Max Agent/ Ring
Click Locate/Insurance
Event types
Scheduling Live Call
Cancelling Appointments
100
We use this to connect Max Agent to Ring Central.

What is Connect?

100

This is your "source of truth" when searching for a provider, if they are accepting a new patient, and their specialties

What is Click Locate?

100

Typically MM appointments are this long

What is 50 mins?

100

These are the 5 key points to chart when scheduling a live call.

What is demographics, status, client defined, pharmacy, relations/roles?

100

Cancelled appts are initiated by 1 of these 3 groups.

What is patient, provider, and MHS operation?
200

This platform requires you to use a web browser.

What is Max Agent?
200
This means a provider is accepting new patients for a specific treatment on Click Locate. 

What is a green "Y"?

200

Typically the adolescent NP consult appts are this long.

What is 80 mins?

200

We use this when the demographics are not collected during the call. 

What is default information.

200

This appointment will remain on the schedule after it has been cancelled and will be highlighted in purple. 

What is an appointment cancelled less than 48 hours?

300

This status on Max Agent is what you would put yourself on when submitting an IT Ticket

What is Technical Isssues?

300

This is typically the new patient max.

What is 5?

300

This is the event type for ADHD in-person follow up

Whatis ADHD testing Review?

300

This is the age range for ADO patients who MUST be seen in person

What are ages between 8-12 yo?

300

This is where you charge or waive a cancellation fee.

What is no-show/ late cancel box?

400

We sometimes get this from our peers to transfer the call to them

What is an extension?

400

We use this resource when a California patient calls and says they have Blue Cross Blue Shield

What is the claims routing tool? (BCBS, Magellan, and BS MHSA)

400

These providers use their own event types for OCD MM.

Who is Dr. Vidrine and NP Marks?

400

This is optional to send to the pt once they are scheduled, which includes new patient appt information and a link to create their patient portal.

What is the confirmation/ Welcome email?

400

We select this when cancelling an appt initiated more than 48 hours.

What is the cancelled radio button?

500

This is the status you are on after the patient hangs up

What is disposition?

500

This department is responsible for providing information about a patient's insurance and copay information

Who is BI?

500

We schedule an ____ consult appt (1st appt) for a new patient seeking MM who has already been diagnosed with ADHD and is currently on stimulants.

What is in person?

500

This is the duration of scheduling a reoccurring therapy appt. 

What is 6 months?

500

This goes in the description box when cancelling an appt with less than 48 hours

What is last and first name, ins.. LC (late cancel), charged (or fee waived), initials?

M
e
n
u