These are the only colors documentation should be completed in.
Blue or Black Ink
These two documents go in the "Student Consent" section in EHR.
Student Consent form and Consent for Disclosure of Confidential Information.
Who do you call on what days?
Sue-Mondays
Kim-Tuesdays, Wednesdays
Amberlyne-Thursdays, Fridays
*Subject to be changed when needed*
I am how you get your data for the first Objective on the Quarterly Report.
CDAC Satisfaction Survey
I am the person you submit your mileage to.
Sue Nast
These should come after your name after signing anything on a form.
Credentials
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
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)
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
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.
This is the form that is completed with no spaces, when an individual will need ongoing one on one services.
Individual History Form
HIPAA, Behavioral Support & Management Philosophy, and Individual History (Assessment) Bonus points for ECHO-Pre/Post Surveys
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.
October 6th
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
Objectives & Strategies or Prevention Plan (Diversion)
CDAC School Prevention Enrollment AKA Enrollment Tab
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.
What needs to happen starting on October 1st.
All new students enrolled need a new referral for the 2025-2026 school year.
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
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
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
Edit the correct date for the Executive Direct notification time to the time of submission.
These are the dates of the second quarter...NO CHEATING!
October 1st-December 31st
What is it called at the end of the year when we archive our files?
Gilmore