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Welcome The Supportive Housing & Homeless Program – Goal Setting & Record Keeping webinar will begin shortly. This is a muted call, please submit your questions via the GoToMeeting question feature. Handouts will be made available after the webinar concludes.

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Supportive housing homeless program goal setting record keeping

WelcomeThe Supportive Housing & Homeless Program – Goal Setting & Record Keeping webinar will begin shortly.This is a muted call, please submit your questions via the GoToMeeting question feature.Handouts will be made available after the webinar concludes.


Supportive housing homeless program goal setting record keeping

Supportive Housing & Homeless Program – Goal Setting & Record Keeping

Jonda Clemings, MSEd, LSW



Clinical
Clinical Record Keeping

  • Planning & monitoring progress

  • Documentation of accomplishments

  • Quick access

  • Support staff work


Clinical1
Clinical Record Keeping

  • Identify patterns

  • Continuity of service

  • History of crisis situation/pattern


Compliance
Compliance Record Keeping

  • Monitoring

  • Regulatory requirements


Legal
Legal Record Keeping

  • Behavior description

  • Data assessment & treatment plan

  • Data for evaluation

  • Funding source record

  • Justification for staff action


Legal aspects of documentation
Legal Aspects of Documentation Record Keeping

  • Direct planning & coordination

  • Response to services

  • Team member communication

  • Regulatory compliance


Legal aspects of documentation1
Legal Aspects of Documentation Record Keeping

  • Necessity for services

  • Maximize reimbursement

  • Provide data for staff decisions

  • Legal record


Legal parameters
Legal Parameters Record Keeping

  • Confidentiality & privileged

  • Accuracy

  • Objectivity


Legal parameters1
Legal Parameters Record Keeping


Goal setting
Goal Setting Record Keeping

  • Consumer centric

  • Help reach goals

  • Celebrate success

  • Problem goal vs. problem person

  • Inform choices


Goal setting skills
Goal Setting Skills Record Keeping


Goal setting skills1
Goal Setting Skills Record Keeping


Smart objectives
SMART Objectives Record Keeping

Specific

Measurable/observable

Attainable within time & conditions

Results-oriented

Targeted to the identified need & impact


Targeted objectives
Targeted Objectives Record Keeping


Goals objectives
Goals & Objectives Record Keeping

Identify various issues, functions, etc. that a person may need to set a goal/objective around to improve their housing stability. List as many of these as you can for each letter in the alphabet.


Bloom s taxonomy
Bloom Record Keeping’s Taxonomy


Housing services plan
Housing Services Plan Record Keeping


Intention
Intention Record Keeping

  • What is it that you want to achieve?


Specific
Specific Record Keeping

  • Who

  • What

  • Why

  • Where

  • When


Measurable
Measurable Record Keeping

  • How much?

  • How often?

  • How many?


Attainable
Attainable Record Keeping

  • Achievable?


Relevant
Relevant Record Keeping

  • Is it important to what you want to achieve ultimately?


Time based
Time Based Record Keeping

  • When?


Sample goal
Sample Goal Record Keeping

  • Goal: Housing search

  • Objective: Submit application to MHA, apartment complex

  • Target date: by May 15, 2014


Supportive housing homeless program goal setting record keeping

Amy is a new participant in your homeless shelter. When asked about her housing goals, she tells you that she doesn't have any housing goals. Amy states that she has received Medicaid in the past, but is not currently receiving it. She has no other income/benefits at this time. Amy is not interested in working nor is she interested in signing up for Medicaid, SNAPS, other housing, etc.

