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BHS Policies and Procedures

Behavioral Health Services General Policies and Procedures

  1. Care and Treatment Policy
  2. Client Rights
  3. Human Resources
  4. Administration
  5. Information Management
  6. Quality Improvement
  7. Compliance
  8. Plans
  9. Medi-Cal Managed Care

I. Care and Treatment Policy

TitleNumberLast Revised
Access to Specialty Mental Health Services for out of County Beneficiaries01.01.018/3/16
Presumptive Transfer (AB 1299) UPDATED01.01.022/14/23
Services Authorization Requests for Out-of-County Medi-Cal Beneficiaries (SB 785) UPDATED01.01.032/14/23
Continuity of Care and Referrals in SUD Programs UPDATED01.01.0412/10/19
Substance Use Disorder (SUD) Residential Treatment Authorization and Re-authorization UPDATED01.01.0510/7/21
Electro-Convulsive Treatment (ECT) for individuals in the Mental Health Plan01.02.01 
Compliance with Adolescent SUD Best Practice Guidelines UPDATED01.02.022/9/2024
Perinatal Practice Guidelines UPDATED01.02.032/13/2024
BHS Medication Monitoring Practices UPDATED01.02.047/20/22
Courtesy Dosing at Narcotic Treatment Program01.02.0511/20/17
Pathways to Well Being Intensive Services & Therapeutic Foster Care UPDATED01.02.065/22/2024
Practice Guidelines Development and Implementation UPDATED01.02.072/7/23
BHS Outpatient Clinic Psychiatric Nurse Practitioners UPDATED
BHS Standardized Procedures for Psychiatric Nurse Practitioners in County Outpatient NEW!		01.02.08
form		2/9/2024
Welcoming and Customer Service01.03.0110/5/16
Access to Substance Use Disorder Services for Persons with Disabilities UPDATED01.03.022/14/23
Admission and Readmission in Substance Use Disorder Programs UPDATED01.03.0310/15/24
Telehealth Services in the Mental Health Plan NEW!01.03.047/20/22
Telehealth Services in Drug Medi-Cal Organized Delivery System NEW!01.03.057/20/22
Access Criteria for Specialty Mental Health Services NEW!01.03.069/14/2022
Access Criteria for Drug Medi-Cal Organized Delivery System UPDATED01.03.071/30/2023
Authorization for Outpatient Specialty Mental Health Services (SMHS) within the County of Orange Behavioral Health Plan NEW!01.03.0812/10/2024
CalOptima OneCare/OneCare Connect Referrals01.04.0111/19/18
OneCare/OneCare Connect Client Assessment for Specialty Mental Health Services01.04.0210/19/18
OneCare/OneCare Connect Coordination of Care with CalOptima01.04.0310/19/18
Quality Improvement for Mental Health and Substance Use Disorder Treatment Coordination with CalOptima UPDATED01.04.042/14/23
Assisting Consumers in Applying for SSI Benefits01.05.015/18/15
Duty to Protect UPDATED01.06.018/6/2024
Mandated Dependent Adult/Elder Abuse Reporting01.06.0211/3/17
Mandated Child Abuse Reporting01.06.034/24/18
Youth Under the Influence Adolescent Substance Use Disorder Programs01.07.014/4/18
Care and Supervision of Youth in Adolescent Substance Use Disorder Programs01.07.025/13/18
Possessions and Prohibition of Weapons at BHS Programs NEW!01.07.034/18/19
Use of Naloxone Hydrochloride (Narcan) in BHS Programs UPDATED01.07.042/9/2024
Procedures for Conducting CLIA Waived Tests in SUD Programs NEW!01.07.052/9/2022
Medications for Addiction Treatment (MAT) Services Requirements for County Substance Use Disorder (SUD) Recovery or Treatment Facilities UPDATED01.07.0610/16/2024
Distribution of Harm Reduction Supplies in BHS Programs and Outreach Events to Community Members UPDATED01.07.0711/21/2024
Behavioral Health Services Employee-Led Program Outings in the Community NEW!01.07.0806/14/2024

