Intake/CX
When do we contact a new referral?
within 2 business days
When is the Part I complete?
Kick off meeting has been completed.
When do you inform the participants team (OOD, guardians, DD Board) of a placement?
Notify the participants team as soon the participant is provided a job offer. Request needed authorizations,
Part 2, signed after completion of 2nd day of employment.
Job Coaching
Retention, requesting stable date following job coaching or if they are moving directly into retention and job coaching is not being provided.
Ensure transportation is set up.
How do you search for a participant?
Search bar> Click on contact next to purple box
What forms are GESMV vs. OOD?
GESMV OOD
Transferable Skills Reports
Work Readiness Checklist JSA Plan
Service Plans Intake
Discharge Summaries Staffing Attendance
How many participants can be listed on each ROI?
One
What documentation is required for billing a Part I?
JSA I report/JSA Plan, Resume, Mock Interview Feedback (preferred)
When should a placement (affiliation) be entered into Salesforce?
You can add the placement immediately, adding information as learned. Placements are pulled by the 6th of the next month.
How do you create an affiliation (enter a placement)?
Search participant > Intake >Placement Services > Related > Affiliation Box ‘New’
When do we stop working with our participants?
Closure approved by OOD
If a participant says they don’t have any barriers or safety and health risks? What do we put in the box? Where do we find the suggested options?
Possible Barriers packet located in your training folders
What forms need to be completed during Part I?
Part I report, JSA Plan, Mock Interview Feedback, Transferable Skills, Work Readiness Checklist, Service Plan, Discharge Summary, & Staffing Attendance
How many check-ins are required for a P30? P60? And P90?
At least,
P30= 4x (weekly)
P60= 2x (biweekly)
P90= 2x (month)
How do you attach an affiliation to a report?
Search participant > Affiliations (review) > go back to report > click on pencil next to ‘Placement Affiliation’ > save
Where do you save the completed reports/documentation?
Client folder in Sharepoint
What is the process of a CX?
Intake, Meet to discuss interests & develop questions, set up job sites, job shadow, staffing
When do we complete Bridge Support?
When providing the following services; Identification (ID) Obtainment/Replacement, Work Clothing Assistance, Community Connections, Training Preparation Support, Training Exploration
When do Service Plans need to be completed?
Part I (Part I & Part II)
Part III (Retention)
CX
How do you review a participants Intake once completed?
Search participant > service authorizations > SA-**** associated with Intake authorization> goal > goal activities (Intake Assessment)
By what day do BOTH billable and NB reports need to be submitted?
Five days following the last day you worked with the participant for the month/service.
How many job shadow sites do you set up?
3. However, always reference the referral
Where do we identify the number associated with the service being provided?
On the left side of the Bridge Support report.
When do Discharge Summaries need to be completed?
Part I, Part II, Part III, CX
Do you create a new service note for each application & interview per meeting?
Yes!
It will not calculate the number of applications & interviews completed in the month otherwise.
How many days do we have to submit billing to OOD?
21 days