  • Goals:

  • Objectives:


Supportive housing homeless program goal setting record keeping

Bill has been residing in your rapid re-housing program for six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Goal:

Objective :


What should we document
What Should We Document? six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Functional limitations & abilities

Barriers that led to homelessness

Program adherence

General observation


Record maintenance
Record Maintenance six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

  • Locked

  • Organized

  • Sequential

  • Participant identification

  • No other consumer names

  • Individualized

  • Black/blue ink


Record maintenance1
Record Maintenance six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

  • Avoid backdating

  • No blank spaces

  • Streamline charting

  • Follow agency policy

  • Sign entry with name & title/ credentials


Record maintenance2
Record Maintenance six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

  • Specific

  • Don’t label, characterize, use cliches

  • Use quotes

  • Approved abbreviations

  • Legible, grammatically correct


Documentation methods
Documentation Methods six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

  • SOAP – Subjective, Objective, Assessment, & Plan

  • DAP – Data, Assessment & Plan


Documenting appearance
Documenting Appearance six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Documenting mobility
Documenting Mobility six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Documenting communication
Documenting Communication six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Documenting cognitive functions
Documenting Cognitive Functions six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Building a case file what should be included
Building a Case File six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.What Should Be Included


Face sheet
Face Sheet six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Identifying information picture id
Identifying Information & six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.Picture ID

Drivers license

State ID

Birth certificate

Ohio State ID


Social security cards
Social Security Cards six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Homeless status
Homeless Status six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Chronic homeless status
Chronic Homeless Status six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Unaccompanied individual or adult household member

Disabling condition

Living on streets or emergency shelter

1 continuous year homeless or 4 episodes of homelessness in 3 years


Housing history
Housing History six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Why moved

Type of housing

Difficulties maintaining housing

Barriers

Housing needs


Disability status
Disability Status six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Long-term, indefinite duration

Impedes ability to live independently

Disability could be improved with suitable housing


Disability status1
Disability Status six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Physical, mental or emotional impairment - including impairment solely due to alcohol or drug use

Written documentation must come from credentialed professional


Disability documentation
Disability Documentation six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

  • 3rd Party Written Verification

    • Disability verification form by state licensed professional

  • Social Security Administration

  • Receipt of disability check

  • Oral third-party and self-certification is not appropriate


Consent forms
Consent Forms six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Basic elements of consent

Informed choice

Overall experience

Voluntary participation


Educational vocational assessment
Educational & Vocational Assessment six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Abilities

Interests

Personality


Employment history
Employment History six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Gaps in employment

Positions held

Frequency of job changes

Skills

Strengths


Criminal background
Criminal Background six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Criminal history as it impacts housing & employment


Psychosocial assessment
Psychosocial Assessment six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Mood & affect

Cognitive functioning

Memory

Communication

Appearance

Mobility


Health assessment
Health Assessment six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Medications

Medication log

Allergies

Illnesses


Service plan
Service Plan six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Goals/objectives while in program

Drives service planning


Income verification
Income Verification six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Amount of income

Sources of income

Proof of income


Incident reports
Incident Reports six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

What happened

When it happened

Others involved

Follow-up


Discharge summaries
Discharge Summaries six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Reason for discharge

Income sources

Income amounts

Destination

Progress made

Referrals made


Rent reasonableness
Rent Reasonableness six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.


Charting legally sensitive situations
Charting Legally six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.Sensitive Situations

Objectivity

Nonjudgmental description

Accuracy

Completeness

Legibility

Justify actions taken


Dissatisfied consumer
Dissatisfied Consumer six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Utilize “quotes”

Don’t label - describe

History or crisis patterns

Attempts to satisfy

Choices provided made

Never characterize


Noncompliance
Noncompliance six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

How person refused to comply

Failure to provide information

Attempts to remedy

Review of procedures


Confidentiality
Confidentiality six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

HIPAA

Minimal access - need to know

Privileged communications


Peer review
Peer Review six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Impartial review

Share expertise

Diversity of opinion

Provide suggestions


Quality monitoring
Quality Monitoring six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.

Look at process and outcomes

Drive improvement

Accountability

Refine service delivery

Track integrity and effectiveness


Supportive housing homeless program goal setting record keeping

Coalition on Homelessness and Housing in Ohio six months now. He became homeless due to a layoff at the plant and has been having much difficulty finding other employment with comparable pay. Initially, Bill was sad about the loss of his housing, however he was very good at following up on possible job leads. During the past couple of months, Bill has become cool and distant. He appears disinterested and indifferent about finding a job.Jonda Clemings175 S. Third St. - Suite 250Columbus, Ohio 43215Phone 614-280-1984Fax 614-463-1060www.cohhio.orgjondaclemings@cohhio.org