Salesforce
The stage that shows a family began services at our clinic
Closed Won
The section where you can add Consents and Waivers
Notes & Forms
The primary report currently used by Advocates with this software
The DDM
Rationale behind necessitating high quality data
Accurate data ensures the company makes decisions and create processes that improve employee and client experience, as well as ensuring families can receive ABA therapy with minimal barriers and delays
Name 3 statuses available to select in Talkdesk
Available, Meeting, Break, Approved Audit Block, Admin, Pre-Shift, Offline, Lunch
These are the fields in the Prequalified section that must be filled out before a family can be Qualified
"Date When the Referral was Received" and "Date when the Medical Diagnosis was received"
The documents that must be uploaded to pass account audits
All insurance required documentation, the front and back of the insurance card, and the front and back of the ID of the Primary Policy Holder OR (In cases where the child is the primary policy holder) the ID of the parent you're consistently communicating
This is where you can find the availability of any center
Open Spots
The report that summarizes your current pipeline hygiene and identifies room for improvement
The Intake Dashboard
Name 5 Dispositions
Call to Center, Any of the Stages, Transfer to Center Enrolled Client or otherwise, Calls not to client- All, wtc
Where you must request insurance verification and write notes regarding your attempts AND successful initial cost discussion
Silna Object
The steps to find a patient's account and/or files you don't have access to
Contacts under Utilities and Tools
A column where RDOs and/or Area Clinical Directors are Required to offer updated information on each center
"Location Intake Status Notes"
This report allows you to see the remaining items that need to be completed before end of day
Overdue Tasks- Opportunities
The process to check if a Colleague is available for a Transfer
Contacts -> Colleagues
The section where you can find updates on insurance approval for your patient's evaluation and first day of services
"Assessment Auth Notes" and "Initial Auth Notes"
The process of changing the primary email on the account and creating access to the profile for the new one
"Remove Access", Save the new email onto the account, "Convert to User"
The section that outlines the number of current Bright Beginnings patients in the center
"CC PA MD" and "CC PA COMM"
The incredibly detailed process meant to help advocates identify which priorities are most important and when to complete them
Advocate Daily Pipeline Workflow
The code to find specific phone calls with families
Interaction ID
Where you can find the last time someone booked an in-center evaluation for the family
"Assessment Date - Last Modified" under the Process Age section towards the bottom
The place where you can find CPT codes for the patients approved for services
Authorizations
The column that identifies upcoming discharges this month, next month, and in two months
The three columns that have "DC" in their titles
To ensure all data regarding Initial Cost Calls completed prior to a patient's start date, this is the process that confirms what is needed
Appropriate Silna object fields being filled out, child contact created, payment Plan created, Pure Sights profile Created with payment method on file
The feature that allows you to send a family to where they need to go without consulting the receiving party
Blind Transfer