1. Unified Case Management Treatment Plan Training June 2008

2. 2 Table of Contents Part 1 – Opening the Plan and Selecting the Plan Date and Review Type PAGE 3 Opening Plan Page 4 Selecting the Plan Date Page 6 Selecting the Review Type Page 8 Changing Date and Review Type on Open Plan Page 14 Creating a New Blank UCM Treatment Plan Page 18 Part 2 – Completing the Lower Sections PAGE 21 Family Vision Page 22 Family Crisis Plan Page 23 Strengths Page 25 Facility/Youth Page 31 Diagnosis/Meds Page 35 Discharge Page 41 Signature Page 52 Part 3 – Completing the Upper Sections and Requesting Services PAGE 56 Summary Page 57 Needs Page 58 Goals Page 61 Strategies Page 65 Services Page 69 Notepad Page 72 Completing and Sending the Treatment Plan Page 74

3. 3 Part 1 OPENING THE PLAN SELECTING THE PLAN DATE AND REVIEW TYPE

4. 4 To open the UCM Treatment Plan, go to the face sheet and click on “Treatment/Service Plan.”

5. 5 Double click on “UCM Treatment Plan.”

6. 6 Choose “Service Plan Date” by clicking on the “Drop-down Box.”

7. 7 Choosing a Plan Date 1. When creating a UCM 7 Day Plan, a UCM 30 Day Plan, a UCM 90 Day Plan, or a UCM Transition/Discharge Plan, the date of the plan must be the date of the face-to-face meeting with the family. 2. When creating a UCM Service Change, a UCM Update with No Services Requested, or a Plan Created in Error, the date of the plan is the date that the plan was created.

8. 8 Choose “Review Type” by clicking on the “Drop-down Box.”

9. 9 Double click on the desired plan type.

10. 10 Choosing a Plan Type  7 Day Plan – This plan type should be used to document the initial face-to-face meeting with the child and family. It should be submitted to ValueOptions within 7 days of the child being referred/opened to the CMO and must include a Family Crisis Plan. Up to 30 days of services from the plan date can be requested on this plan type.  30 Day Plan – This is the first Comprehensive Treatment Plan for the child and family. It should be submitted to ValueOptions within 30 days of the 7 Day Plan date. Up to 90 days of services from the plan date can be requested on this plan type.  90 Day Plan – This is the ongoing Comprehensive Treatment Plan for the child and family. It should be submitted to ValueOptions within 90 days of the 30 Day Plan date or the last 90 day plan date. Up to 90 days of services from the plan date can be requested on this plan type.

11. 11 Choosing a Plan Type ( Continued )  Service Change – This plan type should be used to request services between the Comprehensive Plans (i.e. 30 or 90 Day Plans). As there is no face-to-face meeting for this plan type, the services requested are tied to the last Comprehensive Treatment Plan. The end date of services requested on a service change may not exceed 90 days from the date of the last Comprehensive Plan.  Update/No Services Requested – This plan type should be used between the Comprehensive Plans (i.e. 30 or 90 Day Plans) and should reflect changes to the child’s Treatment Plan (i.e. medication, diagnosis, family crisis plan, family vision, etc.). No services should be requested on this plan type.

12. 12 Choosing a Plan Type ( Continued )  Transition/Discharge – This plan type should be used to request that the child and family be discharged from the UCM. Aftercare services can be requested on this plan.  Created in Error – This plan type should be used when a Treatment Plan is mistakenly created and needs to be closed.

13. 13 Once the plan type is chosen, open the Plan by clicking on “OK.”

14. 14 To change the plan date and type on an open plan, go to the “Summary” tab and click on “Functions.” (Please note that this operation will only work from the “Summary” tab.)

15. 15 Click on “Change Date And Type.”

16. 16 Change the “Review Date” and “Review Type” as appropriate.

17. 17 Click “OK” to confirm your changes.

18. 18 Creating a New, Blank UCM Treatment Plan When a child has been discharged from the UCM and has been re-referred, there is an option to create a New, Blank UCM Treatment Plan if a completed Treatment Plan already exists. This option will enable you to create a blank Treatment Plan so that you can document information about the current course of treatment. Once you create the blank Treatment Plan, you can no longer copy any information from the completed Plan to the newly-created document.

19. 19 To create a blank UCM Treatment Plan, go to the “Treatment/Service Plans” screen, right click on “UCM Treatment Plan” and then click on “Blank New Plan.” Please note that this operation will only work if the plan status is “Complete.”

20. 20 Choose the appropriate “Plan Date” and “Review Type” and click “OK.”

21. 21 Part 2 Completing the Lower Sections

22. 22 Complete the “Family Vision” by adding a “Start Date” and typing a narrative in the field below. Click “OK” when finished.

23. 23 Complete the “Family Crisis Plan” by adding a “Start Date” and typing a narrative for each prompt below. To move thought the prompts, click “Previous Prompt” and “Next Prompt.” Click “OK” when finished.

