Case Management Documentation

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Questions and Answers

Referring clients for IPS services is a billable case management service.

False (B)

Customer Follow-up is billed for sending a re-engagement letter.

True (A)

Case Management is billed for which of the following services: (choose all that apply)

  • Contact with client's IPS Employment Specialist to monitor client's attendance of scheduled appointments. (correct)
  • Follow-up (6 minutes) with a client after missing an appointment with their prescriber.
  • Left a voicemail for the client check and see how they are doing. (correct)
  • Linked client with the OKDHSLIVE.org website and walked them through how to apply for SNAP online.

Progress and/or barriers to progress are generic to all clients and not a requirement on all progress notes.

<p>False (B)</p> Signup and view all the answers

Case Manager contacted a client to update their expired treatment plan. What service is billed?

<p>Customer Follow-up (A)</p> Signup and view all the answers

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Study Notes

Billing for Services

  • Referring clients for Integrated Psychological Services (IPS) qualifies as a billable case management service.
  • Customer follow-up activities, including the sending of a re-engagement letter, are billable.
  • Case management services encompass a variety of activities, and specific services may include client outreach and treatment plan updates.

Case Management Progress Notes

  • Progress notes can document both progress and barriers, but noting barriers is not mandatory for every client.
  • The progress and/or barriers are generic concepts applicable to all clients, yet not required in every progress note.

Expired Treatment Plans

  • When a case manager contacts a client to update an expired treatment plan, this activity is also considered a billable service.

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