Discharge Client

A discharge assessment is completed when an admitted client will no longer be receiving any services from the provider. The discharge assessment documents the client’s problems and needs at admission, progress or lack of progress during treatment, and the circumstances of the discharge, including the client’s condition and living situation at discharge.

Although only a subgroup of the initial assessment questions must be answered for the discharge assessment, they are primarily questions that address the client’s current condition in the 30 days prior to discharge. It is the responsibility of the clinician to review all the assessment questions and enter any other important information about the client.

If the client is subject to GPRA reporting, then you will also need to complete a GPRA assessment in addition to the Initial SUD assessment upon Discharge.

The following instructions apply to both mental health and substance use Discharge Assessments. When variation exists for either service type, it is noted.

 

Business Rules

The questions and data fields that display in the CMBHS Discharge Assessment are determined according to the user’s location and program type (mental health or substance use).

The Discharge GPRA Assessment will only be visible/available for Treatment and Recovery Support Service locations with a Service Type of "Opioid". You will be able to initiate the Discharge GPRA Assessment only when the Initial GPRA Assessment is in the "Closed Complete" status.

You must have a CMBHS role that gives you access to the Discharge section. If it is within your job responsibilities, you may have access to edit Discharge GPRA Assessment data. For a list of Read-Only and Read-Write page rights according to roles,  click here .

You must complete all the required fields in the Discharge Assessment before it can be placed in Closed Complete status.

 


Discharge Information

On the Client Services Toolbar, left, select Discharge, and then Discharge Client. On the page that displays:

Enter the Discharge Date.

Enter the Discharge Time.

Enter the Discharge reason. Select the correct reason from the dropdown list. The reasons are:

  • None Selected
  • Change in Provider Status
  • Client Died
  • Client Moved
  • Elected a New Provider
  • Incarcerated
  • Left against Professional Advice
  • Maximum Benefit Received
  • Referred to Another Provider
  • Terminated by Provider
  • Treatment Completed
  • Other (If you select this option, a text box will display where you can enter an explanation.)

Complete the Discharge Performed By from the dropdown listing agency staff.

Select the document status as Closed Complete. Do not save the document at this point. Assessment must be completed first.

Before you Start a Discharge Assessment

Before you can document a Discharge Assessment, the client must have an Initial SUD Assessment in Closed Complete or Closed Incomplete status for the current Episode of Care. It is not required that an Update SUD Assessment be completed prior to documentation of a Discharge Assessment.

Discharge Assessment Tabs – (Pre-Condition - Initial SUD Assessment)

At the top of the Discharge Assessment page, you will see a row of nine labelled tabs.

The tabs are labelled: General, Education & Employment, Legal, Physical Health, Mental Health, Family & Social, Substance Use, Diagnosis, and Recommendation.

Discharge GPRA Assessment Tabs – (Pre-Condition - Initial GPRA Assessment)

At the top of the Discharge GPRA Assessment page, you will see a row of 11 labelled tabs.

The tabs are labelled: Record Management, Behavioral Health Diagnoses, Drug & Alcohol Use, Family & Living Conditions, Education, Employment, & Income, Crime & Criminal Justice Status, Mental & Physical Health, Social Connectedness, Follow-Up Status, Discharge Status, and Services Received

DISCHARGE GPRA ASSESSMENT:

OVERVIEW

The questions and data fields in this section pertains to the client’s discharge information and is only completed at discharge. A discharge assessment is completed when an admitted client will no longer be receiving any services from the provider. The discharge assessment documents the client’s problems and needs at admission, progress or lack of progress during treatment, and the circumstances of the discharge, including the client’s condition and living situation at discharge.

It is the responsibility of the clinician to review all the assessment questions and enter any other important information about the client.

