Common Errors
The place in Vida you add your name to get doc review credit.
What is CACP Assignment?
Jennifer L, Kylie P, Marilu F, Connor G, Haley R
Who are the remote notaries?
The statement that must be made during introduction of every call.
What is “on a recorded line”?
This is changed to another specialist when re-assigning a scheduled call to them.
What is CACP Assignment & Doc Exception Cadence Workflow?
The icon with 2 silhouette people at the top of the face sheet?
What is the toggle linked loved one button?
Originals to patient & 1 copy to referring provider.
What is minimum distro?
The resource that consists of all notary processes
NDG
Kentucky, Mississippi, North Carolina
What are original only states?
Responding to calendar invites in a timely manner (Yes, No, Maybe).
What is Google Calendar etiquette?
Scheduled calls
Inbound calls
Work oldest to newest on your dashboard (Over 5 Days Ago, 3-5 Days Ago, 1-2 Days Ago, then Today)
Pull from pools
What is prioritizing your calls?
If another specialist is covering a call for you, ______ is the next workflow that should be created.
What is a doc exception cadence?
Workflow that is required when documents are not clean prior to a remote session
What is ACP Document Generation?
“Completed doc review with pt. Pt stated that all docs were correct. Went over witnessing/signature requirements. Scheduled RON with Jennifer for 4/23/2025 @ 11:00 CST/ 12:00 EST. Pt had previously VS IPS. Distro was discussed. Pt would like copies sent to Referring Provider and HCA's. Pt stated that he saw PCP last month and has appt scheduled in Aug/ Sept”
What is a good, clear note?
The facilitator that a follow-up facilitation should be scheduled with.
Who is the original facilitator?
The tab where email preferences are selected.
Data > ACP Documentation > Documents & Next Steps > Distribution Preferences
@here
Vida link
Brief description of changes/questions that patient inquired about
Is doc review completed? Or does the patient still need to complete a doc review?
Confirm the facilitator is ready for transfer
What are the requirements for a same day follow-up facilitation request?
Workflow that is automatically created once the session workflow is created.
What is the Assisted Notary/Witness Session Reminder workflow?
Ex:
Facilitator:_____
HCAs:______
Docs:______
What are ASK notes?
Patient name, time of doc review, & Vida link.
What is the format of a scheduled doc review on the Google Calendar?
Where you notate the workflow that will be used to return an inbound call.
(Ex: Please see doc exception 1 for call notes)
What is the Notification of Inbound Call?
All completed workflows should include: completed radio buttons, call notes, and an ________.
What is an associated call?
AK, CA, IA, KY, MN, MT, ND, NJ, PR, SD, and WY.
What are the states that the Five Wishes can be notarized or witnessed?
Voice Signatures & Remote Sessions
What can boost completion rate?
Workflow created if a same-day facilitator is not available for direct transfer but can call back same day.
What is the Facilitation Exception Cadence?
Document status for an Iris generated document that the patient has previously fully signed and executed that is in the process of being revised.
What is Pending Revisions?