2) Paperwork Reduction Initiative:  Over the past seven years, hundreds of behavioral healthcare organizations have developed consolidated structured forms to replace long narrative versions that were both time consuming and resulted in non-standard documentation recording.

(The packet of forms attached are presented as SAMPLES ONLY and do not represent the final forms your organization should adopt or utilize. These samples may need additional information or elements based on your local state, payor, and accreditation requirements. Therefore, all forms presented should serve as guidelines only and additional consultation is required to help ensure total compliance with local standards. Please contact M.T.M. for additional paperwork reduction consultation information.)  (139KB, Last Modified on 9/5/00)

4) Training Forms Most often Requested:  These are forms that are not part of our standard handouts, but are often used in our training sessions. As they are often requested by our training attendees, we offer them for download here.

(The packet of forms attached are presented as SAMPLES ONLY and do not represent the final forms your organization should adopt or utilize. These samples may need additional information or elements based on your local state, payor, and accreditation requirements. Therefore, all forms presented should serve as guidelines only and additional consultation is required to help ensure total compliance with local standards. Please contact M.T.M. for additional paperwork reduction consultation information.)  
(470KB, Multiple Documents, Last Modification varied)

5) Billable Hour Cost-Revenue Analysis Spreadsheet:  This Excel spreadsheet file was developed from the cost finding methodology presented in Chapter 8 of How to Maximize Service Capacity written by David Lloyd. This automated version was developed by David Way, BS, MAIS, of the Gulf Bend MHMR Center in Victoria, TX and has proven extremely helpful for clinical staff to identify their cost per billable/service unit hour delivered. 
( 5KB, Last Modified on 9/28/00)

6) Un-Realized Service Capacity Spreadsheet:  This Excel spreadsheet was created by David Lloyd to help CBHOs identify the number of clinical full time equivalent (FTE) staff represented by the unrealized service capacity of currently employed clinical staff. This spreadsheet is very helpful to respond to the request for more staff based on the actual capacity being attained, rather than historical FTE allocations. 
( 4KB, Last Modified on 9/22/00)

7) The Treatment Loop:  This diagram, was created by Ron Lewis, of the Center for Healthcare Services, San Antonio, TX. The diagram attempts to show how treatment planning and utilization management interface to ensure the consumer's life is positively impacted through appropriate intervention. In the absence of proactive utilization management and review consumers frequently work on the same service goals and objectives for years using interventions that do not work. Discharge is frequently considered when the consumer moves away or dies. In this model, utilization management is initiated at the front door through determining discharge criteria, for all services, at the point where services are authorized for frequency, duration, and intensity (service plan). Continuing utilization management/utilization review is demonstrated by documenting the consumer's positive, negative, or neutral response to specific interventions. Based on documentation, the service plan or the intervention plan are changed to implement a new intervention if previous interventions were not working. If they were, then the plans and interventions continue as is. Back door utilization management is demonstrated when the individual is discharged from a particular service or all services. This model is an adaptation of the Treatment Planning diagram contained in the Texas Medicaid Providers Manual.
( 4KB, Last Modified on 11/21/00)

8) Billable Hour Cost of Services/Revenue Per Service Aggregated Comparison Sheet:  This report is created as an Excel Spreadsheet and provides an aggregated process to calculate individual clinician's billable hour costs and earned net revenue from both grant funding and 3rd party. Also, the report provides two tables for both actual/annualized billable hours versus costs and revenue at full billable hour standard of 1,200 hours per year. This report was created by David Lloyd based on expanded features of the David Way created report that is also available as a download."  
( 13KB, Last Modified on 4/12/01)

9) APS Composite of Georgia Clinical Forms:  The Georgia providers are moving to a Medicaid Rehab Option effective July 1, 2001. As a part of that initiative, the External Review Organization has developed a more user friendly Demographic sheet, Assessment and Individualized Service/Recovery Plan know as a TRIGRS. In order to support this new TGRIGRS authorization requirement, supportive forms were developed by CSBs to meet accreditation and other clinical needs. The composite set of Access/Screening and Consumer Background forms that work as companion to the TRIGRS are incorporated into the same file with all progress notes and other clinical record forms. This download is particularly helpful to Medicaid Providers in Georgia. ( 91KB, Last Modified on 4/20/01)