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Dr. Dawn-Elise Snipes, PhD, LMHC, CRC, NCC




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Strategic                        planning
          Conducting a community needs assessment
      
          Identifying program strengths
      
          Clarifying program mission
      
          Developing and evaluating goals
      
          Identifying strategies to attain goals
      
 Communities     that Care Planning System
     https://preventionplatform.samhsa.gov/




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
People who have knowledge of or experience

  with SA
 Representatives from the:
        local community
      
       client population
       program’s referral sources
  Gender, racial, cultural diversity

 People with expertise in:
          state and local politics
      
          insurance & managed care
      
          financial management
      
          legal matters
      
          nonprofits and foundations
      

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Program   mission statement and philosophy
 Client care (screening, assessment, and
  treatment and discharge planning)
 Recordkeeping (security of clients’ records)
 Organizational structure (governance
  committees and staff positions)
 Personnel (procedures for
  hiring, evaluating, and termination)
 Program structure and staffing
 Clients’ rights and the program’s grievance
  process

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Comprehensive    Accreditation Manual for
  Behavioral Health Care (CAMBHC)
 Section 1: Client-Focused Functions
          Ethics, Rights, and Responsibilities (RI)
      
          Provision of Care, Treatment, and Services (PC)
      
          Medication Management (MM)
      
          Surveillance, Prevention, and Control of Infection (IC)
      




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Section                     2: Organization Functions
          Improving Organization Performance (PI)
      
          Leadership (LD)
      
          Management of the Environment of Care (EC)
      
          Life Safety (LS)
      
          Management of Human Resources (HR)
      
          Management of Information (IM)
      
          Opioid Treatment Programs (OTP)
      
          Foster Care (FC)
      
          Performance Measurement and the ORYX
      
          Initiative

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
Core values and mission

 Input from the persons served and other
  stakeholders
 Individual-centered planning, design and delivery
  of services
 Organizational leadership
 Information management and performance
  management
 Fiscal management (including risk management)
 Human resources
 Communication
 Accessibility
 Health, safety and transportation


Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
Information analysis and outcomes management

 Rights of the persons served
 Program structure and staffing
 Screening and access to services
 Transition/recovery support services
 Pharmacotherapy (if applicable)
 Seclusion and restraint (if applicable)
 Records of the persons served
 Quality Improvement




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 FloridaRules Common Licensing Standards
 Standards for IOP
          Core services provided at least each 9
      
          hours/week
               Individual, group and family counseling
           

               Psychiatric services
           

               Substance abuse education
           

               Relapse prevention skills
           

               Life skills
           

               Vocational Rehabilitation
           

               Referral to wrap-around services
           

          No more than 50 clients
      

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Managed   care companies
 Vocational Rehabilitation & Employers
 Mental health treatment providers
 Employee assistance programs (EAPs)
 Schools
 Hospitals
 Welfare agencies
 Criminal justice agencies
 Religious leaders



Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Food  banks
 Recreational facilities and programs
 Credit Counseling
 Adult education
 Parent training
 Housing resources
 Childcare providers
 Self-help groups
 Legal assistance
 Transportation

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Eliminate non-core services that are non-
  self-supporting after 6 months
 Evaluate staffing and consolidate positions
 Reduce paperwork
 Implement time-saving EMR
 Automate repetitive activities (record and
  rebroadcast orientation)
 Team with other agencies to increase buying
  power


Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Recruitinterns and volunteers
 Write AmeriCorps and other grants
 Work with programs that refurbish computers




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Cultivate                         relationships with the money
  people
 Invite officials and funders to program
  functions (i.e. graduations) with appropriate
  releases
 Humanize the client population to funders
  and the community at large
 Keep website updated about program
  achievements



Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Lack of experienced staff
 High demand for counselors
 Low pay, long hours
 Stressful job
 Administrative demands
 Limited community resources




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Does                the clinician have experience
          In the programs modality
      
          With the client population
      
 Does the clinician understand co-occurring
  disorders
 Do skills suggest ability to perform all
  functions effectively
          Assessment
      
          Integrated summary
      
          Treatment planning
      
          Referral
      

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Program   staff interview candidates before
  the clinical director
 Candidates role-play a counseling session
  with staff
 Clinical director interviews candidates
  recommended by staff




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 New      staff should sign a statement that they
     will support the concepts that:
          Addiction is a biopsychosocial and spiritual
      
          disorder best treated by multidisciplinary
          approaches which may include medication
          Recovery is possible
      
          Recovery support groups play a vital role in
      
          treatment and recovery




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
Familiarity with professional standards and

  reporting requirements
 Willingness to use supervision and peer
  assessments to gain insights into deficiencies
 Awareness of current addiction research and
  trends
 Involvement in professional organizations
 Respect for clients from diverse backgrounds
 Recognition of the effect that personal bias
  toward other cultures and lifestyles can have on
  treatment
 Understanding of personal recovery and its
  effect on the provision of treatment
Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Capacity  to conduct self-evaluation
 Participation in regular continuing education
 Emotional maturity
 Adaptability
 Creativity
 Ability to relate effectively with others
 Capacity to confront and resolve internal
  personal difficulties
 Willingness to learn about and understand
  people with different backgrounds

