Documentation
EHR
Incident Reports
Quarterly Report
Miscellaneous
100

These are the only colors documentation should be completed in.

Blue or Black Ink

100

These two documents go in the "Student Consent" section in EHR.

Student Consent form and Consent for Disclosure of Confidential Information.

100

Who do you call on what days?

Sue-Mondays

Kim-Tuesdays, Wednesdays

Amberlyne-Thursdays, Fridays

*Subject to be changed when needed*

100

I am how you get your data for the first Objective on the Quarterly Report.

CDAC Satisfaction Survey

100

I am the person you submit your mileage to.

Sue Nast

200

These should come after your name after signing anything on a form.

Credentials

200

In the "client profile" section, I am the one thing that needs to be entered, even though it doesn't have an asterisk.

Middle Initial

200

Susy has current suicidal ideation, with a plan. Oh no! What do I do?

Alert admin, and called TIC (SR) or Licensed counselor to evaluate or MRT (OK)

200

Most likely, Objectives for Q1 and Q3, will be N/A, but you use me to get the data for Q2 and Q4. It is a requirement you know....at least one a semester.

Botvin or SS GRIN pre/post surveys

200

Please do this when you will be out sick on that same day.

Call or text your primary coordinator, and then make your school aware.

300

This is the form that is completed with no spaces, when an individual will need ongoing one on one services.

Individual History Form

300
These three documents go in the "Documents" section in the General Section in the client chart.

HIPAA, Behavioral Support & Management Philosophy, and Individual History (Assessment) Bonus points for ECHO-Pre/Post Surveys

300

Jen disclosed non-suicidal self-harm. What do I do?

Call the parents to notify. Provide support and resources. Complete the incident report only after you get in touch with the parents.

300
When is the Quarterly Report Due for Quarter 1?

October 6th

300

You need to keep not the original copy, because those go to Thomas Chen's box, but the copied copy. Then I am labeled in a file and kept for 1 year before I am archived.

CDAC Satisfaction Surveys 

400
This is completed 30 days after the Individual History (Assessment) form and should have at least 2 issues; Academic (1st), Personal/Social (2nd), Family (3rd). Supervisory signature required.

Objectives & Strategies or Prevention Plan (Diversion)

400
I need to be completed immediately for my client to show up in PHP reports; hint-I also need to be competed to enroll the client into group.

CDAC School Prevention Enrollment AKA Enrollment Tab

400

How do you identify the individual you are referring to in an incident report?

The last four of the mock social or psuedoID in EHR. Never use the individuals names in the IR.

400

What needs to happen starting on October 1st.

All new students enrolled need a new referral for the 2025-2026 school year.

400

I need to be kept, not for one year like the rest, but for 3 whole years in the filing cabinet before I get archived.

Quarterly Report File

500

When completing "skill building" sessions with an individual who has an Objectives & Strategies (or PP), these should always be included in the progress notes.

Issue #'s i.e. O&S #1, or Issue #1, or PP #1

500

I need to be completed for every individual; I only have to be completed once for the years that the student is in the program; I only have two ways to be completed (depending if my kid is big or small).

Risk and Protective Factors Addressed

500
I am the very last thing you do before submitting the Incident Report.

Edit the correct date for the Executive Direct notification time to the time of submission.

500

These are the dates of the second quarter...NO CHEATING!

October 1st-December 31st

500

What is it called at the end of the year when we archive our files?

Gilmore

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