How Well Do You Know Cada's Workflow

Program Specific Documents

100

Welcome to CADA signed by Client and Staff 

What are all programs? 

200

Behavioral Health Assessments are completed for these programs? 

What are the general counseling, anger management, and dv groups.

300

Discharge Summary are needed for which program 

What are ALL programs. 

400

When are Assessments not needed? 

When the client is NOT in a grant program and will pay out of pocket for DWI and Adult Ed. 

500

Treatment plans are to be updated every 30 days for ____________? 

What is IOP group? 

Things You Should Know

100

What should you do if you are unable to receive the client's SSN? 

if refused or none available enter all 9's and place a note in the client's chart indicating why you were unable to obtain the information. 

200

This group is held Wednesdays in person from 12:30-2:30pm and virtually from 6-8pm. 

What is Adult Ed?

300

A client tells you that they will need you to email their assessment report to an outside agency, what do you do next? 

Check to see if there is a ROI on file, if not, then you get the client to sign an ROI for the outside agency. 

400

When there is correspondence with a client, what do you do next? 

What is a collateral note? 

500

True or False: If a client is transferred to you, then it is only your responsibility to ensure the documents you need for your sessions are in there. 

FALSE! As soon as you get a new client or transfer, you should review that all required documents or within the chart. 

Workflow

100

A client called inquiring about services, the integrated care coordinator(Amy) informs client of our services, then inputs client's info into ClinicTracker. What are the next steps?

The intake specialist (Tati) follows up with client, determines method of payment and/or grant, sets up patient portal, schedules clients appointment. 

200

True or False: Can an assessment report be completed with a UDS. 

False. After the assessor has met with client, the next step is for the client to complete a UDS. Assessments are incomplete without drug screen. 

300

True or False: The integrated care coordinator is responsible for ensuring that the client signs the welcome to CADA, has State ID/DL and insurance cards scanned in, signed ROI etc.

FALSE! It is everyone who comes in contact with client or client's chart that these documents are entered. 

400

True or False: Emails about recommendations for clients are only sent out to referral agencies. 

FALSE! Emails are sent to internal staff about referrals to anger management, dv, iop, counseling etc.

500

When are clients asked the priority screening questions? 

During their initial interaction with the integrated care coordinator and intake specialist. 

An extra treat if you know what the priority screening questions are :-)