Fill a Valid Soqic Ohio Form

SOQIC, or Solutions for Ohio’s Quality Improvement and Compliance, is a standardized documentation system aimed at enhancing mental health and addiction treatment in Ohio. This initiative, developed through collaboration between various state departments and stakeholders, seeks to streamline documentation processes, reduce redundancy, and improve compliance across the mental health system. By implementing SOQIC, Ohio aims to create a more efficient and consumer-centered approach to mental health care.

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Getting Started with

S O Q I C

A new standard in documentation

An Introduction to the

SOQIC Standardized

Documentation System

Solutions for Ohio’s Quality Improvement and Compliance

For more information about the Solutions for Ohio’s Quality Improvement and Compliance initiative, please contact:

Ohio Department of Mental Health Racquel Graham

Community Mental Health Program Manager 30 East Broad Street, 8th floor

Columbus, Ohio 43215-3430

(614) 728-9784

http://www.mh.state.oh.us/cmtymh/soqic/soqic.index.html

“Re-engineering clinical processes and documen- tation has become an ur- gent priority in behavioral healthcare. The require- ments of funders and regu- lators continue to evolve, and in too many cases record systems just expand to cover new requirements. Clinicians spend more time on paperwork than on pro- viding care. SOQIC attacks that problem, and even more critically, strengthens consumer participation in treatment.”

- Michael F. Hogan, Ph.D., Director, ODMH

“As ODMH and ODADAS continue to streamline the ‘red tape’ commonly ex- pected with state-funded services, Ohio citizens will reap the benefits of en- hanced mental health and addiction treatment.”

- Gary Q. Tester, Director, ODADAS

What is SOQIC?

Solutions for Ohio’s Quality Improvement and Compliance (SOQIC) is a collaborative venture between the Ohio Department of Mental Health (ODMH), the Ohio Department of Alcohol and Drug Addiction Services (ODADAS), mental health boards, providers and clients. The primary objective was to design, develop and implement at the State, Board and local provider levels a standard- ized consumer-centered, compliant and cost- effective mental health delivery system.

Individual mental health provider agencies in different regions of Ohio have traditionally established very diverse types of forms and processes to collect clinical and non-clinical information. While this opportunity to estab- lish agency-specific documentation helps to meet the individual documentation needs of each organization, it has also led to examples of redundancy, inefficiency, non-compliance, and an inability to compare useful data among agencies throughout the system.

The SOQIC standardized documentation system provides standardized, integrated clinical forms with enhanced compliance and quality for Ohio’s public mental health system. The forms cover the entire treatment process from demographic information to transfer/discharge, including assessment, treatment planning and progress notes. All are designed to accommodate the various

certification, national accreditation and Medicare/Medicaid compliance requirements, as well as all ODMH and ODADAS rules and standards.

What are the benefits of SOQIC?

There are many benefits to implementing an inte- grated documentation system. The SOQIC forms:

•Provide an integrated documentation system for mental health and alcohol and drug treatment.

•Promote recovery, actively engaging clients in their treatment process.

•Simplify paperwork

•Reduce redundancy for clients.

•Prompt ensure completeness of documentation.

•Provide for quick and easy record updating.

•Provide checkboxes and fill-ins that simplify documentation.

•Improve clinical practice

•Forms are comprehensive and provide prompts.

•Link diagnostic assessment and identified treatment needs to goals and objectives.

•Link progress notes to specific goals and objectives.

•Are compliant with all regulations and accreditation standards:

•ODMH and ODADAS

•Medicare/Medicaid

•JCAHO, COA, CARF

•Save time

•Reduce redundant assessment processes.

•Promote same day or concurrent documentation.

However, the benefits of the SOQIC documentation system are best expressed by clinicians, consumers and family members who have experienced the forms:

Enhances clinical care

“I think healthcare providers didn’t go into healthcare to document what they’re doing. They went into healthcare to take care of people. So, anything that can allow all of us providers, be it physicians, be it nurses, be it therapists, be it community support specialists, to be able to do our job better and provide

What are the benefits of SOQIC?

service for our patients and clients is just – is a tremendous advantage,” said Hilton J. Rodriguez, M.D., Medical Director, Eastway Behavioral Healthcare.

Provides a client-centered Recovery/Resiliency focus

“Client participation is probably the most important aspect of treatment because I don’t think the treatment works without the client’s input, knowing where they are and where they need to go,” said Sherry Gibson, Board Chair of the Ohio Federation for Children’s Mental Health. “And what I see in the SOQIC forms, there’s an appearance of that interaction, and that extracting of the client’s perspective on what their needs are and what their goals and objectives should be.”

