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Inquiry (Enter First Name;Last Name;phone #;email (Conduct initial…
Inquiry
Enter First Name;Last Name;phone #;email
Conduct initial assessment: Age of client; residency status; summary of current health issue; bituach leumi status; which kupat cholim? City of residence
requires more indepth intake
Ask re: family make up; Briefly describe most current symptoms, and then review ongoing chronic conditions/complications;List specialists seen for the above symptoms; list medications;Health issues that are affecting client;Has client sought out assistance with?:
Send client of summary of what was discussed and arrange in summary action items and who is assigned what
Research answers through call/kol zchut/individual contact
Send client response
interact with client
client saitsfied with resolution
Client doesn't respond
1 more item...
Make an appointment with health advocate if issue seems complicated/
Advocate sends summary and action items
Research answers
send client response
1 more item...
Send client docusign and ask them to send current medical documents
referral
General inquiry. Answer question with KB; Kol zchut link; spp link