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, 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.