CALL FLOW
INPATIENT
INSURANCE & FINANCIALS
SALESFORCE
OUTPATIENT
100

This should be asked for on every single call to ensure we know how the caller found us

What is the referral source

100
Our goal conversion rate

What is 20%?

100

Where you can find the latest information on insurance contracts, restrictions, private pay rates, and more

What is the insurance reference guide?

100

A caller who is not seeking help with mental health or substance abuse (i.e. a marketing call)

What is a trash lead or not a lead?

100

The updated guide to all of your outpatient needs

What is the Outpatient Reference Guide 2.0?

200
The goal score for QA ratings
What is 90%?
200

Our team goal for inpatient admissions this month

What is 100?

200
The max backbill rate for INN insurance

What is $4000?

200

AS now have the ability to input these and should be doing so unless they have questions about the insurance

What is a determination?

200

Our newest OP facility slated to open soon

What is Green Hills?

300

This is the person in control of the call

Who is the person asking the questions? 

300

This program just launched and includes weekly virtual meetings, events, monthly workshops, and a podcast. It is a great talking point to potential patients.

What is the Alumni Program?

300

We now accept this insurance at VHTX and VHMS IF they have PRIME and OON benefits. 

What is Tricare?

300

This should be run on every insurance through Salesforce

What is VerifyTX?

300

These two OP facilities will soon be combining into one building

What is IAC and Oak Court?

400

This describes the amount of time a caller should be speaking vs the AS speaking

What is the 80/20 rule?

400

What phrase does Ashley never want to see in a NAD (with the exception being a form lead we've yet to reach)

What is "needs everything?"
400

The four pieces an AS must share when going over insurance

What is INN or OON, deductible, out of pocket, and that patient will be billed for anything insurance doesn't cover

400

An example of this: "Patient qualifies for FMLA. Bringing paperwork. Premiums are paid by patient while on leave."

What is Proof of Continuing Coverage?

400

This program's PHP and IOP will soon be divided into two different facilities for determinations (i.e. Get Well Road)

What is VHOC Swinnea?

500
The minimum amount of time we should spend on the phone with someone

What is 5 minutes?

500

The four core treatment modalities

DBT, CBT, MAT, Motivational Interviewing

500
The three pieces an AS must cover when discussing private pay rates

What is reduced rates, refund policy, and billing after treatment for medications and labs?

500

The caller dials in on Vertava Health of Texas, so we update this box with the assumption that their intent is to come to that facility. 

What is the Intended Facility?

500

When we should call the on call doctor for IAC after 9pm

What are urgent consults from Baptist or current patients in crisis?