Completing a Service Plan Modification (SPM)
- 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 a 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 client's 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 look slightly different based on which option 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.)
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Requested Date
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Will automatically fill in with today’s date. |
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Referred by
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Your name |
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Program referring from
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School based |
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Program Referring To
|
Choose from drop down |
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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 you're 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. |
