OBCM Standardized Plan
Documentation
Definitions
OBCM Hodge Podge
CMIS Reports
100
The OBCM target population must meet three criteria, which are:
What is receiving Medicaid, currently pregnant and/or within the postpartum period and meet at least one of the priority risk factors?
100
The medical record, the referral source, provider portal data, the prenatal care provider and the patient herself.
What are sources of information for the pregnancy assessment?
100
Documentation for Case Review Chart Audit: condition-administration, task type - case review/chart audit, intervention - follow up/monitor, task with ________
What is with "other"?
100
Patient is deferred at any point in time.
What is when patient is no longer actively engaged in care management services?
100
This report provides a current snapshot of the OBCM's caseload at a point in time for OB Heavy, Medium, Light, Pending, and Pending Over 30 Days.
What is the Caseload by OBCM (or My Caseload) Report?
200
This status should generally not be used for more than 30 days, unless outreach efforts are close to securing contact and engagement, and documentation reflects ongoing attempted contacts.
What is pending status?
200
Yes, No, N/A
What are documented responses on the Pregnancy Assessment?
200
Patients who are in a locked mental health facility or incarcerated should be deferred for this reason:
What is "unable to participate in care management at this time?"
200
You receive several new patient referrals with positive risk factors ranging from domestic violence to hypertension. You triage your patients based on their needs. Per your clinical judgment, pending tasks for each patient referral should be set no greater than _____ days to conduct outreach and engagement.
What is 30 days?
200
This report provides a list of patients within the selected county for a selected time period who have a priority risk factor.
What is the OB Priority Report?
300
ADT feeds or Informatic Center hospitalization lists require follow up within ______ hours of the OBCM receiving the referral.
What is 72 hours?
300
Reminders for the Pregnancy Care Manager regarding what to do next which are not part of a patient's permanent record.
What are instructions?
300
This task is a face-to-face meeting with another member of the care team or another professional regarding the patient's care.
What is a professional encounter?
300
All CMIS users should only use this type of abbreviation, as posted in CMIS Resources.
What is CCNC/CMIS approved abbreviations?
300
This report shows information about the caseload of the selected user(s), including case load distribution at the beginning and end of the selected time period, deferrals and deferral reasons during the time period, completed and attempted tasks and interventions for patients in active case status.
What is the Caseload Activity Summary Report?
400
Pregnancy Care Managers have a minimum of 3-5 documented, unsuccessful, timely attempted contacts at 3 different times, on 3 different days, and in 3 different ways before deferring a patient for this reason.
What is "unable to contact"?
400
CCNC Privacy Officer and local agency privacy officer.
Who are the persons you contact when your records are supeoned?
400
Representation and/or active support or recommendations provided to another on the patient’s behalf would be considered what type of patient intervention?
What is advocacy?
400
There are 11 priority risk factors. Identify 4.
What are multifetal gestation, fetal complications, chronic condition which may complicate pregnancy, current use of drugs/alcohol, history of preterm birth, history of low birth weight, unsafe living environment, tobacco use, late entry to prenatal care, hospital utilization during pregnancy and provider request for care management services?
400
This report is based upon the user’s tasks within a specific time period. It shows all of the care management activity for the selected user(s), regardless of whether the patients are assigned to the OBCM’s caseload.
What is Task Activity Summary Report?
500
These three deferral reasons should not be utilized for priority patients:
What is "identified needs/goals have been met," "well-linked and "does not meet screening criteria?"
500
4/4/4,000
What is the placeholder entered in CMIS when patient's due date is not known?
500
This Medicaid Program provides coverage for family planning, STI screening and treatment, sterilization and transportation to appointments.
What is The Be Smart Program?
500
When using this abbreviation, OBCMs should not refer to themselves as ____ when documenting in CMIS. This creates confusion for anyone who will access the patient's record since CCNC already has care managers referred to as this.
What is "PCM"?
500
This report provides statistics about the initial risk screening forms entered into CMIS by the selected county during the selected time period. This report addresses each patient’s first risk screening form for the current pregnancy, which is where the majority (>95%) of priority risk factors are identified.
What is Initial Risk Screening Summary Report?
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