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
Use of current screening and assessment

  instruments
 Effect of cultural diversity on information
  gathering and client assessment
 Symptoms of intoxication, withdrawal and
  toxicity for psychoactive substances
 Physical, pharmacological and psychological
  implications of substance abuse
 Mental status assessment criteria
 Treatment matching and placement criteria
 Confidentiality requirements
 Theories about how behavior changes
 Assessing clients’ readiness for changes
Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Communicate                                     with clients and their significant
  others
 Work with clients to define and prioritize needs
 Understand available treatment modalities and
  community resources
 Develop individualized treatment plans with
  clients
 Establish a SPOC
 Marshall community resources
 Advocate for the client


Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Engage  clients and establish rapport
 Recognize intervention effectiveness
 Integrate therapy with real-time events
 Recognize when to seek consultation or refer
 Educate clients and their families about
  addiction and recovery
 Help clients build and practice recovery skills
 Encourage clients to develop a strong sober
  support system


Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Conflicts of interest
 Staff-client relationships
 Grievance procedures




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Core  clinical staff
 Clinical management (case managers and
  clinical supervisors)
 Specialized services
 Administrative and support staff




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Medical  services
 Counseling
 Case management
 Family services
 Social services
 Psychological services
 Psychiatric services
 Liaison with criminal justice, child welfare
  and other agencies


Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Vocational  rehabilitation
 Recreational therapy
 Art, music and dance therapy
 Nutrition counseling
 HIV/AIDS counseling
 Spiritual counseling
 Literacy instruction
 General equivalency diploma preparation




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Policy on how long a client needs to be in
  recovery
 Written job requirement specifying staff
  abstinence
 ADA protects against discrimination in
  employment
 Staff Relapse
          Legal vs. illegal drugs
      
          Incentives for relapsing employees to seek treatment
      
          (job modifications, temporary transfers etc.)
          Duration of abstinence before returning to work
      
          and/or client services

Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Staffto client ratio 1:8-1:15
 Considerations
          State regulations
      
          Funder regulations
      
          Types of care provided
      
          Linkages to wrap-around services
      
          Realistic workload
      




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 General                       staff meetings
          Weekly
      
          Address staff concerns
      
          Provide training
      
          Allow for case reviews
      
 Crisis                meetings
          Sentinel events
      
          Client crisis
      




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 Program  performance/Utilization review
 Policymaking
 Competitive status
 Finances




Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
 IOP is an essential step-down component.
 IOP management involves
  outreach, advocacy, planning and
  supervision.
 Through community partnerships, IOP
  programs can receive referrals and distribute
  workload.
 IOP administrators can motivate and engage
  their staff through bottom-up management.
 IOP programs should regularly be assessed for
  their cost-effectiveness and improved to
  meet patient needs.
Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC

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TIP 46 Administrative Issues In Intensive Outpatient

