Life Skills Coach Workflow.docx

LIFE SKILLS COACH WORKFLOW  When FD/OS is unavailable:  Inquiry/Referral/Screening Take Client Phone Calls use Referral/Screening form Inform the caller that the legal guardian must be present with client for their intake appointment, signatures are required. If client is staying overnight...

LIFE SKILLS COACH WORKFLOW  When FD/OS is unavailable:  Inquiry/Referral/Screening Take Client Phone Calls use Referral/Screening form Inform the caller that the legal guardian must be present with client for their intake appointment, signatures are required. If client is staying overnight for inpatient placement guardian or adult (over 18) designated by guardian needs to stay with client. (They will be able to leave to run errands, get food etc..) Make sure to remind guardian to bring clients social security #, and meds list at the time of the assessment. If client has intellectual disabilities, inquire about level of function. If the guardian needs to bring the client immediately, for safety reasons, they should come. If the client is stable and able to wait until the next available assessment time, schedule them in the GoHealth schedule for the next available assessment that works for the client. (see below). When you get off the phone with a client, complete the inquiry/referral form, if not done already, be sure to include your name, date, time of call/or walk-in, and time of appointment (if one is scheduled) Put the referral form in a colored folder, located in the bottom drawer of the middle set of drawers in the front desk area. Place a post it note on the outside of folder with date and time of appointment and place the folder in the black rack at front desk work station. If the client is not scheduled, put the completed form in the yellow “waiting for call back” folder in the black racks. Post Referral Screening Schedule appointment for client Go to GoHealth home screen and click the schedule icon on the side bar of the screen (circled in red below). If the scheduling block is empty, with no black box it is free for scheduling. Click and drag the plus sign to the box on the desired date and time slot. Fill out the details of the time. Select “intake appointment” from the dropdown box. Put the client's name in the comment box. Fill out Date Start Time End time Type – choose” Intake Appointment” Put Clients name in “Comments” box “Save and Close” Enter Client in the INPATIENT CLIENT QUEUE Click the +ADD....see pink below ` Fill – Out form: In “Goes By” - put YES “In Description of Problems” - enter notes from Screening form. In “Clinician Response” - enter scheduled with (name of therapist) and date and time of appointment Hit Save button. Client Arrival Have the client and those with the client sign and put the time of arrival on clip board at the front desk. If the client is a walk-in give them the Inquiry/Referral form to fill out. Upon completion review the form and help the client determine if they need to stay at YES until the next available assessment or if it would be safe for them to schedule and come back. For scheduled clients/walk-ins that stay, give them a clipboard with a copy of the Demographics (see below) sheet for the client to fill out. Ask if the client is on medication, if so give them a copy of the Patient Medications List (see below) form to fill-out (located in a file folder behind the colored folders). Pull out the Clients and Parents Handbooks (see below) for the client and parents to read while they wait for their appointment (located in the green and purple folders at the front desk). Make a copy of the client’s insurance card if they have one. Move sign in sticker to Sign-In/Sign-Out Sheet on clipboard at workstation (keep clipboard facing down, for confidentiality) Client/Parent Handbooks Demographics Client Medication List Undocumented Member Submission form If the client doesn’t have a social with them, and you can’t find them in OHCA, ask their parent or Guardian if they have a social security number (at all). If yes (they have a social), then generate a CRS number when creating their profile. If no (they don’t have a social), fill out an Undocumented member form and a fax cover sheet. The Undocumented member form and fax cover sheet can be found in the black office desk filing rack, to the right of the LSC and Front Desk office specialist workstation. Fill out a fax cover sheet (see below for example) and undocumented member submission form with the info from the demographics sheet. Have Parent (and