How to Document a Referral from a Managed Care Plan (MCP)
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All referrals, including those received from the Managed Care Plans, are documented on the Inquiry screen. Note: If the MCP sent a Transition of Care Tool, scan that information into […]
How to Document a Referral from an Emergency Department (ED)
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All referrals, including those received from local hospital emergency departments, are documented on the Inquiry screen. Make sure you donât have another clientâs chart open. If you do, click on […]
How to View Requests for Services that are Pending
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Viewing all inquiries, both completed and pending, is done in the Inquiries list page. Search for the Inquiry screen using the search icon. Select âInquiries (My Office)â This will bring […]
How to Handle Calls on a Non-Crisis Line and Client Says theyâre in Crisis
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When someone calls a non-crisis line saying theyâre in crisis, transfer them immediately to crisis services per your countyâs policies and procedures. Itâs ok if youâve started an inquiry. Simply […]
How do I document a request for services received via the Access Line?
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Step by step video guide here: https://vimeo.com/801646882/f9d8272f7d Access Line calls are documented on the Inquiry screen. Click the Search icon. Type Inquiries in the search bar. Click to select Inquiries (My […]
How to Document Calls to the Crisis Line
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Crisis Line calls are documented on the Inquiry screen. This is simply how to document a call. Follow your countyâs procedures for handling crisis situations. Also consider the context of […]
How to Document a Paper Referral from a Partner Agency
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Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select âInquiries […]
How to Document When Someone Walks in for an Assessment
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Walk-in assessments can skip the Inquiry and Screening steps and go straight to Intake and Assessment. Step by step video guide here: What do I do When a Client Walks […]
How to Document a Call When You Donât Provide Services Yourself
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Paper referrals, meaning referrals that are received via a form, fax, paper, etc. are documented on the Inquiry screen. Search for the Inquiry screen using the search icon. Select âInquiries […]