Healthy Habits

Specialist Expectations

100

When are reimbursement forms due (Expense Reimbursements and Mileage)?

The first business day for the new month by 9am.  

200

When do we update an ISP?

Every 6 months (annually and semi-annually)

When a client changes their goals

When an individual ends a service or changes to another service

3 months after an individual begins a service

300

A client is a no show or cancels at the last minute. What should you do?

Check with other clients to see of they are available.

Re-arrange you schedule to complete admin work (check with your supervisor).  

Complete a Direct Course training

Ect....

400

You have planned a wonderful vacation in Antarticia. How do you let supervisor know, you need time off?

send an email to: [e-mail] and talk to your supervisor in a scheduled meeting.

Bonus 100

Who plans your coverage?

500

Your laptop is loading super slow or crashing often.  What do you do?

Create an IT Ticket and send it to your supervisor with as much detail as possible. 

The Supervisor will connect with our IT Support person and schedule time for your laptop to be looked at.  A loaner tablet can be provided if needed.  

Do not text, email our IT Support person directly.

Healthy Habits for Effective Appointments

100

What are some "Healthy Habits" for starting appointments with clients?

•Connect with your client

•Get buy-in with the agenda

•Assess mood, temperament & focus

•Address any unexpected needs & requests of the client

•Prioritize instructional activities & deadlines

200

List some "Healthy Habits" during the appointment.

Encourage your client to lead the activity performed with your support.

•Ex.) Your client types the application (Sit alongside your client, you’re in the support chair)

•Ex.) Your client types the team email summarizing what has been accomplished

•Establish a break so that your client can decompress, destress & transition

300

Name some instructional activities.

•Update resume, cover letter & business cards

•Exploration process

•Commit to a skill building activity

•Interview role play

•Applying for financial aid, gathering paperwork

•Review deadlines, meet deadlines

•Update ISPs & E-Sheets

400

"Healthy Habits" for closing an appointment

When the 15-min timer goes off, transition to closure

•Review the appointment’s accomplishments

•Make a plan for the next appt. (including transportation)

•Encourage client to capture exploration notes in log or journal (this is an excellent time to do your case notes!)

•Identify tasks to be completed during next appt.

•Encourage client to send team email summary

•Write your case note, identify goal(s)

500

Name 2 strategies you can try when you are having difficulty engaging your client.

Try it another way-time, platform, appt. length, communication style, etc.

Pop Quiz

100

When are the client monthly calendars due?

The last week of each month

200

The team email should always come from the Specialist-true or false?

False

This is a great way to engage your client when possible

300

When should you start to wrap up the appointment?

15 minutes before the scheduled end time

400

You are the leader in each appointment-true or false?

False

You provide the structure & facilitate the appointment

500

It is okay to finish case notes at the end of the pay period-true or false?

False

Complete case notes on a daily basis

Training Tools

100

Currently, how often do we meet for All Staff and Net Meetings?

Twice a month

All Staff is usually at the beginning of the month

Net Meetings are towards the end of the month

200

What training platform can you find approximately 200 elearning lessons?

300

What does CESP stand for?

The Certified Employment Support Professional (CESP™) credential recognizes individuals who have demonstrated a sufficient level of knowledge and skill to provide integrated employment services to a variety of populations.

400

What training platform provides webinars you can view to learn how to support clients with

• Self-regulation
• Social-emotional learning
• Executive functioning

A lot of these webinars are added to Direct Course.

500

How often should you review new (or not so new) material on Direct Course.  

At least once a month.  If unsure, talk to your supervisor about a training plan or schedule.