General
professional documentation
Coding correctly
100

How many Z codes should you use 

1-3

100

why is it important to write professionally as possible?

Legal medical record

other professional read documentation

Client could read documentation

100

when do you document as CMC

one on one with client  face to face 


200

what textbox sections need to be filled out on every note

Reason for visit

intervention 

response

plan

200

How can you capture a clients frustration

focusing on the observable facts
using  Appeared and as evidenced by 

200

When do you code as CMO

Anytime more than one service provider is present ( eternal or external)  or other non family individuals.

300

General rule of thumb for CMC encounter 

8 mins 

300

before you finalize your document you should always 

double check your work

ensure readability and fix errors

300

what is difference between CMT and telephone note 

CMT is providing valuable services over the phone 

(using case management skills) 

Telephone note: leaving messages, brief communications, emails,

400

Your assessment diagnosis (Z- code) should relate to 

intervention what you did specifically in that visit.

400

difference between single and double quotes
'  '  v "  "

single quotes paraphrasing capturing the idea
double quotes client specifically stated it

400

CM outreach no contact and wants credit for the time

how do you document

Chart update

500

Case managers should never use this code only Peers should 

PSS- Peer support with client.

500

What is the golden thread

•The consistent presentation of relevant clinical information throughout all documentation for a client


•Tying the record together

•Documents flow logically from one note to the next

500

When coding as a CMO always make note of who

is present at the encounter.  ensures comprehension for other readers.