Where Does It Go?
Where should an SSI Benefits award letter be uploaded?
C. Financial (Benefits, SSI/SSDI, ABD, Etc.)
What should be included in the name of most documents uploaded to the Bluestep Document Library?
The document type followed by the 6-digit date.
A power of attorney should be saved under which category?
F. Legal: Other.
An SSI/SSDI document belongs in which category?
C. Financial.
You have GAD-7 that was completed outside of Blue Step, or should it be saved?
A. Assessments and Community House Intake-Related Paperwork.
Where should a completed PHQ-9 be uploaded?
A. Assessments and Community House Intake-Related Paperwork.
A PHQ-9 was completed on December 4, 2022. What should the document name be?
PHQ-9 12.4.22.
A room inspection should be saved under which category?
G. Program-Specific.
An Affidavit belongs in which category?
D. Legal: Affidavits (Declarations and Revocations)
Staff receives an outreach attempt letter that does not fit into Financial or Legal. Where should it be saved?
B. Correspondence.
A Client returns from the hospital with discharge paperwork. Which category should the document be saved under?
H. Records: Hospital discharge (inpatient Psych and Medical.)
A medication error occurred on September 17th 2024. What should the document name be?
Med Error 09.17.24.
A conditional release order should be saved under which category?
E. Legal: Less restrictive (LR) and Conditional Release (CR).
A Guardianship Order belongs in which category?
F. Legal: Other.
A client has a Swedish Hospital discharge document dated June 4th, 2021. What category does it belong in and what information should be used to name it?
H. Records: Hospital Discharge. The file should use the hospital name and date of discharge, such as Swedish Discharge 06.04.21.
A client receives an after visit summary from their primary care provider. Which category should it be saved under?
J. Records: Medical outpatient.
An LR order begins July 25th, 2015 and ends September 27th, 2015, What dates should be included in the file name?
Both the start date and the end date: LR 07.25.15-09.27.15
A Conditional Stay Review (CSR) should be saved under which category?
L. Stay Reviews: LOCs, CSRs, SSH Reviews.
An Emergency Room visit record belongs in which category?
J. Records: Medical Outpatient.
Staff receives a document from an outside mental health provider containing treatment records. The document is not a hospital discharge, medication order, or medical outpatient record. Which category should be considered first?
K. Records: Mental Health Outpatient and SUD Inpatient and Outpatient.
A client receives paperwork from an outside provider regarding their outpatient mental health treatment. It is not a hospital discharge and does not concern medication orders. Which category should it be saved under?
K. Records: Mental health Outpatient and SUD Inpatient and Outpatient.
You receive a medical record from the Felton Medical Group for a visit that occurred November 12th, 2021. What three pieces of information should be used to name the document?
The provider, document type, and date of service.
A document is received from outside the organization, but it does not fit into any of the existing categories and does not specifically identified as financial, legal, medical, program specific or a stay review. Where should it be saved?
N. Storage: Uncategorized, other.
A client has an LR order and a Power of Attorney. Should both documents be uploaded into the same legal category? Explain why or why not.
No. The LR order belongs E. Legal: Less Restrictive (LR) and Conditional Release (CR), while the Power of Attorney belongs in F. Legal: Other.
Staff receives medication order for Metformin dated November 1st, 2024, what category should it be saved in and what naming convention should be used?
I. Records: Medication Orders. Name should be Metformin 11.01.24.