24. 24 Please complete all 7 prompts in the Family Crisis Plan. These prompts are: FAMILY’S DEFINITION OF A CRISIS STRENGTHS/INTERESTS TO BE USED IN A CRISIS SITUATION RISKS/TRIGGERS STRATEGIES TO BE USED IN A CRISIS SITUATION (WHAT WORKS) WHAT HELPS THE FAMILY/CAREGIVER IN A CRISIS SITUATION WHO CAN HELP IN A CRISIS SITUATION (INCLUDE CONTACT NUMBERS) RESOURCES TO BE USED IN A CRISIS SITUATION ARE THERE ANY MEDICAL PROBLEMS? IF YES, CONTACT NAME AND PHONE NUMBER FOR MEDICAL INFORMATION

25. 25 To complete the “Strengths Tab,” Click on “Add UCM Strengths.”

26. 26 Using the drop-down menu, identify the individual whose strength you are describing.

27. 27 Click “Select” to identify the person whose strength you are describing

28. 28 To describe the strength, click “Edit.”

29. 29 Type a description of the strength in the “Describe Strength” field and click “Save & Exit.”

30. 30 Click “OK” to save this strength. Repeat this process until all strengths are documented

31. 31 Most of the information under “Facility/Youth” will self populate. However, there are several fields that you must complete.

32. 32 After completing the first page under “Facility/Youth,” click on “Next.”

33. 33 Indicate the child’s level of need by clicking on the “Drop-down Box.”

34. 34 Double click “Select” next to the appropriate level of need.

35. 35 To complete the Diagnosis/Meds section, click on “Edit” and enter a diagnosis for Axis 1 through Axis 5.

36. 36 Enter a diagnostic code and description. Click “Save & Exit” and repeat for all 5 Axes.

37. 37 Click “Edit” to enter the name and contact information of the person who completed the diagnosis.

38. 38 Enter both the name and contact information. Click “Save & Exit” to save.

39. 39 After completing the diagnosis fields, answer all medication questions on pages 1 and 2.

40. 40 Record all medications on pages 2, 3 and 4.

41. 41 To begin the “Discharge” section, click “Edit” next to “Progress Towards Discharge”

42. 42 Describe the child and family's overall “Progress Towards Discharge.” Click “Save & Exit” to save. ( Please note that you should update this section every time you submit a Treatment Plan.)

43. 43 On page 2 of the discharge section, add the “Anticipated Discharge Date.” (This section should also be updated on an ongoing basis.)

44. 44 At the time of discharge, click “Edit” next to “DISCHARGE CRITERIA”

45. 45 Click “Yes” next to all discharge reasons that apply. Click “OK” to save.

46. 46 If “Yes” is clicked next to “Other” then…

47. 47 Complete “Other Discharge Criteria.”

48. 48 If the family has refused UCM services or if you have lost contact with the family, click “Yes” on “UCM services refused” or “Family lost to contact” then…

49. 49 Complete “Efforts to engage the family.”

50. 50 For all discharges, complete the section that asks you to “List the details of the events and circumstances leading to the decision to discharge”

51. 51 On page 2, complete the section that asks you to “Describe your recommendations for providing follow-up services in the child/youth’s discharge environment” and enter the “Actual Discharge Date.”

52. 52 To complete the signature section, begin by clicking on “Add UCM Signature”

53. 53 Use the “Drop-down Box” to select signatures needed.

54. 54 Click “Select” to choose the appropriate individual’s signature.

55. 55 Click “OK” to add the signature line. Repeat until all necessary signatures are entered.

56. 56 Part 3 Completing the Upper Sections and Requesting Services

57. 57 The “Summary” section gives an overview of the Treatment Plan. Nothing is entered in this section as it is auto-populated. When the Treatment Plan is complete, the Summary Section shows the needs, goals, strategies, and services in an organized manner.

58. 58 Click “Add Needs” to begin entering needs.

59. 59 Complete the “Needs Tab” as described below. Click “Save & Exit” when finished.

60. 60 To alter an existing need, click “Options” and then click: “Edit” to make changes, “View” to read the need, and “Delete” to remove the need.

61. 61 To add goals, click “Add Goals.”

62. 62 To document a goal, double click on the relevant “Need.”

63. 63 Complete the “Goals” section as described below. Click “Save & Exit” when finished.

64. 64 To alter an existing goal, click “Options” and then click: “Edit” to make changes, “View” to read the goal, and “Delete” to remove the goal.

65. 65 To add Strategies, click on “Add Strategies.”

66. 66 To document strategies, double click on the relevant “Need”

67. 67 Complete the “Strategies” section as described below. Click “Save & Exit” when finished.

68. 68 To alter an existing strategy, click “Options” and then click: “Edit” to make changes, “View” to read the strategy, and “Delete” to remove the strategy.

69. 69 You can request Services after you have completed the Needs, Goals, and Strategies sections – not before. To enter a service request, click on “Add a New Service.”

70. 70 Then click “Select” by the “Need” you are addressing with this service.

71. 71 Using the drop-down icons, choose a “Strategy,” a “Provider,” a “Service Code,” a “Frequency,” a “Start Date” an “End Date,” and the Units.” To save the request, click “OK” Repeat until you have requested all the needed services.

72. 72 To enter information in the notepad, click “Add Notepad Entry.”

73. 73 Type the notepad entry and click “Save & Exit” when done.

74. 74 When you have completed the Treatment Plan, click “Functions” and then “Send/Approve” to submit the Plan to ValueOptions.