TCM 101
Notes
Service Plan
Documentation
Billing
100

What is the first thing to add or change when opening a document

Choose a Program

100

What is the research note structure?

Domain / Why we are doing this research? How will this benefit my client? What is the research? What is the plan? When will be shared?
100

For how many days is valid the ISP?

180 days

100

If the client accepts the services, You are allowed to complete what? Where you get that from? Give examples of your note.

A Collateral Review from the Biopsychosocial. 

100

What is the minimum required to bill weekly?

15 hours

200

How much time after assignment you have to contact your client?

24 hours

200

How many minutes are you able to bill for a Research note?

Up to 67 minutes

200

What is the structure of the note for the ISP visit. 

Please give a complete example.  

200

When do you complete a quarterly report?

90 days after initial visit

200

When Carelogic closed the week for Billing Purposes?

Every Saturday at 11:59pm

300

Name the 4 visits in the 30 days process

1. Initial Visit

2. Assessment

3. Service Plan Development 

4. Service Plan Signature

300

What is the first part that need to be completed in your Consultation Note?

The CSSRS.

300

Are the target dates for my Long Term Goal all the same? Are the target dates for my Short Term Objectives all the same?  Why?

Yes Why?


No Why?

300

What are the 3 documents under Discharge Process?

1. Discharge Summary

2. Discharge PCP Letter

3. Release for Follow up After Discharge

300

How will you know that notes were not paid?

If my notes are in Rejected status or in None status at the moment of completing Payroll.

400

Name all documents completed in the Initial Visit

1. TCM Initial Visit Form

2. TCM Client Questionnaire

3. Appendix

4. Informed Consent

5. Telehealth Consent

6. ROI

7. Safety Plan if needed

400

Please give an example of your initial phone call note or script.

????

400

How many Long-Term Goals, Objectives and Short-Term Objectives per Treatment Need is required?

1 Long term Goal

1 Objective

At least 4 or 5 Short term Objectives

400
Explain the process of uploading document to the ECR.

ECR - Client - Clinical Record - Document Library

Add Document and complete all pink boxes. 

400

How many units can you bill per day per client?

How many units can you bill per day per client?

500

Mentioned 3 TCM Activities that you can choose in Carelogic.

1. Targeted Case Management

2. TCM Assessment

3. TCM Individualized Service Plan Development / Review

4. Quarterly Report

5. Discharge Summary

6. Collateral Contact

500

Please give an example of your initial visit note.

:) 

500

What are the domains for the Service Plan?

1. Mental Health Psychiatric - medication management

2. Mental Health - Counseling

3. Medical- Dental

4. Education

5. Family Support

6. Financial

7. Legal

8. Development of Environmental Support

9. Housing/Food/Clothing

10. Vocational Services

500

In a Caseload Audit, mentioned 7 documents that would need to be found in your case.

1. Informed Consent

2. ROI

3. Safety Plan

4. Service Plan Signed

5. Notes signed

6. Home Visit Logs

7. Assessment

8. Appendix

9. DLA-20

10. Confirmation of Guardianship

500

How is the best way to organize and know how many hours you will bill for the week?

Pre - Booking. - Week at glance

M
e
n
u