Step 1
Check RDP for client

Step 2
Check insurance information

Step 3
Complete FORMS for Steve

Step 4
Schedule assessment with Steve
(Reach out to Steve on Teams chat to schedule) INCLUDE CLIENT NAME, PHONE NUMBER, AND EMAIL ADDRESS

Step 5
Notify Comp requests chat with the name of participant comp was requested for as well as source the comp was requested from

Step 6
Use the kiosk to enter client information
(use this link so that it includes the consent form and proper configurations)

Step 7
A. Do recovery plan in RDP
B. Schedule appointment with peer, intake coordinator, and client

Step 8
A. warm handoff of client with recovery plan with peer, intake coordinator, and client
B. Schedule first 3 appointments between peer and client