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Treatment Plan Hierarchy

Treatment Plan Hierarchy. A Tutorial for MRSS, Case/Care Management Entities, and Out of Home Providers. Treatment Plan Hierarchy .

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Treatment Plan Hierarchy

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  1. Treatment Plan Hierarchy A Tutorial for MRSS, Case/Care Management Entities, and Out of Home Providers

  2. Treatment Plan Hierarchy The existence of a treatment plan hierarchy supports collaborative treatment service planning. It enables the electronic transfer of treatment plans to all involved parties for review before the plan is submitted to the CSA for approval. Hierarchy ensures that a treatment plan is only accessed by one party at a time, tracks the status and location of a treatment plan as it moves through the hierarchy, and allows for movement of the treatment plan between the CSA and the submitter of the plan. 2

  3. CYBER Login • Below is the CYBER Login screen, where the user will enter their login name and password. 3

  4. CYBER Welcome Screen • Once at the Welcome Screen, select the Youth/Child Search button on the button bar on the left of the screen. • This will bring you to the main search screen and a new set of buttons. 4

  5. Approve Treatment Plans MRSS and Case Management Entities

  6. Approve Treatment Plans • From the main search screen, select the Approve Treatment Plan button. • The Approve Treatment Plan button will appear as APPR TX Plan (#) on the button bar. • The number that appears in the parentheses will be the number of plans that are currently assigned to you. 6

  7. Filtered Plans/My Plans • Once you select the APPR TX Plan button, a window will open that is divided into two sections. • The top section is referred to as Filtered Plans. • Plans associated with your agency only. • The bottom section is referred to as My Plans. • Plans assigned to you and only you for review, completion and submission. 7

  8. Filtered Plans • In the Filtered Plans section, you will see all plans associated with your agency, including those assigned directly to you. *Plan Type will be described later in the training. 8

  9. Filtered Plan Sections • At the top of the Treatment Plan Approval form, there are several criteria you can use to filter/sort. This criteria is what populates the grid after you have clicked the Apply My Filter button. • The criteria details are outlined below. • Plan- Type of Plan (CMO, OOH, UCM, MRSS, YCM , BA, IIC) • Plan Type - Subtype of Plan (e.g. Initial, Ongoing and Transition etc.) and the current status of the plan • Assigned- The person to whom the plan is assigned • Member- The child’s name and ID# • Requestor– The creator of the plan • Due Date –Date the plan is due for review at the CSA • Agency Name –Agency that created the Treatment Plan 9

  10. My Plans • The plans in the My Plans section are the only plans that you currently have access to edit at any time. • The edit function is available to the creator of the plan or the supervisor or administrator. • These plans are only accessible by you, not the CSA or any other user. • Double-clicking with your mouse will select the plan for review or edit. 10

  11. Plan Status • Each Plan will have a status assigned to it. • The Plan Status is displayed in both grids of the “Filtered” and “My plans” fields. • The Plan Status’ are defined as follows: • In Progress – The plan has not been submitted to the CSA and is still with the creator of the plan. • In Review – The plan is with another user within your agency, perhaps a supervisor for review. • Returned– The plan has been returned by the CSA or a supervisor or administrator within your agency. • The plan is sent back by the CSA, it is returned to a supervisor or administrator who submitted it. • Supervisors or Administrators have the ability to return a plan within your agency to any user and can select the person to whom the plan is returned • Transferred – Plan has been moved from one user to another user within your agency, either a supervisor or peer. 11

  12. PLAN TYPE • The plan type column indicates the type of plan, using abbreviations. The plans below are listed alphabetically by their abbreviations and are defined as follows: • CR90D- Comprehensive Review 90 Day • DJCR- Discharge Joint Care Review • FCP –Family Crisis Plan • ICPU – Individual Crisis Plan Update • IniICP- Initial Individual Crisis Plan • IniISP - Initial Individual Service Plan • JCR- Joint Care Review • ORISP- Ongoing Review Individual Service Plan • SC- Service Change • SU- Service Update • TICP- Transition Individual Crisis Plan • TISP- Transition Individual Service Plan • TJCR – Transition Joint Care Review 12

  13. Editing and Reviewing the Plan • When you are finished editing or reviewing the Treatment Plan, there are options for you to choose from: • If finished editing or reviewing the plan, select ‘Save’. • To continue working on the plan at a later time select ‘Save and Close’. • If the plan and the review have been completed, select ‘Submit’. Select one of the following options below: 13

  14. Plan Submission

  15. Submission Levels The Level 1 worker has the ability to create the treatment plan. • Level 1 workers are described as follows: • MRSS – Crisis Worker • YCM – Case Manager • UCM – Case Manager • CMO – Care Manager • OOH – OOH Clinician • IIC – IIC Clinician The Level 2worker has the ability to create, modify and approve the treatment plan. • Level 2 workers are described as follows: • MRSS – Supervisor • YCM – Supervisor • UCM – Supervisor • CMO – Supervisor The Level 3 worker has the ability to create, modify and approve the treatment plan. • Level 3 workers are described as follows: • MRSS –Director • UCM – Quality and/or Clinical Director • CMO – Quality and/or Clinical Director