Business Rules

  1. The Discharge GPRA Assessment sub-menu link should only be visible for Treatment and Recovery Support Service locations with a Service Type of "Opioid".
  2. You will be able to initiate the Discharge GPRA Assessment only when the Initial GPRA Assessment is in the "Closed Complete" status.
  3. You must have a CMBHS role that gives you access to the Discharge section. If it is within your job responsibilities, you may have access to edit Discharge GPRA Assessment data. For a list of Read-Only and Read-Write page rights according to roles,  click here .

 


General Tab

In the Past 30 Days

Document the client’s experience in the past month. Presenting Problem will be pre-filled from an earlier Assessment. However, the text box can be edited if there is a change.

Primary, Secondary, and Tertiary substances are pre-filled from earlier interviews. However, you can change any of these fields, including Route of Administration of the drug, Frequency of Use, and Age of First Use, from the dropdown lists.

Record what substances the client has sought in the past 30 days in the text box. TYPE in how many days the client has used, and has not used. These numbers are required to add up to 30.

Select a Yes or No radio button as to whether the client has Literacy, Language, or Auditory challenges. Comments can be typed in the text box at the end of this section.

 

Other Service Providers

To document a New Service Provider, click on the button with that name in the next section. Choose the Provider Type from the dropdown list. Type the name of the provider and the phone number in the text boxes for those fields. Click Add to record the provider, or Cancel to close this part of the form without saving.

 

Discharge Information

  1. Discharge Date and Reason are pre-filled.
  2. In Discharge Referral Information, choose the Primary, Secondary, and Tertiary client referrals. These fields are used to document the place/s where the provider has referred the client for services specifically related to the treatment/services the client received from the provider. This includes additional treatment for substance use and/or mental health services at a different level of care or aftercare, and other related services.
  3. Select the referral destinations for these three levels from the three dropdown lists.
  4. Complete the Staff Information section, and select the Document Status. The Document Status Date is pre-filled with today’s date. The document must be saved as Closed Complete.

 

Discharge Assessment Continued

The next eight tabs on the Discharge Assessment screen are mostly prefilled with information from earlier assessments. However, there are open fields that require your input in each of these tabs. Review the contents of each tab carefully to see what information you need to add, and then save the Discharge information with the Save or Save and Continue buttons at the upper or lower right side of your screen.

Administrative Discharges

Administrative Discharges are regularly scheduled to occur every Monday, Wednesday, Friday and Sunday at 1:30 a.m. An administrative discharge will be entered in client’s record if no activity is confirmed in a client’s record for 50 days or more. When client records remain open and no activity or services are occurring, this trend will negatively impact performance measures and is not a clinically sound practice.

Contractors cannot intentionally leave records open for more than 50 days for instance if a client was incarcerated and would be returning to treatment. Contractors need to take steps to discharge the client from services and in CMBHS.

 

Contractors can identify current records that have been inactive and stand to be administratively discharged by running the “Active Clients Not Receiving Services” report; located under the CMBHS Client Reports

*Instructions to identify active client records not receiving services.

The report may be run at the Provider/Parent location or at the Clinic/Child location.  If the report is run at the Provider/Parent location the data will be displayed by clinic location.  If the report is run at the Clinic/Child location it will only display data for that clinic.  

After a clinic number is in current location drop down location

1. Click on Data

2. Click on Reports

3. Click on CMBHS Report

4. Click on Active Clients Not Receiving Services

 

 

 


Discharge Summary

The Discharge Summary is an important document because it summarizes the client’s problems at admission, the assessment results, the treatment services delivered by the provider, and the client’s response. It also includes an overview of the discharge plan and referrals.

CMBHS has designed the Discharge Summary so that the user can select the information to be included and then create a draft through an automated process, edit the draft, and then produce a final document — an individualized Discharge Summary for the client’s episode of care.

