Form CH-006: PA-BH-Res-PCS, Oregon Behavioral Health Support Program Plan of Care Authorization (Plan of Care Request for Behavioral Health Residential or Personal Care Services) Instructions
This form contains 75 fields organized into 17 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| CMHP Representative (Name and Title, Date) | ||
| CMHP Representative Name and Title | Text |
Enter the full name and professional title of the Community Mental Health Program (CMHP) representative who is signing the form.
|
| CMHP Representative Date | Date |
Enter the date the CMHP representative signed the form.
|
| Dates of Service | ||
| From Date of Service | Date |
Enter the start date when the service period begins for this referral.
|
| To Date of Service | Date |
Enter the end date when the service period ends for this referral.
|
| General | ||
| Signature | Signature | |
| Signature | Signature | |
| Guardian Information (If Applicable) | ||
| Legal Guardian Name | Text |
Enter the legal guardian's full name (first and last; include middle name or initial if applicable). Fill only if 'Voluntary by Guardian' is 'Yes'.
Depends on:
Voluntary by Guardian
|
| Relationship to Individual | Text |
Enter the guardian's relationship to the individual (for example: parent, grandparent, court‑appointed guardian, power of attorney). Fill only if 'Voluntary by Guardian' is 'Yes'.
Depends on:
Voluntary by Guardian
|
| Legal Guardian Address | Text |
Enter the guardian's complete mailing address, including street address, city, state, and ZIP code. Fill only if 'Voluntary by Guardian' is 'Yes'.
Depends on:
Voluntary by Guardian
|
| Legal Guardian Phone | Text |
Enter the guardian's primary phone number, including area code and extension if applicable. Fill only if 'Voluntary by Guardian' is 'Yes'.
Depends on:
Voluntary by Guardian
|
| Legal Guardian Email Address | Text |
Enter the guardian's email address for contact. Fill only if 'Voluntary by Guardian' is 'Yes'.
Depends on:
Voluntary by Guardian
|
| Individual/Guardian Aware of Referral (Yes/No) | ||
| Individual/Guardian Aware - Yes | Checkbox |
Check this box when the individual or their guardian is aware that this referral is being submitted on their behalf.
|
| Individual/Guardian Aware - No | Checkbox |
Check this box when the individual or their guardian is NOT aware that this referral is being submitted on their behalf.
|
| Individual/Member Information | ||
| Last Name | Text |
Enter the individual's legal last (family) name exactly as it appears on official records.
|
| First Name | Text |
Enter the individual's legal first (given) name exactly as it appears on official records.
|
| Date of Birth | Date |
Provide the individual's date of birth.
|
| Primary ICD-10 Diagnosis Code | Text |
Enter the individual's primary ICD-10 diagnosis code used for their current diagnosis or treatment.
|
| Medicaid ID (prime number) | Text |
Enter the individual's Medicaid identification (prime number) exactly as shown on Medicaid documentation, including any leading zeros.
|
| Legal Status (Select One) | ||
| Voluntary | Checkbox |
Check this box if the individual is voluntarily receiving services (not under any legal order or guardian authority).
|
| Voluntary by Guardian | Checkbox |
Check this box if the individual is receiving services voluntarily on the decision or consent of their legal guardian.
|
| Civil Commitment | Checkbox |
Check this box if the individual is under a civil commitment order.
|
| PSRB | Checkbox |
Check this box if the individual is under the jurisdiction of the Psychiatric Security Review Board (PSRB).
|
| 370 Aid and Assist | Checkbox |
Check this box if the individual is detained or designated under the 370 Aid and Assist statute for evaluation or competency purposes.
|
| Level of Care Selection | ||
| AFH | Checkbox |
Check this box when the client's level of care is AFH.
|
| RTH | Checkbox |
Check this box when the client's level of care is RTH.
|
| SRTF | Checkbox |
Check this box when the client's level of care is SRTF.
|
| DD AFH | Checkbox |
Check this box when the client's level of care is DD AFH.
|
| DD Group Home | Checkbox |
Check this box when the client's level of care is DD Group Home.
|
| APD AFH | Checkbox |
Check this box when the client's level of care is APD AFH.
|
| APD RCF | Checkbox |
Check this box when the client's level of care is APD RCF.
|
| TAY RTH | Checkbox |
Check this box when the client's level of care is TAY RTH.
|
| TAY RTF | Checkbox |
Check this box when the client's level of care is TAY RTF.
|
| Independent Living | Checkbox |
Check this box when the client's level of care is Independent Living.
|
| APD Assisted Living Facility (ALF) | Checkbox |
Check this box when the client's level of care is APD Assisted Living Facility (ALF).
|
| RTF | Checkbox |
Check this box when the client's level of care is RTF.
|
| Modifiers Selection | ||
| HK | Checkbox |
Check this box when the HK modifier applies to the procedure/service being billed.
|
| HE | Checkbox |
Check this box when the HE modifier applies to the procedure/service being billed.
|
| TG | Checkbox |
Check this box when the TG modifier applies to the procedure/service being billed.
|
| HW | Checkbox |
Check this box when the HW modifier applies to the procedure/service being billed.
|
| Number of Units Requested | ||
| Number of Units Requested | Number |
Enter the total number of units requested for the full duration of service.
|
| Procedure Code Selection | ||
| Procedure Code - T1020 | Checkbox |
Check this box when the service provided should be billed using procedure code T1020.
|
| Procedure Code - S5140 | Checkbox |
Check this box when the service provided should be billed using procedure code S5140.
|
| Procedure Code - S5141 | Checkbox |
Check this box when the service provided should be billed using procedure code S5141.
|
| Procedure Code - N/A (Independent Living) | Checkbox |
Check this box when no procedure code applies because the client is in Independent Living (N/A). Fill only if 'Independent Living' is selected.