“I believe the SOQIC forms will be beneficial to the consumer because the forms themselves solicit the opinions and the wants, the desires, the needs of the client, which then can be taken into consideration as the clinician develops their recommendations and their plans for treatment. Because the plan is developed, not just by the clinician, but by the clinician with the consumer,” said Dan Carpenetti, MED, LPCC, Clinical Director, Cambridge Office of Thompkins Child and Adolescent Services.

Enhances measurement and duplication of positive outcomes

“Clients will have better outcomes because they are calling the steps. They’re investing in their own treatment. [SOQIC forms]will also help to keep clinicians focused on working together for a specific outcome,” said Gibson.

Enhances accessibility to services

“One of the side benefits of SOQIC is that each agency or each provider won’t have to reinvent the wheel every time, and come up with their own documenta- tion or their own intake process and intake forms and some of the program development pieces. Since there would be a uniformity of practice to some degree and a uniformity of documentation, it will offer providers opportunities to provide more care as opposed to spending time developing the forms and practices around administrative issues,” said Jonas Thom, Director, Ohio Coordinating Center for Assertive Community Treatment.

What are the benefits of SOQIC?

Enhances cost efficiency

“And it’s also been a real tool for us when we’re hiring staff who don’t have a background or are new to the field, new to working in community mental health,” said Stephan Young, CEO, Forensic and Mental Health Services, Inc. “The tools really are assets in training staff so you can walk them through. This is what needs to be done clinically and the forms support that. So, it just reinforces the learning. So, we found it makes it a lot easier to train staff.”

Meets certification and national accreditation compliance guidelines

“…if we put all of these forms in place, we will have met all of the regulations we need to meet CARF and ODMH and ODADAS, and all of the regulation agencies….the way it is now, we just run around saying, ‘have we done it, have

we done it?’ And that way we’ll know, if we put these forms in place, that we’ll have met those,” said Linda Miller, Director of Severe Mentally Disabled Services and Nursing Supervisor, The Center for Individual and Family Ser- vices.

Reduces use of multiple forms/processes statewide

“Frequently, administrators don’t understand that one more little piece of paper just creates much more stress. I mean, there are straws that do break camels’ backs,” said Veronica Groff, President and CEO, The Center for Individual and Family Services. “And so it’s our philosophy here not to do that and I think SOQIC is going to help us do that.”

Provides more objective reviews/audits

“We had a Medicaid audit last summer where the auditors came in and could see the old forms versus the SOQIC forms, and had indicated that they saw a lot of improvement in terms of what was being documented and the compli- ance with Medicaid issues,” said Gail Carmon, Associate Director, Alternative Paths, Inc.

Provides a reduced compliance risk environment

“The forms allow you to be compliant,” said Ferens. “And in this day and age, yes, clinical care is the utmost, most important thing, but you can’t provide clinical care if you’re not in compliance. The forms allow you to do that.”

How can we access the forms?

SOQIC forms are available in both electronic and paper formats.

Electronic Forms

The electronic forms, or e-forms, are designed to download, complete and save on the user’s desktop or in the user’s system. The forms were developed in Pure-Edge Forms Designer software and are provided to agencies at no cost along with a Pure-Edge reader, which enables the use of the forms.

Features of the e-forms include expandable text fields, auto-fill some fields, check boxes, drop-down boxes, and others that enable easy navigation through the forms. Initial feedback from the pilot agencies indicates that clinicians like the forms and their ease of use very much.

While these forms do not come with a database, ODMH is working with Pure- Edge to make the forms available with a XML (Extensible Markup Language) data model component that will enable organizations to, with XML parser tools, extract the data from the forms and import it to their database. Some software vendors are incorporating the SOQIC forms in the systems that providers currently use.

Paper Forms

The paper forms and manual are currently available on the SOQIC Web site at http://www.mh.state.oh.us/initiatives/soqic/soqic.home.html and are also available on CD-Rom by request. The paper forms are designed to be down- loaded, printed and completed by hand.

What forms are available?

Twenty-two forms covering the full range of the treatment process are avail- able. Five additional forms for drug and alcohol treatment are also available. All are designed to accommodate the various certification, national accreditation and Medicare/Medicaid compliance requirements, as well as all ODMH and ODADAS rules and standards.

The SOQIC forms include:

•Demographic Information

•Health History Questionnaire

•Crisis Intervention Assessment and Plan

•Adult Diagnosis Assessment

•Adult Diagnosis Assessment Update

•Child/Adolescent Diagnostic Assessment

•Child/Adolescent Diagnostic Assessment Update

•Mental Status Exam

•Lethality Assessment

•Initial Psychiatric Evaluation

•Individualized Service Plan

•Individualized Service Plan Revision/Review

•Psychiatric/Pharmacological Management Plan

•Medical Somatic/Psychiatric Progress Note

•Medical Somatic/Nursing Progress Note Long

•Medical Somatic/Nursing Progress Note Short

•Individual Progress Note

•Community Psychiatric Supportive Treatment Progress Note Long

•Community Psychiatric Supportive Treatment Progress Note Short

•Group Progress Note

•Partial Hospital Progress Note

•Transfer/Discharge Summary

The ODADAS forms include:

•AoD Activity Education Note

•AoD Adult LOC Criteria

•AoD Adult Recommendations

•AoD Youth LOC Criteria

•AoD Youth Recommendations

Should we adopt SOQIC?

