An admissions call scorecard, 100 points.
Points are illustrative, so fit them to your levels of care and the clinical guidance your admissions team follows.
| Criterion | Observable behavior | Points |
|---|---|---|
| Prompt answer | Answers within the program’s target and opens with a calm greeting | 10 |
| Tone | Listens before questioning and matches the caller’s state | 15 |
| Relationship identified | Establishes who is calling and who needs care | 10 |
| Screening completed | Asks the approved questions on substance, pattern, and severity | 20 |
| Level of care discussed | Describes the levels of care the program offers in plain terms | 10 |
| VOB initiated | Collects the insurance details and starts the verification of benefits | 15 |
| Next step secured | Schedules an assessment or completes a warm transfer | 15 |
| Follow up logged | States the callback time and records it | 5 |
| Total | 100 |
Illustrative review flags
- A person’s treatment or presence in the program confirmed to a caller without an authorization on file
- A recovery outcome or an admission guaranteed before the clinical team has assessed the person
- A payment, gift, or travel incentive offered in exchange for admission where state patient brokering law prohibits it
- A caller describing an immediate medical danger left without the emergency guidance the program requires
