Medication Orders 💊
Outside Appointments 🏥
Hospital Procedures 🚑
Roles & Responsibilities 👥
Patient Safety ⚠️
100

What is a Summary of Care with updated medication orders?

This document must be obtained after every outside provider visit, even if no medication changes were made.

100

During every appointment, the case manager should review these with the client and provider.

client's medications

100

At discharge, this paperwork must always be obtained.

hospital discharge paperwork.

100

This staff member coordinates medication orders between case managers and nurses.

Team Lead

100

Clients taking medications without verified orders are at risk for this.

serious harm, permanent injury, or death

200

What is the client's current medication list (printed or screenshot)? And where should you bring this?

Case managers should bring this to every outside medical appointment.

200

True or False:
If there are no medication changes, paperwork is not required.

False

200

After hospital discharge with new medications, where should the client go next?

Pharmacy ( If they aren't on a med fill or use powerhouse pharmacy (med deliveries list with us)

200

These staff members cannot release medications without verified physician orders.

Nurse

200

These should be reported immediately if medication instructions don't match.

discrepancies.

300

What is the Outside Doctor Form?

If a provider cannot print medication orders, this document must be completed by hand and signed.

300

If the client attends an appointment without a case manager, they should bring this back to their CM or CM should request it from doctors office. 

Summary of Care (and medication orders)

300

Until the client attends their 7-day psychiatric follow-up, the case manager must do this.

spot-fill the medication cassette.

300

Who is responsible for checking medication bottles against the medication list before leaving the office?

Case managers

300

A sticky note should be placed on the medication box to document this.

steps were taken to address low medications or refills.

400

Once medication orders are obtained, this must happen immediately...

scanning and emailing them to the Team Lead.

400

Who receives the medication orders first after the appointment?

Team Lead

400

Every discharged client must receive information about this appointment & CM or TL will set this up. 

7-day psychiatric follow-up.

400

Team Leads must send medication updates to these people before appointments.

client's providers (PCP, psychiatrist, ALF, group home). 

400

This document must remain in every client's chart unless they decline.

Medication List

500

This percentage of outside appointments requires medication documentation.

What is 100%?

500

A provider tells you, "Nothing changed today, so you don't need paperwork." What should you do?

politely request a Summary of Care anyway because TMHS policy requires it every visit.

500

Your client is discharged with medication but says they want to wait until tomorrow to pick it up, what should you do?

Take them to the pharmacy still, explain/ provide psychoeducation of the importance of having their medication. 

500

A case manager forgot to obtain medication orders during today's PCP visit.

return the next day to obtain the documentation.

500

You discover a medication requiring refrigeration was left on the medication cart after being returned to the office.

immediately give it to the nurse and ensure proper storage.