4) Understanding Our Services - Overview Archives - Beth Cordrey Occupational Therapy

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SOP 2.1 Phase 1 — Extended Assessment & Formulation

Overview
Stage 1: Referral Received
Stage 2: Before the First Visit
Stage 3: The Visits
Stage 4: Baseline Report
Stage 5: Formulation Report
What Happens Next
If an Extension is Needed
Stage 6: Invoicing
Pathway Decisions
Related Resources

SOP 2.2 Phase 2 — Ongoing Rehabilitation

Overview
Stage 1: Authorisation Received
Stage 2: Before the First Session
Stage 3: First Session
Stage 4: Ongoing Delivery
Stage 5: Update Reports
Stage 6: Intensity and Forecasting
Stage 7: Invoicing
Stage 8: Closure
Related Resources

SOP 2.3 RNA — Rehabilitation Needs Assessment

Overview
Stage 1: Referral Received
Stage 2: Before the Visit
Stage 3: At the Visit
Stage 4: After the Visit
Stage 5: Report Submission
Stage 6: Quality Assurance
Stage 7: Client Review (If Requested)
Stage 8: Final Processing and Sign-Off
Stage 9: Invoicing
Pathway Decisions
Second Visits
Key Timescales
Related Resources

SOP 2.7 Using Clio

Introduction
Understanding the Clio Structure
Time Recording
Calendar Entries
Email Management
Internal Communications
Document Management
Mileage and Expenses
Quick Reference
Further Help

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4) Understanding Our Services - Overview

4) Understanding Our Services - Overview

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