Review
7 Things that must be completed during day 2
-Initial ITP
-CMA
-update MB
-Assign to group
-Staff relationship/program history
-tour of facility
-backline education
This box needs checked on every assessment.
Learning style.
Counselor caseload report can be found where?
*points double if you know what you have to do to view it and what day you should retrieve it
Teams on BH Team Resources under General
*comes out Monday by 11am, must download first
Clinical documentation requirements for OTP patients in the first 90 days.
-scheduled 60 minutes weekly (roster for group)
-document DNS
-memo to chart
-explain short sessions
Sarah's favorite holiday
Christmas
Specific question in trauma section on assessment that has to be answered.
Have you witnessed any overdoses.
Assessment only/no SUD patients LOC is completed how (boxes, narrative, drop down)
-answer all the questions in the narrative
-don't check boxes
-LOC drop down
-Other and copy narrative from assessment only PDF
Flow to complete when you have a DNS including timeframe
5 minutes after scheduled time, must call
-if no answer, leave message and send backline
-document call log
-see if there are on site needs
-review call activity spreadsheet in chat for CLM needs
-post availability on TH chat
This change was made on ITP reviews in LOC narrative.
Can't say no peer recovery support person at the location; need to refer out.
Case management to be assessed quarterly.
Sarah likes flamingos because of the sentimental ties to her besties. She also likes balloon animal stuff for this sentimental reason.
Sarah had a magician and balloon artist at her wedding reception.
This section must be your assessment, not just the patient's word/perception. For example, the narrative box can't just say, "Patient denies."
Neglect/exploitation/human trafficking.
Things counselors are responsible for when asked about caseload management.
-size (how many patients)
-who are in DC/RE process; dates for sending letters and discharge
-pregnant
-justice involved
-ITP due dates
-CMA completion
-scheduling follow ups
-referrals
-counselor caseload report reviewed and prepared to share what caseload management you have done/plan to do
-patients that need to be discussed
Sarah's husband's name is Kevin, her cute male dog's name is Marv, and this is the name of her female chihuahua.
Reina
BH KPIs are changing with the BH evolution. These will determine how big our bonus and performance based pay increase depends on.
-documentation is 2%
-90 day retention for patients
-ITPs completed at 90%
-encounters (30-35 therapists, 45-50 counselors)
Recommendations that must be identified even if the patient doesn't want to work on them.
-education
-nicotine
-trauma
-housing
-transportation
-employment
-MH issues
-medical issues
The reasons caseload management is significant.
-quality patient care
-meet patient needs
-meet KPIs
Things required for all pregnant patients
-ROI for OBGYN (and hospital if separate from OB)
-pregnant patient letter
-providing education documented
-spreadsheet updated
-POSC
Sarah has supervised at over half of the centers in the North region, starting with opening the Elyria center. These are the other centers.
*Points double if you can identify in order
Opened Elyria
Opened Kent
Added Dover
Traded Kent for Parma
Traded Dover for Willoughby
Gave Elyria to Tori
Added Ashtabula temporarily
BH evolution came with a lot of change so we need to make sure we remember to do these things.
-ITP review activity code for full bio and ITP review
-caseload management
-30 minute appointments
-case management activity code for everything other than document capture (counselor Is and IIs)
-quality service
-scheduling follow ups and making calls
-document completion
-split days and offering TH
-GROUPS GROUPS GROUPS
These should be reviewed before completing the full assessment.
-initial BH documents if any
-medical notes
-use history in doc library
-rapid results in doc library
-SLS if available
Expectations for caseload call activity spreadsheet.
1. the need to manage maladaptive communication among participants that complicates delivery of care
2. caregiver emotions or behaviors that interfere with implementation of the treatment plan
3. evidence or disclosure of a sentinel event and mandated report to to a 3rd party
4.Use of play equipment, physical devices, interpreter/translator to overcome barriers to interaction with a patient
Clinical and medical cadence needs to be consistently documented in these locations.
-treatment plan: drop downs and narratives
-progress notes: both narrative boxes
-memo to chart and\or progress note and\or call log
-MB
Sarah's nieces are Camilla and Carlie but she refers to them by these nicknames.
Bean and Bear