Admin Docs (1006s, ROIs, Scales)
Your client is brand new to PWC. If you saw your client, on 12/02/24, but didn't get to bill the 1006 until 12/04/24 what should the following dates be:
Date Completed:
(MIS) Registration Start Date
(MIS) Expiration Date:
Opening Date:
Date Completed:12/04/2024
(MIS) Registration Start Date: 12/02/2024
(MIS) Expiration Date: 12/02/2025
Opening Date: 12/02/2024
When updating IATP what score should be updated?
CGAS - Children/Adolescent
GAF- Adults
What needs to be completed for a closing?
1-Closing Note, 560 or a 599 if client is not present
2-Closing 1006
3-Discharge Plan/Summary
4-Send an email to Danielle, Marleni, & Veronica (if she is your clinical supervisor)
You're client tells you that they needs a letter indicating that they are in services in regards to anxiety. What is needed to send this letter request?
1-ROI
2-Handwritten Request
3-Email Toshiro Obara, Tania Martinez, Jesus Alvarez, Marleni Pelayo, Danielle Rodriguez. and Veronica Cardenas (if she is your clinical supervisor)
QMHP provided therapy session to client for 65 minutes at PWC.
Is this DATA correct as documented and if not why not?
1-Missing face to face
2-Time can only be 15 mins/30 mins/45 mins/1 hour
3-Which PWC, YWC, Admin, Melrose Park, Berwyn
4-Client's initials
5-Objective
You client just turned 18. What should be updated? BONUS: Something else could be updated, what is that?
1-1006 needs to be updated
2-LOCUS assessment needs to be completed
BONUS: ROI can be updated if client request it, they are 18 so they have that right.
When updating an IATP, which section should be updated in order to reflect change in Strengths and Needs (& sometimes Caregiver Needs)? How do you update that section to reflect those changes?
Section 12: Summary of Prioritized CANS Needs and Strengths
You reflect this by changing ratings and then going to section 12 and hitting UPDATE ALL ACTIONABLE ITEMS
What's the difference between a discharge plan and discharge summary?
Discharge Plan I can bill for as a 560 as the client is present and will sign discharge plan.
Discharge Summary I can not bill for it and is a 599 note. I complete discharge summary and sign for client/parent "unable to sign".
Your client's letter was approved and ready to go. You give them the letter, is there anything else you need?
YES! A signed Acknowledgement Receipt Form
How long should the ACTION and RESPONSE be?
4 sentences (for the LOVE of God 4 whole sentences)
When you receive a RETURNING client, you have to complete the OPENING 1006. What date does not change no matter what and why?
OPENING DATE- the opening date is the day that the client was first opened in CIS.
Explain what symptoms have decreased, and what symptoms are still present to show how depression has slightly improved but need to continue to work on client's depression.
If the client is closed you bill the 599 closing note, or a 560 note, what statement should always be in it?
(Client's initials) is closed.
Ex. DR is closed.
Your 7 year old client tells you his 9 year old brother pushed him down the stairs and he broke his finger. You don't see any of his fingers broken. You bring mom in and she explains they were walking out of the house and his brother did push him down the 1 stair outside of their home and he got a scratch on his finger. Is this a DCFS report?
No. Thank goodness.
How long should a follow call be if the client does answer?
15 minutes
Your completing your kid client's worker's OHIO. Client scored 10 on Problem Severity and a 70 on Functionality. Based on the scores, is your client showing medical necessity?
No. Scores deem the client to have no medical necessity. OHIO problem severity should be at least a 16 or higher and OHIO functionality should be a 56 or less.
Here's an objective, is it a SMART goal? if no, why?
Client will learn coping skills to help decrease their anxiety at least once a week and will be measured by observations and self-report.
S Specific What will be accomplished? What actions will you take? (what coping skills for what? anxiety, fear, depression?)
M Measurable What data will measure the goal? (How much? How well?) (measurements are great, need an assessment)
A Achievable Is the goal doable? Do you have the necessary skills and resources? (it is achievable)
R Relevant How does the goal align with broader goals? Why is the result important? (it's relevant)
T Time-Bound What is the time frame for accomplishing the goal? (at least once a week)
Your client was opened in CIS on 04/28/2021. They were a returning client and started with you on 06/21/2022. You updated the client's diagnosis on 08/02/2024. Closing date and note was on 11/27/2024. But you did not complete closing 1006 until 12/02/2024. Tell me what the followings dates are:
Date Completed:
(MIS) Registration Start Date
(MIS) Expiration Date:
Opening Date:
Date Completed: 11/27/2024
(MIS) Registration Start Date 06/21/2024
(MIS) Expiration Date: 06/21/2025
Opening Date: 04/28/2021
How long do you have to complete the incident report?
24 hours
When you document a 0AL note, should the PLAN be specific?
Yes. All PLANs in all notes should be specific. Meaning add an objective or assessment that you will be doing with client in next session.
Your ADULT client comes in and says "I no longer want my sister as my emergency contact, I want to have that release voided". What are the steps that need to follow? Do we void the ROI? (void meaning erase the ROI)
1- Ask client for another emergency contact (as adult they need to have an Emergency Contact)
2- Have client provide a handwritten request to revoke ROI
3-Q/M must document a 560 note (15 minutes) that indicates client is revoking ROI & providing new updated ROI
4-Enter-Letter entered into the binder to be uploaded
And the answer is no, we do NOT void, but we revoke.
In the Display Note, where can you find the Estimated transition/discharge date?
The end date of the current IATP
You completed the discharge plan/summary. The Start Date and End Date are:
Service Start Date: 11/06/2020
Service End Date: 11/07/2023
At the Upper Right Corner where the Start & End dates are for the discharge plan/summary, what are those dates?
Start: 11/07/2023
End: 02/07/2024
Your 12 year client reports sexual abuse from her cousin, a year ago. Once you de-escalate any feelings your client expresses and everyone is aware (parent/s) What do you do now?
1-Notify clinical supervisor
2-Call DCFS, and ask for DCFS workers name and DCFS case number
3-Complete/Sign Incident Report, email to Marleni, Danielle, and Veronica
4-Complete CANTS 5 form, place in envelope, and give to front desk to mail
Your IATP expired 11/27/24, you have been billing 210s up until the 11/27/24. What should be billed for the next session now that the IATP is expired?
0ARs until IATP is completed.