Steering the GuardianSHIP
Shrink Wrap
Ctrl-Alt-Del-ight!
Psych Out!
Off The Hook
100

In THIS instance, we would NOT require guardianship paperwork on file for a minor patient.

What is "Joint Custody" or "50/50 Custody"

100

We suggest/offer to schedule THIS many follow-up appointments for patients scheduling a Therapy Intake.

What is "4"

100

THESE are the 2 scheduling systems that we use every day.

What are "Dash and PM"

100

When a patient requests a Transfer of Care from their current psychiatry provider, we would send them THIS in a DoNotReply email before a TOC can be processed.

What is "the Psychiatry Transfer Request Form"
**found on the Email Templates page on SharePoint**

100

THIS is the extension for the Questions Queue.

What is "8445"
200

Appointments for pt's with guardianship arrangements are scheduled THIS many days out to give enough time to receive the paperwork.

What is "3 Business Days"

200

We offer THIS type of therapy for patients struggling with Insomnia.

What is "CBT-I"

200

We would provide THIS information to patient's experiencing trouble with their FollowMyHealth Account.

What is "the FMH Support phone number/email/website."

200

This is the extension that we would transfer a patient looking to schedule a Suboxone appointment.

What is "the SUD queue -- 8479"

200

THIS is when you'd fully sign out of your phone as opposed to going into Unavailable.

What is "When going on lunch/during any Call Center meeting/at the end of the day/if you're assigned to a Sign-Out Day"
300

THIS is an exception for when a minor can receive mental health services here at Sagent without parental/guardian consent.

What is "A minor attending SUD treatment/minor that is married and/or has given birth/minor living apart from parents (emancipated)"

300

We schedule appointments under THIS patient's chart for family therapy involving minors.

What is "The youngest family member."


300

When pulling a patient up in Dash, we sync the patients chart and then press the ellipses next to "edit profile" to look at THESE.

What are "Pop-Up Notes"

300

These are the standard intake appointment lengths for child and adult psychiatry patients.

"What are 90 minutes (child) and 75 minutes (adult)"

300

THIS is where you can find the list of clinic extensions.

What is "the Sagent Phone List"

400

THIS is the only case when a guardian is not required to attend the patient's intake appointment.

What is "For CPS cases"

400

Apart from meeting with a provider that has experience in the area, THESE two services help to specifically target symptoms of PTSD and Trauma.

What are "EMDR and PE (Prolonged Exposure) Therapy"

400

THIS dot code/macro is attached to every task on EHR that you send.

What is ".sig/your signature"

400

We would schedule a patient in a Telesuite in THIS instance. (give as many examples as possible)

What is "Patient is unable to access video appointment from home/Patient has traveling barriers/Patients who need to come into office to connect to their telehealth psych provider/Patient's provider requires patients attend appointments in office/Psych provider changed locations/Patient's video device is broken/They are a Suboxone patient"

400

We would transfer a patient HERE if they had questions about their account/billing.

What is "Patient Financial Services/Business Office/Extension 8403"

500

This is where a guardian/patient can send their guardianship paperwork.

What is "Via mail/fax/Sagent Upload a Document page/dropped off at any Sagent clinic"


500

We use THIS list when unable to find any in office therapy providers for patient in Dash Scheduling.

What is "the Internal Openings List"

500

When experiencing technical issues within systems, after asking in the IT Group Chat if anyone has also experienced the issue that you're having/anyone has any tips on how to fix it, we would do THIS.

What is "Submit a JitBit Ticket to IT."
**this is found on the Sagent BH Intranet home page**

500

We would transfer a patient to the Nurse Line in THIS instance. (name as many as you can think of)

What is "Patient has questions about medication/Patient needs a RAP or Crisis appointment/Patient needs a refill"

500

If you need longer than the 3 minute wrap-up time after a call and start getting a new call, you would press THIS button to give yourself more time wrapping up.

What is "Reject"
**this then puts you into Unavailable mode; bonus points if you can tell me what to do when you've completed wrap-up to put yourself back in queue**