Welligent
Paperwork
Things to Know
Paperwork 2
Misc
100

When should all therapy appointments be placed in Welligent?

By 8am the day prior to the appointment

100

How long do you have to complete progress notes?

48 Hours

100

How many staff meetings are therapists required to attend per year?

9

100

When are timesheets due?

1. Friday by 4pm

2. Saturday by 1pm, if working on Saturday

3. No later than 9 am on the following Monday

100

If a client reports having bed bugs, what is the process?

Notify a supervisor. AKA in chart, the client cannot come into the building until they have a written letter by an exterminator that the bed bugs were removed.

200

If a therapist is in the office, but seeing their client via doxy or phone call, what should the place of service be?

Telehealth

200

How long do you have to complete an assessment?

3 business days

200

If a client discloses they have a medical marijuana card, what should you do?

Make a copy of their card, have this scanned into their Welligent chart and a communication should be facilitated to the doctor and supervisor.

200

When are treatment plans updated?

Every 180 days

200

If your client is in crisis, in the office, what button can you hit to alert supervisors to the crisis?

HELP button on the phone

300

Can a client be seen for individual therapy and an IPE in the same day?

No, if a client has an IPE, the therapy session should be scheduled for a different day due to the billing code.

300

Which two release of information's are needed for each client?

1. Emergency Contact

2. PCP

300

If your client is out of medications before their next MM appointment, what should you inform them to do?

Call the nursing line at ext 113.

300

If you see a client in the office, what must be signed at the end of the session?

The Note/Encounter form

300

If you are notified that your client is in the hospital, what should you do?

Notify all clinical supervisors, nursing department and their doctor.

400

Where do you document a phone call made to a client, emergency contact, ICM, crisis, etc?

Call tracking

400

When should an individual safety plan be updated/reviewed? (3 reasons)

1. 30 days after initial contact

2. Updated annually every year

3. Following a crisis/hospitalization 


400

If a client misses more than 3 appointments in a 90 period, what should you do?

1. Send an At Risk of Discharge letter

2. If they don't respond in 1-2 weeks, discharge the client from therapy and send a discharge letter.

400

What type of letter can a therapist only provide for their client?

Verification of Service letter, this cannot include their diagnosis.

400

What are at least two reasons to write an incident report?

Called 911, client sent to the hospital, ChildLine called, client fell/injured at Haven House

500

If your client's balance in $110 can they be seen for therapy or MM?

No, their balance must be $100 to be seen. If they have a payment plan, they can be seen if it's over $100.
500

What documents must be updated during a MM treatment plan appointment? (5 documents)

1. Treatment plan

2. ROIs

3. Safety plan

4. Consent to Treat and Nursing consent

500

If your client needs a letter written with their diagnosis on it, what steps need to be taken?

Fill out a ROI for the place/agency/person it's going to. The client must fill out a letter request form and front desk will scan to Kelly who will write the letter and the Doctor MUST sign this.

500

Can a client be seen just for individual therapy?

No, they must see the psychiatrist in order to have individual therapy.

500

Can you bill for an appointment when your client is in the hospital, a partial or crisis residence?

No - that would be double billing