AMD
Policies/ Procedures
Documentation
Your coworkers
100

This is the only note that is considered a billable note 

Therapist follow up note/ family therapy note 

100

What type of discharge would you complete if the client is only discharging from therapy, but is keeping medication management services with Harmony Bay? 

Single service discharge

100

This is the timeframe that you have to complete therapist follow up note/ progress note after a session with a client.

Session notes should be completed within 48 hours of the session. 

100

This team member is excited to go on their first Carribean vacation in April 2025

Amy

200

This is the screen on AMD where you correctly generate your therapist follow up notes in order to link it to your session. 

What is the dashboard 

200

When should you fill holes in your schedule?

Immediately/ same day that the hole appears on your schedule. 

200

This document needs to be completed in the first session with a client. 

Hint: it is not the therapist follow up note, but that does need to be completed for every session. 

The treatment plan

200

This team member has won several Karaoke contests and would love to be in a cover band one day.  

Lenka 

300

This is the screen on AMD where you start your session from

What is the provider view in scheduler

300

This is the department that a client will need to reach out to for any requests regarding written letters (Diagnosis letter, attendance summary, etc.), and/or requests to fill out paperwork such as disability claims, or obtaining clinical records.  

The records request department. 

300

This is the note template that you will need to complete for cancellations and no shows. 

The missed visit note. 

300

This team member started working as a mentor for parents of children with Autism in Kenya after traveling there for a mission trip. 

Brandi 

400

These are the three assessments/ documents in AMD that require a health watcher 

Treatment plan

Trauma Assessment

PHQ-9

400

What steps need to be completed for a full discharge for a client?

The discharge summary, send the client the crisis resources and discharge letter, and email the front desk to inform them that a discharge was completed. 

400

Name at least 2 steps that you would take if a client requires lethal means counseling 

- complete a crisis plan

- contact a client's support if an roi is in place to ensure that client is not able to get access to weapons/ means in the home. 

- If there is no ROI, obtain one. The client's word that something is out of their possession is not sufficient. 

- Document lethal means counseling was provided and add details into the note. 

- Assess risk with cssrs if you have not done so already

400

This team member owns a cat with extra toes/ thumbs

Kirsten

500

This is how far out your schedules should always be filled out on AMD. 

4 weeks

500

These scores on a CSSRS require that you reach out to your supervisor and begin the process of getting the client to emergency services for further evaluation for safety. 

A score of 4 or 5 on the CSSRS. 

500

These are the three assessments/ documents that require a health watcher in AMD

The treatment plan, PHQ-9, and the trauma assessment. 

500

This team member is a coin collector

Elizabeth