Text Us
You accidently closed a message that wasn't yours. You re-open it by...
Going to closed messages and click on the back arrow in the upper right corner of the message.
List the three labels used for cancelling appointments.
Need to Fill
Sub Found
Rescheduled
An authorization report needs to be run...
A BT can't see a client in CR. Walk us through the process.
Go to connections and select Connect Client.
Type in BT's name then Client's name.
Read Only and top two options for both current and future.
I have permission and connect.
Every time you updated CR with a permanent schedule change, you also update...
The resource list
You schedule a message by...
Clicking the down arrow next to the send button and selecting the time and date you want to send the message.
A BT is cancelling their appointment, but they found a sub. Update CR.
The label is Sub Found.
Cancellation Reason is Provider Change.
You ran you authorization report on Tuesday. The new authorization still isn't in on Thursday.
Send a follow-up email
A new BT is starting. You need to add ___ into CR and ____ into TextUs.
Agreed hours and availability into blocks.
Contact information.
A parent is 15 minutes late to pick up their child. You update the appointment by...
Adding 15 minutes to the appointment and adding the client late code for the last 15 minutes.
You get a new message, you need to respond to the message within...
10 minutes or less
Walk me through the process (start to finish) of a new hire for scheduling.
1. Add in permanent schedule
2. Create training schedule
3. Add in availability, agreed hours, and contact
4. Add in training schedule
To pull a cancellation report, you need to go to ____. To view expiring authorizations, you need to go to ____.
View as Grid under the scheduling tab.
Authorizations under the billing tab.
You receive a new task with a new client ABA form. You need to...
Add in availability and agreed hours for client
Forward form to Auth team through tasks
You get notified of a split auth. You need to...
Update the authorization within CR for the client.
When adding in a new phone number into TextUs, you must add in...
Name: with BT or Parent and clinic
Business Name: Clinic name
Labels: Bt/Parent, state, clinic name
You need to add a shadow session in for a new hire. Walk me through the appointment
Appointment with is admin time.
Appointment title is Shadow Client initials.
Code is Orientation code.
A senior has asked to see a cancellation report for a BT for the past six months. Data is downloaded and minimized. You put ____ into the values and _____ into the rows.
Segment hours
Cancellation reason and Principle 1
A BT needs to submit an availability change form. They can find it...
In their dashboard, under notes and form. They need to add a new form.
A BT is going on vacation for a week. You need to add in appointments with____. You also need to add the ____ label.
CCC Employee
Ignore Record Label
You have a new hire starting on Monday, May 5th. You would need to schedule (date and time) the three new hire messages to go out at...(what are the three messages as well?)
Tuesday, May 6th at 9:15am
1. Welcome Message
2. Cancellation Template
3. Additional info
Name several appointments that use the orientation code for a new hire schedule.
Bonus if you can name all 8
Welcome Meeting, Relias, Shadow appointment, classrooms, check-in meeting, HR meeting, scheduling meeting, I9/Shadow appointment
Name the five columns you need to create a pivot table.
Date
Segment Hours
Principle 1
Principle 2
Cancellation Reason
A Client is exiting and you need to update CR...
HINT: four things total
Remove: agreed hours and availability
Add in: expected discharge date
Forward aba form to auth
You need to meet with your CD at least ____ a week or _____ to discuss scheduling.
1 hour once a week.
twice for 30 minutes.