client, if 14 or older) sign an ROI, releasing information to OHCA before sending. Fax to Patricia at OHCA, 405-530-3244 (listed on the Undocumented member submission form). Make sure to dial 9 before putting in the fax number. Use the big printer/fax machine in Matt’s office to fax the documents. Keep the Fax confirmation sheet, the printer will print out the paperwork you faxed. Put the Undocumented Member form, ROI, and “OK” fax confirmation sheet in Michael’s box. GoHealth: Before Admitting Client Search for the Client in GoHealth using the name from the demographic or sign-in sheet to see if the client already has a chart in GoHealth. Select the client name in the client queue and change to” Admit URC” in dropdown (see blue below) Hit “Save” If the client is new to GoHealth, you are going to select “Yes Create” If the client already has a chart select “No” you will access there chart directly from “Inpatient Admitted Clients” (see pink below) Add client If a client is not entered into the queue, then add them to the system. Click the + symbol highlighted in green below. Change the Clinic drop down menu to Family & Youth Urgent Recovery Center. Click the drop-down arrow under Admission Type and change it to Outpatient. Only the LMHP Statement and Nursing Assessment will be done for the client. The doctor/provider is not seen unless requested by the parent/guardian or school requiring the service be done. Make sure the admission Type Date and Admission Type Time is added. Admission Type Date: = Date client arrives. Admission Type Time = Time client signs in on sign-in sheet. Use the information on the demographics sheet to fill out the Client information form. Or to update the form if one already exists. The admission type time will be the time the client came into YES, written on the sign-in sheet. The clinic will always be “Family and Youth Urgent Recovery” Look-up OHCA information from website the Medicaid member ID Name spelling Medicaid =Title 19 DMH = 01AA eligibility. Use the clients Medicaid number from OHCA in form above Check that OHCA spelling matches what we have if it doesn’t, change it in GoHealth to match the OHCA spelling to insure coverage. If you change to the incorrect spelling, make a note in the GoHealth alert indicating both the correct and incorrect spellings and the reason for the change (see below). Hit Save. OHCA – Client Lookup Link to website: https://www.ohcaprovider.com/hcp/provider/Home/tabid/135/Default.aspx Click eligibility then Eligibility Verification Enter clients SS# and DOB. “From Date of Service” is client’s arrival date “To Date of Service” is last day of the month. If Social Security not available, Use clients last name, first name, date of birth, Date of service (client’s arrival date) and To Date of Service (last day of month) Make sure nothing else is in the other boxes when inputting the above information. Check name spelling for match, “submit” to receive ID, click on blue # to check for title 19 (Medicaid) and confirm eligibility. If ineligible or no number appears then enroll in DMH Enrolling Client as a New Member of DMH Click “DMH New Member Enrollment” in the lower right of the screen (pictured above). Complete the form with client information from the demographics sheet/client data (pictured below). Hit Submit A Client ID # will be generated, this is the one we use in GoHealth If you’re unable to find the client in OHCA, they don’t have a profile in GoHealth already, and the parent/guardian doesn’t know or didn’t bring their social; then generate a CRS ID when creating their profile in GoHealth (see GoHealth section for more information on creating a client profile). Creating an Alert Click on the triangle on the left of the screen, under the client name and ID# Fill in the “Enter a new Alert” box Select a” Discontinued Date:” that is one year later Hit the check mark to add alert Client Programs From Admissions go to “Client Programs” Select ”197 URC” from Client programs dropdown Put the effective date as the date client is admitted Put end date as effective date plus 3 days Click the “+” icon to add Use Double Arrows in upper right to go Back to URC Admission tab. PICIS Eligibility In Admissions select PICIS Eligibility Hit Check Now button If it does not come up with anything, then you must go back to “Manual Eligibility” Select “DMH” then enter your 4-digit pin and “ADD” If client is eligible for Medicaid/title 19 select “Medicaid” then enter your 4-digit pin and “ADD” Go back to Admissions by clicking