Monthly Contacts
Progress Notes
Comprehensive Assessment
PCP Requirements
Yay or Nay
100

Minimum required frequency for member contact

Monthly

100

True or False: 

All acronyms should be defined before using them

True

100

This support system includes family, friends and community relationships

Natural Supports

100

This planning approach focuses on what is important TO the person, not just what services they want to receive

Person-Centered Planning

100

The case manager checked in and spoke with staff monthly but had no contact with the member themselves for 4 months.

NAY

Monitoring requires contact with the member- if not, reason why must be accurately documented 

200

Monthly monitoring must include THIS person's satisfaction with services

Member

200

True or False:

A progress note can be entirely copied and pasted from the previous month

False

200

Reassessments must occur at least this often

Annually

200

PCPs must be reviewed at least every this many days

90 days

200

Monthly contact occurred by only documented:

"CCM met with client. Everything is fine."

NAY

Lack of substantive monitoring details, insufficient documentation per OADs guidelines

300

These three areas should always be reviewed during monitoring

Goals, Services, Health/Safety Needs

300

Notes should be entered within this timeframe

ASAP, no more than 10 business days

300

The Comp should be completed how many days before the PCP Effective Date

at least 30 days

300

Members should be offered on of these for their planning meeting

An Advocate

300
Progress Note Includes:

- members present, location, goal discussed, satisfaction reviewed, follow up plan

YAY

best practice

400

Case Managers should conduct contacts in a variety of settings including these two locations

Home and Community/Work Settings

400

This note states:

"The member was rude and lazy"

An auditor would call this type of documentation?

Subjective Language

400

This must be assessed to determine whether the member has opportunities for work and career development

Employment Status

400

There are this many phases of the PCP process

DOUBLE JEOPARDY: Name the phases

1. Record Review and Meeting Coordination

2. Annual PCP Meeting

3. Complete Sections Needed for State Review

4. Pending Provider Selection, Provider Linking and SIPS

5. Final Review, Completion and Distribution

400

Comp assessment identifies housing concerns but PCP never addresses housing

NAY

Comp and PCP are not aligned


500

True or False:

A case manager can satisfy monthly monitoring for three months by speaking only with staff and never with the member

False

500

The most important thing a progress note should connect back to

PCP Goal or Assessed Need

500

The assessment should identify the most integrated _________ appropriate to meet the member's needs

Setting

500
This is referred to as a 'shell' during Phase 3 of the PCP Process and state why it is necessary. 


DOUBLE JEOPARDY: The shell is replaced during which Phase. 
Shells are entered for service/supports by listing service type and requested hours/wk or days/yr


Phase 4, providers/actual services entered after state review

500

Unmet Need:

"Needs counseling."

Nothing else documented.

NAY

Missing interim plan

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