Module 1- Intake
PSRA
What is our Preliminary Screening Risk Assessment?
Within 24 Hours.
When should documentation be completed and signed?
CBT
What is cancelled by Therapist?
A one stop shop for all your client's information.
What is a client face sheet?
SAVE
What is Submit?
Every new client needs this assessment at the time of intake.
What is a PSRA?
In Session
What is the appropriate appointment status when completing concurrent documentation?
CBC
What is cancelled by client?
Attaching a staff to a client.
What is a staff relationship?
Click on Red Flag in upper right hand corner.
How do I view my alerts?
Select staff and program for the client.
What is assign directly to caseload?
Kept
What is the appropriate appointment status after a session is complete?
DNS
What is Did Not Show (FKA)?
Delete
What button should you NEVER select... EVER!?
Click on House Icon.
How do I view my dashboard?
Click on Intake and enter name, birthday and SSN.
What is the first step in entering a new client?
Checked In
What is the appropriate appointment status for a support staff to select when a client has arrived?
Error
Shortcut to view upcoming client appointments.
What is the client face sheet?
Internal Message Center.
Steps on the left hand side that walk you through an intake.
What is the POE (Point of Entry) Wizard?
Incident/Bill/to-Staff
Where MUST you select your Billing Supervisor's name?
Use Recurring Appointments
How to make scheduling and your life easier!
From client face sheet, hover over client, then general info, then click staff relationship.
How to add or view Client Staff Relationships?
To alert staff with important information such as payment or high-risk information.
When do you utilize the message board?