1. Create your TigerConnect Messenger account

2. Create Gusto Account and I-9 email for Payroll

3. Create HomeBase Account for time tracking

4. Create Jane Account/Collaborate MD Account

5. Review Employee Handbook

6. Review Policies and Procedures

7. Meet with supervisor for review

Jane Overview Training Video -after creating your account in Jane the Checklist will walk you through training videos.

Introduce

1. Products and Services Overview

2. Flow of Reception/Phone Intake

3. Appointment Types

4. Jane(training video)

5. Review Price Structure and the difference between what we bill insurance and what is fee for service

Introduce Provider-get to Know IBH Providers

1. Be knowledgeable on INPS and IBH specialties

2. Be knowledgeable about each Provider/Doctor

• Introduce Pain Points of the service

• Understand the "why" of each service

• Know questions to ask clients/Patients to direct them to specific providers

• Understand the process of appointments, checking in patients zoom and in person

DAILY/WEEKLY CHECKLIST OVERVIEW

1. Turn off the security alarm.

2. Make sure both doors are unlocked, and all the lights are turned on.

3. On Wednesday mornings: Bring empty trash cans and recycling bins to the back of the building.

4. Turn on appropriate music on SONOS for the day AND make sure TVs are set to “scape or artsy” channels.

5. Clean up and straighten the waiting area and entry (roller vacuum).

6. Check voicemails and make a list of who needs to be reached out to. (Prioritize calls from patients/clients that have to do with appointments happening on that day. Look ahead)

7. Check emails and flag people who need responses (Prioritize responding to patients/clients that have appointments that day)

8. Communicate with the doctors and technicians about any information that is important regarding their appointments for the day.

• Be sure to NOTE the chart if there is any information pertaining to the appt that they need to be aware of.

9. Make sure all folders are ready for intakes/reports are ready for feedback, any Zoom links have gone out, and pricing is available for all patients.

Intake-Be sure to check when booking an appt that the correct forms were sent to pts chart.

IBH

Precise 

Brainmapping (QEEG) & IBH consent forms

NET (Neurofeedback)

OR

INPS

Ordering Supplies

Flow of client from interest to f/u BPA

$800-BPA-includes a CNSVS test

$750-BFA-is paired with Neuropsychological testing

• Look at the current week's appointments

  1. call to inform patient of insurance coverage/balance that will be due at the appointment/remind day & time of the appointment

• Look ahead at next week's appointments and make sure insurance verification has been sent.

• Look ahead at next week's appointments and make sure the paperwork is filled out, call and remind the patient to fill out and sign to be able to be seen by the doctor. If the ppwk is filled out in Jane then billing can update the chart so the insurance is accurate and the pt is ready to be seen.

• Look through testing appointments go through to make sure that scoring is paired with every testing appt. and that they have ALL necessary appts are included in their portfolio

  1. Initial Intake-NEW

  2. Testing 1

  3. Testing 2

  4. Feedback  - with the same Dr. that did their New Intake

  5. When scheduling, makes notes. 

     1. The dr needs to know why they are seeing this patient, if there are any unique things surrounding the appt. if they are not in the typical pt portfolio of appts.  

     2. If they are an old patient-old file needs to be put into new folder in Public. 

     3. If they are seeing the dr for an office visit-why and how are they being billed.

• INPS Feedback Appointments

  1. Go to Public Drive under "Ready for Feedback"

  2. Go into Reports

  3. check-in the Intake (name of pt)

  4. Scroll down to graphs (Generalized intellectual functioning...etc..)

• Brainmapping Feedback Appointments

  1. Go into Public Drive

  2. go into INPS-INS

  3. go into complete

  4. INS sends a message that the 32Channel report can be moved to pt folder in "ready for feedback"

  5. copy the 32Channel report -Replace Name to QEEG(#whatever number brainmapping it is)_32Channel... rename folder in INS then add to pt folder that is in ready for feedback

Follow link above for:

Fax Referrals

Fax Responses

Fax Requests

Follow link above for INPS

Follow Link above for NET

Scheduling  Appointments

1. 1. Intake -decide which doctor-schedule new intake CMD

   2. Schedule the testing 2 different -3 hour sessions

 3. Schedule feedback at least 2 weeks after 2nd testing appointment

Call one week before to confirm or they are cancelled if they haven't confirmed their appointment online.

They receive a 2-day text reminder

DAILY CHECKLIST OVERVIEW

1. Turn off the security alarm.

2. Make sure both doors are unlocked, and all the lights are turned on.

3. On Wednesday mornings: Bring empty trash cans and recycling bins to the back of the building.

4. Turn on appropriate music on SONOS for the day AND make sure TVs are set to “scape or artsy” channels.

5. Clean up and straighten the waiting area and entry (roller vacuum).

6. Check voicemails and make a list of who needs to be reached out to. (Prioritize calls from patients/clients that have to do with appointments happening on that day.)

7. Check emails and flag people who need responses (Prioritize responding to patients/clients that have appointments that day)

8. Communicate with the Doctors and technicians any information that is important regarding their appointments for the day.

9. Make sure all folders are ready for intakes/reports are ready for feedback, any Zoom links have gone out, and pricing is available for all patients.

1. TUESDAY's-take out all garbages

2. Close down everything before you set the alarm!

3. Lock the sliding glass door upstairs, turn off the lights

4. Lock the back door (do not set the code yet)

5. Turn off lights, Do anything you need to do before locking up, before you set the code.

6. Set the alarm to "AWAY"...You have EXACTLY one minute to get to the front exit, shut the door, and lock it.