 

Before You Start a Discharge Summary

  1. Your business entity and service location must be authorized to perform the discharge summary function.
  2. You must be assigned a role that permits you to document a discharge summary in CMBHS. Click here for a listing of Page Rights and Roles in CMBHS.
  3. You must be in the client’s CMBHS Health Record, at the Client Workspace. Verify that you have the correct client by checking the client’s name and at least one other identifier at the top of the page before you begin.
  4. The client must have an Admission and a Discharge, and an Initial Assessment and a Discharge Assessment (both in Closed Complete or Closed Incomplete) before a Discharge Summary can be completed.
  5. Client data from treatment plan review, discharge plan, and discharge assessment has to be in Closed Complete or Closed Incomplete status. If a client data is in draft status, the system will not allow you to proceed.

 

How to Access the Discharge Summary Page

To access the Discharge Summary page, you must be in the Client Workspace.

 

From the Clinician’s Workspace

  • If you are at your Clinician Workspace, select the client from the Client List by CLICKING anywhere in the row so that the client’s name is highlighted.
  • Then CLICK on the button to the bottom right of the list that says Client Workspace.

 

From the Client’s Workspace

  • If you are already in the Client Workspace for the client about whom you are writing a Discharge Summary, go to Discharge on the Client Services Toolbar to your left.
  • Move your pointer to the bottom of the list, hover over the word Discharge, and a menu will drop down. CLICK on Discharge Summary.

 

Discharge Summary Service Components Page

The Discharge Summary selection brings up the Episode of Care screen, and the first section is Service Components.

The user must first select the component type/s and then the corresponding date and quantity.

The Discharge Information page displays, showing the Individual Elements of the Service Types for the client. Click the Next button to view the Discharge Summary page pre-populated with the information CMBHS has compiled about the client.

 

 


How to Document a Discharge Summary

When you select Discharge Summary from the Client Services Toolbar on the left side of the screen, CMBHS first displays the Episode of Care page. By making the selections on this page, you are customizing the Discharge Summary. CMBHS pulls information from the client’s record for the selected episode of care to populate data fields in the summary. CMBHS displays only the information you select for inclusion in the summary.

  1. First, in the Service Components section, select the amount and type of detail about the services provided to the client, to be included in the Discharge Summary.
  2. Next, select the specific Episode of Care for which you want to generate a Discharge Summary. To select the Episode of Care, CLICK anywhere in the row and then CLICK on the View Detail button.
  3. The Discharge Information page will display. Check or Uncheck the services to be included in the Discharge Summary by CLICKING in the check box at the beginning of each row. When complete, CLICK on the Next button.
  4. Next, the Discharge Summary (Preview Page) will open and an auto-generated summary displays. Make changes to the summary text in the Summary box as needed.
  5. If all the information is not available, a message will display on the preview screen indicating either “The discharge summary for this client cannot be completely auto-generated because of data missing from the following documents.” Or, “The discharge summary for this client cannot be completely auto-generated because the following documents have not been created or are still in draft status.”
  6. When you have made the needed edits, set the Document Status and CLICK on the Save button.

 


Discharge Follow-Up Reminder List

The Texas Administrative Code requires completion of a Discharge Follow-up for all clients leaving substance use disorder treatment. This documents how the client is doing after they’ve been discharged. Follow-up information is collected at various intervals depending on the treatment funding source, and the type of treatment the client received. These requirements are found in the provider’s HHSC Contract.

To assist with timely completion, CMBHS sends reminders to providers that the Discharge Follow-up is due. Discharge Follow-ups can still be completed for a client, however, even if the HHSC deadline is missed.

Before You Start

Business entities and CMBHS locations that provide treatment services will have access to the Discharge Follow-up Reminder List.

The user must be assigned a role that allows him/her to document a Discharge Follow-up in CMBHS.

Click here to view tables of all CMBHS pages and what roles have Read-Only or Read-Write access to the pages.

The client must have been discharged from your business entity (provider).

If a client’s Reason for Discharge on the Discharge Assessment was death; referred to another substance use treatment program; or change in provider status, a Discharge Follow-up Reminder will not be generated by CMBHS.

