Who
What
When
Where
How
100

Who can submit Profile updates for a clinician?

Who is: Clinician, Ops, just about anyone.  

100

What does UCOP stand for?

What is: Update Clinician Online Profile

100

When would a clinician need to submit a UCOP?

What is: when they need to update their Online Profiles

100

Where can all of the different types of update forms be found for a clinician or Ops team? 

What is: the training library on Compass.

100

How can you update a Lifestance.com clinician profile?

What is: a Jira

200

Who is able to update MDStaff?

Who is: Credentialing


200

What is needed on a UCOP in order for the update data to be received by OBIE/Intake filter? 

What is: NPI

200

When is a ConnectMe utilized?

What is: Onboarding/Original ConnectMe has missing/wrong NPI

200

Where does a clinician's name come from on their OBIE profile?

What is: MDStaff

200

How does an OBIE profile get updates?

What is: Closing the update form with the correct NPI within. 

300

Who can update a clinician's Lifestance.com profile?

Who is: Marketing

300

What do you do if you close a UCOP with invalid information and a correct NPI?

What is: submit a new UCOP with correct information to overwrite.

300

When a Jira ticket is submitted, what should be done after?

What is: add photo if applicable and Watch the Jira ticket

300

Where can you go to verify an NPI?

What is: NPPES registry and MDStaff

300

How can a clinician's profile be updated on OBIE without an NPI, as in clinician has no NPI?

What is: It can't be. 

400

Who do we escalate to when an OBIE profile update is not going through?

Who is: Dhana. She's able to review the data within the EDW where OBIE pulls the info from.

400

What do you do if a UCOP form is utilized for a non-online profile request with in it?

What is: Change template, update fields to match request if appropriate

400

When do you close a UCOP ticket?

What is: After you validate NPI, request fields and attachments.

400

Where do you send Psychology Today updates from a UCOP?

What is: Create a Jira using the Jira tool, Marketing and Psych today are able to use the same Jira for UCOPs.

400

How can you tell the difference between a clinician's lifestance.com VS their OBIE profile?

What is: 

The Link - OBIE says Booking, The Layout is different, and the clinician's education appear on OBIE but not LS.com

500

Who is responsible for the final data submitted on a UCOP?

Who is: the CAS team. We are the safety net for the update process and are responsible for catching any mistakes that come through. 

500

What happens when a ticket is fully processed with invalid info for OBIE?

What is: the clinician's profile is incorrect for 24 hours, potentially stopping patients from scheduling with that provider.

500

When a request to remove specific treatment types/clientele ages comes through a UCOP, what additional step is needed to process the request?

What is: Check PSS and hide appropriate IA types. 

500

Where can you find the UCOP validation reports for the previous week?

What is: the CAS Sharepoint :CAS L2: Dhana's Validation folder. 

500

How can you identify a possible bug with OBIE/Intake tool updates and when Identified, how do you escalate?

What is: Verifying with our UCOP QA process that an update didn't flow into OBIE/Intake tool. When identified submit a request to Dhana with clinician(s) NPI and issue found w/ details.