Openers
What emails should be done first thing?
OOO
Out of Office
Sick today
Please clear my schedule
...etc
How often should you tidy up
3 times a day!
What should you be doing 3 times daily
Cleaning, and logging it!
How do you get more Bus Passes?
Email Pam Duclos
What time do you set to not ready before logging off?
6 PM
What time should you be set to ready on Agent?
8:00AM
How often should bulletin board items be updated?
Monthly
where does incoming client mail go?
In the MHCP's mailbox
Who can you ask for more business cards, or appt cards
Carla Savalli
What should be emptied every night
Shred bin
List these emails in order of importance (1= most/4=least):
-Previous night's unanswered emails
-OOO emails
-A list of clients to call for an MHCP
-Urgent emails
1. OOO emails
2. Urgent emails
3. Previous night's unanswered emails
4. Any other email request
Where are the spare bathroom keys kept?
In the fire binder, located in the black box.
What three CCP job aids should be open daily?
Resource List
Zoom master list
Zoom group master list
You're out of tape, how do you get more supplies?
Email your supervisor!
Brandy, Taylor, or Rachell
What happens if you forget to log out of Agent
When a client calls in, the phone connected to the active Agent line will continuously ring and the client will not be able to leave a VM
What opening task requires a PIN?
Voicemail
Where can you get more magazines for the lobby?
Ask your supervisor and they will send them to your location.
What report should you open daily? And why?
Daily appointment report. To check for change of address and/or phone number, and to check for any forms we may need updated.
Your mouse ran out of batteries, how do you get more!
Facilities request
What 3 things need to be locked up every night
Bus Passes
PHI
If staff is out at Mary Higgins or any other building, who should grab that email?
Anyone at any location. we are centralized scheduling. All locations should do any request.
What do you do if there are still client's in your lobby at 6pm
While you do not have to wait for clients or their support to leave, if they are in the lobby on or after 6 pm. Use your best judgement and consider to email a on site clinical supervisor or staff member so they are aware.
When covering another location that is not your homebase, what reminder calls and missed appointments do you do?
The calls for the location you are working at that day.
You need more inter-office envelopes. How do you get more?
Facilities Request
What tool can you utilize for closing tasks at any location
(hint: its on your computer)
Coverage task sheet!