Module 4: Intake Complete & Post Intake Scheduled Milestones

Module 4: Intake Complete & Post Intake Scheduled Milestones




SUMMARY KEYWORDS

intake, session, client, complete, scheduled, therapist, post, coordinator, notifications, document, survey, move, bookmark, care, receive, enter, ehr, date, user, showed

Summary

  • Marking tasks as done in client care system. 0:00
    • Berit Elizabeth explains how to mark tasks as done and move a journey to "intake complete" after verifying the client's post-intake session date.
  • Client intake survey and notification process. 1:21
    • Client completes survey after intake session, feedback goes to client care coordinator.

    • Related Articles

    • Module 4: Intake Scheduled Milestones

      SUMMARY KEYWORDS survey, client, intake, session, therapist, task, jessica simpson, coordinator, care, july, journey, practice, automation, ehr, fill, showed, complete, question, track, attendance Summary Tracking paperwork and intake session ...

    • Module 4: Intake Paperwork Milestones

      SUMMARY KEYWORDS paperwork, task, journey, complete, reminder, practice, email template, scheduled, client, customize, column, coordinator, intake, milestone, session, biller, update, call, days, move Summary Standardizing process for missing ...

    • Module 5: Converting Prospects to Clients

      SUMMARY KEYWORDS intake, client, session, journey, survey, task, prospect, michael douglas, pathway, post, scheduled, coordinator, care, protocol, therapist, milestones, current, moved, complete, automation Summary Converting prospects to clients in ...

    • Module 4: Adapting the Intake Navigator for Your Practice

      Helpful Tips to Keep in Mind: Remember, the entire workflow is done for you to streamline your process (It's DFY, not DIY) so you may not have many updates to make! If you're unsure about an update you'd like to make, write it into your Intake ...

    • Intake Essentials: 5 Options after Request Form Complete

      SUMMARY KEYWORDS internal, client, referral, therapist, referring, referral partner, email, form, practice, pablo picasso, provider, fill, contact, pathway, track, smith, julia, parent guardian, bookmark, journey Summary Internal referral form for ...