INTAKE
This is the first action you take when a referral’s phone number is out of service.
What is call the MD’s office to check for another phone number or email on file?
This is where all follow-up notes for an Initial Order must be documented.
What is the “Add Note” section directly on the Initial Order?
This is what you must do when a parent opts out of receiving Parent Ping text messages.
What is call the parent and complete the intake manually over the phone?
True or False: Since we have a dedicated QOB specialist, the PSS no longer needs to explain credit card policies or insurance restrictions to families.
What is false?
This is where you look to see which supervisors are assigned to which assistants.
What is the Sup & Asst tab of the Chart Audits spreadsheet?
This is the only time you do not need to check insurance eligibility.
What is never — we always check eligibility, even for add-ons, in case anything has changed?
This is where you check to see if a patient has already been pre-staffed before triggering the staffing automation.
What are BOLO and BOLO Done?
True or False: Removing the TADA tag from a patient’s chart will remove them from the TADA Waitlist.
What is false — you must remove the patient from the TADA Waitlist in the Nicular portal?
This is how long you wait before the first Initial Order follow-up — and how often you follow up after that until the order is received.
What are seven business days (excluding holidays) for the first follow-up, then every three business days thereafter?
This is the single place where you can find links to everything you need to do your job.
What is the Team SharePoint site?
This is how referrals received between 3:00 and 4:00 PM should be handled.
What is work them the same day if possible, and if not, complete them first thing the next business morning?
These are the required elements that make an Eval & Hold referral valid and ready to move forward.
What are a physician signature, date, discipline, corresponding diagnosis code, and a clearly stated referral for that discipline?
These three issues will prevent the Staffing Automation from running even when a referral is ready.
What are a previously treating therapist not being end-dated, the PSS not having all disciplines listed on their name in the Care Team, and a missing Daytime or After School staffing tag?
This is how often the QOB Specialist will attempt to reach a family before the third and final attempt is completed.
What is every two business days?
This is where you can track how you are performing from week to week.
What is the HTX Scoreboard and the Incentive Tracker?
This intake step is the easiest way to prevent PLs and CRRs from chasing orders to the wrong doctor or location.
What is verifying the physician’s physical office address with the family?
This is the person you contact to confirm whether a Private Pay payment has been received.
Who is Rusha Gardner?
This is how many text messages Parent Ping sends — and on which days — before it times out.
What are three texts sent on Day 0, Day 2, and Day 5?
True or False: Once all disciplines for a patient are either staffed or marked as non-admit, the remaining authorization statuses can be moved to Pending QOB.
What is true?
This is how you can tell whether the Staffing Automation is still running, never triggered, or is stuck when you haven’t received a timeout email.
What is click any Audit Trail link and replace the URL with the patient’s ID and discipline to view the workflow?
This is how Parent Ping decides which caregiver receives the automated intake texts when multiple phone numbers are listed.
What is whichever numbers are labeled as “Cell Phone” in the chart?
These are all the items that must be verified in the chart before a child can be moved into “Pending QOB.”
What are the patient’s full name spelled correctly, the patient active under a commercial plan, all disciplines either staffed or marked non-admit, the commercial payer listed with a (1), the subscriber or policyholder name and date of birth, front and back of the insurance card uploaded, and a chart note confirming the referral was sent to QOB and all checklist items were verified?
This is how you prevent the Staffing Automation from running when a patient has been pre-staffed with a new hire who is not yet in Statewise.
What is adding the CTL as the Lead Therapist on the Care Team?
These are the two actions you take when the referral source says they did not receive the Initial Order during your first follow-up.
What are resend the order to the physician by email or fax and loop in the CRR?
These three websites — and the information they provide — are required when a referring physician is not yet loaded into Statewise.
What are the NPI Registry to obtain the NPI and license number, the Texas Medical Board or Board of Nursing to verify the license number and expiration, and the Medicaid Attestation site to confirm whether the provider is attested with Medicaid?