 

Business Rules

Discharge Follow-up Reminders are displayed on the Discharge Follow-up Reminder List, found on the Administrative Toolbar (at the top of each CMBHS page) under the menu item, Provider Tools > Administrative Action Lists.

For clients who received a substance use treatment service, Residential or Outpatient type, the reminder will be sent 60 days after the client’s discharge date from the provider. The provider must complete the Discharge Follow-up within 90 days of the date of discharge to receive credit from HHSC. This gives the provider 30 days to complete the Discharge Follow-up.

For clients who received Detoxification Services, the reminder will display on the Discharge Follow-up Reminder List nine (9) days after the discharge date. The Detox provider must complete the Discharge Follow-up within 30 days of the date of discharge to receive credit from HHSC. This gives the provider 20 days to complete the Discharge Follow-up. The message will also disappear from the Reminder List.

When the Discharge Follow-up for the client is marked as Closed Complete, the Discharge Follow-up reminder is automatically removed from the Discharge Follow-up Reminder List and no longer displays.

Even though there is no reminder in the list, a Discharge Follow-up can still be created from the Client Workspace, under the Discharge menu item on the Client Services Toolbar.

If a client’s Reason for Discharge on the Discharge Assessment was death; referred to another substance abuse treatment program; or change in provider status, a Discharge Follow-up Reminder will not be generated by CMBHS.

 

How to Manage Discharge Follow-up Reminders

Discharge Follow-up Reminders are displayed on the Discharge Follow-up Reminder List found in the Administrative Toolbar (at the top of every CMBHS page) under Provider Tools > Administrative Action Lists > Discharge Follow-up Reminders.

The Discharge Follow-up Reminders List can be seen by many of the users at a location. The Business entity/location must develop a process to ensure that discharge follow-up contacts occur in a timely manner to meet the requirements of their contract with HHSC.

When the Discharge Follow-up for the client is marked as Closed Complete, the Discharge Follow-up reminder is automatically removed from the Discharge Follow-up Reminder List and no longer displays.

 

NOTE: Once the reminder has disappeared from the list, it cannot be brought back or the action reversed, but a Discharge Follow-up can still be created using the Discharge Menu on the Client Services Toolbar at the left side of the page.

 

The Discharge Follow-up Reminder List will automatically display the following information about the client:

  • Name – The client’s full name.
  • Type – The kind of treatment the client received (e.g., "SUD").
  • CMBHS Number – A unique CMBHS-generated number assigned to each client.
  • Local Case Number – The Local Case Number (LCN) will display if one has been entered, either by the user or by CMBHS.
  • Discharge Date – The client’s most recent discharge date from the provider’s services.
  • Number of Days Since Discharge – How many days has it been since the client was discharged from this provider. Refers to the most recent discharge.

The options available to the user when viewing the Discharge Follow-up Reminder List are to:

  • View the Client Profile – This allows the user to see contact information for the client such as phone numbers and other relevant information.
  • Go to Client Workspace – This allows the user to access more detailed information about the client if it is needed before documenting a Discharge Follow-up.
  • Document a Discharge Follow-up – The user can document a discharge follow-up for a selected client on the Reminder List.

 

Discharge Follow-up Reminders to the Primary Clinician’s

For clients who have received substance use services, CMBHS will also send a Discharge Follow-up reminder to the Primary Clinician’s Workspace.

For clients who have received any substance use service type (except detoxification services), the reminder will be sent 60 days after the discharge date. For clients who received detoxification services, the reminder will be sent 10 days after discharge.

The reminder will display in the Message box on the Clinician’s Workspace used by the Primary Counselor and will include a link to the Client Workspace. The link allows the user to quickly access the client’s record for documentation of the Discharge Follow-up.

A reminder will not be sent for clients who receive mental health services only.

If a client’s Reason for Discharge on the Discharge Assessment was death; referred to another substance use treatment program; or change in provider status, a Discharge Follow-up Reminder will not be generated by CMBHS.