CASE NOTE RULES
RECOVERY PLANNING
REFERRALS & SERVICES
TIERING & CASE DECISIONS (THINK LIKE A DCM)
QUALITY CASE MANAGEMENT (STRONG DAILY DCM PRACTICE)
100

CASE NOTES MUST BE ENTERED WITHIN THIS TIME FRAME. 

WHAT IS 48 HOURS?

100

EACH IDENTIFIEND NEED MUST HAVE AT LEAST ONE OF THESE.

WHAT IS A GOAL?

100

EVERY REFERRAL MUST BE CONNECTED TO THIS.

WHAT IS THE RECOVERY GOAL?

100

WHAT TAB IS USED TO DECIDE THE CASE'S SERVICE TIER,

WHAT IS THE ASSESSMENT TAB?

100

WHAT GUIDES ALL CASE MANAGER ACTIONS IN DCM? 

WHAT IS THE RECOVERY PLAN?

200

THIS FORMAT IS REQUIRED FOR EVERY CASE NOTE.

WHAT IS DATE - CASE NOTE - EMPLOYEE INITIALS?

200

RECOVERY GOALS ARE REMOVED ONLY WHEN THEY ARE NO LONGER THIS. 

WHAT IS DISASTER-RELATED?

200

THIS DATE SHOWS WHEN THIS MUST BE DOCUMENTED.

WHS IS THE SERVICE PROVIDED DATE?

200

SERVICE TIER 3 LEVEL OF CONTACT.

WHAT IS BI-WEEKLY OR WEEKLY?

200

WHAT SHOULD DRIVE EVERY REFERRAL MADE.

WHAT IS A DOCUMENTED RECOVERY NEED?

300

FULL CLIENT NAMES ARE AN EXAMPLE OF THIS, WHICH IS NOT ALLOWED.

WHAT IS PII?

300

THIS DOCUMENT MUST BE SIGNED AND UPLOADED.

WHAT IS RECOVERY PLAN?

300
SERVICE UNITS AND THIS MUST BE DOCUMENTED.

WHAT IS THE DOLLAR VALUE?

300

WHEN SHOULD A TIER BE CHANGED?

WHAT IS WHEN THE CLIENT'S NEEDS CHANGE?

300

WHAT TELLS THE FULL STORY OF THE CLIENTS RECOVERY?

WHAT ARE CLEAR AND TIMELY NOTES?

400

NOTES SHOULD FOCUS ON ACTIONS, CONTACTS, AND THIS.

WHAT IS COORDINATION OR NEXT STEPS?

400

GOALS MUST INCLUDE START DATE, END DATE, AND THIS.

WHAT IS STATUS OR ACTION STEPS?

400

REFERRAL NOTES EXPLAIN THIS CONNECTION.

WHAT IS HOW THE SERVICE (REFERRAL PROVIDED) SUPPORTS CLIENT RECOVEY (PLAN)?

400

WHAT MUST BE UPDATED WHEN A TIER CHANGES.

WHAT ARE NOTES AND TIER FORM?

400

WHAT PREVENTS DUPLICATION OF BENEFITS. 

WHAT IS COORDINATION AND DOCUMENTATION?

500

NOTES SHOULD CLEARLY SUPPORT THESE TWO THINGS.

WHAT ARE SERVICE TIER AND SERVICES PROVIDED?

500

THIS TAB SERVES AS THE ROADMAP FOR RECOVERY.

WHAT IS THE RECOVERY TAB?

500

THIS TAB SHOWS HOW NEEDS TURN INTO SERVICES.

WHAT IS THE REFERRAL TAB?

500

WHAT IS THE BIGGEST RISK OF ASSIGNING A TIER TOO HIGH?

WHAT IS OVER-SERVING OF AUDIT ISSUES?

500

WHAT SHOWS A CLIENT IS ACTIVELY ENGAGED IN RECOVERY.

WHAT IS REGULAR CONTACT AND FOLLOW-UP/ FOLLOW-THROUGH?

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