Indici
Paper based client forms
Teams
Spreadsheets
Potluck
100

When would you open up a client through indici?

when enrolling them straight away and setting TQD

100

Why is it important for the client to sign the form?

Because this gives RSQ the consent to work with the client

100

what is the info you need to put into your voucher spreadsheets in teams? (7)

Voucher number – voucher amount – date issued – date given – SSS number – milestone – did client sign

100

Who takes away closed or declined clients?

admin

100

What is our RSQ 0800 number?

0800 500 601

200

When filling out notes for another team member, what must you include in your entry?

date/time/your name

200

Who fills out the consent form?

the client unless they ask the practitioner to complete together with them.

200

Where in teams are your voucher spreadsheets?

whanau services - - RSQ folder – Voucher         spreadsheets – group vouchers

200

When a client has completed the programme, what colour do you highlight them?

Grey

200

Where are the outside rubbish bins?

Downstairs on the way to the constellation cafe

300

When you open up a client in indici, what is your next step?

to inform admin of what drop in they will be attending

300

How long are we obliged to hold onto client notes for? Where do we store them? And why?

7 years, ring binders in bookcase by the printer in Rosedale office, for auditing purposes.

300

Where in teams do you put the car checks when done?

in the cars folder under whanau services

300

When a client has declined or no showed the programme, what colour do you highlight them?

Red

300

Who looks after the topping up the NRT cupboard and the stock monitoring and how? and how often do we order NRT?

practitioners with the stock monitor checklist and rotating old stock with new stock, and Every 3 months or quarterly

400

Where do you click to open up a client in indici (first 2 clicks)

patients tab – Search and add

400

Who signs in the voucher tracking section for when clients have received vouchers?

Both the client and practitioner

400

If you needed to find the consent form, where in teams would you find it to print it out?

whanau services – RSQ- client forms- standard client forms

400

What information of clients do you have on your spreadsheets? (7)

Full name/ contact number/ referred date/ Date last visited / Phone contact/ status

400

What are the incentives for partnerships?

$100 voucher per client referred and successfully CO validated quit up to 4 clients, 5 + $150 per referred client successfully CO validated quit, paid via invoice/bank transfer on the 20th of each month.

500

When do you write notes in indici? (5)

contact attempts/ reminder texts/ when seeing clients at drop ins/ when client apologises for not coming to drop in/ when client doesn’t attend drop in (every engagement or every attempted engagement)

500

On the first page of the client form, what information needs to be input? (9)

Full name- DOB- address/mobile number/ email/ ethnicity/ gender/ GP practice + GP name

500

If you needed to find the drop in flyers, where in teams would you find them to print out?

whanau services – RSQ – flyers – RSQ drop in file

500

What are the drop down ‘status’ options? You must get them ALL right (8)

Enrolled/ enrolled and TQD set/ TQD reached/ 1 wk post TQD/ 2-week post TQD/ 3-week post TQD/ 4-week post TQD/ Post completion support

500

You have a client that had been smoke free for 3 years, and still using lozenges. What would you recommend the client do?/what support would you offer?

follow NTS guideline for long term NRT users, Refer to HIP or HC if available in their practice