Match a caller to a provider

Filter the NC network by what actually determines fit. Replaces zip-code-only lookup.

Caller context · builds itself from your filters

Set what you heard in the rail. This line, the referral record, and the unmet-need log all come from the same clicks, so nothing is typed twice.

No structured detail captured yet

0 of 0 providers match

Provider network

Your roster. Edit here and the public listing updates, no ticket to Telus required.

Who can see what

Access is scoped to the tenant. Only Cope Compass staff can move between states.

Role	Sees	Can change	State switcher
Cope Compass admin	All tenants, all states	Everything, incl. onboarding a new state	Yes
State coordinator Tiffany, NCPGP	Her state only	Roster, publishing, opt-outs, metrics	No
Helpline clinician Telus call centre	Matching + her state's roster, read only	Call notes and referrals only	No
Network provider	Their own listing	Availability, capacity, recert submission	No
Public	Published listings only	Nothing	No

One tenant, one state. Every Passport is the same product with its own roster, its own branding, its own credential rules, and its own access list. North Carolina cannot see Arizona's data and Arizona cannot see North Carolina's. Adding the 50th state is a configuration record, not a build.

Recertification is the data source. Applications are due October 1, 2026; providers not resubmitted by October 15 move to inactive, and no contact by November 15 ends the contract. Building the intake to match those fields means the directory populates itself instead of being retyped from a spreadsheet.

Provider	Counties	Credential	Delivery	Languages	Accepting	Recert	Public

Organizations & programs

State-approved centers and networks named by NCPGP.

Motivational Interviewing Coaching

Telus-delivered, master's level. Listed as its own front door.

Up to 6 sessions for someone not yet ready for weekly counseling. Does not draw down the treatment authorization, so it can be offered freely and repeatedly. Accessed through the helpline.

No treatment budget impact Pre-contemplation Master's level clinician Helpline access

Metrics

The numbers a budget request needs. Sample figures shown against the 20 to 30 calls per month you described.

Calls this month

26

within your 20-30 range

Median match time

2:10

from 11:40 in FileMaker

Referral accepted

88%

within 1 business day

Active providers

19

7 recertifications outstanding

MI coaching starts

9

no treatment budget drawn

Unmet filters

What clinicians searched for and could not fill. This is your recruitment list.

Where callers are

Referral volume by region, against provider coverage.

Why this matters beyond operations. "We could not match 6 Spanish-speaking callers in the Sandhills this quarter" is a budget argument. It is also a recruitment target, and right now nothing in FileMaker records that the search happened at all.

Public listing

How the NC network appears on copecompass.com/find-help/ once published.

Nothing publishes without your say-so. The network is unlisted today. Providers are loaded as drafts, the opt-out form goes to them, and NC stays hidden until you confirm state approval. Opting out removes the public card and keeps the provider in the Passport for helpline matching.

Every card carries "Listed by the North Carolina Problem Gambling Program". That provenance line is what separates a state-vetted listing from a scraped one, and it is the reason a caller should trust it.

Recertification

The Oct 1 application, as structured data. What providers submit becomes the directory.

Where the network stands

Against the deadlines in the July 2026 compliance directive.

Oct 1 applications due · Oct 15 non-submitters move to inactive · Nov 15 no contact ends the contract. The Passport tracks each date per provider so nobody falls off the network by accident, and so "we cannot work with silence" has a paper trail.

Application fields

Mapped to the public directory's real columns, so a submission publishes without retyping.

Reimbursement rates

Effective Oct 1, 2026. First adjustment since Jan 1, 2019.

Referral response clock

Providers must respond within 1 business day. Nothing measured this before.

A breach is not a punishment, it is a signal. One missed response is noise; a pattern is a corrective action conversation with evidence attached.

Reconcile sources

Where the Telus directory, the recert submission, and Cope Compass disagree.

In sync

0

no action needed

Conflicts

0

sources disagree

Missing from us

0

listed by NCPGP, absent here

Last scan

2:14 AM

nightly, diff only

This is a diff, not a copy. The crawler reads the NCPGP network directory nightly and never overwrites anything on its own. Every difference lands here for a human to accept or reject, because a scrape that silently edits a state's provider record is how you lose a state.

Permission first. The network directory sits on a Telus Google Site, not a state domain. We do not point a crawler at a contractor's portal without NCPGP asking us to in writing.

Benefits & authorizations

18 sessions per clinical service type · 15 coach hours · 3-session extension · payer of last resort

Open authorizations

0

across 19 providers

Nearing the cap

0

15+ of 18 sessions used

Insurance primary

0

billed before NCPGP funds

MI coaching active

0

no treatment budget drawn

Authorization ledger

Case references only. No client detail until a BAA is in place.

Payer of last resort

How a referral routes from Oct 1, 2026.

1

Does the client have coverage? Provider panels are captured at recert, so the match already knows.

2

Bill insurance first where coverage exists. NCPGP funds cover the gap.

3

Uninsured, underinsured, or unable to use coverage → NCPGP is primary.

4

Declines to use insurance because a family member could see the claim. Tiffany's call, and the ledger records the reason rather than losing it.

Why the cap needs watching

Straight from the directive.

An authorization is an upper boundary, not a plan to work through. Burn 18 sessions in a short window without documented clinical indication and the client is left uncovered for the rest of the year, often exactly when they still need it. The ledger flags that trajectory while it can still be changed, which is the difference between a report and a safeguard.

My listing

Jessica Auslander · Professional Wellness Management · NCPGP network

Am I taking referrals?

The single most useful thing a provider can keep current. Tiffany's database cannot tell when a caseload fills, so callers get referred to someone who is full.

Accepting new clients Waitlist only Full, do not refer

Changing this updates the helpline match and the public listing immediately. No email to NCPGP, no ticket to Telus.

Recertification

Due October 1, 2026. Inactive after October 15. Contract ends November 15 with no contact.

1

Credentials · LCMHC, IPGC certified. Liability insurance on file.

2

Service delivery plan · required from Oct 1. Not yet uploaded.

3

Professional disclosure statement · required from Oct 1. Not yet uploaded.

4

Insurance panels · needed for payer-of-last-resort routing.

How callers see me

Live preview of the public card.

PW

Professional Wellness Management

Jessica Auslander · Union, Mecklenburg

Free · NC state-funded IPGC certified TelehealthIn person

Listed by the North Carolina Problem Gambling Program

Public listing preference

The opt-out Tiffany described, handled by the provider instead of by her inbox.

List me publicly Helpline only, do not list

Opting out removes the public card. You stay in the Passport so helpline clinicians can still match you.