Intake Flashcards
- What are the 2 things you need to do when a client no shows an appointment (ex. Master resume, SJS ICC, JP ICC, triage, etc.)?
Email the cm AND cc vrintake, indicate on your day sheet that client was a no show and intake needs to rebook the appt
- A cm emails you that a client’s placement has fallen through and needs to continue with SJS and is asking if they need to send a new referral. How do you answer? Also, what 3 things do you need to do?
Email CM that a new referral is not necessarily needed but they can send one if they want, or we can complete and internal referral.
If the CM would like to proceed with an internal referral - You will submit an internal referral for SJS continuation. 3 things: save cm email to client file, complete an internal referral and save to client file, send the internal referral to VRINTAKE
- When is attendance due?
END OF THE DAY
- A CM is asking when their worker is starting computer training or you have general questions about computer training, who do you reach out to?
Shea McFeely
- A cm is requesting you to internally refer for SJS but the client does not live in AB. What do you do?
Inform the cm that they should reach out to HCS for OOP SJS and let them know that Lifemark can accept the referral. You do not have to submit an internal referral. HCS/WCB will send us an external referral.
- A CM is requesting for an academic assessment but they do not live in AB. What do you do?
Inform the CM that we have to find a psychologist who is registered in that province and hence there can be a long delay and price difference. Complete an internal referral and send to VRINTAKE with a note that it is for a OOP client.
- You have a master resume or a skills profile appointment and the client does not answer when you call. They call you back within the appointment time. How do you proceed?
Begin the service and schedule a follow up appointment to complete the service if needed.
- You have a JP/SJS client who is placed on Hold, is withdrawn by CM or is discharged, who do you communicate that information with?
Intake
Manel
RTW Billing
- If you rebook a client in LPS to another day, what information do you need to include in the non-client block?
Client name, LMH#, Service/appointment type (rebooking, follow up) and any other important information
- You have an ICC and are going to schedule the next weekly meeting but you see the JP/SJS case has not been opened. What do you do?
Email intake to open the case and then correctly enter the follow up appointments
When referring for computer training, what information must be clarified with the case manager and client before sending in the referral:
That the worker needs a computer, Internet and Microsoft Office
When referring for 1:1 computer training, approval is required from:
Health Care Strategies
