URC Provider Workflow

Phone Call Process

• Complete referral form
• Enter info into GoHealth Queue
• Enter therapist schedule
• Create chart and place form in folder

Upon Arrival Process

• Provide demographic and handbooks
• Get copy of insurance card
• Admit client from queue
• Enter client data
• Enter client program
• Enter PICIS
• Check OHCA Eligibility
• Complete intake packet

Intake Completion Process

• Notify therapist
• Provide documents to Nurse
• Enter guarantors

Nurse's Responsibility

• Wait for therapist to complete assessment
• Start forms: Admission Order, Admission History, Nurse Assessment, Aims Dyskinesia
• Complete physical assessment and medication status
• Contact provider via Teams and call when ready
• Send info to prescriber as available (name/DOB)
• Complete physical assessment and medication status

Client and Provider Interaction

• Client talks with provider (then parent if needed/requested via Teams call)
• After provider call, give survey to parent/client to fill out in front lobby

Client Admission Process

• Search client, remove jewelry, belts, shoestrings, etc…
• Lock up belongings in locker, front
• Start Nurse Progress Notes
• Finish all other forms at end of shift
• Do final nurse progress note and report to oncoming nurse
• Place all documents in designated mailbox

Discharge Process

• Discharge meds
• When client discharges, complete discharge process

YES Tulsa Workflow

• Front Desk/Office Specialist: answer telephones, client intake, administrative duties
• Therapist: OHCA verification (if FD/OS is not present)
• Guardian: LMHP statement/crisis assessment
• Client: LMHP statement/crisis assessment, PHQ-A, Columbia in ACE questionnaire, safety plan
• Disclosure of Professional Competencies for client and guardian

Therapist's Responsibility

• Notify nurse and DC Coordinator LSC
• Phones and Intake when FD/OS is not available
• Upon completion of intake, complete NOMS
• Take client photo
• Sanctuary community meeting
• Activities in Milieu
• Snacks and meals
• Intervention Progress Note
• If admitted, assist with body search
• Begin observation

LSC Duties

• Complete LSC Duties checklist

Walk-in Process

• Complete referral form, demographics, and handbooks
• Enter client into schedule
• Notify therapist
• Enter info in queue
• Admit from queue to inpatient client
• Get copy of insurance card
• Admit client from queue
• Enter client data
• Enter client program
• Enter PICIS
• OHCA Eligibility
• Intake packet

Discharge Coordinator's Responsibility

• Complete ROI if needed
• Coordinate/Schedule inpatient or outpatient services

Test your knowledge on how to complete the URC Doctor Note.