KAP TRAINING EVALUATION WORKFLOW

Background

Dr. Herring will be doing consults for therapists who will be engaging in KAP Training with Christina Conrad at Palo Santo (https://palosantotherapy.com/kap/) which is scheduled to begin in Mid-April. The evaluations however will begin immediately. The evaluation is to determine whether a participant (therapist, or other qualified individual) can safely engage in the experience of ketamine prior to being involved in the treatment of KAP patients.

KAPTE Eval Deadline

All KAPTE consultations must be completed by April 24th to allow sufficient time for participants to obtain their personalized ketamine prescriptions. This ensures their readiness to engage in the 4-Day In-Person Intensive segment of the training, scheduled for May 2nd to May 5th, 2024.

High level process Flow

 


Initial Contact & Scheduling

  1. Christina Conrad Initiates Process:
    Christina Conrad sends a message to Dr. Herring through Charm, including the participant’s

Name, DOB, phone, email, recommended dosing if approved, and participant type (can type “.kapte” in charm for quick text)

2. Dr. Herring Coordinates with Kiana:
Dr. Herring forwards the participant’s information to Kiana, along with available times for a consultation/scheduling.

3. Kiana Sets Up Participant in Charm:
Kiana enters basic demographic information in Charm and sets the patient category to “KAPTE”, add Christina Conrad to Care team.
Run PMP and if concerns, notify Dr. Herring

4. Consultation Scheduling:
Kiana contacts the participant to schedule consultation, create a portal account, inform participant of the forms for completion which will be available after their portal registration is complete.

APPOINTMENT DETAILS

  • Appointment Type: KAP Training Evaluation
  • Duration: 30 minutes
  • Evaluation Fee: $225

Questionnaires for appointment (auto sent on scheduling)

  • (TF) – Credit Card Authorization Form
  • (TF) – HIPAA Privacy
  • (TF) – Photo ID and Chart Picture
  • (TF) – KAPTE Attendance
  • (TF) – KAPTE Relationship
  • (TF) – Ketamine Assisted Psychotherapy Pre-screen
  • (TF) – KAPTE – New Patient
  1. Notification of Appointment:
    Kiana informs Dr. Herring of the upcoming evaluation appointment.

Evaluation & Approval

  1. Evaluation by Dr. Herring:
    Dr. Herring conducts the evaluation to determine the participant’s suitability for ketamine experience.7. Approval Communication:
    If the participant is approved for ketamine, Dr. Herring notifies Kiana via Charm with recommended dosing.
    If the participant is not approved, Dr. Herring will notify Christina.

 


Published: Feb 29, 2024 by Scott Fisher | Updated Nov 19, 2025 @15:51 by Scott Fisher

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