Process for Managing Two Service Types in One Job / Session

Set-Up

1. Create a new Service Type that will cover both Service Types you need to fill. Example: ASL/CDI
   • Add new Service Type to the profiles of all providers to whom it applies.
   • Set up rates for both providers and customers who will use the combined Service Type.
2. Enter the job into the system with a session that initially has one slot. You can note “teamed” in the Situation field. Select the new Service Type.
   • Initially, only enter one slot to be filled. Rationale: This allows you to query for the first Service Type while only allowing one provider to accept.
   • Situation field Example: XXXXXX ASL/CDI Team (In-Person or VRI:Zoom)

Querying and Confirming

1. Send the query to provider(s) who perform ONE Service Type only. Example: Send the query to only those who provide CDI services FIRST.
2. Once the first Service Type slot is filled
   • Send a Session Filled notice to all others in that Service Type who were queried.
   • Change Query Status to Declined for all who were queried, so the session does not linger on the Pending Queries tab of a provider’s login.
3. Add the second slot to the session and Save session. Send query to provider(s) for the second Service Type using the check-marks and regular query options. Example: Send the query to the assigned CDI’s preferred ASL team options, telling them the CDI has been assigned.
4. Once the second interpreter is assigned, Save & Confirm the team and send Session Filled notice to all others.