Appointments
Forty five minutes
How long are client appointment slots?
A record of communication- "What Was Said" and how it was done.
What is a "Correspondance"?
CoParent/Spouse
What do we call the partner or spouse of a client who has direct care of the children?
Greeting clients, scheduling weekly appointments and sending lessons.
What are 3 basic jobs of the receptionist?
Fill out required forms from Ekyros
What are all New Clients (Including a coparent/spouse) required to do before they clients?
The Resource Tab
From what tab do we find available appointments?
A reminder of "What Needs to be Done" for a client with a deadline.
What is a "Follow-Up"?
Co-Parent/Spouse Registration Form
What do we need to get a coparent spouse into the system and to send them forms to be a client and earn points with the client?
Preparing lessons, checking for lesson completion, filling out intake/outtake sheets (yellow and white slips) and recording client activities.
What are some tasks of the Receptionist during the shift to prepare for the next shift?
New Client Questionaire
What is the form given to all New Clients to fill out at their first appointment?
Two one-hour sessions during the shift
How many and what duration are the appointments for evenings and Saturdays?
Call/text on the day of the appt, two more calls/texts and a note.
How many times do we reach out and follow-up with a client?
Only the parent of the child or the client's partner/ spouse that directly cares for the children.
Who can share points with a client (if the client has signed the form giving permission)?
The day before the appointment is the best time to complete this task and avoid scheduling issues.
When is the best time to "catch" scheduling errors like over-booking or resources not correctly used?
The client should be taken to the room by themselves.
Who should be allowed to come back into the client room with a new client during the intake process? (Others that are with them may come back later)
Regular Educational Visits, New Client/no PT appts
What kind of appointments need 1 appointment resource?
One week in-between
How long (generally) should we wait between follow-ups with a client?
Anyone (that has direct care of the children) who does a lesson with the client room gets one of these.
Does a coparent/spouse get a case visit when they come to a visit and complete a lesson with the client?
The "Outtake" receptionist is responsible for this.
Who should "shop" with the clients and record E&L purchases and items taken from Blessings Shop?
A Care Plan is part of the Intake Process that is completed at the first or second appointment.
When does a New Client complete a Care Plan?
New client PT and Mentor series appointments
What type of appointments require 2 appointment resources?
When the client schedules or the required number of follow-ups is completed.
When is a follow-up completed?
Case Visit and Individual Education with no points
What does the coparent/spouse get after they participate in a lesson with a client?
Trying to get her to schedule an appointment so that we can help her get what she needs (PT, Ultrasound and options counseling)
What is the main objective when receiving a call from an Abortion Minded Client?
At the first or second appointment the client will sign this form to participate in the program and allow points sharing.
When does the client sign the E & L agreement with permission to spend points (by the Coparent/Spouse)?