Training



Welcome to Quality Assurance’s Training Page! Here you will find the most up to date information on trainings provided by QA including handouts and registration. Please check back regularly for additional training opportunities from QA.

QA Training Schedule 2021

Registration is required for all trainings except where noted	Training Handouts & Resources

Clinical Documentation Standards Training Program
Who should attend: This training is for clinical staff from Alameda County Behavioral Health (ACBH) Contracted Agencies and County Clinics and Programs rendering Specialty Mental Health Services (SMHS). Description: This training program is a review of ACBH & Medi-Cal documentation requirements for SMHS, including counseling & coordination of care services, and the CQRT. This training series will be offered via three recorded, self-paced modules or three live- virtual sessions hosted by the Alameda County Behavioral Health (ACBH) Quality Assurance (QA) Department. Please choose to participate in either the self-paced option or live-virtual sessions. Link to Recorded Modules Module 1: Assessments - August 16th, 2021 Module 2: Treatment Plan - August 18th, 2021 Module 3: Procedure Code and Progress Notes - August 20th, 2021 Click here to register for the Live Sessions Six Continuing Education Credits will be offered. Please see the training announcement for more information. Training Handouts & Resources

Clinical Documentation for Short-Term Residential Therapeutic Program (STRTP) Contracted Service Providers
Who should attend: Providers contracted to provide Specialty Mental Health Services (SMHS) at Short-term Residential Therapeutic Programs (STRTPs). Provider QA leads, clinical supervisors, and clinical staff are all strongly recommended to attend. Description: In accordance with the Department of Healthcare Services (DHCS) Interim STRTP Regulations (Version 2), this training will address ACBH & Medi-Cal documentation standards for STRTPs, including mental health assessment, admission statement, treatment plan, progress note, as well as transitioning determination plan requirements. View a recording of this training. Please note registration is required to view this training, for tracking and monitoring purposes. You must attend the entire session to receive credit for attendance. Training Handouts & Resources

Network Adequacy – Timely Access Client Service Information Assessment Record Data Submission Training for Fee-for-Service Network Providers
Who should attend: This is a clinical training for Fee-for-Service Individual Providers as well as Fee for-Service Organizational Provider Clinical and Administrative Staff. Description: The Federal and State Network Adequacy Certification Tool (NACT) requires Alameda County Behavioral Health (ACBH) to submit Client Service Information (CSI) Timeliness data to the Department of Health Care Services (DHCS). This training provides information and instruction to providers on submitting data towards this requirement. This training is a collaboration between ACBH’s Information Systems, Quality Assurance, and Quality Improvement Departments. View a recording of this training. Please note registration is required to view this training, for tracking and monitoring purposes. You must attend the entire session to receive credit for attendance. Training Handouts & Resources

Network Adequacy Certification Tool – Timely Access Client Service Information Assessment Record Data Submission Training
Who should attend: This training is required of all Specialty Mental Health Services (SMHS) County Programs and Contracted Agencies. We recommended you have a least one QA Clinical staff member as well as one Administrative staff member attend. Description: This training will cover information needed to collect CSI timeliness data in compliance with the Network Adequacy Standards for timely access of outpatient mental health services. The training will clarify the definitions of data fields needed to collect and report timely access to mental health services, including tracking requirements for all new clients or returning beneficiaries. View a recording of this training. Please note registration is required to view this training, for tracking and monitoring purposes. You must attend the entire session to receive credit for attendance. Training Handouts & Resources

Clinical Documentation Standards for Adult Residential Specialty Mental Health Services
Who should attend: ACBH Adult Residential Program Clinical Staff. Description: This training covers the regulations for Adult Residential Specialty Mental Health Services programs governing the authorization process with Utilization Management and clinical documentation standards. Click here to view a recording of this training. Please note registration is required to view this training for tracking monitoring purposes. You must attend the entire session to receive credit for attendance. Training Handouts & Resources