the two arrows pointing to the left (seen above). Client Signatories Select “Client Signatories” You can quickly access the Client Signatories by clicking on the pencil icon (highlighted in yellow above), located below the client’s name, photo, ID, and DOB. This is found in the top left corner of the client’s GoHealth chart. Complete the form (pictured below), email is NOT required. The information required is included in the demographics form the guardian filled out. Hit the check mark in the lower right to add the signatory. Create signatory for Guardian and Clients 14 and over Pin is used to OFFICIALLY sign documents online to be used by only Guardian and /or Client. The parent and client (if the client is 14 and over) will show up in this section of the client’s signatories. Click on PIN (seen above) to create the parent’s pin. Do the same for client if you are creating a client’s pin. The image below will pop up once you click on “PIN.” Have the parent create their pin by choosing a Question, answering it, and then creating their Pin. The Pin is 4-20 digits or characters. If Pin needs to be reset Find the name of the person whose pin you need to check, Click on the “Pin” icon (seen in the image at the bottom of page 14). Click “Reset Pin.” Then have the client follow the steps seen above. Go Back to Admissions (by clicking the two arrows pointing left icon, in the top right of your screen). Intake Packet - (With Client and Guardian) In Admission select “Intake Packet” Click + (highlighted below) to add new Intake Packet Use current “Date” Scroll down form to Pre-Select: “HIV/AIDS/STD EDUCATION, TESTING AND COUNSELING” Select “No” to Both (we do not do this) “Designation of Treatment Advocate” Select “No” to the 4 questions as shown below. (Guardian will always be present with Client At YES so Advocate will not be assigned) “Orientation Checklist” Check all boxes (to save time with Guardian and Client) You will be going over all applicable information on the list, some do not apply. “Save as Draft” Take Computer or Tablet to Lobby to go over with Client and Guardian If not already done, Complete Signatory with Guardian and Clients over 14 Arrow back to Admissions/Signatory Hit PIN button (see below) Have guardian answer “Security Question” Have guardian put in 4-digit Pin Hit Create Pin Repeat with Client if 14 or over Arrow back to Intake Packet and begin going through “intake packet” with Client and Guardian. Explain these as you scroll through the Intake form: YES process, tell them about our process of evaluating and assessing to coordinate and refer clients to appropriate level of care Explain that if in patient care is agreed upon. Someone 18 years of age or older will need to stay with them for up to 24 hours until time of placement. Ask if they consent to a 24 hour follow up check select Yes or No Ask about method of contact select method If email put in email if phone put in phone # Ask if they consent to photo of client for chart. Explain that Confidentiality is practiced here except for what can be seen and heard by others in our facility, but we do not share information, outside of those providing care here, without written consent from Guardian/Client. Explain that we need authorization for Third Party Insurance to have client information necessary billing purposes only. If they agree Enter date in “Date Servicing Commencing” Ask if they read about their rights in the Handbook? Do they have any questions about it? Any questions about the Bill of Rights? Check the box if they understand the (as in pink below) Be sure to state that we are “Mandatory Reporters” which means that if we hear any statements of abuse, we are required to report it to the authorities. Ask if they understand the information, when they do, and have no further questions, select “Validate Form” Then select “Consumer Sign Now” Enter PIN# and “Verify” (below) Do these steps with Guardian and “Client/Consume”r (if over 14) Do this step for yourself “Staff” When all digital signatures are entered and Verified select “Finalize” Client Guarantors In Admissions click Guarantors Select Payer/Insurance (if there are no options in the dropdown go back to client data center and save it, then return to guarantors and the dropdown options should appear) If Client has private insurance enter it first, use dropdown to select the insurance company. Put Clients First and Last name If the Client’s name is not on the insurance card put the insured persons name and their relationship to the client