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Video Recap: Care Coordinator Orientation June 19, 2025

GET A PATIENT STARTED

This is the link to get a patient started with CareTech services. In most cases, the Care Coordinator or Case Manager will complete this form to confirm details and begin the referral process for the patient.

Start Patient Intake Process

TEAM TRAININGS

Care Coordinators can attend two live training sessions each week. Learn referral processes, documentation tips, and best practices for supporting patients—everything you need to stay confident and effective in your role.

Join Live Zoom Training

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Forms & Reference Documents

Patient Intake

Forms & Documents for Patients

Complete Patient Intake Packet (download to print or email)
Complete Patient Intake Online Form *PREFERRED METHOD*
New Patient Brochure (print or email) *Coming Soon*
HIPPA Release of Medical Information *Coming Soon*

Provider Recruitment

Documents for Partner MDs & NPs *Do not send providers to this page, instead, Download these to email directly to potential providers!*

Human Resources

Internal Forms

Care Coordinator Directory
Direct Deposit Change Form
New Care Coordinator Onboarding Online Form
Virtual Suggestion Box *Coming Soon

SOPs & Reference

Standard Operating Procedures

Business Card Policy
Care Coordinator Rights and Responsibilities *Coming Soon*
Standard Operating Procedures Manual *Coming Soon*

Marketing Materials – Editable Canva Templates

Canva Templates where you can add your direct contact information to the materials prior to sharing or printing

Training Manuals (Coming Soon)

Videos and Booklets to Help You Succeed

About Amniotic Grafts *Coming Soon*
Who Is Our Ideal Patient *Coming Soon*
About Skilled Nursing Facilities *Coming Soon*

Care Coordinator Trainings and Events Calendar

	December 2025
Mon	Tue	Wed	Thu	Fri	Sat	Sun
1	2 Geordann's Admin Day Geordann's Admin Day December 2, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	3 Spurs Game for Wound Care Trivia Winners Spurs Game for Wound Care Trivia Winners December 3, 2025 1:00 am - 5:30 am See more details •	4 Zoom Training for Care Coordinators with Dave Gillette Zoom Training for Care Coordinators with Dave Gillette December 4, 2025 1:00 am - 2:00 am Login at: www.AdvancedCareTech.com/zoom See more details Geordann's Admin Day Geordann's Admin Day December 4, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details • •	5	6 Opening Reception Opening Reception December 6, 2025 12:00 am - 3:00 am See more details •	7
8	9 Geordann's Admin Day Geordann's Admin Day December 9, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	10 Zoom Training for Care Coordinators with Dave Gillette Zoom Training for Care Coordinators with Dave Gillette December 10, 2025 1:00 am - 2:00 am Login at: www.AdvancedCareTech.com/zoom See more details •	11 Geordann's Admin Day Geordann's Admin Day December 11, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	12	13	14
15 CEO- Rod Jackson / Out of office CEO- Rod Jackson / Out of office December 15, 2025 See more details •	16 Geordann's Admin Day Geordann's Admin Day December 16, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	17 Zoom Training for Care Coordinators with Dave Gillette Zoom Training for Care Coordinators with Dave Gillette December 17, 2025 1:00 am - 2:00 am Login at: www.AdvancedCareTech.com/zoom See more details •	18 Geordann's Admin Day Geordann's Admin Day December 18, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	19 Administrative and Hub Training with Executive Care Coordinator Alysia Minor Administrative and Hub Training with Executive Care Coordinator Alysia Minor December 19, 2025 1:00 am - 2:00 am See more details •	20	21
22	23 Geordann's Admin Day Geordann's Admin Day December 23, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	24 Zoom Training for Care Coordinators with Dave Gillette Zoom Training for Care Coordinators with Dave Gillette December 24, 2025 1:00 am - 2:00 am Login at: www.AdvancedCareTech.com/zoom See more details •	25 Geordann's Admin Day Geordann's Admin Day December 25, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	26	27	28
29	30 Geordann's Admin Day Geordann's Admin Day December 30, 2025 2:00 pm - 10:30 pm In Office These days will be dedicated to providing administrative support for representatives who need assistance with the following: Onboarding support Login issues or account access Scheduling time on Rodrick’s calendar In-service request assistance Email account setup Headshot creation Email signature setup General administrative questions Technical support with the Hub See more details •	31 Zoom Training for Care Coordinators with Dave Gillette Zoom Training for Care Coordinators with Dave Gillette December 31, 2025 1:00 am - 2:00 am Login at: www.AdvancedCareTech.com/zoom See more details •

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Find ready-to-use resources to help you connect with physicians and providers. Share simple tools, talking points, and helpful materials to grow partnerships and bring more advanced care to patients in need.

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FAQs

Is there a minimum patient volume required?CareTech2025-06-17T22:25:45+00:00

Is there a minimum patient volume required?

There is no minimum referral volume. We support agencies of all sizes and accept referrals for one-time evaluations or long-term care. Our team adjusts staffing and scheduling to match the unique needs of your agency and the patients you serve.

Who provides the wound care services?CareTech2025-06-17T22:25:45+00:00

Who provides the wound care services?

All wound care services are provided by licensed physicians or nurse practitioners with advanced training in wound management. Our team travels to the patient’s home or facility, reducing hospitalizations and improving healing outcomes for your patients.

Do you provide documentation for our records?CareTech2025-06-17T22:25:45+00:00

Do you provide documentation for our records?

Yes. After each visit, we send timely, comprehensive documentation directly to your agency via secure email or fax. This includes treatment notes, progress updates, and care recommendations to help maintain compliance and continuity of care.

What kinds of wounds do you treat?CareTech2025-06-17T22:26:00+00:00

What kinds of wounds do you treat?

Our providers treat a wide range of complex wounds, including diabetic ulcers, pressure injuries, post-surgical wounds, venous and arterial ulcers, and other chronic or non-healing wounds. We use biologic products and evidence-based protocols to support healing.

Do you accept Medicare and other insurance?CareTech2025-06-17T22:25:45+00:00

Do you accept Medicare and other insurance?

Currently, only patients with traditional Medicare qualify for advanced wound care services. We are actively exploring additional insurance options and will notify our referring partners as soon as we are able to expand eligibility and payer coverage.

How do we submit patient referrals?CareTech2025-06-17T22:25:45+00:00

How do we submit patient referrals?

Referrals can be submitted through our HIPAA-compliant online form, or by calling your , fax, or email. Please include a current FACE sheet, recent clinical notes, and insurance information to help us process the referral quickly and coordinate timely care.

Advanced CareTech

Care Coordinator Resources

Care Coordinator Resources

Forms & Reference Documents

Patient Intake

Provider Recruitment

Human Resources

SOPs & Reference

Marketing Materials – Editable Canva Templates

Training Manuals (Coming Soon)

Care Coordinator Trainings and Events Calendar

December 2025

Order Printed Marketing Materials

FAQs

FAQs

Is there a minimum patient volume required?

Who provides the wound care services?

Do you provide documentation for our records?

What kinds of wounds do you treat?

Do you accept Medicare and other insurance?

How do we submit patient referrals?