Housing/Treatment Placement
Documentation
Incident Reporting
Referrals
Misc.
200

What is one type of housing placement and one type of treatment placement?

Housing: Halfway houses, shelters, independent living (own homes), Hom Inc, Sober living

Placement: Flexcare, BHRF, RTC

200

What is the difference between a contact note and a progress note?

Contact note is not seeing the member

Progress note is seeing the member

200

What agency do we notify if there is a report of abuse or neglect?

Adult Protective Services

200

What is the online community database that we use for referrals?

Unite US

200

What insurance designation is needed for a member to see PCP Dawn?

T19

300

What options are only available for T19 members?

TLP, Flexcare, BHRF
300
Does someone document that an APS report was made in the chart? Incident report?

Yes to APS but reported as "mandated reporting" and no to incident report. 

300

Would you complete an Incident report/APS report for below and why: A member new to the clinic is meeting with you to complete the comprehensive assessment. Member stated that 40 years ago they were physically abused by their father. Member is now 50 years old. 

YES! Historical reports are required because abuser can still have vulnerable people in their home. 

300

Member asks for counseling referral to an agency other than Copa. What is the process?

Update ISP

Sign ROI 

Send the referral

300

What is the timeline we have to return calls?

24 business hours

400

What would you offer this member: Member is T19 and inpatient. Member has substance use issues (fentanyl) and is willing to consider treatment. Member has lived alone before but struggles with needing prompting for laundry and medication. 

RTC or lower level flexcare

400

What are three things wrong with this note: Met with member in the office for scheduled follow-up regarding housing and medication concerns. Member was alert and engaged. Member said "f*** you" when asked if they are willing to work. Member was very rude and this CM was upset with the member. This CM threatened to walk away from the member unless member is willing to change their attitude. This CM gave member the list of shelters and ended contact. Plan: member to call shelters and find housing.

  • No need to include the quotes
  • Included opinions and CM feelings
  • Included "threatened"
  • Provided unknown resources but did not support with calling
400
Why do we complete APS reports for adult members?

If the member is SMI then they are a vulnerable adult. 

400

A member wants equine therapy but does not have a specific place. You are unaware of places that offer equine therapy. What are 3 things you can do?

Check with your team

Check with your CC

Check with your CD

Call places on the internet

Check Unite Us

400

If member is NT19 what transportation company can they not use?

Hope

800

What type of behavior is needed for a member to be accepted for a BHRF? and provide an example

Overnight behavior- wandering, night terrors, increased voices at night

800

What are three things wrong with this note: Met with member sometime this week. Member was doing bad and not cooperative. We discussed housing and meds and I told them to do better. I also called their doctor maybe yesterday. Member said things were fine I guess. Plan is to keep helping.”

  • No specific date or time of service.
  • No location or service type documented.
  • Vague purpose of contact.
  • Judgmental wording such as “not cooperative.”
  • Unclear and non-specific intervention details.
  • No objective description of the member’s presentation.
  • Unclear member response to interventions.
  • Inconsistent or uncertain statements such as “maybe yesterday” and “I guess.”
  • No clear follow-up steps, timeline, or responsible party.
  • No connection to goals, care plan, or reason for outreach.
  • Potential medication/coordination statement without enough context or documentation detail.
  • Does not support medical necessity or service value.
800

Would you complete an incident report for below and why: Member comes in for a BHMP appt. Member is not taking medications and is speaking in loose and unconnected sentences. Member shares that they were starved by the BHRF staff and forced to sit in soiled clothes. Member has a history of making false reports when psychotic. 

YES! It is not our job to determine if the member is telling the truth.

800

What is the timeline to send a referral from the point the member asks?

7 days

800

What are two emails/documents that need to be reviewed before an ROI should be signed for a transfer?

RHBA at a Glance and the currently closed Health Homes

1000

What are three things that need to be with a BHRF application or it can not be sent off? Hint: CD has emailed about this in May

Member/Guardian Signature

Progress Note with agreement

Hospital Documentation

1000

What are two things wrong with this note:Met with member for scheduled case management follow-up to address care coordination needs related to housing stability, medication adherence, and outpatient appointment engagement. Member presented on time, was appropriately dressed, and participated throughout the session. Reviewed recent barriers to follow-through, reinforced the importance of treatment consistency, and explored strategies to support appointment attendance and communication with providers. Member reported things had been ‘pretty bad’ since the last contact and stated that he had thoughts of not wanting to be here. Case manager to think positively . Plan: continue monitoring progress, reinforce follow-through, and follow up at next scheduled contact

  • The note sounds complete, but most interventions are broad and not specific enough to show exactly what was done.
  • “Recent barriers to follow-through” is nonspecific and does not identify the actual obstacles addressed
  • The member response is general and does not clearly demonstrate understanding, progress, or readiness for change.
  • The note does not explicitly connect the intervention to a treatment goal, service objective, or medical necessity rationale.
  • did not discuss the passive suicidal ideations
  • toxic positivity 
1000
Would you complete an APS report for below and why: You are meeting with a member who is 22 years old and living with their parents still. Member shares that they got into an argument with their mother last night and mother hit the member. Member asks that you note share the information as they are worried they will be kicked out of the house.

YES! We are all mandated reporters and can not hold confidence.

1000

Can a referral be sent if there is no affidavit for the assessment or ISP? why?

No because someone with a license has to confirm the accuracy of the information

1000
How often do we need to update the ARCP?
Every 6 months, after hospital discharge, every time a member is suicidal
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