in the comment box. Put Client ID # from insurance card in Payer ID Put Group # from insurance card (if group # is on the card) in Group # Start Date (date of service) End Date (start date plus 3 days) Press Add If the insurance isn’t listed in the dropdown box. email Patti Thompson to request it be added, include the client ID # and a screenshot of the guarantor dropdown box, and the name of the insurance that needs to be added, in the email. If Client has Medicaid present on OHCA add Medicaid to guarantors next. Put Client ID in the PAYER ID Start Date (date of service) End Date (start date plus 3 days) Press Add Add DMH using 01AA last. Put Client ID in the PAYER ID Start Date (date of service ) End Date (start date plus 3 days) Press Add The order of guarantors should always be: 1. Private insurance (if client has it) 2. Medicaid (if client is eligible) 3. DMH/01AA (Should always be present! If Client is not enrolled in DMH we enroll them on the OHCA Website.) Here’s what to do if no insurance shows up in the Client Guarantors. Go to the Client Data Center. URC in the dropdown menu (below the Client Name, Photo and ID), Admission Tab, Client Data Center. Scroll down to the bottom of the Client Data Center page. Hit Save. This should fix the problem of no Guarantors showing up. Here’s the solution to 01AA not showing up in Client Guarantors. Click on the two arrows pointing in different directions icon (Highlighted in Yellow below). Change Target Location to “Non-CCBHC Tulsa” Reason for Transfer: “Transfer needed to add 01AA to the Guarantors for YES Client.” Click Enter key: “Attn: Solmaz or Matt. Click Submit button. GoHealth  Take and insert picture of client  Use tablet located in the upper middle cabinets in the front office. Lock code – 7020265 Tap camera icon. Take a photo of the client Tap Firefox icon To insert a picture into GoHealth, first search for the client in the box at the top of the GoHealth dashboard, shown in the picture below.     Next, Click on the box in the top left of the profile screen next to the client’s name.   The box is circled in red below.     A pop-up screen will display. Click on Choose File under the heading “Select Your Image.”   Observation Observations are only done for Clients being admitted into YES (we assign them a bed). Start time for observations is when it becomes known the client needs a bed assignment. If Observations are needed, follow the following instructions explained below. GoHealth DASHBOARD queue  SELECT the down arrow and select OBSERVATION    Enter 4-digit pin  Enter the current 24H format the time. Second time default for 15 minutes later. Select the down arrow for the activity for both time periods. Continue for every URC client. Unselect the check mark for each client. This enters the GoHealth OBSERVATION REPORTS.         Intervention Progress note  Clinical tab  Progress note intervention    Click the plus to add new progress note.              Use the INTERVENTION PLAN, CLIPBOARD, or write the note  Answer NO to question ‘Have you recently thought your family, friends and others would be better off if you weren’t around?’  This is accessed by Therapist or Nurse only.  Enter shift worked  Enter current status  Enter precautions  Enter INTERVENTION PLAN and INTERVENTION GOAL copied from the CLINICAL TAB – INTERVENTION PLAN.    The following may be entered into CLIPBOARD and entered in the note. Each may be modified accordingly.   First time click on CLIPBOARD          CLICK THE PLUS SYMBOL  ENTER THE NAME OF SECTION  ENTER IN DESCRIPTION  SAVE  CLICK ON CLIPBOARD  Click COPY for section needed  Click X  Click in section on form  CTRL + V will paste   VALIDATE  SIGN  FINALIZE    SET UP for CLIPBOARD 11:00pm-7:00am shift  INTERVENTION ACTIVITIES  Group therapy 3x daily, nursing review daily, and supportive care from staff daily.  INTERVENTION SERVICES PROVIDED  Supportive care from staff daily.  RESPONSE TO INTERVENTION SERVICES AND ACTIVITIES  S: Client was able to follow directions and group norms in a safe manner, as well as observe in safe room appears to be sleeping, breathing normal with eyes closed. Client made no complaints or requests during the shift.  E: Client appeared to be feeling safe and content noticed during observation checks. However, no emotion was discussed as the client appeared to be sleeping.  L: Client was not observed to discuss any loss during this shift.  F: Client was not observed or has discussed anything related to future pursuits, during assigned hours of supervision, 11pm – 7am shift.  