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Mecklenburg's PROMISE
Community Support Recovery Toolkit 2007.1

INDEX
I. Community
Support Recovery Toolkit
Toolkit Purpose
Toolkit Development
Mecklenburg’s PROMISE/
Recovery Collaborative Contact Information
II. The Recovery
Model
Origins
of the Recovery Model
Definition of Recovery
Elements of the Recovery Model
Medical Model VS. Recovery Model
Recovery Model: Guiding National Mental
Health Reform
Recovery Model: Guiding Reform in North Carolina
Recovery Model: Guiding Reform in Mecklenburg County
Evidence-Based Best Practices
Definition/Purpose
SAMHSA Toolkits
Illness Management and Recovery (IMR)
Medication Management
Assertive Community Treatment (ACT)
Family Psychoeducation
Supported Employment
Integrated Dual Disorders Treatment (IDDT)
Consumer-Driven and Recovery-Oriented
Services
Wellness Recovery Action Planning (WRAP)
Peer Bridger
Warm Line
Psychosocial Rehabilitation Clubhouse (PSR)
Compeer
III. General
Overview of Community Support Services
Service
Definition of Community Support
Provider Requirements
Staffing Requirements
Qualifications/ Job Description of Qualified
Professionals (QP), Associate Professionals (AP), and Paraprofessionals (Para),
Peer Support Specialists
Service Type/Setting
Program Requirements
Entrance Criteria
Continued Stay Criteria
Discharge Criteria
Expected Outcomes
Service Exclusions/Limitations
“Clinical Home”
Global Assessment of Functioning (GAF)
Target Population of SPMI/SMI
Diagnostic Assessments/Clinical Evaluation
Documentation
MOA/IPRS
Full/Conditional Endorsement
Accreditation/Accrediting Organizations
IV.
Person-Centered Thinking and Person-Centered Planning
What
Is Person-Centered Thinking?
Definition/Purpose
Recovery-Based Language
Cultural Competence
Empowerment vs. Enabling
Developing a Partnership
Boundaries and Ethics in Recovery-Oriented
Environment
Sensitivity and Empathy
Strengths-Based Approach
Giving Up Power and Control
What is Person-Centered Planning?
The Destination
Preparing for the Trip
Assessments
Motivational Interviewing
Re-Ordering
Step One: Orientation
Step Two: Strengths Assessments
Step Three: Needs Assessments
Step Four: Assessing and Prioritizing Life
Domains
Step Five: Identifying an Individual’s
Resources
Step Six: Forms and Paperwork
What is a Person-Centered Plan?
The Map
The Process
Team Meetings
Determining Outcome
Statements and Long-Range Goals
Identifying Symptoms and
Observations
Determining Short-Range
Goals/Objectives
Developing
Supports/Interventions to Reach Goals
Incorporating Strengths and
Needs into Strategies
Step One
Step Two
Step Three
Step Four
Dignity of Risk and Crisis Planning
What is Dignity of Risk?
What is a Crisis Plan?
What is included in a
Crisis Plan?
Predict
Prevent
(Pro-Active Intervention)
Plan
(Reactive Intervention
How do I develop a Crisis
Plan?
Advance Directives
Living Will
Healthcare Power of Attorney
Advanced Instruction for Mental Health
Treatment
Rules to Establish Advance Directives in
North Carolina
V. Participants
Who Are New or Transferring
New Participant
Transferring Participant
VI.
Person-Centered Planning with a New Participant with Medicaid
General Overview
Referral Process
Screening, Triage and Referral (STR)
Definition/Purpose
STR Registration Form
PCP Consumer Admission Form
Utilization Management
Diagnostic Assessments
Provider Connect/ eCura
Definition/Purpose
Training/Technical Support
Value Options
Definition/Purpose
Recovery-Oriented Intake Process
Definition/ Purpose
Activities of Intake
Establishing a Rapport
“The Common Sense Approach”
Motivational Interviewing
Seven Ethical Principles for Service
Providers
Strengths Assessments
Needs Assessments
Understanding Intake Forms
Agency Admission Packets
Definition/Purpose
Value Options Re-Authorizations
Definition/Purpose
Inpatient Treatment Report (ITR)
Outpatient Treatment Report (ORF 2)
To Request an Increase in Authorized Units
Contact Information
Training/Technical Support
Target Population
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing Target Population
Target Population and Recovery
NC TOPPS
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing the NC TOPPS
NC TOPPS and Recovery
Overview of Person-Centered Plans and Crisis
Plans
Intake Checklist
VII. Person-Centered
Planning with a New Participant without Medicaid
General Overview
Referral Process
Screening, Triage and Referral (STR)
STR Registration Form
PCP Consumer Admission Form
Utilization Management
Clinical Evaluations
Provider Connect/ eCura
Definition/Purpose
Training/Technical Support
Authorizations and Re-Authorizations
Definition/Purpose
Initial Authorization Request Form for
Participants without Medicaid
Re-Authorization for Participants without
Medicaid
Directions for Submitting Re-Authorizations