  • 1. Dr. Dawn-Elise Snipes, PhD, LMHC, CRC, NCC Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 2.  Strategic planning Conducting a community needs assessment  Identifying program strengths  Clarifying program mission  Developing and evaluating goals  Identifying strategies to attain goals   Communities that Care Planning System https://preventionplatform.samhsa.gov/ Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 3. People who have knowledge of or experience  with SA  Representatives from the: local community   client population  program’s referral sources Gender, racial, cultural diversity   People with expertise in: state and local politics  insurance & managed care  financial management  legal matters  nonprofits and foundations  Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 4.  Program mission statement and philosophy  Client care (screening, assessment, and treatment and discharge planning)  Recordkeeping (security of clients’ records)  Organizational structure (governance committees and staff positions)  Personnel (procedures for hiring, evaluating, and termination)  Program structure and staffing  Clients’ rights and the program’s grievance process Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 5.  Comprehensive Accreditation Manual for Behavioral Health Care (CAMBHC)  Section 1: Client-Focused Functions Ethics, Rights, and Responsibilities (RI)  Provision of Care, Treatment, and Services (PC)  Medication Management (MM)  Surveillance, Prevention, and Control of Infection (IC)  Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 6.  Section 2: Organization Functions Improving Organization Performance (PI)  Leadership (LD)  Management of the Environment of Care (EC)  Life Safety (LS)  Management of Human Resources (HR)  Management of Information (IM)  Opioid Treatment Programs (OTP)  Foster Care (FC)  Performance Measurement and the ORYX  Initiative Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 7. Core values and mission   Input from the persons served and other stakeholders  Individual-centered planning, design and delivery of services  Organizational leadership  Information management and performance management  Fiscal management (including risk management)  Human resources  Communication  Accessibility  Health, safety and transportation Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 8. Information analysis and outcomes management   Rights of the persons served  Program structure and staffing  Screening and access to services  Transition/recovery support services  Pharmacotherapy (if applicable)  Seclusion and restraint (if applicable)  Records of the persons served  Quality Improvement Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 9.  FloridaRules Common Licensing Standards  Standards for IOP Core services provided at least each 9  hours/week Individual, group and family counseling  Psychiatric services  Substance abuse education  Relapse prevention skills  Life skills  Vocational Rehabilitation  Referral to wrap-around services  No more than 50 clients  Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 10.  Managed care companies  Vocational Rehabilitation & Employers  Mental health treatment providers  Employee assistance programs (EAPs)  Schools  Hospitals  Welfare agencies  Criminal justice agencies  Religious leaders Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 11.  Food banks  Recreational facilities and programs  Credit Counseling  Adult education  Parent training  Housing resources  Childcare providers  Self-help groups  Legal assistance  Transportation Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 12.  Eliminate non-core services that are non- self-supporting after 6 months  Evaluate staffing and consolidate positions  Reduce paperwork  Implement time-saving EMR  Automate repetitive activities (record and rebroadcast orientation)  Team with other agencies to increase buying power Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 13.  Recruitinterns and volunteers  Write AmeriCorps and other grants  Work with programs that refurbish computers Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 14.  Cultivate relationships with the money people  Invite officials and funders to program functions (i.e. graduations) with appropriate releases  Humanize the client population to funders and the community at large  Keep website updated about program achievements Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 15.  Lack of experienced staff  High demand for counselors  Low pay, long hours  Stressful job  Administrative demands  Limited community resources Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 16.  Does the clinician have experience In the programs modality  With the client population   Does the clinician understand co-occurring disorders  Do skills suggest ability to perform all functions effectively Assessment  Integrated summary  Treatment planning  Referral  Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 17.  Program staff interview candidates before the clinical director  Candidates role-play a counseling session with staff  Clinical director interviews candidates recommended by staff Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 18.  New staff should sign a statement that they will support the concepts that: Addiction is a biopsychosocial and spiritual  disorder best treated by multidisciplinary approaches which may include medication Recovery is possible  Recovery support groups play a vital role in  treatment and recovery Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 19. Familiarity with professional standards and  reporting requirements  Willingness to use supervision and peer assessments to gain insights into deficiencies  Awareness of current addiction research and trends  Involvement in professional organizations  Respect for clients from diverse backgrounds  Recognition of the effect that personal bias toward other cultures and lifestyles can have on treatment  Understanding of personal recovery and its effect on the provision of treatment Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 20.  Capacity to conduct self-evaluation  Participation in regular continuing education  Emotional maturity  Adaptability  Creativity  Ability to relate effectively with others  Capacity to confront and resolve internal personal difficulties  Willingness to learn about and understand people with different backgrounds Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 21. Use of current screening and assessment  instruments  Effect of cultural diversity on information gathering and client assessment  Symptoms of intoxication, withdrawal and toxicity for psychoactive substances  Physical, pharmacological and psychological implications of substance abuse  Mental status assessment criteria  Treatment matching and placement criteria  Confidentiality requirements  Theories about how behavior changes  Assessing clients’ readiness for changes Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 22.  Communicate with clients and their significant others  Work with clients to define and prioritize needs  Understand available treatment modalities and community resources  Develop individualized treatment plans with clients  Establish a SPOC  Marshall community resources  Advocate for the client Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 23.  Engage clients and establish rapport  Recognize intervention effectiveness  Integrate therapy with real-time events  Recognize when to seek consultation or refer  Educate clients and their families about addiction and recovery  Help clients build and practice recovery skills  Encourage clients to develop a strong sober support system Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 24.  Conflicts of interest  Staff-client relationships  Grievance procedures Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 25. Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 26.  Core clinical staff  Clinical management (case managers and clinical supervisors)  Specialized services  Administrative and support staff Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 27.  Medical services  Counseling  Case management  Family services  Social services  Psychological services  Psychiatric services  Liaison with criminal justice, child welfare and other agencies Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 28.  Vocational rehabilitation  Recreational therapy  Art, music and dance therapy  Nutrition counseling  HIV/AIDS counseling  Spiritual counseling  Literacy instruction  General equivalency diploma preparation Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 29.  Policy on how long a client needs to be in recovery  Written job requirement specifying staff abstinence  ADA protects against discrimination in employment  Staff Relapse Legal vs. illegal drugs  Incentives for relapsing employees to seek treatment  (job modifications, temporary transfers etc.) Duration of abstinence before returning to work  and/or client services Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 30.  Staffto client ratio 1:8-1:15  Considerations State regulations  Funder regulations  Types of care provided  Linkages to wrap-around services  Realistic workload  Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 31.  General staff meetings Weekly  Address staff concerns  Provide training  Allow for case reviews   Crisis meetings Sentinel events  Client crisis  Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 32.  Program performance/Utilization review  Policymaking  Competitive status  Finances Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC
  • 33.  IOP is an essential step-down component.  IOP management involves outreach, advocacy, planning and supervision.  Through community partnerships, IOP programs can receive referrals and distribute workload.  IOP administrators can motivate and engage their staff through bottom-up management.  IOP programs should regularly be assessed for their cost-effectiveness and improved to meet patient needs. Copyright 2008-2012 AllCEUs.com A subsidiary of CDS Ventures, LLC