II. Client Rights

TitleNumberLast Revised
Cultural Competency UPDATED02.01.012/14/23
Meeting Beneficiary/Client Language Needs UPDATED02.01.022/14/23
Distribution of Translated Materials UPDATED02.01.032/14/23
MHP and DMC-ODS Provider Directory (formerly titled Mental Health Plan Provider List) UPDATED02.01.042/14/23
Field Testing of Written Materials02.01.059/21/16
Cultural Competence Committee02.01.0610/12/16
Meeting Deaf and Hard of Hearing Language Needs at Key Points of Contact UPDATED02.01.072/14/23
Procedures for Change of Provider and Second Opinion Requests UPDATED02.02.012/14/23
Beneficiary/Client Problem Resolution, Grievance Process and Logging Procedures in Outpatient County and Contracted Clinics and Inpatient Treatment Programs UPDATED02.02.022/14/2024
Notice of Adverse Benefit Determination (NOABD) (formerly titled Notice of Action Forms) UPDATED02.02.041/19/22
Beneficiary Problem Resolution/Grievance Process/Log Procedures in MHSA Funded Outpatient County and Contracted Programs02.02.0510/18/16
Continuation of Benefits Pending Appeal Resolution (AKA "Aid Paid Pending") UPDATED02.02.062/14/23
Informed Consent for Mental Health and Recovery Services UPDATED
Informed Consent (F346-301)		02.04.01
form		2/14/23
Psychiatric Medication Consent Forms UPDATED
Psychotropic Medication Consent Form (F346-745)
Prescribing Physician's Statement–Attachment JV-220(A)		02.04.02
form
form		2/22/23
Consent to Record Consumers for Clinical Supervision and Training
Consent to Record Form (F346-474)		02.04.03
form		 
Notice of Privacy Practices02.05.01 
Advance Directives UPDATED02.06.012/14/23
Informing Materials for Mental Health Plan Beneficiaries - Clients Intake - Advisement Checklist UPDATED02.06.022/22/23
Medi-Cal Consumer Rights Under the Orange County Mental Health Plan02.06.038/3/16
Mandatory Postings for Providers02.06.04 

III. Human Resources

TitleNumberLast Revised
Continuing Education Course Approval for HCA Programs UPDATED03.01.015/22/2024
Compliance Orientation, Education and Training UPDATED03.01.022/15/23
Trainings Specifically Pertaining to Cultural Competency03.01.039/21/16
Drug Medi-Cal Organized Delivery System Provider Training Requirements UPDATED03.01.0410/8/20
Mental Health and Recovery Services Sponsored & Hosted Training Attendance UPDATED03.01.052/14/23
Individual Provider Transitions Affecting HCA BHS Beneficiaries/Clients UPDATED03.02.012/14/2024
BHS Non-Blood Borne Pathogen Exposure Control Plan03.03.02 

IV. Administration

TitleNumberLast Revised
OCTA Application for Disabled Persons Reduced Fare Card
OCTA Reduced Fare ID Card Assessed Eligibility Form		04.01.01
form		 
Approval for use of Electronic Signatures by BHS Contracted Providers UPDATED
Form F346-781 Electronic Signature Application		04.01.02
form		2/15/23
Office Support Staff Involvement with Verifying Financial Information04.02.01 
Communication between Behavioral Health Administration and Medical Billing Unit Personnel04.02.02 
Review of Medicare Billing Prior to Submission04.02.03 
Procedures for Obtaining, Maintaining, and Deleting Medicare Provider Transaction Access Number (PTAN) UPDATED04.02.0411/13/24
Therapeutic Charge Adjustment
Therapeutic Charge Adjustment form		04.02.06
form		 
Billing Compliance, Recoveries and Reporting of Overpayments NEW!04.02.087/1/20
Medical Necessity & Concurrent Authorization of Psychiatric Inpatient Hospital Services UPDATED04.02.0912/6/24
No Wrong Door Mental Health Services NEW!04.02.109/28/22
Authorization of Medi-Cal Beneficiaries for Crisis Residential Treatment Services and Concurrent Review Procedures NEW!04.02.116/1/23
Lanterman-Petris-Short Act (LPS) Designation of BHS County and Outpatient Contract Providers04.03.014/28/16
Lanterman-Petris-Short Act (LPS) Designation of Individuals04.03.028/30/17
Lanterman-Petris-Short Act (LPS) Designation Privileges04.03.038/30/17
Designation of Facility Lanterman-Petris-Short Act (LPS) Trainers04.03.048/30/17
Lanterman-Petris-Short Act (LPS) Designation of Facilities in Orange County04.03.052/18/16
Use and Disclosure OF PHI for Research Purposes04.05.01 
Use and Disclosure of Protected Health Information-General Rules UPDATED04.05.033/9/23

V. Information Management

TitleNumberLast Revised
Recording Requests for Specialty Mental Health Services On Access Logs05.01.018/9/16
Use and Flow of the Encounter Document: Outpatient Clinic05.01.02 
Documentation of Services and Assessment Standards UPDATED!05.01.031/30/2023
Advance Beneficiary Notice of Non-coverage (ABN)
Announcement of the Implementation of the Revised ABN		05.01.04
letter		 
Corrections/Amendments to Encounter Document when Provider No Longer a County Employee05.01.05 
Office Staff Phone Financial Evaluations05.01.06 
Missing/Lost Charts05.01.07 
Transport of Clinical Records05.01.083/8/16
Document Destruction - Paper charts held in the clinics for clients discharged prior to 9/23/200305.01.09 
Use of Electronic Signatures In the BHS Electronic Health Record UPDATED
Electronic Signature Agreement		05.01.10
form		2/22/23
BHS Clinical Record Keeping Standards For Clinics Using Paper Charts05.01.118/7/15
Corrections/Amendments to Chart Documentation - Audits05.01.1212/2/15
Use and Processing of the Lanterman-Petris-Short Act (LPS) 5150/5585 Hold Form05.01.133/7/16
Substance Use Disorder Treatment Services Chart Order05.01.1410/31/18
DMC-ODS Documentation of Services and Assessment Standards UPDATED!05.01.151/30/23
BHS and CalOptima OneCare/OneCare Connect Information Exchange05.02.0110/19/18
IRIS Entry of Encounter Document Information by Office Support Staff – For Non-Electronic Health Record Clinics05.03.01 
CalOMS California Outcome Measurement System (CalOMS) Integrated Records Information System (IRIS) Electronic Operational Procedures for Treatment Data Submission to Department of Health Care Services05.03.028/12/15
Tracking Disclosures of PHI
PHI Disclosure Tracking Log		05.05.02
form		 
Accounting for Disclosures of PHI05.05.03 

