Total Participants
—
Active Goals
—
Notes This Month
—
📅 Today's Schedule
Recent Participants
| Name | Program | Status | Added |
|---|
Dashboard
Scheduling Calendar
Participants
| Name | DOB | Program | Status | Case Worker |
|---|
Based on the Stanley-Brown Safety Planning Intervention model. Review and update with the participant whenever risk changes, after any crisis contact, or at minimum each Recovery Plan review.
See also the participant's 🌱 WRAP Plan — avoid duplicating warning-sign work already captured there.
Prior Versions
Wellness Recovery Action Plan (WRAP) — based on the model developed by Mary Ellen Copeland and referenced by NAMI. A strengths-based, participant-directed self-management tool that complements (and is distinct from) the 🚨 Safety Plan.
Prior Versions
💡 If this participant has a WRAP Plan on file, consider referencing it directly in Mental Health/Emotional Wellness or Self-Advocacy goal narratives below — WRAP completion and use is itself evidence of recovery-oriented progress.
⛔ Non-Billable per OMHSAS-24-05 §E(1)(f)(vi): Unsuccessful contact attempts must be documented but are non-compensable. These records do not appear in the Claims Queue.
Generate and print CPS referral forms for this participant.
Group Session Notes
| Date | Group Name / Topic | Facilitator | Attendees | Duration | Units/Participant | Signed |
|---|
Daily Unit Tracker
Live
CCBH reimburses a maximum of 16 units (4 hours) per participant per day, combining individual and group sessions. This updates in real time — if another staff member signs a note for a participant while this is open, the totals here will refresh automatically.
| Participant | Individual Units | Group Units | Total Units | Status |
|---|
Billing & Claims
| Date | Participant | Type | Code / Mod | Units | Charge | Rendering CPS | Auth Status | Compliance | Claim Status | Claim Ref # |
|---|
Track CCBH prior authorizations for H0038 per participant. Units used are calculated automatically from signed individual and group session notes within the authorization date range.
| Participant | Auth # | Date Range | Units Approved | Units Used | Remaining | Status |
|---|
These settings appear on every exported claim line. Leave fields blank until your CCBH contract and provider enrollment are finalized — the Claims Queue will still track every billable encounter.
Organization / Billing Provider
Clearinghouse
The Claims Queue CSV export contains all standard 837P-relevant fields. Match column layout to your clearinghouse import template.
Procedure Code Modifiers
One per line — format:
CODE - Description. Modifier FQ (audio-only telehealth) confirmed per OMHSAS-24-05. HQ (group) confirmed per OMHSAS PSS billing rules.Per-Participant CCBH / Authorization Info
Select a participant above to view or edit their authorization details.
Forms & Templates
Template Library
Completed Forms
| Participant | Form | Type | Date | Completed By |
|---|
All Referrals — across all participants
Staff Records
Total Staff
—
Active CPS
—
Supervisors / MHP
—
Certs Expiring (90 days)
—
| Name | Role | CPS Cert # | Cert Expires | Individual NPI | Phone | Hire Date | Status |
|---|
Reports
to
⚠️ Compliance Gaps
OMHSAS-24-05 documentation requirements📊 Service Utilization by Participant
| Participant | Individual Sessions | Group Sessions | Total Units | Auth Units | Auth Remaining | Last Contact | Days Since Contact |
|---|
👤 Units of Service by Staff
| Staff Member | Role | Ind. Sessions | Grp. Sessions | Total Units |
|---|
📅 Monthly Session Summary
| Month | Individual | Group | Participants Served | Total Units |
|---|
Building reports…
Admin — User Management & REVAMP Applications
REVAMP Applications
Loading…
Staff Accounts
| Name | Role |
|---|