FORMS
When CFARS/FARS need to be completed, and maximum bill?
If the client DOES NOT have a therapist with C.H
15 mins/Incidental note
Difference between a progress note and incidental note?
Incidental- All documentation-forms
Progress: Contact and services
When is a safety plan due?
Within 30 days
Updated as needed-
If verbal consent only, what TCM needs to do?
Obtain signature during next visit. ECR or Foxit
Appendix I and J
Due dates?
What information goes in the additional comments?
Same day assessment is completed.
What TCM will be doing for the client based on needs
Maximum time to enter a visit note after a client meeting?
24 hrs
Name 2 agencies clients can contact during a crisis
988
211
ETC.....
Combined consent for treatment and to disclose PHI
Due dates?
Who completes the form?
Intake by screener
and annually by TCM
Assessment due date?
Assessment update due date?
Within 10 days of the first billable service/assignment
Update: 11 months
Maximum time for documentation?
If extra time is needed, what to do?
20 mins
Ask Jen for approval
When the communication of significant event form is due?
Admission, discharge, ALL significant events
Consent to release or obtain PHI
What is the purpose of the form, who completes it and where is it located?
Obtain/release protected health information
MUST be completed for all individuals/entities that TCM will communicate with in regards to client's case
Service Plan due date?
Service plan review due date?
Within 20 days from the first billable service/assignment
5 months
What does TCM need to assess in every contact with client?
Complete a wellbeing check, assess for safety
When an incident report is appropriate?
If the incident occurs during any moment when a TCM is interacting or involved
Deaths
Abuse is discovered by you, and reported to you for the first time
For how long can a PHI consent be authorized?
A single time- expires 3 months of the date of signing
12 months from the date signed or upon termination of services
Which forms need to be completed at 5 months?
After care-Service plan review
Example of incomplete information in documentation
Missing details-purpose of the call
Not connecting service plan goals to information
Examples of mandatory reporting
Suspected abuse or neglect
When in doubt-report
Make report within 24 hrs
What is the protocol when a minor turns 18?
PHI consent
Update information on file-Insurance, etc
Obtain ID if applicable