Billing Guidelines
Maximum number of hours you can bill for Crisis (which includes...)?
8 hours in a 24 hour period (includes session, documentation, travel, additional provider time).
Which activities should I select in my 1st 2 assessment sessions?
1st session: Intake Assessment
2nd session: Assessment F2F
Where do I put my minutes for Record Review notes?
in other time
What are 3 reasons why a provider cannot access a Full Assessment in Exym?
1. no current/open episode
2. the person assigned/listed in the completed by field of the full assessment document is different than the person completing the assessment.
3. that person is not listed as a primary therapist in the client assignment tab
What are the 4 signatures that should be captured on a treatment plan?
provider, client, caregiver, supervisor
Which 2 activities can be billed before my intake assessment session with the client and what is the only condition?
Which activity should I select if I spoke with caregiver to get updates on client's behaviors at home?
PD
If a case manager and therapist traveled separately to the same session at the school, how should they capture their time?
By writing their own notes.
What is the deadline for completing an assessment?
30 days
There is a time-stamp of my attempt to get client/caregiver's signature; however, the signatures do not appear. Why would that be the case?
The supervisor did not approve the TP before the client/caregiver signed.
psychiatric hospital, residential treatment facility, jail
IR
What are the 5 places of service we can bill to on a note?
1. office
2. home
3. school
4. other unlisted facility
5. telephone
Which type of assessment should be completed when a client returns to lacgc after being discharged?
reassessment
What are the steps to adjusting a plan ending date when the TP has already been approved?
Admin --> Clients --> Manually adjust care plan dates
If a therapist meets with the client to gather assessment information while the case manager simultaneously meets with caregiver to build TCM treatment plan objectives, how can I bill this?
The case manager cannot bill until the therapist is done BILLING for assessment. Assessment form does not have to be completed in order for case manager to start billing.
Which activity should I select to make a request for psychiatric evaluation?
Other Services - Request for Medication Services
What is the time limit for documentation on notes?
There is no set time limit, as long as the content of your note justifies the time being billed.
Which type of assessment document should be completed if I'm using/receiving a Full Assessment from another agency?
Assessment addendum
What are 5 major components in the interventions of a treatment plan?
location, frequency, duration, modalities, elaboration
1. For the purpose of assessment with non-client/non-collaterals.
2. Providing skills/psychoeducation with non-client/non-collaterals.
3. Traditional IR: behavioral skills.
If I had a session with caregiver to create objectives on the TP about housing, financial, education resources, which activity should I select?
TCM
How can you tell if a note has been billed/submitted for billing?
go into activities, select admin, check invoice status
If a client hasn't been seen for an extended period of time (but less than 180 days - 6 months). What type of assessment document should be completed?
Assessment addendum
1. end previous person's csp cycle
2. close goals
3. have supervisor/TQM expire plan ending date.
4. select create new
5. add new csp cycles with previous provider's end date.
6. change plan ending date to previous provider's end date.
7. repeat goals with new start date if re-using goals.