ACA Teams Refresh
How often to you update your teams tracker?
Every time you have an update!
When I receive an inquiry for an internal patient transfer to ACA and I need to initate a CV, how do I add it to both pipelines?
Create ACA Lead from Household, add to pipeline with correct source
How am I notified of an insurance process check?
I will receive an email and a task in SF
What change in January occurred with pending PTO requests and payroll?
*BONUS points for Date in which this is fully your responsibility
Payroll no longer approving requests for you- must be completed prior to payroll locking for accurate payout of PTO
*Full responsibility date is 2/21/26
What color is a transfer in for a patient or teammate?
GREEN
What feature is still NOT ready in SF for ACA leads when a patient starts services with us?
ACA Patient Conversion
Why would I keep getting emails about an insurance process check?
Because I have not fully completed the tasks needed to pass back to the insurance team
What was our GO LIVE month for Session Note Progression coaching?
FEBRUARY 2026
What color do I put for a teammate in training?
What fields do I fill out on the pipeline document as the OM if I am NOT ramping?**
Bonus points for if you can name the other colors associated with ramping and formula driven
RED ONLY
**Bonus points for Blue=forumula, Yellow=ramping
Missing Payor, COB update, inactive insurance
If a patient left ABC but never came to ACA, what should their lead status NEVER show?
Discharged Academy
What color do I put for external pipeline patients? MUST have full answer....
Blue- but NOT the same blue as PTM marking!
Why does my tour dashboard not show 100% of my tours?
Due to EIBI to ACA to EIBI transfers, tour dates can be deleted and we are working on this!
How do I fully complete an insurance process check?
Must complete all OM requirements on right hand side of insurance process check section
What fields do you EDIT in the SCAD files?
YELLOW ONLY
What color do I put for a teammate who is both PT and in training?
Yellow on the name, purple for the rest!
What is an easy way to see if a lead from the opportunities report is already in my pipeline?
They should have a status in "Academy Lead Status"
How can I check if I have an insurance process check for my center currently/in progress?
See SF report dropped in OM chat!
Who do we want in the Summit cheer?
EVERYONE!!!