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--- patientservices:chiro [2025/07/23 08:06] – created sierra.christenson
+++ patientservices:chiro [2025/09/29 09:58] (current) – christopher.helmoski
@@ Line 1: / Line 1: @@
 ====== Social Services Training Guide ======
+**Contact Info**
+  * Email: [[mailto:socialservices@spectrahealth.org|socialservices@spectrahealth.org]]
+  * Phone Extension: 701-757-2100 x1218
+===== General Appointment Information: =====
+  * **SpectraPlan ONLY**: 30 minutes
+  * **Marketplace**: 90 minutes
+  * **All other SS needs**: 60 minutes (*unless approved by Social Services staff*)
+**Appointment Notes**
+  * Include chief complaint (e.g., transportation, RX assistance, insurance, SP)
+  * Note if patient refused to provide information
+  * Indicate who approved the visit (medical, dental, SS, Optometry, etc.)
+  * If not in-person, specify method (Teams, phone, Zoom)
+    * *Must be approved/requested by SS staff only*
+===== Staff overview =====
+^ Name ^ Role / Focus ^ Trained In ^ Not Trained In / Notes ^
+| **Kayla Hochstetler** | Supervises SS staff. Not taking new patients unless approved by Kayla or Charge SW. | FTR, Community Connect, ACP, Marketplace | Housing Prioritization Tool (HPT) |
+| **Taylor Becker** | Supervises Social Work Interns. Focus on SpectraPlan & insurance enrollment. In Larimore every Wednesday. | Marketplace, FTR, Community Connect, ACP | HPT |
+| **Haleigh Stenseth** | SUD Triage Caseworker. Focus on patients in recovery. Triages MAT intake calls. **Any SS staff can do MAT intake if needed.** | Marketplace, FTR | Community Connect, HPT |
+| **Callie Smith** | Specializes in housing issues. Completes HPTs. | Community Connect, FTR, Marketplace | — |
+| **Christy Cellmer-Bushy** | Can see anyone. | Marketplace, FTR, Community Connect | HPT |
+| **Elizabeth Stevens** | Can see anyone. | FTR, Community Connect | Marketplace, HPT |
+| **SW Interns** | Can see anyone once trained. Focus on SpectraPlan, transportation, insurance enrollment. | — | Marketplace |
+===== Social Service Processes, Staff Availability, and Scheduling =====
+** SS staff schedules __are not public__, except for:**
+    * SpectraPlan
+    * Insurance navigation
+    * 1–2 same-day spots (available daily)
+**Same-Day Appointments**
+  * PSRs may schedule for any reason
+  * __Do not__ schedule until the day of the appointment
+  * Staff availability varies; holds are placed for flexibility
+  * Call at **7:30 AM, Monday–Friday** — First Come, First Served
+**Scheduling Guidelines**
+  * Patients needing insurance navigation or SpectraPlan: schedule as normal
+  * If patient is new or hasn’t visited in over a year:
+      *  Must be triaged by Charge SS member before scheduling
+  * If patient presents and no same-day spot is available:
+    * Ask reason for visit and get MRN
+    * Say: \\ <code> “Please give me a few minutes as I reach out to our Social Services team and inquire if anyone is available to come out and see you. Please have a seat until I have an answer.” </code>
+    * Keeps front desk clear for other patients
+    * Relay SS staff guidance to patient
+===== Additional information =====
+**Housing Prioritization Tool (HPT)**
+  * Formerly called VISPDAT
+  * Vulnerability assessment for housing
+  * Only Callie can complete due to system access from a previous grant
+  * Refer patients asking for HPT to Charge SS staff for triage
+  * Patients may also be referred to the Mission
+**Free Through Recovery (FTR)**
+  * Collaborative program with ND DHS Behavioral Health Division & DOCR
+  * For justice-involved individuals with behavioral health concerns
+  * Spectra Health provides Care Coordination
+  * **Referrals must come from probation/parole**
+**Community Connect**
+  * Collaborative program with ND BHS Behavioral Health Division
+  * Spectra Health provides Care Coordination
+  * Patients must:
+      * Complete application
+      * Select Spectra Health as provider
+      * Be approved to access services
+ ===== SW/BH/Optom Checklists =====
+{{.:pasted:20250909-162532.png?100}}
+=== Start of day ===
+^ Task                                                  ^ Notes                                              ^
+| Turn lights on                                        |                                                    |
+| Log into comuter/phone                                | Turn scanner on                                    |
+| Log into Epic and Teams                               |                                                    |
+| Tend to Teams/Provider requests                       | For example: When a provider is out, rescheduling  |
+| Collect chart prep from optom area                    |                                                    |
+| Check voicemails, return patient calls                |                                                    |
+| Work on patient MyChart messages for your department  |                                                    |
+| Start chart prep                                      |                                                    |
+| Confirmation calls                                    | Typically done before noon                         |
+:!: Reminder - check voicemails throughout the day and return patient calls as time allows. :!:
+=== Weekly ===
+Please remember to check the waitlist for your department.