KIPU
KIPU 2
SUGAR
Kareo
General
100

When you are editing a client in the information tab, what is the first thing that you update? 

Admission Date/Time

100

If an assessment gets scheduled within ten minutes of a clients admission, what needs to get signed before that happens?

Consent for Treatment

100

What is the Sugar system for? 

Intake

100

What should the address reflect in Kareo? 

Whatever their insurance says/Availity

100

Name 4 people that the initial email gets sent to besides all of Sanibel 1 Staff? 

Intake, UR, Michelle Burner Harvey, Jess Wellman, On Call Nurse

200

You should create a number in the information tab, what is this number? 

MR
200

If a client is court ordered what needs to be added to a clients file? 

Urgent Issue

200

Where do you go in Sugar to see a list of clients that have called in? 

Sales Leads

200

What specifically comes from KIPU needs added into KAREO? 

MR Number

200

Who is the on call nurse Monday-Thursday after 3:30 admission time? 

Ashlee Clemmons

300

How many contacts are required for an intake upon admission? 

At least one
300

If a client decides not to sign a Public Relations Form, what two things needs to be done?

Urgent Issue and an Email sent to Jon Campbell

300

What does a note that you add to sugar suppose to say? 

Date and Time stating that the client has arrived to SBP1

300

Adding insurance into Kareo is optional true or false? 

FALSE

300

Who are the two weekend nurses on call? 

Tonya Leslie Friday after 3:30 through Saturday

Loretta Smith on Sunday's 

400

What are the 2 tabs that you populate forms on? 

Universal & Residential

400

What is the only tab that doesn't get signed under Universal Intake? 

Complaints and Grievance. 

400

Upon admission, changing the exit date in sugar, how should that reflect from the entry date? 

30 days from the admission date

400

Can you use the same file for a repeat client in Kareo if they return? 

NO

400

When is it necessary for an individual peer support note to completed upon admission. 

When a clinical assessment doesn't get scheduled the same day. 

500

Under the Residential Tab, what are at least 4 things that you are to add individually? 

Sanibel 1 Schedule, Attachments (Durable, Map 14, Inventory, Court Order)

500

What two things do the Appointment of Representative need to say for a Phase 1 intake?

Insurance ID and Michelle Burner Harvey

500

When a client is discharged, besides writing another note stating the date and time they left, what needs to be updated at the bottom of a clients file? 

Exit Date and Discharge reason

500

Data needs inputted into both KAREO systems. What are the two systems? 

Addiction Recovery Care and Pioneer 

500

If a person calls the office and asks to come to treatment, what number do you give them to call? 

606-638-0938

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