple answers will be accepted)
What are Financial Clearance (PA, SCA) and Clinical Clearance?
The names of the three founders of Charlie Health.
Who are Carter, Dr. Caroline and Justin?