Documentation
Treatment Planning
Mental Health
Case Management 101
Potpourri
100

This billing code is used when documenting a phone call with either a client or collateral contact.

What is a CPST

100

This is the number of visits/days you have to create a new treatment plan upon transfer or start of service. 

5 visits/30 days

100

This professional is licensed to diagnose mental health disorders and prescribe medication.

Psychiatrist

100

This quadrant is used to describe "More Severe Mental Health and less severe Physical Health/Substance Use".

BH LOC II

100

Per best practices, when a client misses a scheduled psychiatric appointment you should attempt to contact and engage the client within this number of hours. 

Twenty Four Hours

200

This can be referred to as "the consistent and coherent connection of relevant clinical information through-out a client's documentation, and ensures that all elements of care are aligned and traceable.

The Golden Thread

200

These are specific, measurable steps on a treatment plan that help a client achieve their goals.

Objectives

200

This is a set of verbal and non-verbal techniques used to reduce the intensity of conflict. It often involves active listening, empathy and maintaining a calm demeanor. 

De-Escalation

200

This case management function focuses on identifying client needs, strengths, and barriers.

Assessment

200

This is what LAI stands for.

Long Acting Injectable

300

This follows the behavioral observations and interventions provided in a case note and reflect the client's reaction to the visit. 

Client's response

Client's progress

300

This is how we document a guardian's involvement in the treatment planning process.

Signature on plan

Attachment of all correspondence sent to guardian

300

This serious mental illness is characterized by disturbances in thought, perception, and functioning.

Schizophrenia

300

This activity ensures services are coordinated across providers to avoid duplication of or gaps in service.

Service Coordination

Care Coordination

300

When a case manager shares information with a third party and/or another provider to coordinate care, this law must be followed.

HIPAA

400

A progress/case note that accurately describes the service, but does not connect it to the treatment plan goal is missing this required element.

Medical Necessity

400

This is the appropriate "modality" listed on all regional case management treatment plans.  This describes the TYPE of service being provided.

TBS/PSR

400

This term describes a return of symptoms after a period of improvement or simply "falling off the wagon".

Relapse

400

This is the document a client signs to authorize CSS to provide services to them.  

Consent for Treatment

400

A: Motivational Interviewing

500


Trauma Informed Care

500

This proves that the client was actively involved in the treatment planning process.

Client/guardian signature, quotes, accompanying note state client actively participated.

500

This symptom includes hearing or seeing things that others do not.

Hallucinations

500

When updating a treatment plan, these four assessments should be updated either annually or every six-months for all clients. 

NOMS

AUDIT

PHQ9

DLA 20

500

Upon discharge from a psychiatric hospital, a case manager should make contact with the client within these many days of discharge.

2 days

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