VI. Quality Improvement

TitleNumberLast Revised
Reporting of Unusual Occurrences to Department of Health Care Services UPDATED06.01.012/15/23
Posting of Mental Health Plan System Metrics UPDATED06.01.022/15/23
Test Call Procedure for Monitoring Administrative Service Organization (ASO) Access Quality and Compliance UPDATED06.02.012/14/23
Quality Management and Community Quality Improvement Committee UPDATED06.03.012/15/23
Sentinel Events Review Committee NEW06.03.024/27/23

VII. Compliance

TitleNumberLast Revised
Fraud and Abuse07.01.013/7/16
Billing Compliance07.01.023/7/16
Development of Certified Reviewers UPDATED07.01.033/29/19
Postmortem Claiming07.01.049/6/18
Compliance with Federal Award Requirements for Substance Abuse Programs07.02.018/13/15
Title 22 Regulations Compliance07.02.0210/7/15
Substance Use Disorder Drug Medi-Cal Organized Delivery System Provider Monitoring NEW!07.02.032/1/22
Trafficking Victims Protection Act Compliance07.03.0112/2/15
Mental Health and Recovery Services Compliance Officer UPDATED07.03.022/15/23
Organizational Commitment to Medi-Cal Managed Care Requirements UPDATED07.03.032/14/23
Outpatient Clinic Medication Rooms - Receipt, Storage, Administration, Disposal and Accountability of Medication UPDATED07.03.0410/15/24
Substance Use Disorder Medical Director Roles and Responsibilities NEW!07.03.058/5/19
Role of the Behavioral Health Nurse in Substance Use Disorder Programs NEW!07.03.0612/17/20
Nondiscrimination & Institutional Safeguards for Religious Providers & Charitable Choice Reporting for SABG Funded Programs NEW!07.03.072/1/22
Verification of Individual NPI Numbers and Professional Licenses at Initial Medi-Cal Certification and Medi-Cal Re-Certification07.04.0111/7/17
Verification of Individual NPI Numbers and Professional Licenses at Initial Drug Medi-Cal Certification and Drug Medi-Cal Re-Certification07.04.0211/13/17
Drug Medi-Cal Organized Delivery System Provider Selection and Retention Practices07.04.0311/13/17
Credentialing and Re-Credentialing Requirements of Individual Providers UPDATED07.04.044/20/23
Individual Provider Credentialing Committee UPDATED07.04.0506/01/23

VIII. Plans

TitleNumberLast Revised
BHS Bloodborne Pathogens Exposure Control Program Plan (BBP-ECPP) UPDATED08.01.0102/04/19
BHS/Conditional Release Program Bloodborne Pathogens Exposure Control Program Plan (BBP-ECPP) UPDATED 02/03/20

IX. Medi-Cal Managed Care

TitleNumberLast Revised
Mental Health Plan Out-of-Network Services09.01.011/19/22
Mental Health Plan and Drug Medi-Cal Organized Delivery System Network Adequacy Monitoring UPDATED09.01.022/7/23
Access to Mental Health Services for Persons with Disabilities UPDATED09.01.032/15/23
Meeting Medi-Cal Beneficiary Language Assistance Needs UPDATED09.01.042/8/23
Mental Health and Recovery Services 24/7 Access Line Requirements UPDATED09.01.052/8/23
Medi-Cal Timely Access and Service Availability UPDATED09.01.0612/6/24
Out-of-Network Services for Drug Medi-Cal Organized Delivery System (DMC-ODS) UPDATED09.01.072/14/23
Continuity of Care for Medi-Cal beneficiaries receiving Specialty Mental Health Services within the County of Orange Mental Health Plan UPDATED09.01.082/7/23
Adult and Youth Screening and Transition of Care Tools NEW09.01.092/27/2024
Beneficiary Problem Resolution and Grievance Process UPDATED09.02.0111/06/19
Beneficiary-Client Appeal of Actions Process UPDATED09.02.022/14/2024
Clinical Supervision Requirements UPDATED09.03.018/11/23