OTRs
OTR stands for
What is Outpatient Treatment Request
How often should you check your email
what is throughout the day
When you received a new or transferred case what is the first step
What is Reply, received
Monthly Summaries are due
What is CSIs by the 3rd and
Therapist by the 5th
When is the Crisis Plan complete
What is Initial assessment / reassessment / crisis situation/ discharge from the hospital
Who complete OTRs
What is CSIs and therapists
When you receive an email, what is required
What is respond RECEIVED stating you received the email
If it is a Family Preservation case or Tier case with a Case manager you should
What is Introduce yourself via email/phone
Where to send the Monthly Summaries when completed and What is included when sent
What is Region 4 email address /Monthly Summary should be a PDF / Case Manager's email address and name/Client's name and case #
Should all clients have a Crisis Plan
Yes (explain)
OTRs are completed when
What is before the units are exhausted or expire
Should you read the entire emails
Yes (explain) or No (explain)
How many days should you schedule the initial section
What is 7 days
Where is a copy of the Monthly Summary located
What is Ecase "Home Page" under Agency Documents
What private insurances Family Ties accepts
What is Blue Cross Blue Shield / Aetna / Cigna, Tri Care and United Health Care
What insurance companies need an OTR
What are CareSource, PeachState & Amerigroup
Who sends out the PS list and when is it due
What is Darsha Clark and the last day of the month
When do you contact the client/family when a case has been added to your caseload and what is the exception to the rule
What is 48 hours and exception is when Supervisor/Regional Lead asks you to call immediately
Where to upload the Monthly Summary when completed
What is Case Document Section
How do you determine if the client has a co-pay
What is Go to ecase and jump to patient and click on patient search
What form is needed and what belongs in the summary to obtain more units for MCD clients
What is Complete a 30-day summary of the client
Which assessment is needed for children and adults
What is CPSS (Children)
What is PHQ9 (Adults)
What are the 3 steps to take upon case assignments
What is check authorizations
What is review BHA/ Tx Plan
What is review referral & service authorization
Where do you build the monthly summary
What is you time sheet
Can you see the client that has a copay and what is the process to see the client with the copay
Yes (explain) and
What is Inform the client/parent of the copay / copay must be paid first / notify Region 4 to have an invoice sent out electrically