Evaluation to Sessions Process:

1. Evaluation is scheduled by the Reception Team and assigned to the clinician at the time that is designated for evaluations or otherwise noted

2. Clinician is in charge of:
   - making sure that all necessary forms are filled out prior to the evaluation: if not completed, please let Reception know so that they can reach out to the clients
   - the full evaluation preparation and assessment scoring
   - putting in the diagnosis code after the evaluation is completed
   - talking with the Reception Team to schedule a debrief meeting with the client’s caregiver within a week of the evaluation date
   - Zoom link email is sent to the client/caregiver CC’ed with Reception Team (Debrief Meeting Email Template)

3. Debrief PPT is completed prior to meeting and sent to the caregivers as a PDF through email afterwards
   1. Debrief is held within a week of the evaluation
   2. Clinician goes through clinical findings, and lets the caregivers know that the initial evaluation report will be sent to them within two weeks of the evaluation date
   3. Caregivers are given time to ask questions
   4. Reception Team is asked to join to go through:
   - Insurance or payment information
   - Clinic policies for attendance/cancellation
   - Answer any other questions

4. Session scheduling:
   - if there is no need to wait for a pre-authorization report, the sessions can be scheduled during the debrief meeting with the Reception Team
   - if a pre-authorization report is required, the clinician will tell the caregivers that the report is being submitted, and the sessions can be scheduled after it has been approved

5. Report:
   - All new clients are required to have a report completed within two weeks after the evaluation date and sent to the caregivers