CHANGES IN BEHAVIOR AND MOOD  No remarkable mood shifts from the client nor behavior changes observed. The patient appeared to be sleeping during all observation checks  AS EVIDENCED BY  Actively working on intervention plan objectives, engaging in intervention plan activities, and having a positive response to intervention services and activities.    SET UP for CLIPBOARD 7:00am-3:00pm shift or the 3:00pm-11:00pm shift  INTERVENTION ACTIVITIES  Group therapy 3x daily, nursing review daily, and supportive care from staff daily.  INTERVENTION SERVICES PROVIDED  Supportive care from staff daily.  RESPONSE TO INTERVENTION SERVICES AND ACTIVITIES  S: Client followed directions and group norms in a safe manner.  E: Client discussed emotions of calm and content while in group.  L: Client discussed loss of safety as it applies to living with depression and anxiety.  F: Client participated in a discussion about daily Sanctuary Commitment while in group and how to apply the commitment to one’s future.  CHANGES IN BEHAVIOR AND MOOD  No changes in behavior were observed in client's response to intervention and activities.  AS EVIDENCED BY  Actively working on intervention plan objectives, engaging in intervention plan activities, and having a positive response to intervention services and activities.    Changing Client Admission Type The admission type will need to change from Outpatient to URC and seen by the Provider: if the client is going to be discharged to inpatient/Higher level of care high risk clients. Doctor’s need to finalize their notes under URC Admission type. The client will now need to see the Doctor/Med. Provider on the schedule for today. The Life Skills Coach and Nurse will be tasked with contacting the on-call Doctor/Med. Provider for assessment. The doctor/provider is not seen for client’s discharged to lower level of care unless requested by the parent/guardian or school requiring the service be done. In the Client’s GoHealth profile, go to the URC drop down, choose Admission tab, and click on Client Data Center. See below. Click on the drop down under “Admission Type,” select “URC” from the drop down. Change admission type from URC to CBSCC if client is going to CALM. If going to Calm, Change to CBSCC after client has Doctor Note done under URC admission. Next, put in the date you are changing the admission type and the time you are making the change. Ideally this is done the same day you saw the client. After the date and time is entered, click close (see at the bottom of previous page). After clicking close, scroll down to the bottom of the client data sheet. Click Save. The client’s chart will turn green, indicating the switch from outpatient to URC (inpatient) was made. Microsoft Teams – Calling Provider (if needed) Have client connect with prescriber via video call.   If you are working on the weekend with an agency nurse, then follow the steps below. Use the Provider Information form, found in the 2nd drawer of the nurse’s desk, to determine who to call. During the holiday season, check your outlook for an email on provider scheduling.   Log into your account on the computer in the Therapist 1 office, office nearest to the Nurse station, computer and set it in front of client and parent. Once logged in, click on “CRS Sharepoint” icon located on the homepage of your laptop. You should see the box displayed below. Log in with your work email.           Click on the 9 dots icon in the top left of the screen. Click on “Teams.” Click on Chat Go to the YES Teams chat. Send a message saying we have a client who is ready to see “on-call providers name.” Search the providers name if not displaced in your chat list. Click on the providers name once it pops up in the search. Once the provider is ready for the call, click on the little video camera icon in the image below. Make sure the lens video camera lens on the front of the camera is slid open. Leave the client (and possibly their parent) alone with the provider. NOMS   Take Client back to Milieu and fill out the Noms forms  9 page packets in blue folder in black rack.  Clients 11 and under may need some questions filled out by Guardian.            Seven Commitments Handout  The Seven commitments Handout is in the folder on top of the binder in the Milieu.  Every client needs to be given the form to fill out.  After the Client completes the form, make a copy of it and give the original back to the Client  Put the client’s name and ID# on the copy and put it in Michael’s mailbox.      