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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 Other Intake Items
      Lesson 2 of 2
      In Progress
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      Other Intake Items

      Alex Hoffman, L.A.P.C. June 24, 2025

      Contains additional video sections

      Lesson Content
      0% Complete 0/6 Steps
      Links to Inquiry forms and other forms
      Medicare, Medicaid, and Commercial
      DACCA Explanation
      Booking system In depth
      Appointment Request form
      Jotform Update recent