The Client Journey
Before diving into the specific requirements, it helps to see the entire client journey as a connected sequence of steps. Every step in this overview corresponds to a requirement covered later in this training.
1
Initial Intake
An inquiry is received and basic information is gathered.
2
Refer or Proceed
A suitability review decides whether to refer out or continue.
3
Provider Assigned to Client
A provider is matched to the client based on needs.
4
Consents and Client Rights Reviewed with Client
Consents and client rights are reviewed and signed.
5
Comprehensive Assessment
The provider assesses needs, strengths, and diagnosis.
6
Treatment Plan Developed
An initial treatment plan is created from the assessment.
7
Agreement of Treatment Plan & Start Therapy
The client approves and signs the plan; therapy begins.
8
Treatment Plan Reviews
As therapy proceeds, the plan is reviewed every 90 days or 6 sessions.
9
Discharge and Discharge Summary
Services conclude and a discharge summary is prepared.
Key Points
- The journey begins with inquiry and intake, then a suitability review against the clinic's written selection criteria.
- Informed, voluntary, written consent must be obtained before services begin.
- The comprehensive assessment precedes and drives the treatment plan.
- The client (or legal representative) must approve and sign the treatment plan.
- Treatment plan reviews occur at least every 90 days or 6 sessions.
- A discharge summary is required within 30 days of discharge; involuntary discharge also requires written notice.