patientservices:chiro

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====== 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,etc.)  
  * If not in-person, specify method (Teams, phone, Zoom)  
    * *Must be approved/requested by SS staff only*

===== Staff Overview =====

^ Name                   ^ Schedule                                                                ^ Role / Focus                                                                                                                            ^ Trained In                                      ^ Not Trained In / Notes                                        ^
| **Kayla Hochstetler**  | Monday–Thursday \\ 8:00 AM – 5:00 PM                                    | Supervises SS staff. \\ Not taking new patients unless approved by Kayla or Charge SW.                                                  | FTR \\ Community Connect \\ ACP \\ Marketplace  |                                                               |
| **Taylor Becker**      | Tuesday 8–5 \\ Wednesday: Larimore 8–1, GF 3–5 \\ Thursday, Friday 8–5  | Supervises Social Work Interns. \\ Focus on SpectraPlan & insurance enrollment. \\ In Larimore every Wednesday.                         | Marketplace \\ FTR \\ Community Connect \\ ACP  |                                                               |
| **Haleigh Stenseth**   | M, W, Th, F \\ 8:00 AM – 5:00 PM                                        | 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                                             |
| **Tanya Cook**         | Monday–Thursday \\ 8:00 AM – 5:00 PM                                    | Can see anyone.                                                                                                                         | FTR \\ Community Connect                        | Marketplace                                                   |
| **Elizabeth Stevens**  | Tuesday–Friday \\ 8:00 AM – 5:00 PM                                     | Can see anyone.                                                                                                                         | Marketplace, FTR \\ Community Connect           |                                                               |
| **SW Interns**         | Varies                                                                  | Can see anyone once trained. \\ Focus on SpectraPlan, transportation, insurance enrollment, and new eyes.                               | —                                               | Marketplace \\ FTR \\ Community Connect \\ ACP \\ MAT intake  |
===== 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 Elizabeth 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

 ===== Second Floor Checklists =====

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=== 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 chiro area                    | Desk by printer                                                   |
| 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.