Review
Full biopsychosocial
Caseload Management
Wild Card
How well do you know your team?
100

7 Things that must be completed during day 2

-Initial ITP

-CMA

-update MB

-Assign to group

-Staff relationship/program history

-tour of facility

-backline education

100

This box needs checked on every assessment. 

Learning style.

100

Counselor caseload report can be found where?

*points double if you know what you have to do to view it and what day you should retrieve it

Teams on BH Team Resources under General

*comes out Monday by 11am, must download first

100

Clinical documentation requirements for OTP patients in the first 90 days.

-scheduled 60 minutes weekly (roster for group)

-document DNS

-memo to chart

-explain short sessions

100

Tori loves her dogs and insists Waffles should be a therapy dog in Elyria. Her other dog is named _____, another breakfast relation.

Maple

200

Specific question in trauma section on assessment that has to be answered.

Have you witnessed any overdoses.

200

Assessment only/no SUD patients LOC is completed how (boxes, narrative, drop down)

-answer all the questions in the narrative

-don't check boxes

-LOC drop down

-Other and copy narrative from assessment only PDF

200

Flow to complete when you have a DNS including timeframe

5 minutes after scheduled time, must call

-if no answer, leave message and send backline

-document call log

-see if there are on site needs

-review call activity spreadsheet in chat for CLM needs

-post availability on TH chat

200

This change was made on ITP reviews in LOC narrative.

Can't say no peer recovery support person at the location; need to refer out.

200

This counselor just started her masters.

Jenni

300
BV's lunch policy/expectation for salaried employees.
Per HR, lunch is not guaranteed for salaried employees. Can schedule an hour but must be flexible; it can be started late, ended early, moved, etc. depending on patient need. 
300

This section must be your assessment, not the patient's word/perception.

Neglect/exploitation/human trafficking.

300

Things counselors are responsible for when asked about caseload management.

-size (how many patients)

-who are in DC/RE process; dates for sending letters and discharge

-ITP due dates

-CMA completion

-scheduling follow ups

-referrals

-3rd party case management as needed

300
These things are needed to be prepared or individual supervision

-counselor caseload report reviewed and prepared to share what caseload management you have done/plan to do

-patients that need to be discussed

300

This counselor has 2 elementary school kiddos at home, one just started kindergarten this year.

Camille

400

BH KPIs are changing with the BH evolution. These will determine how big our bonus and performance based pay increase depends on.

-30 day docs completed on time at 90%

-90 day retention for patients

-ITPs completed at 90%

400

Recommendations that must be identified even if the patient doesn't want to work on them.

-education

-nicotine

-trauma

-housing

-transportation

-employment

400

The reasons caseload management is significant.

-quality patient care

-meet patient needs

-meet KPIs

400

Things required for all pregnant patients

-ROI for OBGYN (and hospital if separate from OB)

-pregnant patient letter

-providing education documented

-spreadsheet updated

-POSC

400

These 2 counselors consider themselves to be the "dream team" 

Leslie and Hannah

500

BH evolution came with a lot of change so we need to make sure we remember to do these things.

-ITP review activity code for full bio and ITP review

-caseload management

-30 minute appointments

-case management activity code for everything other than document capture (counselor Is and IIs)

-quality service

-scheduling follow ups and making calls

-new backline plus

-touch points

-document completion

-split days

-offering TH

-GROUPS GROUPS GROUPS

500

These should be reviewed before completing the full assessment.

-initial assessment

-initial ITP

-medical notes

-use history in doc library

-rapid results in doc library

-SLS if available

500

Expectations for caseload call activity spreadsheet.

-tool to track caseload management needs

-to-do list

-we make it work for us

500

Clinical and medical cadence needs to be consistently documented in these locations.

-treatment plan: drop downs and narratives

-progress notes: both narrative boxes

-memo to chart and\or progress note and\or call log

-MB

500

These 2 counselors are recently engaged (not to each other)

Mary and Raechel