Evaluation and Management Training for Qualified Health Professionals, Quality Assurance Coordinators, and Billers
Who should attend: ACBH Medical Providers: Psychiatrists (MD, DO), Clinical Nurse Specialists (CNS), Nurse Practitioners (NP), Physician Assistants (PA) and Clinical Pharmacists (CP); QA Coordinators; and Billers Description: Effective January 1, 2021, the American Medical Association’s (AMA) CPT® Professional Manual is changing the requirements for selecting the “E/M Office, or Other Outpatient, Services” (CPT® Codes 99201 – 99205, and 99211 – 99215) and other related topics. View a recording of this training. Please note registration is required to view this training for tracking monitoring purposes. You must attend the entire session to receive credit for attendance. Training Handouts & Resources

Clinical Documentation Training for Substance Use Disorder Treatment
Who should attend: Organizations that have a contract to provide Substance Use Disorder (SUD) services. Description: Addresses ACBHCS & Medi-Cal documentation requirements for SUD treatment providers. *Training Offerings Forthcoming* Training Handouts & Resources

Clinical Documentation Training for Fee-For Service Providers
Who should attend: ACBHCS Providers only. Individual, group, and organizational Providers that are part of the Mental Health Network that claims through CMS 1500 paper forms. Description: Providers that claim through INSYST should instead attend the “Clinical Documentation Training for Mental Health Services "Train the Trainer" Training”. View a recording of this training. Please note registration is required to view this training for tracking monitoring purposes. You must attend the entire session to receive credit for attendance. Training Handouts & Resources

Clinical Documentation Training for Clinician’s Gateway-Electronic Health Record (EHR) Users
Who should attend: ACBHCS Providers only. County run clinics and organizations that use Clinician’s Gateway (CG) as their Electronic Health Record (EHR) and who bill through INSYST. This is not a training on how to use Clinician’s Gateway, but is a training on how to get documentation up to Medi-Cal standards. This training is for direct line staff (but supervisors and QA may attend). Description: Addresses mental health assessment, client plan development, and service provision documentation requirements in the Electronic Healthcare Records System: Clinician’s Gateway. *Training Offerings Forthcoming* Training Handouts & Resources

Clinical Quality Review Team (CQRT) for Mental Health Providers
Who should attend: ACBHCS Providers only. All organizations are required to maintain a Clinical Quality Review Team (CQRT) process. Description: Addresses the CQRT process, self-authorization, using (new and improved) CQRT forms, reducing risk of audit disallowances. *Training Offering Forthcoming* View a recording of this training. Please note registration is required to view this training for tracking monitoring purposes. You must attend the entire session to receive credit for attendance. Training Handouts & Resources

