For Staff Responsible For Completing Treatment Plans |
You've completed a treatment plan with your client.
Has client/guardian signed the treatment plan?
Mission complete! Well done! 🎉
Do you expect to ever be able to collect a signature?
Select No for circumstances like death, incarceration, etc.
When will you need the treatment plan signed by?
Send to your supervisor for review before or on the day you meet with your client again.
Exhaust all attempts at collecting a client signature and log each attempt.
Were you able to obtain a client signature in a timely fashion?
Mission complete! Well done! 🎊
Send to your supervisor for review before or on the day you meet with your client again.
Choose the Not Collected option, enter a comment, enter your signature and save.
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Log the circumstance in the log and send to your supervisor for review.
For Supervisors |
You've received an unsigned treatment plan to review.
Why have you received this treatment plan?
Insert comment, where appropriate, select that treatment will not be continuing, insert an end date, and start the SPM to remove the client from the program. If the staff conducted billable activities, activities should be changed to Other-Non billable which essentially writes the service off.
After reviewing the log, is there a legitimate reason for the delay in obtaining the signature?
Insert comment, where appropriate, select that treatment will not be continuing, and insert an end date and start the SPM to remove the client from the program. If the staff conducted billable activities, they should be changed to Other-Non billable which essentially writes the service off.
Force the activity through to billing. If services continue, it is expected staff will continue to update the log with the attempts and supervisors will continue to push it to billing if permissible.
Tips to ensure this process goes smoothly:
Regularly review your alerts and stay conscious of upcoming due dates
Make sure you log every attempt you make to collect a client signature
Selecting Not Collected will remove it from the alerts
If this process is not correctly followed:
If you meet with your client with an unsigned treatment plan:
You'll be unable to sign your note
All notes will end up the Failed Activities list