Documentation Timeline
ESFT
Responsibilities
Notes
Credible
100

Notes are due within this many hours of session completion

24 hours

100

When do you complete the MFAF with the family? 

At intake and once more at 6 months

100

These are not billable and need to be documented.... 

Paperwork, phone calls less than 15 minutes, emails, text messages

100

What type of note do we use? 

DA(R)P
100

Are forms billable when being filled out? 

No.

200

This case management duty is due to be completed 2 weeks before authorization date is up. 

Progress Review

200

What are the four pillars? 

Executive Functioning

Co-caregiver Alliance

Emotional Regulation

Attachment

200

When do you check emails? 

At the start of your day, throughout your day and at the end of your workday. 

200

What information should be excluded from notes? 

Identifying information

200

What do I do if I need to get an ROI during session and am completing an in session note?

I can attach a form to session not through the upper left menu "add forms"

300

What time are schedules due in credible for the upcoming week? 

By Friday at 5pm

300

What is the opposite of the CNIP?

CPIP

Core Positive Interaction Pattern

300
Where do I find mandatory and additional trainings? 

Relias

300

Give an example of nonbillable case management and billable case management. 

Nonbillable- email to PBH to follow up on auth

Billable- 25-minute phone conversation with PBH regarding mutual client

300

How often should I check my to do list and where do I find it? 

Everyday and on home page 

400

What two forms need to be sent to deliverables after the first meeting with the family? 

Administrative Authorization and Intake Evaluation

400
What are the assessment tools used in ESFT?

MFAF

Eco map 

Structural map 

Genogram 

CNIP

400

These forms are due to Rachel and Petra by Monday at noon. 

Weekly Tracker and Mileage Reimbursement 

400

This is an example of what kind of note.

Parent reached out to clinician one hour before session through text and stated that client was sick. Clinician attempted to switch session to caregiver or reschedule but family declined. Next session is scheduled for ... 

Approved Cancellation note

400

What do I put in credible to show I am in a non-billable meeting such as supervision/personal appointments? 

Time block (purple X) on top of schedule

500

How often should treatment plans be updated? 

Every 3 months or sooner if needed. 

500

Where in the CNIP do you interrupt the pattern to promote the most change? 

Step 3 - 4

500

These are examples of a what form needing to be completed; AWOL, police involvement, inpatient/hospitalization, etc. 

Reportable Event 

500

What details go in the DAP note? 

D observable facts, things that happened during session

A clinician's analysis of what happened during the session and how it is linked to treatment goals

P Next steps including interventions; homework, referrals, etc. specifically for the next session and next session scheduled date 

500

Where and how can I find important documents and resources for reference? 

Conexio Child and Families folder on Teams