Project Blueprint
Curriculum, Modalities, and Diagnoses we Treat
Charlie Health Fun Facts
Salesforce/Tableau
Shlok-isms
100

The two phases where we obtain information to appropriately tier and outreach our accounts.

What are Prospecting and Qualifying

100

Artistic mediums to help people express emotions non-verbally

What is Experiential/Art and Music Therapy

100

The year Charlie Health was founded

What is 2019

100

This tab in the new Outreach view on our SF homepage shows reports such as "Contact Churn Matrix" and "At Risk Contacts" to call.

What is the "Workflows" Tab?

100

New (blank) and new (blank) activations are the two ways to grow business.

What are contact and account?

200

In the accountability phase, we are looking to secure a ________-commitment.

What is a microcommitment?

200

A mental health condition that develops after experiencing or witnessing a traumatic event

Post-Traumatic Stress Disorder (PTSD)

200

The 3 founders of Charlie Health

Who are Carter Barnhart, Dr. Caroline Fenkel, and Justin Weiss

200

The Tableau report we **should** review in every 1-1 (oops)

What is the rep 1:1 Dashboard?

200

This phrase highlights the goal of collaboration, leadership, and accountability stemming from each individual on the team

What is a "team led team"?

300

The following account would be a Tier __ account:


Facility Type : General hospital + adult inpatient psych unit

Psych Unit: 20 beds

Insurance: All insurances accepted

KeyNotes: inpatient psych component is the main points of interest: 3 RS, 6 total referrals, 4 admits

Tier 1

300

The curriculum name for our age 8-11 cohorts

What is Compassion-Focused Therapy or CFT

300
Charlie Health's Mission

What is, "A world without suicide."

300

On what dashboard can you see the state's BPS over the last 3 days who have not admitted?

What is the IL Regional Dashboard?

300

When the job gets tough, it's always good to remember that it could be worse, you could work for this company with some creepy coworkers

What is Banyan?

400
The Objection Handling acronym ADAPT stands for

What are Acknowledge, Dive Deeper, Adjust Perspective, Provide Solutions, Temperature Check

400

In Illinois, the two conditions that require secondary/co-occurring presentation for someone to be treated in our program

What are SUD and Eating Disorder

400

Charlie Health's original age range of service

11-30

400

The ideal BOB size should be around accounts.

What is 70

400

This three letter acronym signifies my excitement and celebration for something

What is "LFG!"

500

The 3 phases of PBP are

Exploration, Connection, Accountability

500

The 2 new additions to our Perinatal Mental Health program

What is lactation and postpartum Doula support

500

The 3 cities our HQ/Offices are located in

What are Bozeman, MT, Nashville, TN, and New York City

500

This Tableau dashboard helps you visualize your numerical trends and account trends, including a graph showing detailed fluctuation of HLOC vs LLOC vs Other accounts.

What is the Diagnostic Dashboard?

500

This emotion is what I will feel when I will no longer formally be your RD

What is sad