Training Handouts & Resources
Clinical Documentation for Short-Term Residential Therapeutic Program (STRTP) Contracted Service Providers: Short-Term Residential Therapeutic Program (STRTP) Documentation Training PowerPoint Short-Term Residential Therapeutic Program (STRTP) Medication Review Short-Term Residential Therapeutic Program (STRTP) Non Prescribed Medication Review Short-Term Residential Therapeutic Program (STRTP) Transition Determination Plan Short-Term Residential Therapeutic Program (STRTP) Admission Statement Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training for Fee-for-Service Network Providers: CSI Assessment Record Data Documentation CSI Sharefile Request - Fillable Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training for Community Based Organizations: CSI Assessment Record Data Definitions CSI Assessment Record Data Documentation CSI Assessment Record Data FAQs CSI Sharefile Request - Fillable Clinical Documentation Standards for Adult Residential Specialty Mental Health Services: Training PowerPoint: Adult Residential Treatment Adult Residential Treatment Concurrent Review Workflow Adult Residential Treatment Medical Necessity Criteria SMHS Residential SAR SMHS Residential Authorization Decision Form Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training for Community Based Organizations: CSI Assessment Record Data Definitions CSI Assessment Record Data Documentation CSI Assessment Record Data FAQs CSI Sharefile Request - Fillable Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training: CSI Assessment Record Data Definitions CSI Assessment Record Data Documentation CSI Assessment Record Data FAQs CSI Sharefile Request - Fillable Clinical Documentation Standards “Train the Trainer” Training for Master Contract Providers: (Formally Medi-Medi Training) Power Point APA- DSM-5 Update Child 0-5 Screening Form for Assessment and Treatment as Medically Necessary ACBH Mental Health (MH) Medi-Cal Lockout Grid ACBH Service Descriptions ACBH Guidelines for Scope of Practice Credentialing (MH) Assessment and Plan Due Date datasheet B.I.R.P. Progress Note Checklist Clinical Documentation Standards Clinical Documentation “Train the Trainer” Training Development Exercise Exhibit 2: DHCS Reasons for SMHS Recoupment with ACBHCS Comments ACBH Psychosocial Conditions/Diagnosis List and Crosswalks/General Medical Codes ACBH Standard Abbreviations Highlights of PHI/PI Security Requirements “How To” to the Informing Materials Packet HSCA “No Wrong Door” Letter to Providers, 2014 Informing Materials InSyst Update for MH and SUD Clients PPT - 3/22/17 Interactive Complexity Client Plan InSyst Procedure Code Table - Revised March, 2018 Progress Note Exercise Provider Relations Help Desk Handout Regulatory Compliance Suicide-Homicide Risk Assessment Clinical Documentation Training for Clinician Gateway Electronic Health Record Users: Power Point Presentation ACBH Guidelines for Scope of Practice Credentialing (MH) Adult Behavioral Health Screening form for Assessment and Treatment as Medically Necessary Child 6-17 Behavioral Health Screening Form for Assessment and Treatment as Medically Necessary Suicide-Homicide Risk Assessment Lockouts Bright Futures Tool for Professionals: Pediatric Symptom Checklist ACBHCS Psychosocial Conditions/Diagnosis List and Crosswalks/General Medical Codes InSyst Procedure Code Table 3.2018 Informing Materials Acknowledgement of Receipt Clinical Documentation Standard Training for Mental Health Plan Fee for Service Providers (MHP Network): Training Handout Informing Materials ACBHCS Diagnosis List and Crosswalks Fee-For-Service Clinical Documentation Standards Manual Lockout Grid Adult BH Screening Form Child 0-5 BH Screening Child 6-17 BH Screening ACBH Guidelines for Scope of Practice Credentialing (MH) Request for Continued Service (RCS) Provider Attestation Suicide/Homicide Risk Assessment Day Rehab/Day Treatment Intensive Clinical Documentation Training PowerPoint DSM-5 Integration 1. DSM 5 Integration PowerPoint Handout 1a. DSM 5^® Update 2. Clinician Rated Dimensions of Psychosis 3. DSM-5 Update - APA 4. ACBHCS Mental Health Outpatient DSM-5 List Alphabetical Clinical Documentation Training for Substance Use Disorder Providers: 1. OS/IOS/RES/RSS/WM Training Power Point 2.6.2019 2. OTP Training Power Point 7.30.2019 CQRT Forms for SUD Providers: 1. ACBH Guide to Completing SUD CQRT 11.1.2019 2. ACBH SUD Full Medical Necessity CQRT Tool (OS/IOS/RSS/WM/RES) 3. ACBH SUD Brief Medical Necessity CQRT Tool (OS/IOS/RSS) 4. ACBH SUD Med Necessity CQRT Tool Comment Sheet 5. CQRT Attendance Sheet 6. CQRT Minutes 7. CQRT Disallowance Tracking/Code Changing Sheet Documentation for Evaluation and Management Services: 1. E/M Documentation & Auditing Training PowerPoint 2. E/M Documentation & Auditing Training Resources 3. E/M Services Guide: Coding by Key Components: AACAP 4. E/M Progress Note Examples: Office, Established Client: AACAP Templates: 1. E/M Progress Note Template: Based on the Elements a. E/M Documentation Based on the Elements: Auditing Tool 2. Instructions for E/M Progress Note Template: Counseling & Coordination of Care a. E/M Progress Note Template: Counseling & Coordination of Care Online Training Resources: The National Council Resource Page 1997 Documentation Guidelines for Evaluation and Management Service The American Psychiatric Association CPT Resource Page The AMA CPT Resource Page CQRT Train the Trainer Training Handouts for Mental Health: PowerPoint A Guide to the Authorization Process for Alameda County ACBH Clinical Documentation Standards Manual Clinical Quality Review Team Authorization/Return Log Clinical/Quality Review Attendance Sheet CQRT Authorization Form: Adult/Child Specialty Mental Health Services Chart Review Legend CQRT Chart Tagging Legend Disallowance Tracking/Code Changing Sheet CQRT Manual CQRT Regulatory Compliance Tool Comments Sheet Medi-Cal Regulatory Compliance Tool: Clinical Review (15% of charts) Medi-Cal Regulatory Compliance Tool: Clinical Review (85% of charts) Steps to Completing ACBHCS Clinical/Quality Review Form

