What's It Called?
Due Dates
Who's Responsible?
Who Signs It?
Misc.
100

The assessment that must be completed upon admission of every new client

What is the level of care assessment (LOCA)

100

Individual and group DAP notes

What is within 24 hours of services rendered
100

Aftercare Plan

Who are the aftercare coordinators

100

Memos to Chart

Who is the reporting staff
100

Type of completion when client completes the number of treatment days and treatment plan goals.

What is successful.

200

Document that is completed within 72 hours of admission and then gets reviewed periodically throughout the client's stay

What is the treatment plan.

200

Treatment plan reviews

What is every 30 days
200

Level of Care Assessment

Who are the intake coordinators

200

ARTs Form

Who is a licensed clinician or medical provider

200

3.7 LOC to 3.5 LOC

What is a step down

300

Evaluation that is required within 72 hours if the program is a dual licensed program.

What is a a psych eval

300

The LOCA for someone stepping down from 3.7 to 3.5 

What is the day prior to step down

300

Call Log

Who is the person completing the call with the client

300

Initial Treatment Plan

Who is the client and the counselor

300

New ARTs form due

What is when the client switches LOC

400

Documents that are completed prior to a client discharging that include appointments, housing, etc.

What are discharge documents

400

Case consults

What is within first 7 days and then as needed

400

Case Consults

Who is the PC and any designated staff

400

Relapse Prevention / Crisis Plan

Who is the client and the counselor

400

Document used to share information to legal entities

What is ROI legal
500

Call that is placed to client within 7 days of discharge

What is the follow up call

500

Preliminary Treatment Plan

What is within 24 hours of admission, but must be completed after the LOCA and before initial treatment plan

500

ASAMs

Who is the PC

500

ASAMs

Who is the counselor and supervisor if not ASAM trained

500

Place in CL that the ARTs fax confirmation goes once sent

What is the doc library