Med&PA's
Letters
HIPAA
Processes
Misc.
100

how much is our bridge supply

7 days maximum 

100

ESA letter process

Obtain HIPAA review to assure it is valid. 

PLEASE FIND OUT WHAT TYPE OF ANIMAL

ONLY 1 ANIMAL per letter

No more then 2 letters per patient

Upload to patients file and add to spreadsheet.

Due to ESA letter coming with payment, please be sure to add it as a medical record $25 appointment on the providers schedule for the day the request came in.

Be sure to obtain approval for ESA by the provider.

Send patient save reply for pending letters and forms that informs them of our processing time 7-10 business days.

100

Line 8 refers to

  • This is the section that tells us who we are able to communicate with. 

  • The first and last name must be listed. 

  • We will not accept “Therapist” “doctor” “school” “work” etc. as a valid designee. 

  • One HIPAA release per recipient  

  • For example, if the patient would like us to communicate with their mom and dad, we will need an individual HIPAA for mom and an additional HIPAA for dad. 

100

Jury Duty process

HIPAA is required, can be done under a patient status verification letter and requires provider approval

100

How to respond to this scenario: patient" hello im calling because i need to speak with my provider for a refill of medication"

"Hello thank you for calling Mindful Care, Can i get your name and DOB?"

Find out if they have a scheduled appointment, or had, or need.

If they require appointment, please sent to PX to schedule.

If they had appointment, verify medication was sent

If they have an appointment within 7 days and are out of medication, send bridge.

200

what is our bridge refill policy

must be within the past month or they require same day appointment and appointment must be on file within 7 days before we can send over bridge request. 

Always posting in designated chat, never individual provider unless specific case.

Bridges are a one-time courtesy unless appointment has been cancelled or reschedule because of Mindful Care

200

What is required of a bariatric surgery letter


Can be done after psychiatric evaluation and requires HIPAA for the Bariatric surgeon. If current patient, requires Bari appointment and approval from provider and HIPAA

200

Line 9(a) refers to 

  • Entire medical record allows for the use of or the release of the entire record. 

  • Patient can also choose specific date ranges to use on letters or release information.

  • other is often used for some super specific ex: only for ESA letter or Only for treatment summary letter.
200

What requires HIPAA

LITERALLY EVERYTHING

besides appointment confirmation letters 

200

How to respond to this scenario: Patient" hello, my provider said he would fill out disability forms and i wanted to know where to send them."

" Hello, thank you for reaching out. Unfortunately, mindful care does not sign off on disability forms as it is against our policy. but we can provide you with a copy of your medical records after hipaa has been submitted."

300
Who is the processor for Medicaid in New York state

NEW YORK RX

EXCEPT UHC COMMUNITY PLAN--PLEASE USE THEIR BIN,PCN GRPID

300

Letters we do

  • Treatment Summary

  • Bariatric Surgery Letter/Spinal Stimulator Surgery

  • Discharge Letter

  • Medical Records 

  • Patient Status Verification

  • ESA

  • Work/School Accommodation

  • Work/School Excuse Note (up to two weeks ONLY (within 6 month period))

  • Return to Work/School Letter

  • 504

  • Appointment Confirmation (can be handled same day)

  • Jury Duty Excuse (put on patient status verification letter and add in additional information)

  • Accutane Approval (appointment confirmation or patient status verification and add in additional information) 

300

Line 9(b) refers to 

This section allows us to discuss health information. 

Please be sure it says Mindful Care and not the individual provider.

Make sure the third blank matches the person listed in section #8.
 

300

Why is line 8 necessary

We are not to send documents directly to patients to avoid events like them altering our letters. We can send them a copy AFTER we have directly sent the letter already to the facility.

300

Care Collaboration

Do not bother the provider until we have obtained HIPAA 

Use the excel sheet to keep track 

Care collab times are to be done during providers admin time (exceptions may be made if necessary) 

12 hour providers have a set care collab time 

After date and time is approved with both providers, send an email to MC provider, book it on their schedule and document in excel 

PCA can handle care collabs- if times do not work and providers are okay with it, conduct the collab call

Care collaboration for parents with minors is not allowed. The parent must verbalize their concerns at the next appointment with the provider. Mindful care policy for minors in appointments is that they are not allowed to be seen without a parent present. This is their time to bring up their concerns.

