IMA
Activity Codes
Scheduling 101
Reportable or Not
Progress, Progress
100
Locating a phone number to call a client

1. Full electronic health record under Demographics

2. Lookup > Client Lookup

100

30 Min session, held in person, with 29 year old client. 

R30

100

How often should clients be scheduled for therapy sessions?

Once per week.

100

13 year old client got into a physical altercation with sibling.

Not reportable.

100

When should progress notes be completed?

No later than 24-48 hours after the date of service. 

200

Find the suicide risk assessment

CSSRS - located in EHR > Assessments/Forms 

200

45 minute video session, held with 13 year old client.

V45

200

What is the minimum requirement for collateral participation in sessions?

At least one collateral session a month.

200

Client takes 2 tylenol because she "wanted to just sleep and not be here."

Reportable as a suicide attempt.

200

What are the primary IMA write templates therapists use?

Individual, collateral, family, case management, and no show.

300

What is on the To Do list

- Scheduling

- Caseload

- Clients Not Seen

- Progress Notes 

300

Video Admission session is also known as ... 

VAM

300

After a missed session, what steps should be taken?

Outreach to the client, leave a message, send a missed session letter

300

Client reports suicidal ideation, with plan to ingest pills over the weekend. 

Not reportable, however, a referral to the hospital for further evaluation and possible admission would be warranted.

300

What is the best practice for documentation and time management?

Concurrent Documentation

400

How do you add a collateral to the system?

Client registration/services/schedule > Client collaterals > Add 

400

Collateral participates in 5 minutes of the video session, the remaining 25 min of the session are held with the 5 year old client.

V30 with note indicating that the collateral participated in part of the session.

400

What is the easiest way to ensure that clients are scheduled consistently?

Schedule the client's next appointment at the end of each session.

400

12 year old client discloses that she's been cutting her arm, wrists and legs with razors.

Not reportable, but collaborate with collateral, update the safety plan and consider possible referral to psych ER.

400

What are some ways to keep track of progress notes due?

Check the IMA To Do List

Review NYPCC Reports for Progress Notes

500

How do you access a client's treatment plan?

IMA homepage > Electronic health record > treatment plans

500

Session started, however, gets disconnected after 10 minutes and therapist is unable to make contact with client. 

Not a billable activity code, should be a case management note.

500

Show us how to schedule recurrent appointments.

Calendar > Copy > Add member > Include all dates > Copy 

500

15 year old client runs away from NYPCC clinic after therapy session with you. 

Reportable because it happened on site. 

500

If you do not check in your client, you can not _____.

Write the progress note.