Training Handouts & Resources

Clinical Documentation for Short-Term Residential Therapeutic Program (STRTP) Contracted Service Providers:

Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training for Fee-for-Service Network Providers:

CSI Assessment Record Data Documentation
CSI Sharefile Request - Fillable

Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training for Community Based Organizations:

Clinical Documentation Standards for Adult Residential Specialty Mental Health Services:

Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training for Community Based Organizations:

Network Adequacy Certification Tool (NACT) – Timely Access Client Service Information (CSI) Assessment Record Data Submission Training:

Clinical Documentation Standards “Train the Trainer” Training for Master Contract Providers:
(Formally Medi-Medi Training)

Clinical Documentation Training for Clinician Gateway Electronic Health Record Users:

Clinical Documentation Standard Training for Mental Health Plan Fee for Service Providers (MHP Network):

Day Rehab/Day Treatment Intensive Clinical Documentation Training

PowerPoint

DSM-5 Integration

1. DSM 5 Integration PowerPoint Handout
   1a. DSM 5^® Update
2. Clinician Rated Dimensions of Psychosis
3. DSM-5 Update - APA
4. ACBHCS Mental Health Outpatient DSM-5 List Alphabetical

Clinical Documentation Training for Substance Use Disorder Providers:

1. OS/IOS/RES/RSS/WM Training Power Point 2.6.2019
2. OTP Training Power Point 7.30.2019

CQRT Forms for SUD Providers:

1. ACBH Guide to Completing SUD CQRT 11.1.2019
2. ACBH SUD Full Medical Necessity CQRT Tool (OS/IOS/RSS/WM/RES)
3. ACBH SUD Brief Medical Necessity CQRT Tool (OS/IOS/RSS)
4. ACBH SUD Med Necessity CQRT Tool Comment Sheet
5. CQRT Attendance Sheet
6. CQRT Minutes
7. CQRT Disallowance Tracking/Code Changing Sheet

Documentation for Evaluation and Management Services:

1. E/M Documentation & Auditing Training PowerPoint
2. E/M Documentation & Auditing Training Resources
3. E/M Services Guide: Coding by Key Components: AACAP
4. E/M Progress Note Examples: Office, Established Client: AACAP

Templates:
1. E/M Progress Note Template: Based on the Elements
    a. E/M Documentation Based on the Elements: Auditing Tool
2. Instructions for E/M Progress Note Template: Counseling & Coordination of Care
    a. E/M Progress Note Template: Counseling & Coordination of Care

Online Training Resources:
The National Council Resource Page
1997 Documentation Guidelines for Evaluation and Management Service
The American Psychiatric Association CPT Resource Page
The AMA CPT Resource Page

CQRT Train the Trainer Training Handouts for Mental Health:

PowerPoint A Guide to the Authorization Process for Alameda County
ACBH Clinical Documentation Standards Manual
Clinical Quality Review Team Authorization/Return Log
Clinical/Quality Review Attendance Sheet
CQRT Authorization Form: Adult/Child Specialty Mental Health Services
Chart Review Legend
CQRT Chart Tagging Legend
Disallowance Tracking/Code Changing Sheet
CQRT Manual
CQRT Regulatory Compliance Tool Comments Sheet
Medi-Cal Regulatory Compliance Tool: Clinical Review (15% of charts)
Medi-Cal Regulatory Compliance Tool: Clinical Review (85% of charts)
Steps to Completing ACBHCS Clinical/Quality Review Form