  16. Plan Submission within the Agency • Once the plan is ready for submission within the agency the user MUST select ‘Save’,and then select ‘Submit’. • If the user selects the ‘Submit’ button, a prompt will appear to confirm the submission. • Once confirmed the user will be prompted to select a supervisor or administrator within his/her agency to review the plan. • After you have selected the user from the drop down list hit ‘Accept’. 16

  17. Once you select ‘Accept,’ that plan will no longer be in your ‘My Plans’ grid. • It will continue to appear in the Filtered Plans grid, with the name of the person who currently has the plan for review in the ‘Assigned To’ field. 17

  18. Plan Submission to the CSA • Once the plan has been reviewed by the supervisor or administrator and is ready for submission to the CSA, they MUST select ‘Save’, and then select ‘Submit’. • The supervisor or administrator will be prompted by a window message asking if they are sure they want to submit the plan. • If ‘OK’ is selected, a window message will appear stating your plan has been submitted to the CSA. • Once the plan has been submitted to the CSA, it will no longer appear in the Filtered Plans grid. 18

  19. SubmissionHierarchy within the CSA • Once submitted, a plan is received at the CSA. • The plan is reviewed according to the appropriate timeframes: CMO/YCM/UCM Initial – 3 business days All others – 5 business days MRSS Initial – 1 business day All others – 5 business days OOH OOHreferral – 1 business day JCRs (jcr, tjcr, djcr) – 5 business days • If the plan is not approved, the CSA returns the plan to the referring CM entity requesting additional information. • The returned plan will appear in the Approve Treatment Plans box of the person who submitted it.

  20. Treatment Plan Review History

  21. Treatment Plan Review History • The Treatment Plan Review History field provides information on the current status and review history of a submitted plan. • To access the Treatment Plan Review History, select the Treatment Plans Assessment button in a child’s record, from the buttons on the left side of the screen. Open the submitted plan and select the View Treatment Plan Review History button • If the plan was approved by the CSA it will be marked as “Approved”. 21

  22. Plans Returned by the CSA • If the plan is not approved, it is returned by the CSA to the individual who submitted the plan. The plan will appear in the My Plans box of the submitter with a plan status of ‘Returned’. The return reason will be described in the “notepad “section of the plan and also in a detailed progress note in the “progress notes “section of CYBER. • The user, the supervisor or administrator, has the option of editing and resubmitting to the CSA or selecting ‘Return’ to send the plan back to the creator of the plan for revision or ‘Transfer’ to send the plan to another individual within the agency. • If the plan is an OOH Plan (JCR, DJCR, TJCR) the plan is then returned to the facility that created it, not the Case Management entity. The return reason will be addressed in the “notepad” section of the plan and also in a detailed progress note in the “progress notes” section of CYBER. • The facility will edit and resubmit to the CM entity for resubmission to the CSA. 22

  23. Notes

  24. Notes for OOH Treatment Plans (JCR’s, TJCR’s, DJCR’s) OOH Treatment Plans for children in case management are not submitted directly to the CSA by the Out of Home (OOH) provider. 1. The OOH provider must submit the JCR to the case management entity for review. Once reviewed, case management submits the plan to the CSA. Once a JCR is submitted to the CSA, it will be reviewed within 5 business days. The CSA has the following options after reviewing the plan: • Approve the JCR and issue a 90-day authorization. • Issue a conditional 30-day authorization pending receipt of additional information from the OOH provider. 24

  25. Notes for OOH Treatment Plans (JCR’s, TJCR’s, DJCR’s) • Upon submission of a JCR by the OOH provider to the case manager, that Case Management entity has up to 72 hours to review and submit the plan to the CSA. • If the Case Management entity does not submit the JCR to the CSA within the 72 hours of receipt, it will automatically route to the CSA, and the approval history will reflect auto-route. • The JCR is then routed to the CSA for final review and approval. • Case Managers may note any comments about the JCR in the progress notes for CSA review. • This is currently a workaround process until full functionality allows for the Case Manager to comment within the JCR. 25

  26. Future ReleaseNotes for OOH Treatment Plans(JCR’s, TJCR’s, DJCR’s) • Case Management will be able to provide comments regarding their approval/disapproval of the plan through a comment box within the JCR in a future CYBER release. • Completed Transitional Joint Care Reviews (TJCRs) submitted by the OOH facility to the Case Management entity will contain a requirement for Case Management to enter a Transitional Progress Note which will be viewable within the TJCR before it can be submitted to the CSA. • These features within the JCR will be available in a future CYBER release 26

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