For adults. If the provider agrees and feels as if there might be a benefit to a care collaboration, it can be done. we need provider approval first.

400

when a provider is out, who do we send a refill request to, OUTSIDE OF THE STATE OF NEW YORK

@everyone-- the next available provider in the state designated rx chat

400

Therapy letters that we do

  • The only Letters LMSW or LCSW are able to supply their patients are the following:

  • Appointment confirmation letter (After 1 visit) * this is not an excuse letter

  • Therapy treatment summary letter (After 3 visits)

  • Emotional support animal letter (After 3 visits)

  • Therapy department does not fill out Outside forms under any circumstance

  • All letters besides the Appointment confirmation letter require HIPAA form on file that can be found on our website and it takes 7-10 business days.

  • Please do not give patients the impression that they will receive any documentation the same day

400

If a hipaa is signed by someone other then the patient

if they are a minor, and it is a parent, it is ok. 

For adults, they are not valid. must be filled and signed by the patient

400

New provider change

This is the responsibility of PX team to fill out the provider change form. PCA is to, after approval, add a flag in the patients chart indicating change has been approved and the date. ex Provider change approval--new provider Ctada--9/9/2023

If denied, please try to obtain reason as to why to further explain to px and patient

Add a flag indicating that request has been denied with date

400

Higher Level of Care referral

Provider puts in request via PCA special request 

Add the patient’s information and referral info to the excel sheet under the “HLC referrals” tab- you will use this to keep track 

Research resources and proper insurance for requested programs 

Email patient the saved reply: “PHP/IOP Referral Email (PCA Use Only)” edit and add the resources requested 

Document in excel that resources were sent with the date and the helpscout email # 

Follow up on the request up to three times 

You should be following up via email and phone 

This request should be completed from start to finish within 2 weeks 

If you have followed up 3 times with no response from the patient 

Notify the provider and document in the communications with dates sent and explain that there was no response 

Once you receive a consent form 

Upload the consent form to dr chrono under documents and label it 

Write the PHP/IOP Referral Letter via share point 

Download and label it  

You will need to contact the program for their intake coordinator’s information 

Find out program requirements ie. Most recent note, eval and referral letter 

Get the proper email or fax number for referrals for the program 

Once you have that information, download the requirements and use PDF filler to make one complete document ie. Referral letter, recent note 

Send the document to the appropriate fax or email given to you by the coordinator  

Document this in the excel, move the patients info from the pending section to the completed section on the excel  

500

What do you do when the insurance information is not found on covermymeds

reach out to PCA leads for Pverify to confirm insurance address or call insurance to verify

500

Letters process

  1. When the request comes in, check HIPAA consent form and make sure it is okay, make sure patient has met the visit requirement. 

  1. Add to the letters/forms excel sheet 

  1. Upload HIPAA and label it (For example: HIPAA for__________ tx summary request) 

  1. Ask provider if they approve of request  

  1. Respond to the patient with the pre-saved reply Administrative: letters/forms received/ processing 

  1. Update list with provider approval 

  1. In 7-10 days write letter, upload to chart (label it), and send the document 

  1. Update the excel sheet 

500

Patient claiming power of attorney

We need a copy 

The language MUST allow for them to have complete authorization over the patients file. 

PCAs Must review the language. 

500

what to do if Emergency room provider call

if a patient is in the emergency room (HIPAA is not require) Please find out why they are there, we are to obtain information as to who the patient is, the emergency room they are in, the name and phone number of the person calling and a call back number to them provide to the provider for a call back

500

Medical record process

When the request comes in, check HIPAA consent form and make sure it is okay. 

Add to the medical records excel sheet 

Upload HIPAA and label it (For example: HIPAA for__________ and make sure all notes are locked 

Respond to the patient with the pre-saved reply PCA: Medical Record Processing 

Make sure the release person is the email or fax we have, if not ask for that information from the patient 

If it is an outside person such as a lawyer, insurance company, etc.tag billing “@billing please send medical record invoice and move to ANYONE AND BILLING BOX