Documentation
The time frame to complete a session or consult note.
48 hours after session
Name 3 things you should not share with friends and family about a person served.
Name, address, phone numbers.....
School observations can be done at anytime as long as the caregiver gives permission.
Caregiver permission is the first part of the school observation process. What are you trying to get out of the observation? Do you have a ROI with the school and does the school agree that an observation is okay?
You are closing with a family and you really have gotten along with the caregiver. The caregiver reported that they want to stay in touch, what do you do?
You explain that you would not be able to maintain contact after closing services in order to have clear boundaries. However, in the future if the family wanted to reach out to the agency to give an update, that would be okay.
It's the holidays and the caregiver of your PBS told you they really appreciate the work you do and they give you a gift card to your favorite restaurant. I wonder what you are going to order?
This is not an appropriate gift to accept. If the family made you something or gave you a holiday card, you could accept that.
Signatures are optional on assessments, treatment plans additionally, we should not be giving assessments and treatment plans unless requested, explain if this is correct or not.
Signatures are dtill required and these things should be reviewed with the caregiver soon after it is completed. Additionally, it is best practice to give assessments and treatment plans to the caregivers- nothing in these documents should be a surprise.
Your niece is SOOOOO adorable! She did the funniest things over the weekend and you wanted to show the caregiver you work with to help build rapport.
This makes the interaction about you and not the PBS. Also, it makes this a more friendship like interaction rather than a PBS/ provider interaction.
You are doing a school observation for a PBS and another one of your PBS sees you and asks why you are there. What do you do?
It's okay to share that you are visiting the school, but leave out any details as to why you are there.
Your PBS says in session, "can you keep a secret?" What do you do next?
Though you can keep a lot of things private, this is a great time to review that not all things can remain private. You are a mandated reporter so review that if the PBS or anyone else is unsafe, you have to tell someone. Also review, that some things they may discuss why they wont to tell someone and what would make them feel safe to do so.
You are cleaning out your home and have a rug that you are not going to use anymore. A family you work with really could use the rug and offered to pay you $10 for it but instead you gave it to them free. Is this okay because you did not take a payment?
No, gift giving blurs the line between professional and non-professional relationships. Also, this is not helping them get resources in the future, it would be better to help them find ways to find things on their own.
Should be filled out when assigned a new case to document phone calls.
You have been supporting your person served to attend school more and work on transitional to adulthood skills that have led them to graduating from high school! Amazing! Your person served invited you to their graduation, are you going?
No. It is great you have supported this person served through this journey, you can give them a card or celebrate in a session. However, attending a graduation blurs the relationship.
Therapeutic mentor took person served and paid for them to see Inside Out 2 at the movie theater, explain if this is appropriate or not.
It's not clinically appropriate to bring a person served to the movies OR to pay for the person served. Paying for things makes boundaries blurry and also may not be maintainable for the family. Also, it would be more appropriate to use clips of a movie and learn skills through talking about the messages from the clips.
You are driving with a PBS and someone in another car cuts you off. NO WAY! It's okay to swear and yell because it tells the PBS that getting angry is normal.
It is okay to show your emotions with a PBS, but also in a controlled manner. Everyone, reacts to swearing and yelling differently and this could become a negative experience.
You have found an intervention that can apply for numerous people you work with, is this okay?
Of course! If it is working towards the goals the PBS or family is working towards, you can use the intervention with multiple people.
The caregiver you work with sent you a long email report on the weekend and events that were significant for the family. What do you do with this email?
Download the email as a PDF and attach it to a clin doc NB or care coordination note.
DO NOT: copy and paste the note to add to the chart.
The family you are working with really wants to get a dog, but they are unsure if any of the kids would be allergic. They know you have a dog and asked if you could bring your dog to the next session. What are your next steps?
Explain that you would not be able to bring your dog to the next session. But support them in thinking of other ways they could find out if the kids are allergic.
Your person served would like to be a nail technician someday and you happen to need a manicure. You take your PBS to the nail salon to watch you get your nails done. Is the best way to work towards this goal?
Probably not as it seems like this session is more focused on YOU rather than the PBS and should not be done in a session.
Your person served texts and calls you at 11:30 at night reporting they NEED someone to talk to. You know this person would only call if they were really in crisis, what should you do?
Before this incident, there should be a safety plan in place with 24/7 hour supports. They should use this support instead of contacting you. IF a response is needed, it should be referring them to use their safety plan and nothing more.
You see a PBS in the grocery store and you really want to say "Hi" because you do not want them to feel snubbed. What should you do?
Before this happens, go over with the family/ PBS that you will not make the initial move if you see them in the community to protect their confidentiality and also to make sure they do not feel uncomfortable.