ATRC Tracking State Machines
Employee
Referral | Initial Appointment | Assessment and Training | Recommended AT Implementation | Wrap Up |
|---|---|---|---|---|
Send authentication documents Schedule initial appointments Receive paper work If OEO: Referral and Job Description If Self Referral: Job Description | Confirm authentication documents Initial COPM | Schedule additional assessment/training Progress note AT checkouts Schedule wrap-up AT Recommendation Letter | Reminder email to provider → Automated Reset timer if needed Automated email at end of reset timer Manually by provider | Email admin → Automated Reassessment of COPM Collect borrowed AT/Returns Survey |
Student
Referral | Scheduling | Get and Review Documentation | Initial Appointment | Assessment and Training | Ready for Check In | Ongoing AT User | Waiting for Student Engagement |
|---|---|---|---|---|---|---|---|
Upload referral to database SDC, Health Network Set referral date by uploaded referral document. | Send auth docs Schedule initial appointments | SDC: Disability documentation in AIM Health Network: Review diagnosis and orders | Confirm auth docs Initial mCOPM Confirm assessment/training | Schedule additional assessment/training if needed Progress note AT checkouts Complete student AT recommendation form Complete recommended textbook format form when appropriate | Complete second mCOPM Send survey Update student AT recommendation form Collect borrowed AT or extend loan Checkouts after 2nd mCOPM | Renew software/hardware checkouts Send survey |
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