True/False
TCM Logging: Things That Should Be Included
Fact or Function
Direct/Direct Non Billable/Indirect
Audit Follow-Up
Holy Moly That's A Lot!
100

Time spent on behalf of an individual should be rounded to the closest 5 minute unit.

What is false.

Time logged should be reflective of actual time spent on the activity.

100

This is included anytime that mileage is included in a TCM log. 

What is trip information.

Logging travel time requires detailed information on the trip such as where the SC was travel to or from. 

100

Facilitating BCFR ISP meeting is a planning function.

What is fact.

Facilitating an ISP meeting is a SC function.

100

Leaving a voicemail when you only ask the person to call you back. 

What is Direct Non Billable.

Leaving a voicemail when nothing else is shared is a direct service but is not billable. 

100

This is where authorized services, their utilization and progress towards plans goals is documented.


What is the Individual Support Plan Monitoring and Review Monthly/Quarterly Summary form.

Utilization and progress should be documented for every monthly of authorized service (regardless of usage)

100

In March of 2023, BCFR surpassed 2000 of this, reaching a significant milestone.

What is clients served.

Currently, BCFR serves over 2154 individuals in Boone County.

200

Documentation provides justification for billing for services/supports provided by staff.

What is true.

200

"Office", "Telehealth", and "Other" refer to what required piece of CaseNotes?

What is location of service.

200

Obtaining choice of provider documentation is a monitoring function.

What is fiction.

Obtaining choice of provider documentation is a linking function.

200

Organizing your to-do lists and prioritizing tasks for the week. 

What is Indirect.

When there is no clear SC function or work being completed on behalf of the individual, this is considered indirect. 

200

This is documented in the ISP if someone does not attend their annual ISP meeting. 

What is the reason the individual did not attend the meeting.

Support Coordinators should always try to get input from individuals served especially when they do not attend their own ISP meeting. This can be completed before or after the meeting and should also be documented in the ISP. 

200

BCFR Support Coordinators helped link 48 individuals to this highly coveted support last fiscal year

What is a HCBS Waiver.

Last year SCs linked 48 people to new HCBS waivers including 32 CSW, 4 PfH, 1 MOCDD and 11 Comp. 

300

A list of approved abbreviations and acronyms can be found on SPOT.

What is true.

It can be found under the general drop down. Support Coordinators can also independently suggest additions to the list for review by utilizing the form posted next to the link on SPOT. 

300

If you need to complete a CaseNote for any activity that is more than 5 days old, this must be included with your case note correction form. 

What is external documentation of proof.

Documentation of proof could be notes from an ISP meeting, mileage submitted to payroll or an email you referenced in the log note.  

300

Completing a TCM log that occurred on a previous day is a documentation function.

What is fact.

Completing a case note that occurred on a previous day is a documentation function.

300

You drive out to meet with a client only to find that they are not home as planned. You discuss with their mother the referral you recently completed that the team discussed at the ISP meeting before returning to the office. 

What is Direct.

While the client was not home as planned, you were able to speak with their mother about planning activities being implemented as outlined in the ISP. 

300

This is completed if a provider has not submitted a required monthly progress report to the SC by the 15th of the following month. 


What is a IQMFD follow-up entry.

Providers are required to submit reports of progress to the SC by the 15th of the following month, regardless of utilization (excluding CMAP)

300

This SC function comprises nearly 40% of all BCFR Coordinators engagement time. 

What is Case Coordination.

BCFR SCs spent 16,623 hours engaged in this function. Comprising 37% of all time direct time logged. 

400

CaseNotes may be considered legal testimony if the Division is called into court for any reason.

What is true.

This is one of the reasons why our documentation is vitally important. 

400

If you reference someone other than the individual served, what also needs to be included?

What is full name, agency (if applicable), and title or relationship.

400

A Tier IV 6 month check-in is considered a linking function.

What is fact.

A Tier IV 6 month check-in is considered a linking function.

400

Completing a case note correction after noticing a duplicate TCM log while reviewing your case notes.  

What is Direct Non Billable?


400

This is outlined on the ISP monitoring form when a service has not been utilized as planned.

What is the reason.

When a service is not being accessed as planned, especially when there is limited or NO utilization, Support Coordinators should be having team discussions as to why and making sure this and any potential action plans to address utilization are documented on the ISP M/R form. 

400

BCFR SCs submitted over 1,000 of these last FY in an effort to help link people to services and supports. 

What are Utilization Review Requests.

Last year we processed 1,014 unique UR requests. Of those 934 (92%) were approved as submitted with another 48 being approved with some modifications. In total, 98% of all funding requests were approved in some capacity. 

500

You can use an individual's nickname in TCM logs if it is listed in the "Nickname" area of SET-Works.

What is true.

Listing the nickname in this area of SET-Works will ensure it populates to the TCM log. 

500

What does best practice RAP format refer to in CaseNotes?

What is Reason for the contact, Action taken, and Plan for follow-up.

500

Sharing the results of ISP monitoring and review activities with providers is a documentation function.

What is fiction.

That is still considered an ISP Monitoring and Review function because it is about disseminating information from the review.

500

You assist a client and their family with applying for Medicaid. 

What is Direct Non Billable.

When assisting someone with their initial application for Medicaid, this will always be direct non billable task. Annual renewals or PRN paperwork once eligibility has been confirmed is considered direct. 

500

If mentioning medications that an individual takes in the ISP, this also needs to be included.

What is conditions the medication is treating.

Mentioning medications in the ISP requires that their reason is also listed. 

500

Support Coordinators completed over 100,000 of these last year which documented all of the incredible work they did on behalf of their clients.  

What are TCM Logs.

Last year, SCs completed 108,876 unique TCM logs outline some case management function.