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    Intake Coordinator Training

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    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
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      Intake Coordinator Training Intake Training Azzly 101
      Lesson 1, Topic 5
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      Azzly 101

      Alex Hoffman, L.A.P.C. June 23, 2025
      Lesson Progress
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