Treatment Planning: Improving Documentation Skills and Clinical Use of the Treatment Plan

David Mee-Lee, M.D.


Workshop Description

In the current environment of increased accountability, greater scrutiny and diminishing resources, clinicians struggle with how to focus and target treatment under time and reimbursement pressures; how to change old ways of documentation to reflect individualized treatment, and how to effectively engage the patient and client into a cooperative and accountable treatment plan.

This workshop will improve participants' knowledge in providing focused, targeted, individualized addiction treatment. It will provide the opportunity to practice assessment and priority identification, and translate that into a workable, accountable treatment plan with measurable objectives focused to meet the needs of the client.

Since there is increasing pressure for more specific documentation to justify reimbursement of services and demonstrate careful assessment and tailored treatment planning, these skills will promote quality care as well as meet external expectations such as managed care, JCAHO, CARF and licensure requirements. Reference will be made to the Second Edition Revised, of the Patient Placement Criteria of the American Society of Addiction (ASAM PPC-2R) to help guide documentation.

This workshop will also help clinicians and care managers improve communication around assessment and treatment planning. It will teach skills on how to resolve disputes with managed care authorizations for service; and better communicate the treatment plan.

 

Objectives

Participants will:

1. Review principles of individualized treatment planning and expectations of external reviewers, accreditation and licensure standards.

2. Apply ways to individualize problems, measurable objectives and service strategies and treatment plans.

3. Explain how to communicate the treatment plan to care managers and others, not least importantly, the patient and client.

 

 

Treatment Planning: Improving Documentation Skills and Clinical Use of the Treatment Plan

 

Workshop Agenda

8:30 AM Registration
   
9:00 AM A. Principles of Focused, Targeted Treatment Planning
 
  • Why individualize treatment?
  • NIDA Principles of Drug Treatment
  • Accreditation and external standards - JCAHO, CARF
  • Common curative factors in helping people change
  B. How to Organize Assessment Data
 
  • Multidimensional assessment -ASAM PPC Dimensions
  • Moving from assessment to treatment plans
10:30 AM Break
   
10:45 AM C. How to Target and Focus Treatment Priorities
 
  • Using the multidimensional assessment to identify priorities
  • Treatment planning and documentation skills -problem identification; measurable objectives
12 Noon Lunch
   
1:00 PM D. Skill-Building in Developing and Communicating the Treatment Plan
 
  • The treatment contract and implications for measurable objectives
  • Person-centered, accountable treatment plans
  • Presenting the clinical data to colleagues and care managers
2:30 PM Break
   
2:45 PM E. Making Treatment Plans a "Living" Document
 
  • Dealing with meaningless paperwork
  • Implications for Documentation forms and Client Records
  • Changes necessary to "re-tool" treatment planning and services
4:00 PM Adjourn