Steps After Transition to Maintenance Calls
STEPS AFTER TRANSITION TO MAINTENANCE CALLS * After the call, send the client Maintenance Regimen as their last regimen in Clear Connection Look for appropriate regimen template and copy and paste it into their regimen Edit template to reflect the recommendations you made during their T2M call * In the me…
Clients who do not schedule a Transition to Maintenance Call (T2M)
Follow the procedure outlined in SOP-2181 Client Not Submitting Checkin: If all routes of communication have been exhausted and the client still has not responded after three weeks: * Send the client a final message in Clear Connection using the following verbiage: "Just wanted to reach out one last time …
