OAP-107 · Bronze · Beginner
Intake and Waitlist Management
The first call a family makes to a provider sets the tone for everything after it.
Who it's for: Intake and admin staff
- Price
- $214 USD
- Length
- 7.6 hours
- Access
- 180 days
- Outcome
- Certificate of Achievement
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After this course you can
- Take a first contact call and open an intake file that holds every required field and nothing that is not needed.
- Run a waitlist by a written rule, log every change with its reason, and make the next offer in the right order.
- Talk with a family about their place on the waitlist and their next steps honestly, without promising what the provider cannot control.
- Answer a family's questions about the Ontario Autism Program pathway with current official facts, and send them to the right place.
How you pass
- Practice examScore 80% on the practice exam to unlock the final.
- Final examPass the final exam with 80% or higher.
- Recorded demonstrationRecord yourself doing the work. It is assessed with the assistance of AI, and a Verten assessor reviews on request.
- CertificateCertificate of Achievement, by assessed practical demonstration.
How recorded assessment works
Final exams include a recorded demonstration. You upload a recording of your screen and voice. AI services turn your speech into text and help rate it against the course rubric, and a Verten assessor reviews on request or by sample. We do not use facial recognition. Verten staff who run assessments can view it, and each view is logged. Recordings may be stored or processed outside Canada. We delete them 12 months after your result (6 months if you are under 18). You can withdraw consent at any time, and you can ask for an alternative assessment without giving a reason. Learners under 18 need a parent or guardian to consent.
Details: Assessment recordings in our Privacy Policy.
4 modules plus exams
Module 1: First Contact and File Setup
- Module overview13 min
- Knowledge test10 min
- Scenario practice11 min
- Workbook practice: a minimum-fields sort and a file setup39 min
- Recorded demonstration27 min
Module 2: The Waitlist: Fair, Documented, Communicated
- Module overview13 min
- Knowledge test10 min
- Scenario practice11 min
- Workbook practice: placing families and logging changes37 min
- Recorded demonstration27 min
Module 3: Talking with Families About Wait Times and Next Steps
- Module overview13 min
- Knowledge test10 min
- Scenario practice10 min
- Workbook practice: honest answers and a call plan38 min
- Recorded demonstration27 min
Module 4: M-L: The Ontario OAP Family Pathway and Service Access
- Module overview11 min
- Lesson 3: The other OAP services5 min
- Knowledge test10 min
Your certificate
Certificate of Achievementby assessed practical demonstrationYour nameIntake and Waitlist ManagementPractical demonstration assessed with the assistance of AI.Verten Academy
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About this course
The first call a family makes to a provider sets the tone for everything after it. This course teaches you to take a first contact call and set up a file with only what you need, to run a waitlist that is fair, documented, and communicated, and to talk with families honestly about wait times and next steps. A labeled Ontario module then covers the Ontario Autism Program family pathway: who is eligible, how families register through AccessOAP, how families are invited to core clinical services, and the other services families can reach, each cited to its official source. You practice with fictional families and pass by handling the call and explaining what you did.
Important: This course is training, not legal advice. Verten Corp. is not affiliated with or endorsed by the Government of Ontario or the Ontario Autism Program.
Course details
- Level: Foundation
- Length: 7.6 hours across 4 modules, plus a Final Exam
- Format: Self-paced online with role-play calls and fictional task packs. An instructor-led cohort is optional.
- Prerequisites: None. A computer with a headset or microphone, a word processor or spreadsheet, and someone who can play the family member for a few minutes (a friend, family member, colleague, or a Verten practice partner).
- Course version: 1.0