OnPanel

Email draft

Text to copy

To: Harborline Benefits credentialing
From: June Calder, Orchard Switch Therapy

Hello,

I am checking on Ned Arlo, LMFT.
Roster NPI: FAKE-10002. Westmere license: WM-FAKE-4402.
Our file shows this application as Approved.
Our portal reference: HL-DEMO-019.

Still open on our desk:
- Re-approval date
- License line says Needs a look
- License expiry is blank
- Provider folder is missing Malpractice face sheet

I will use your portal for the actual filing. This message is a draft on our desk. It has not been sent.

June Calder
Orchard Switch Therapy
18 Cinder Lane
Orchard Switch 00000
000-555-0148
desk@example.com

Call script

Text to read

Call Harborline Benefits credentialing.
Ask for Ned Arlo, LMFT.
Roster NPI: FAKE-10002.
Westmere license: WM-FAKE-4402.
Our file shows Approved.
Portal reference on our desk: HL-DEMO-019.

Still open on our desk:
- Re-approval date
- License line says Needs a look
- License expiry is blank
- Provider folder is missing Malpractice face sheet

Write what they said in the note. This is a script to read. This desk does not place the call.

June Calder
Orchard Switch Therapy
18 Cinder Lane
Orchard Switch 00000
000-555-0148
desk@example.com

Dates and reference

Submitted on

Follow-up on

Approved on

Re-approval on

Portal reference on our deskInitials

Approval grid

Ellis Quinn LCSW

Ned Arlo LMFT

Willa Voss LPC

Theo Brant PsyD

Ned Arlo · Harborline Benefits

What's open

Dates left blank

Roster

Email draft

Call script

Papers on this application

Dates and reference