Depends on:
Independent Living
|
| Provider/Staff Submitting Form (Name and Title, Date) | ||
| Provider/Staff Name and Title | Text |
Enter the full name and professional title of the provider or staff member submitting this form.
|
| Provider/Staff Submission Date | Date |
Enter the date when the provider or staff member signed and submitted this form.
|
| Referring Provider Information | ||
| Referring Provider Name | Text |
Enter the full name of the referring provider or organization, including professional credentials (e.g., MD, RN) if applicable.
|
| MCD Number | Text |
Enter the referring provider's MCD (Medicaid) number as assigned by the state payer.
|
| Referring Provider Phone Number | Text |
Enter the primary business phone number for the referring provider including area code and any extension.
|
| Referring Provider Email Address | Text |
Enter the referring provider's professional email address for correspondence about this referral.
|
| Referring Provider Fax Number | Text |
Enter the referring provider's business fax number including area code, if available.
|
| Rendering Provider Contact Information | ||
| Rendering Provider Name | Text |
Enter the full name of the rendering provider, including first and last name and any professional credentials as needed.
|
| MCD Number | Text |
Enter the provider's MCD (Medicaid/Medical Care) identification number exactly as issued, including any letters or leading zeros.
|
| Phone Number | Text |
Enter the rendering provider's primary phone number including area code and extension if applicable.
|
| Email Address | Text |
Enter the rendering provider's email address to be used for contact and correspondence.
|
| Fax Number | Text |
Enter the rendering provider's fax number, including area code if available.
|
| Request Details (Admission Date / County / CCO) | ||
| Admission Date to Residential Program | Date |
Enter the individual's date of admission to the residential program if applicable.
|
| County of Responsibility | Text |
Enter the name of the county responsible for the individual's case or services.
|
| Coordinated Care Organization (CCO) | Text |
Enter the name of the individual's Coordinated Care Organization responsible for care coordination.
|
| Request Type (Select One) | ||
| Initial Request (Referral accepted upon admission) | Checkbox |
Check this box when submitting an initial request for admission; the referral is accepted upon admission.
|
| Annual Redetermination (Referral accepted 60 days prior to end of current plan of care) | Checkbox |
Check this box when this submission is the annual redetermination; referrals are accepted beginning 60 days prior to the end of the current plan of care.
|
| 90-day SRTF Reauthorization (Referral accepted 30 days prior to end of current plan of care) | Checkbox |
Check this box when requesting a 90-day SRTF reauthorization; referrals are accepted beginning 30 days prior to the end of the current plan of care.
|
| Change in Condition Request (Referral accepted after 30+ days of change in status) | Checkbox |
Check this box when requesting due to a change in the individual's condition; referrals are accepted after at least 30 days following the change in status.
|
| Supporting Documentation Checklist | ||
| Risk Management Plan (identified risks) | Checkbox |
Check this box if you are providing a Risk Management Plan that identifies risks (for example: suicide, choking, fall, elopement) for the consumer.
|
| Mental/Behavioral Health Assessment signed by Qualified Mental Health Professional (QMHP) | Checkbox |
Check this box if you are including a Mental/Behavioral Health Assessment signed by a QMHP dated within one year of the service start date for the current authorization.
|
| Residential Care Plan and/or Treatment Plan | Checkbox |
Check this box if you are attaching the Residential Care Plan and/or Treatment Plan that addresses all behavioral health service needs and is dated within one year of the authorization start date.
|
| Conditional Release/Community Evaluation (PSRB) | Checkbox |
Check this box if the consumer is involved with the Psychiatric Security Review Board and you are providing the Conditional Release or Community Evaluation documentation.
|
| Legal Guardianship Paperwork (if applicable) | Checkbox |
Check this box if legal guardianship paperwork applies to the consumer and you are including copies of that documentation.
|
| Progress Notes - AFH, RTH, RTF | Checkbox |
Check this box if you are including progress notes for AFH, RTH, or RTF: 6–12 months if monthly/weekly, or the most recent 60 days if daily.
|
| Progress Notes - SRTF (daily clinical, nursing and psychiatric) | Checkbox |
Check this box if you are including daily clinical, nursing and psychiatric progress notes from SRTF covering the most recent 90 days.
|
| Progress Notes - Change in Condition/Status (30+ days) | Checkbox |
Check this box if you are including progress notes documenting a change in condition or status for periods of 30 days or more.
|
| APD/DD license (for all APD/DD placements) | Checkbox |
Check this box if the placement is APD/DD and you are including the facility's APD/DD license documentation.
|
| Incident Reports (if applicable) | Checkbox |
Check this box if there are relevant incident reports to include with the authorization request.
|
| Nursing Delegation Form(s) CH-011 and supporting documentation (if applicable) | Checkbox |
Check this box if you are including Nursing Delegation Form(s) CH-011 and any related supporting documentation.
|
| Signed Consent for Release of Information and Participation | Checkbox |
Check this box if you are including a signed consent for release of information and participation in the Oregon Behavioral Health Support Program (signed by guardian if applicable).
|