Sanctuary Community Meeting Groups 1-3 times a day  Client enters Milieu.   MHT conduct COMMUNITY SANCTUARY MEETING in the morning, afternoon, and evening.   Give snacks and meals   Parent/Guardian can provide meals for their kids.   We have frozen meals along with other items to feed our clients and parents/guardian  Sometimes we will order pizzas or other items for our clients and parent/guardian.  Do activities   The LSC can engage with the clients by doing activities with them in the Mileu.   Activities in Milieu.   Board and Card games.   Art supplies.  Activities found in Life Skills Coach binder.   Coping Skills  Grounding techniques.   Sanctuary Commitment activities.  Assist Nurse with Body search   When client is staying overnight  Client/Parent Surveys Parent & Client will complete an anonymous Questionnaire before leaving, using the tablet marked SURVEYS in the upper middle cabinets in the office area. There are 4 icons: Parent Survey English, Client Survey English, Client Survey Spanish, Parent Survey Spanish. Click on the icon and give the client then parent the tablet to fill out. In between the client and the parent completing survey click the x in the upper left corner to return to the home screen. Mark down everyone’s departure time and initial Sign-In/Sign-Out Sheet  Fill-in Discharge Summary     When the discharge planner is out of office, the Life Skills coach will need to Fill-In the Discharge Summary. The Discharge Planner will finalize the Discharge Summary when he returns.     CRS URC   DISCHARGE TAB   DISCHARGE  Go to discharge tab under CRS URC and click discharge.  Add A New Blank Form        Complete the discharge using the following format adjust each section accordingly to fit each client    Discharge Summary for client discharging from YES and receiving outpatient services (some sections have options for if client is discharging to inpatient facility or Calm Center).   Date of Admission: MM/DD/YYYY Date of Discharge: MM/DD/YYYY  Presenting Problem at Intake:  Client presents (insert Reason for referral or commitment from crisis assessment)   Presenting Condition of Client:  Generally organized, alert, reasonably well groomed  Needs of Client at Intake:  Stabilization of mood in a secure environment, assessment, education on life skills, supervision, and support.  Type of Treatment Services Provided:  Individual and group therapy  Psychiatric review and evaluation  Safety planning  Psycho-educational skills training  Nursing and support staff car  Crisis stabilization  Medications at Discharge:  Client entered treatment on (list medication from Nursing Assessment)  Or  Client entered treatment on no routine medications, assess by psychiatrist, no medications were started.  Reason for Discharge or Transition to another Level of Care  For Outpatient put:  Client completed ?? hours of treatment at YES Tulsa and was then referred to outpatient services in order to develop needed skills to decrease depression and anxiety and suicidal ideation.   For Inpatient or Calm put:  Client completed ?? hours of treatment at YES Tulsa and was then referred to (name of inpatient facility) to receive inpatient treatment in order to develop needed skills to decrease depression and anxiety and suicidal ideation.  Client completed ?? hours of treatment at YES Tulsa and was then referred to the Calm Center to complete 7 days of crisis stabilization in order to develop needed skills to decrease depression and anxiety and suicidal ideation.    Final Assessment:  Co-occurring disorders/recommendations: No current co-occurring disorders that require additional recommendations.  Physical status/ongoing issues: Client was in generally stable health and presented with no other physical concerns.  Medication/Lab summary: No labs were needed during YES Tulsa treatment duration.  Progress Made in Treatment:  Client was able to take part in individual and group sessions, and family discharge meeting while here at YES Tulsa. With assistance from staff, Client was able identify triggers to depression and anxiety and suicidal ideation and develop a safety plan with life skills to help manage self in new and safe ways.   SNAP found in Description of the clients strengths in managing mental health and / or substance abuse issues and disorders during a recent period of stability prior to the crisis:  S- “   N- “   A – “   P-   female/ male therapist preferred   Status of client at last contact:  Client was cooperative and agreeable to discharge plan.  