Scheduling
This team is responsible for scheduling all client appointments.
Who is Client Access?
All appointments must follow this approved scheduling template.
What is the Salesforce DSD Template?
This request initiates new appointment scheduling or appointment transfers.
What is an internal referral?
Initial Access Assessment (0-5) receive this many appointments.
What is 3?
Clinicians are responsible for scheduling these meeting.
What is Zoom?
Staff submit this instead of scheduling appointments directly.
What is a Task Request?
Appointments should only be scheduled in these approved scheduling windows.
What is white space?
This is used for follow-ups, reschedules, appointment changes, and cancellations.
What is a Task Request?
Rapid Access Assessment includes this many appointments.
What is 1?
Only this many Task Requests should be submitted per email.
What is 1?
Appointment times are not guaranteed until this team completes scheduling.
Who is Client Access?
The Task Request doesn't match the template.
What is contact the client to offer a different time?
Clinicians cannot do this to a referral in myEvolv or Salesforce.
What is edit a referral?
New outpatient mental health services include Plan Development plus this many weekly appointments.
What is 4?
A new 7-year-old client needs routine telehealth Initial Access services. The scheduler books one appointment, in an approved template slot, with the correct clinician, and sends confirmation. Despite all that, the series is still incomplete. Why?
What is Initial Access ages 6+ requires a two-appointment series?
Staff should not assume this resource is available without verifying it.
What is a room?
Staff should never do this, even when requested by the clinician.
What is schedule over midday breaks, meetings, etc.?
When a referral contains an error or lacks information, staff should do this.
What is contact the clinician for clarification?
Rehabilitation Therapy can be scheduled up to this many appointments at one time.
What is 12?
A clinician emails Client Access requesting:
Name 2 problems with this request.
What are:
A clinician wants a new client scheduled, asks for an appointment outside the template, promises the time to the client, and submits the request in the same email as another client. Name at least three scheduling rules that were violated.
What are:
A clinician's schedule is full. There is no approved template availability, capacity is maxed out, and all rooms are booked. The client is not in crisis and the clinician asks for the client to be added to their schedule. What is the correct action?
What is no, don't do it?
A client currently receives Individual therapy. The clinician wants the client to begin family therapy with another provider while continuing their current service. Name the request type that is needed.
What is an internal referral?
A client sees the same clinician for Family Therapy and Individual Psychotherapy twice per week has this many appointments on the schedule.
What is 10 appointments?
Salesforce moves to myEvolv this way.
What is manual dual entry?