Training Resources
Training Resources
1. New patients call and speak to the marketer.
2. The marketer sends a text message to the case manager to do intake. Intake must be done within 1 hour of the patient’s initial call to the marketer.
3. The case manager calls the patient and does all of the following:
a. Complete the New Patient Information (Intake) form.b. Tell the patient what to bring in to their first visit.i. CA1 or CA2ii. CA16iii. CA17iv. Any letters from DOLv. Any narratives from past doctorsvi. Any diagnostics such as MRI’s, XRays, Nerve Conductions, etc.vii. Any information that was not able to be completed on the Intake form during the initial call with the patient.
c. Call the office, with the patient on the line, to schedule their initial appointment.
4. Set the patient to receive a reminder call, email, text, etc for their first appointment.
5. Upload the patient’s Intake form to the EMR.
6. Text the marketer notifying him/her that intake was complete and the patient has been scheduled along with the date and time of the appointment.
7. Enter the patient’s information on the Case Management Spreadsheet.