ROI
Ring ring!
"I am patient 1000M's sister, Jane Doe, and I need to talk to someone about his medication"
What do you do?
1. "I cannot confirm or deny"
2. Check for ROI
3. You are welcome to take information as long as you do not confirm knowledge of pt or provide information
Your patient is going on a vacatino to Virgina but wants to continue telephonic session with your while they are away. What do you need to do?
1. Do not provide telephonic services until pt is back in NC, reschedule for return date.
2. 1. Outreach the VA board to see about credentialing options
You have a session with patient and during wrap up, they mention they are having detnal concerns. You offer to sit with them and research options but they have to go. They leave and you spend about 15 minutes researching dental providers that accept their insurance. Can you document this as case management?
Yes
A police officer arrives to SSOB and requests to know if pt 8000 as been into treatment today. What do you do?
"I cannot confirm or deny knowledge of that individual"
You have completed your initial tx plan, update, or annual with the patient. What needs to be done before the patient signs?
You receive a formal letter form DSS for your pt informing them they have opened an investigation of child abuse/neglect. They are requesting a letter from you with date of admission, treatment dates, and progress towards goals. There is no ROI but you have verified with pt that there is an open case and they have given you verbal permission to disclose. What do you do?
do not disclose. obtain ROI
You are a CADC/LCAS with the NCASPPB and would like to work and conduct counseling sessions via telehealth on your upcoming vacation in South Carolina. What steps do you need to take?
1. Ensure that your pt is physically located in the state you are credentialed in
*You can be physically located anywhere, as long as your patient is located in the state you are credential in
Your patient is due for NCTOPPS 9/1/26, but they do not return to treatment until 9/18/26. You call to complete on the phone but they don't answer. What should you do?
Complete by case notes and document as case management
A current client sends you a friend request on Facebook and messages you about their cravings late at night.
1. do not accept
2. address boundaries in session
3. provide after hours resources
What reports should you run every morning before opening, and every afternoon after closing?
no show preview today by counselor
You receive a fax request for records to be sent to HCCH for PT 1000M. They provide a fax number for their main office. What do you do?
do not disclose - roi is only for Dr. Feelgood. Unless you have Dr. Feelgood's direct fax line, we cannot share.
Make sure you make your ROIs general to a practice and not a specific provider
You begin a telehealth session and have confirmed the patient's identity. What other info must you obtain before beginning the session?
Current address in case of an emergency
Your patient texts you Monday at 7am and you respond Monday at 10 am. They respond to you Tuesday at 5am. Is it ok to document this as case management for 5 minutes?
No, as the text wasn't continuous, this should be document as non-service.
A patient at SSOB gives you a gift card of $20. What do you do?
1. do not accept
Phase 5 patient attends treatment 8/4, 8/11, 8/18, 8/25.
They have been in treatment over 1 year.
They have rescheduled 8/4, 8/11, and 8/18.
8/25 session they ask to reschedule. What shoud you do?
Do not allow a reschedule.
8/25 is the last day patient will be here this month and is your last opportunity to have a session. If you schedule a telehealth and they do not show, the responsibility is yours.
To balance flexibility with accountability, you can hold a short session today and schedule them a longer telehealth later in the week. That way if they do not show, you have still met your reqs.
Signed To Be comes to your ofifce and requests a letter of treatment for Daymark Recovery Services. They say that their primary counselor wrote one today and he just needs it printed so he can take it to them. What do you do?
1. check for letter
2. Check ROI
What are the acceptable ways to verify identity in a telehealth session according to Pinnacle?
DOB
Address
Last 4 of SS#
According to your NCASPPB ehthica code, The substance use disorder professional shall not accept a private fee or any other gift or gratuity having a cumulative value of what?
Same question, but according to Pinnacle policy?
Which one do you follow?
1. $25
2. we never accept gifts
3. Pinnacle (the more stringent)
You met with pt from 8:00am-08:12am. Your supervisor suggests your "bump up" your counseling time to reach an even 15 minutes. What do you do?
1. refuse
2. document accurately
3. seek consultation or report if pressure continues
4. PROTECT YOUR LICENSE!!
Patient completed intake today, 9/1/26.
When is their last day to complete BPSA and stay in compliance?
What is their last day to complete their treatment plan update/comprehensive treatment plan?
BPSA - 9/7/26, but schedule as soon as possible
Tx plan - 9/14/26
How many hours of patient services should we have on our schedulers each day? How many hours should we strive for each day in order to meet 30%?
5 hours scheduled each day
2.5 hours each day - strive for this at minimum