Zen Care Referral

Modified on Tue, 9 May, 2023 at 1:14 PM

This is a client referral from Zen Care! Please log into Zen Care to view. Get login info from password list.

The Link in the ticket should take you right to the message of the referral person listed above.

Dashboard>Client Referrals>Client Message > Select New Person

Send the following first reply to the referral in Zen Care>

Hi <Replace with Name>,

Thank you very much for reaching out and for your interest in working together. We are looking forward to speaking with you and seeing how we may be of help.

What times work for you in the coming days for a phone call?

Also, could provide your date of birth to verify your insurance coverage.

(Send Message)

Mark this ticket as Pending until you get a reply with the DOB needed to run a Medicaid check. If 24 hours have passed with no message reply, do a follow up phone call using the same script. (Make a note on ticket of your work)

The reply will come as a ticket with the person's name. Anyone on level 1 can complete the process from any point, be sure of timeframe and leave a note.

Once you get DOB, conduct a check and transfer ALL this information to the Client screening Form, Submit form and close this ticket.