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    Intake Coordinator Training

    0% Complete
    0/0 Steps
    1. Intake Training
      9 Topics
      1. Roles and Responsibilities
      2. Intake Calendar
      3. Schedule of Counselors: Overview
      4. Schedule of Counselors: Search Tabs
      5. Azzly 101
      6. Put it all Together
      7. Insurance and Special Rate
      8. Insurance Walkthrough
      9. Leads Dashboard
    2. Other Intake Items
      6 Topics
      1. Links to Inquiry forms and other forms
      2. Medicare, Medicaid, and Commercial
      3. DACCA Explanation
      4. Booking system In depth
      5. Appointment Request form
      6. Jotform Update recent

    Participants 41

    • Alex Hoffman, L.A.P.C.
    • Alex
    • alice
    • amber
    • art
      Show more
      Intake Coordinator Training Intake Training
      Lesson 1 of 2
      In Progress

      Intake Training

      Alex Hoffman, L.A.P.C. June 20, 2025
      Lesson Content
      0% Complete 0/9 Steps
      Roles and Responsibilities
      Intake Calendar
      Schedule of Counselors: Overview
      Schedule of Counselors: Search Tabs
      Azzly 101
      Put it all Together
      Insurance and Special Rate
      Insurance Walkthrough
      Leads Dashboard