- An SPM is needed when:
- a client would like a referral for additional services within KBH (Referral)
- a client would like to continue with school-based services but needs to be transferred to a different clinician for any reason OR move from school-based program to another KBH program (Transfer)
- a client needs to be closed to school-based services (Program Termination)
- you need to end services with a client but keep them open to the school-based program (Provider Termination)
- To start an SPM, open the clients chart in Neo and under the Client Menu click SPM- you should see a screen that looks like this:
Notice the tabs along the top – Referral, Transfer, Program Termination, Provider Termination. Each tab has a different purpose, which is stated above the tabs in Green (see step 1)
3. Click on the tab needed and a new screen will pop up. The form will looks lightly different based on which open you choose. Use the drop-down menus to complete the form. Notice the gray sections, these sections prepopulate for you. (double check you have the correct client)
|
Requested Date
|
will automatically fill in with today’s date. |
|
Referred by
|
your name |
|
Program referring from
|
School based |
|
Program Referring To
|
choose from drop down |
|
Location Referring To
|
choose which KBH office |
| Provider Referring To | This drop down doesn’t have to be filled out unless the client is requesting a specific provider they would like to work with. If it is left blank the program will decide and assign the client to who they feel is an appropriate fit. |
| Reason for Referral/Comments | briefly explain why the client/you are requesting the services for the client. |
| Who was this discussed with | list the people that this referral has been discussed with at a minimum this should include the client/guardian but could also include school staff, your supervisor, the provider your referring to etc. |
You have now completed the SPM for a referral to another program. Sign the SPM using your electronic signature. This will send the SPM to your supervisor for approval. If it’s time-sensitive, email your supervisor to alert them of the pending SPM.