PI Case Coordinator Training

🟢 SECTION 1 — 👋 Welcome & Role Overview
- 📄 Article 1.1 — Welcome to the Role
- 📑 Doc 1.2 — Role Expectations & Success Standards
- 🎥 Video 1.3 — Welcome Video
- 🧠 Quiz 1.4 — Welcome & Role Overview
🔵 SECTION 2 — 🗓️ Daily Workflow
- 📄 Article 2.1 — Daily Schedule Overview
- 📑 Doc 2.2 — Start-of-Day / End-of-Day Checklist
- 🖼️ Image 2.3 — Desk Setup Reference
- 🎥 Video 2.4 — Daily Workflow Walkthrough
- 🧠 Quiz 2.5 — Daily Workflow
🟡 SECTION 3 — 🧾 New Patient Intake Process
- 📄 Article 3.1 — New Patient Workflow
- 📑 Doc 3.2 — Intake Checklist
- 🎥 Video 3.3 — Intake Workflow Walkthrough
- 🧠 Quiz 3.4 — New Patient Intake
🟠 SECTION 4 — 📄 Intake Form Review
- 📄 Article 4.1 — How to Review the Intake Form Correctly
- 📑 Doc 4.2 — Page-by-Page Intake Form Review Guide
- 📄 Article 4.3 — Common Intake Mistakes to Catch
- 🎥 Video 4.4 — Intake Form Review Demo
- 🧠 Quiz 4.5 — Intake Form Review
🔴 SECTION 5 — ✍️ Lien Process
- 📄 Article 5.1 — Understanding the Lien Process
- 📑 Doc 5.2 — Lien Workflow SOP
- 📄 Article 5.3 — Lien Follow-Up Standards
- 🎥 Video 5.4 — Lien Process Demo
- 🧠 Quiz 5.5 — Lien Process
🟣 SECTION 6 — 📅 Scheduling & Calendar Management
- 📄 Article 6.1 — Scheduling Standards
- 📑 Doc 6.2 — Calendar Entry Template
- 📄 Article 6.3 — Scheduling Rules
- 🎥 Video 6.4 — Calendar Scheduling Demo
- 🧠 Quiz 6.5 — Scheduling & Calendar
🟤 SECTION 7 — 📂 Add New PI Case
- 📄 Article 7.1 — Purpose of the PI Case Record
- 📑 Doc 7.2 — Field-by-Field PI Case Entry Guide
- 📄 Article 7.3 — PI Case Data Standards
- 🎥 Video 7.4 — PI Case Entry Demo
- 🧠 Quiz 7.5 — Add New PI Case
⚫ SECTION 8 — 💳 Billing & Treatment Cycle
- 📄 Article 8.1 — Treatment Cycle Overview
- 📑 Doc 8.2 — Treatment Verification & Reminder SOP
- 📄 Article 8.3 — Reminder Standards
- 🎥 Video 8.4 — Treatment Cycle Demo
- 🧠 Quiz 8.5 — Billing & Treatment Cycle
⚪ SECTION 9 — ✅ Case Closure & Quality Control
- 📄 Article 9.1 — Closing a Case Correctly
- 📑 Doc 9.2 — Case Closure Checklist
- 📄 Article 9.3 — Quality Control Standard
- 🎥 Video 9.4 — Case Closure Demo
- 🧠 Quiz 9.5 — Case Closure
🟩 SECTION 10 — 🏆 Final Certification
- 📄 Article 10.1 — Final Review
- 📑 Doc 10.2 — Final Readiness Checklist
- 🧠 Final Quiz 10.3 — Certification Assessment
- 🏆 Certificate of Completion