Documente Academic
Documente Profesional
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Objective; unbiased
Specific
• The service(s) being provided link back to a specified goal(s) on the IRP
• There is a plan at the end of each note indicating what will occur between
contacts followed by the “Next Contact” “Date”
CASE NOTES SHOULD DEMONSTRATE
THE CCS PROCESS
1) The steps in the CCS process should be clearly
documented from intake to discharge
regarding the CCS program/service array and Cl expressed interest. Cl was made aware that
he would need to transfer to a CCS therapist which he was agreeable to. During this
initial visit we completed the CCS application and signed the service agreement. We
reviewed and signed agency specific paperwork such as authorizations, No Contact Plan,
Identity Verification Form, HIPPA, Rights and Grievance, and weather related safety
eligibility. CC notes that cl was pleasant and cooperative throughout this process. JJ
Electronic signature
WHAT MAKES THIS AN EXCELLENT CASE NOTE?
• Date and time service occurred
• IMPORTANT: This is a CCS Intake note. The level of detail is perfect. Not all
expected case note components will always apply
• TO OBTAIN COMPLIIANCE ON THIS NOTE : Include nature of the contact i.e. face
to face, phone call, etc. and a plan at the end of the note as well as the “Next
Contact” “Date”
CASE NOTE SAMPLE: 2
Goal on the IRP: MJ will meet with CPS who will support MJs goals and encourage socialization.
76/15 9:00AM (30 units)Certified Peer Specialist accompanied MJ to art therapy at St.
Luke's. Consumer
disappointed to find he had the wrong day. Consumer takes a lot of pride in his art work
and has some of it hung up in the waiting room. We then went to Omega for breakfast.
We
went to Walmart for a few things then went back to his home. We talked about the
usual
things one thing was his frustration with his family not accepting him. He had a smoker
move in below him which made him very angry because they had told him they wouldn't
do
that. I allowed him to vent and also pointed out that one can't change people unless
people want to change. Also, that he might have to accept the relationship as it is. I
spent over an hour trying to negotiate a good price from AT&T for a cable, computer
and
wireless. CPS was unable to get a better price. CPS sent AT&T to payee because they
quoted her a wrong price and CPS could not authorize the higher price
WHAT ARE THE ISSUES WITH THIS CASE
NOTE
• While their appears to be socialization going on during the contact, there is
not direct reference to what is being worked on
• There is also A LOT of took client here, took client there. CCS does not pay
for transportation. You need to clearly be providing a CCS service when you
are billing transportation time
CPS attempted to negotiate an AT&T bill for the consumer 1)This is NOT
rehabilitative in nature as you are doing the service for the consumer nor is
this the CPS’s role as this is not written on the IRP
CASE NOTE SAMPLE 2: OTHER AREAS NEEDING
IMPROVEMENT FOR COMPLIANCE
• What services (specifically) were provided
• There is a plan at the end of each note indicating what will occur
between contacts followed by the “Next Contact” “Date”
CASE NOTE SAMPLE: 3
7/7/15 11:00 AM (4 units)HV w/ Ms. Jones. She looked awful-
clothes dirty, hair dirty, hair messed up. She stunk. The apartment
smelled liked pee. As usual, she complained of not feeling good.
Told her to go see her doctor. Will call SHC coordinator to find out
if she knows anything about why Mrs. Roberts stinks.
• The service(s) being provided link back to a specified goal(s) on the IRP
• There is a plan at the end of each note indicating what will occur
between contacts followed by the “Next contact” “date”
CASE NOTE SAMPLE: 4
IRP Goal: Jack wants someone to assist him in taking his medications and understanding what his
medications are for as well as identifying the side effects of his medications
7/14/15 8:30 AM (5 units) I coordinated with Recovery, Inc. to set up the delivery of Jack’s
medications. Jack
was in a good mood and I watched Jack fill his medication strips for the next week.
Jack had mentioned that he would like to keep his medication fill date on Wednesdays
in the AM. I did not see a problem with this and told him this would work well but I had
to make sure it was alright with Recovery, Inc. Jack took his AM medication in front of me.
Jack reported that he had missed a dose of medication over the weekend due to forgetting
and that he felt his
Symptoms gradually returning. I encouraged Jack to contact his care coordinator if the
symptoms got
any worse and he felt he needed any kind of intervention. Jack stated that he felt
that now that he was back on track with his medication and that he would be fine.
Plan:
Jack and I will meet again on June 24, 2015 to give him medication for the next week.
WHAT MAKES THIS AGOOD CLINICAL CASE
NOTE?
• Date and time service occurred
• If there is an observation related to a mental, physical, or emotional change, it has been addressed
• If an individual is mentioned in the case note, their relationship to the consumer is also mentioned
• There is a plan at the end of each note indicating what will occur between contacts followed by the
education was occurring and documented, as this is listed on the IRP as being a desire of Jack’s to learn about his medications
• The other question is related to Jack wanting a contact changed to a certain day, and the provider needing to check-in with Recovery, Inc. to make sure this is “alright.” CCS is a consumer-driven program. If a consumer wants to change a day or the frequency of a contact, service providers do not need to ask permission from the care coordination
team to honor this, they simply need to inform them that this is what the consumer wants to do so they are aware and can adjust accordingly
CASE NOTING IN PROVIDER CONNECT
Talk to a co-worker who does case noting well to learn from him/her
Provides Protection