To Request an Increase in Authorized Units
Recovery-Oriented Intake Process
Definition/ Purpose
Activities of Intake
Establishing a Rapport
“The Common Sense Approach”
Motivational Interviewing
Seven Ethical Principles for Service
Providers
Strengths Assessments
Needs Assessments
Understanding Intake Forms
Agency Admission Packets
Definition/Purpose
Target Population
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing the Target Population
Form
Target Population and Recovery
NC TOPPS
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing the NC TOPPS
NC TOPPS and Recovery
Overview of Person-Centered Plans and Crisis
Plans
Intake Checklist
VIII. Person-Centered
Planning with a Participant Transferring with Medicaid
General Overview
Referral Process
Consumer Representative and
Consumer Choice
PCP Consumer Admission Form
Utilization Management
Diagnostic Assessments
Provider Connect/ eCura
Definition/Purpose
Training/Technical Support
Recovery-Oriented Guidelines for Participants
Transferring
Transfer from the Current Provider Agency
Consumer Transfer Form
Informational Meeting
Final Consumer “Transfer Session”
Discharging a Participant
Transfer to the New Provider Agency
Consumer Transfer Form
Informational Meeting
Final Consumer “Transfer Session”
Value Options
Definition/Purpose
Recovery-Oriented Intake Process
Definition/Purpose
Activities of Intake
Establishing a Rapport
“The Common Sense Approach”
Motivational Interviewing
Seven Ethical Principles for Service
Providers
Strengths Assessments
Needs Assessments
Understanding Intake forms
Agency Admission Packets
Definition/Purpose
Value Options Authorizations and
Re-Authorizations
Definition/Purpose
Inpatient Treatment Report (ITR)
Outpatient Treatment Report (ORF 2)
To Request an Increase in Authorized Units
Contact Information
Training/Technical support
Target Population
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing Target Population
Target Population and Recovery
NC TOPPS
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing the NC TOPPS
NC TOPPS and Recovery
Overview of Person-Centered Plans and Crisis
Plans
Intake Checklist
IX.
Person-Centered Planning with a Participant Transferring without Medicaid
General Overview
Referral Process
Consumer Representative and Consumer Choice
Screening, Triage and Referral (STR)
PCP
Consumer Admission Form
Utilization Management
Clinical Evaluations
Recovery-Oriented Guidelines for Participants
Transferring
Transfer from the Current Provider Agency
Consumer Transfer Form
Informational Meeting
Final Consumer “Transfer Session”
Discharging a Participant
Transfer to the New Provider Agency
Consumer Transfer Form
Informational Meeting
Final Consumer “Transfer Session”
Provider Connect/ eCura
Definition/Purpose
Training/Technical Support
Authorizations and Re-Authorizations
Definition/Purpose
Initial Authorization Request Form for
Participants without Medicaid
Re-Authorizations for Participants without
Medicaid
Directions for Submitting Re-Authorizations
To Request an Increase in Authorized Units
Recovery-Oriented Intake Process
Definition/Purpose
Activities of Intake
Establishing a Rapport
“The Common Sense Approach”
Motivational Interviewing
Seven Ethical Principles for Service
Providers
Strengths Assessments
Needs Assessments
Understanding Intake forms
Agency Admission Packets
Definition/Purpose
Target Population
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing Target Population
Target Population and Recovery
NC TOPPS
Definition/Purpose
Contact Information
Training/Technical Support
Due Dates
Tips for Completing the NC TOPPS
NC TOPPS and Recovery
Overview of Person-Centered Plans and Crisis
Plans
Intake Checklist
X. References
XI. Appendices
Glossary
Diagnostic and Axis Codes
Mecklenburg County Local Management Entity
Forms
Endorsement Forms
Application
Notification of Endorsement Action
Notification of State Application Information
MOA
IPRS Contract with Mecklenburg County
STR Registration Form
PCP Consumer Admission Form
Target Population
Provider Connect/eCura Training Manual
Value Options
ITR
ORF2
Strengths Assessment
Needs Assessment
Life Domains
NC TOPPS
Consumer Transfer Forms
Mecklenburg County AMH/DD/SAS
Mecklenburg County Provider’s Counsel
Admissions/Intake Packets
Introduction/Acclimation Letter
Consumer Choice Policy
Consumer’s Rights
HIPPA
Release of Information
Consent for Treatment
Grievance Forms
Admission/Screening Information
Consumer Tracking Form
Emergency Fact Sheet
Person-Centered Plan/Crisis Plan
Directions (Rev. 6/07)
Advance Directives
Living Will
Healthcare Power of Attorney
Advance Instruction for Mental Health
Treatment
Psychiatric Advance Directives Toolkit
Consumers
Family Members
Providers
Accreditation
CARF
CQL
COA
JACHO
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