Podcast
Questions and Answers
Which profile should be accessed to change the admission type?
Which profile should be accessed to change the admission type?
Who will be tasked with contacting the on-call Doctor/Med. Provider for assessment?
Who will be tasked with contacting the on-call Doctor/Med. Provider for assessment?
What is the purpose of changing the admission type from Outpatient to URC?
What is the purpose of changing the admission type from Outpatient to URC?
Which form should be completed after getting off the phone with a client?
Which form should be completed after getting off the phone with a client?
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Who must be present with the client for their intake appointment?
Who must be present with the client for their intake appointment?
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What information should the guardian bring at the time of the assessment?
What information should the guardian bring at the time of the assessment?
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Which form should be filled out if the client doesn't have a social security number to generate a CRS number when creating the client's profile?
Which form should be filled out if the client doesn't have a social security number to generate a CRS number when creating the client's profile?
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Who do you fax the Undocumented Member Submission form to?
Who do you fax the Undocumented Member Submission form to?
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Which icon should be clicked on to change the Target Location in the Client Guarantors?
Which icon should be clicked on to change the Target Location in the Client Guarantors?
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What admission type do you choose from if client is going to the CALM Center?
What admission type do you choose from if client is going to the CALM Center?
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In which tab is Client Signatories under?
In which tab is Client Signatories under?
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What should be done if the client's name spelling does not match in GoHealth and OHCA?
What should be done if the client's name spelling does not match in GoHealth and OHCA?
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When should the 'DMH New Member Enrollment' option be selected in GoHealth?
When should the 'DMH New Member Enrollment' option be selected in GoHealth?
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What is the purpose of selecting 'No' to the 4 questions in the 'Designation of Treatment Advocate' section?
What is the purpose of selecting 'No' to the 4 questions in the 'Designation of Treatment Advocate' section?
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What is the purpose of checking all boxes in the 'Orientation Checklist' section?
What is the purpose of checking all boxes in the 'Orientation Checklist' section?
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Study Notes
Life Skills Coach Workflow
- When FD/OS is unavailable, the Life Skills Coach takes client phone calls and uses the Referral/Screening form.
- Inform the caller that the legal guardian must be present with the client for their intake appointment, and signatures are required.
- If the client is staying overnight for inpatient placement, the guardian or adult (over 18) designated by the guardian needs to stay with the client.
- Remind the guardian to bring the client's social security number and medication list at the time of the assessment.
- If the client has intellectual disabilities, inquire about their level of function.
Intake Process
- If the client needs to come in immediately for safety reasons, they should come in.
- If the client is stable and can wait until the next available assessment time, schedule them in the GoHealth schedule.
- Complete the Referral/Screening form and put it in a colored folder with a post-it note indicating the date and time of the appointment.
Client Arrival
- Have the client and guardian sign and date the clipboard at the front desk.
- Give the client a copy of the Demographics sheet to fill out.
- If the client is taking medication, give them a copy of the Patient Medications List form to fill out.
- Give the client and guardian the Clients and Parents Handbooks to read while they wait for their appointment.
GoHealth
- Search for the client in GoHealth using their name from the demographics sheet to see if they already have a chart.
- If the client is new to GoHealth, select "Yes Create" to create a new profile.
- If the client already has a chart, select "No" to access their existing chart.
Admissions
- Click the + symbol to add a new client.
- Fill out the Client Information form using the information from the demographics sheet.
- Use the client's Medicaid number from OHCA in the form.
- Check that the OHCA spelling matches the spelling in GoHealth.
Client Signatories
- Select "Client Signatories" and fill out the form.
- Email is not required.
- The parent and client (if 14 and over) will show up in this section of the client's signatories.
- Create a PIN for the parent and client (if 14 and over).
Intake Packet
- Select "Intake Packet" in Admissions and click + to add a new packet.
- Use the current date and scroll down to pre-select "HIV/AIDS/STD EDUCATION, TESTING AND COUNSELING".
- Select "No" to both questions.
- Complete the "Orientation Checklist" and check all boxes.
- Take a computer or tablet to the lobby to go over the intake packet with the client and guardian.
Guarantors
- In Admissions, click Guarantors and select Payer/Insurance.
- If the client has private insurance, enter it first.
- If the client has Medicaid, add it next.
- Add DMH using 01AA last.
- The order of guarantors should always be: 1. Private insurance, 2. Medicaid, 3. DMH/01AA.
Client Photo
- Use the tablet located in the upper middle cabinets in the front office to take a picture of the client.
- Lock code: 7020265.
- Insert the picture into GoHealth by clicking on the box next to the client's name and following the prompts.### Client Inquiry and Referral Form
- Complete the inquiry/referral form after a phone call or walk-in with a client
- Include name, date, time of call/walk-in, and time of appointment (if scheduled)
- Place the form in a colored folder with a post-it note indicating the date and time of the appointment
Scheduling an Appointment
- Go to the GoHealth home screen and click on the schedule icon
- Select an available time slot and drag the plus sign to the desired date and time
- Fill out the details of the appointment, including the client's name and a description of the intake appointment
Client Arrival and Check-In
- Have the client and accompanying individuals sign in and record the time of arrival
- Give walk-in clients the Inquiry/Referral form to complete
- Review the form with the client and determine if they need to stay until the next available assessment or if it's safe for them to schedule a follow-up appointment
Client Paperwork and Preparation
- Give clients a clipboard with a copy of the Demographics sheet to complete
- If the client is taking medication, provide a copy of the Patient Medications List form to complete
- Provide clients and parents with the Clients and Parents Handbooks to read while waiting for their appointment
- Make a copy of the client's insurance card (if applicable)
Undocumented Member Submission Form
- If the client doesn't have a social security number, ask the parent or guardian if they have one
- If yes, generate a CRS number when creating the client's profile
- If no, fill out an Undocumented Member form and fax it to OHCA with a ROI (Release of Information)
GoHealth Client Profile Creation
- Search for the client in GoHealth to see if they already have a chart
- If not, select "Yes Create" to create a new profile
- Fill out the client information form using the demographics sheet
- Ensure the admission type date and time are correct
OHCA Eligibility Verification
- Use the client's Medicaid number from OHCA in the GoHealth form
- Verify the client's eligibility on the OHCA website
- Enroll the client in DMH if they are not already a member
Client Programs and Signatories
- Select "197 URC" from the Client Programs dropdown
- Set the effective date as the date of admission and the end date as three days later
- Create a signatory for the guardian and client (if 14 or over)
- Have the client and guardian electronically sign the intake packet
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Description
Test your knowledge of the Life Skills Coach Workflow.
