Documentation
Provide
Clinic Coverage
Scenarios
SOPs
100

The required timeframe for finalizing any patient documentation or encounters.

What is 48 hours?

100

The required action needed to update a client's insurance information or add on medication assistance to an active enrollment.

What is a HBU?

100

A sticky note space to document pertinent client information in clinic.

What is ambulatory organizer?

100

Client expresses during the assessment that they have mobility issues, live alone, and do not have family in the area. What tier of case management do they require?

What is DRS?

100

The CM notification process that provides staff with details about a change in their client's medical status.

What is Hospital Coverage?

200

The HRSA system used to document services rendered for closed clients needing social service support.

What is CareWare?

200

The type of note I will write for a client with an expired EA.

What is a file note?

200

This person will canvas the clinic and waiting areas for patients to be seen by case management?

Who is the Lead CM?

200

Client walks in after being LTC for 2 years, is experiencing weight loss and fatigue, and has a VL > 1000 copies. What level of case management should the client receive?

What is medical case management?

200

This procedure directs what should occur when the assigned worker is not available due to 1) scheduled time off, 2) lunch hour, 3) scheduled Meetings or Workshops, or 4) any other planned time, the client will be connected to someone to address immediate needs.

What is Coverage & Contingency Plan?

300

The annual required CCHIP forms that must be completed at each reassessment. 

What is CORE ROI and CORE Rights & Responsibilities?

300

A document that details specific, measurable, achievable, realistic, and time centered tasks for the client and CM to address barriers to care. 

What is an ICP?
300

A dedicated space, virtually or in person, to identify high risk, post hospital, and new patients.


What is pre-clinic huddle?

300

Client is undocumented, uninsured, unemployed, and needs occasional food and transportation assistance. What level of case management is suitable for them?

What is non medical case management?

300

Staff must be physically present in their assigned clinic from initiation to the end of each session.

What is Clinical Coverage?


400

The required timeframe for submitting documents that required scanning in the EMR.

What is 30 days?

400

The timeframe after a client encounter that Provide progress logs are due. 

What is within 5 days of client encounter?

400

The required document that displays the total number of patients who received social services contact in the clinical setting.

What is the post clinic list?

400

Client is open to Medical Case Management but their latest test results reveal a positive pregnancy result. What should the MCM do?

What is transfer case to WICYA team?

400

The provision of services to identify individuals who know their HIV status and are not engaged in care or who are critical medical cases or are deemed as needing case closure.

What is Outreach & Field Safety Procedure?

500

The timeframe for entering Uber Health rides. 

What is 72 hours?

500

My client is not responding to CM contact, I do not have an emergency contact to call, and a letter has been mailed to their address on file. What should the CM do next?

What is an outreach visit?

500

The case management response system used when clients present as a walk-in.

What is On Call SOP?