Discharge / Transition Recommendations:  For outpatient put:   In order to enhance the client’s successful functioning in the community, it is the treatment team’s recommendation that Client discharges from YES Tulsa then receives outpatient services in order to develop needed skills to decrease depression and anxiety and suicidal ideation.   For Inpatient or Calm put:   In order to enhance the client’s successful functioning in the community, it is the treatment team’s recommendation that Client discharges from YES Tulsa then receives inpatient treatment at (inpatient facility) to develop needed skills to decrease depression and anxiety and suicidal ideation.  In order to enhance the client’s successful functioning in the community, it is the treatment team’s recommendation that Client discharges from YES Tulsa then receives 7 day crisis stabilization at the Calm Center to develop needed skills to decrease depression and anxiety and suicidal ideation.    Condition of Client at Discharge  Appearance: well kempt and groomed  Speech: organized and goal directed  Alertness: oriented X4   Affect: congruent with mood  Mood: euthymic, some anxiety noted  Recovery Progress Status, Results, and Outcomes:  For Outpatient put:   Recovery Progress Status: Client completed ?? hours of treatment at YES Tulsa and was then referred to outpatient services in order to develop needed skills to decrease depression and anxiety and suicidal ideation.   For Inpatient or Calm put:   Recovery Progress Status: Client completed ?? hours of treatment at YES Tulsa and was then referred inpatient treatment at (inpatient facility) in order to develop needed skills to decrease depression and anxiety and suicidal ideation.   Recovery Progress Status: Client completed ?? hours of treatment at YES Tulsa and was then referred to the Calm Center to complete 7 days of crisis stabilization in order to develop needed skills to decrease depression and anxiety and suicidal ideation.     24 Hour Follow up Call. Go to left side bar and click CRS Outpatient    Click client data center      Scroll down to Guardian to get parent name    Scroll up to mobile number to get parent number   Ask the following questions to the parent.   Were you satisfied with the services you received from YES Tulsa?   Confirm outpatient services and when that appt is.   Ask if they have any questions for us.   Complete simple progress note   Go to Discharge Tab     Go to progress note simple.    Add New Form    Add date and time (must be within 24 hours of client discharge)    Copy and Paste one of the following (as appropriate) into the progress note:  (FSP/ LSC / Office Specialist / ect.) made 24 hour follow up call to parents. Parents reported that they were pleased with the services received from YES Tulsa and that the client was improving in their development and use of coping skills.     (FSP/ LSC / Office Specialist / ect.) 24 hour follow up call to parents. Parents reported that client is currently at Calm Center working on development of coping skills.     (FSP/ LSC / Office Specialist / ect.) 24 hour follow up call to parents. Parents did not answer phone. (FSP/ LSC / Office Specialist / ect.) left message to call back.       (FSP/ LSC / Office Specialist / ect.) made 24 hour follow up call to DHS Caseworker. DHS Caseworker reported that client is currently (receiving inpatient treatment or outpatient treatment) and working on development of coping skills.     Validate and sign form        Log into spreadsheet the time and date of follow up call.   School Letter The safety Plan is to be filled out if a school, or parent, requests it.   Typically done to satisfy a school’s requirement for assessment.   Make sure All areas with a line next to it are replaced with the appropriate information for each section.   The document is to be signed by the data specialist.  The original is made for the client and a copy is made for YES Tulsa for client records.  A ROI must be filled out with this document.   We are releasing this information to the school, containing Client PHI.  The ROI is kept with YES Tulsa for the client’s medical records.  We don’t fax this form unless it is consented to do so by the guardian (and client if 14 or older.         Additional Duties  Complete LSC duties checklist  Update supply list in breakroom  Any Client paper documents, other than the Referral form, need to have the Client’s Name, ID # (Do NOT write the generated ID’s beginning with CRS) and Date of Service, together in the top corner of the page (if possible).