As you begin to consider implementing the SOQIC forms in your organization, it is useful to ask the questions below. To successfully implement an innovative practice, there are three phases to consider:

Initiation phase: Learning, evaluating

Decision: Go/No go

Implementation: Developing plans for moving forward

Initiation phase

•Do we understand what SOQIC is and what the benefits are?

•What are the Pros/Cons of adopting SOQIC?

•Why should we institute this new documentation system in our organization? What advantages do we see in implementing SOQIC?

•What risks can we anticipate in adopting or not adopting SOQIC?

•What is our organization’s capacity to manage or absorb risk?

•What is our organization’s risk-taking propensity? Do we like being leaders? Do we like to be on the cutting edge?

•Who in our organization could be a leader and advocate for SOQIC? Who is always willing to try something new or thinking about how to improve things?

•What barriers do we see? How can we mitigate those barriers?

•What resources can we commit?

•What about the IT systems? Can we support this change? Is our software vendor implementing the SOQIC documents in the system?

•Where can we seek advice/support?

•Who can we talk with about their experiences and lessons learned?

Decision Phase

•Who in our organization should be involved in the decision process?

•Why should we implement SOQIC? Why not?

Should we adopt SOQIC?

•What are the advantages to our organization in implementing SOQIC? Can we articulate them to others?

•How will we communicate the decision to adopt? How do we present it?

•How will we address the people in our organization who don’t see the benefits of adopting standardized documentation?

•What sort of time frames can we commit to?

•Where does this change fit with other issues going on in our agency?

Implementation Phase

•Who should be involved in developing the implementation plan?

•How will we communicate the implementation plan?

•What resources are we committing?

•How will we evaluate the benefit to our agency? To staff? To our clients?

•How will we provide support to staff?

•Who is our internal expert/champion for adoption of standardized documen- tation?

Document Properties

Fact Name	Description
What is SOQIC?	SOQIC stands for Solutions for Ohio’s Quality Improvement and Compliance, aimed at creating a standardized mental health documentation system.
Governing Laws	The SOQIC form complies with regulations from the Ohio Department of Mental Health (ODMH) and the Ohio Department of Alcohol and Drug Addiction Services (ODADAS).
Integration of Services	SOQIC provides an integrated documentation system for both mental health and alcohol/drug treatment services.
Client Engagement	The forms are designed to actively engage clients in their treatment process, promoting recovery and resilience.
Simplification of Paperwork	SOQIC simplifies documentation, reducing redundancy and making record-keeping easier for providers and clients.
Compliance Standards	The forms meet various compliance requirements, including Medicare/Medicaid, JCAHO, COA, and CARF standards.
Efficiency in Documentation	SOQIC promotes same-day or concurrent documentation, saving time for clinicians and enhancing service delivery.
Comprehensive Forms	The documentation covers the entire treatment process, from demographic data to discharge planning, ensuring thoroughness.
Positive Outcomes	Clients benefit from improved outcomes as they become active participants in their treatment, fostering better engagement and results.

Documents used along the form

The SOQIC Ohio form is a vital component of the standardized documentation system designed to enhance mental health and addiction treatment in Ohio. Along with the SOQIC form, several other documents and forms are commonly utilized to ensure comprehensive care and compliance with regulations. Below is a list of these forms, each serving a specific purpose in the treatment and documentation process.

Intake Assessment Form: This document gathers essential information about a client’s history, presenting issues, and needs. It serves as the foundation for developing an individualized treatment plan.
Treatment Plan: This form outlines the goals and objectives for a client's treatment, detailing the strategies and interventions that will be employed to support their recovery journey.
Quitclaim Deed Form: This form is essential for transferring ownership of property in Georgia without guaranteeing the clearness of the title, making it useful for family transactions and clearing title issues. For more information, visit smarttemplates.net.
Progress Notes: These notes document each client interaction, capturing updates on treatment progress, challenges faced, and any adjustments made to the treatment plan.
Discharge Summary: This document summarizes a client’s treatment journey, including achievements and recommendations for ongoing care after discharge. It ensures continuity of care and supports future treatment providers.
Consent for Treatment Form: This form is crucial for obtaining a client’s permission to provide treatment. It ensures that clients are informed about their rights and the nature of the services they will receive.
Client Satisfaction Survey: This document collects feedback from clients regarding their treatment experience. It helps providers assess the effectiveness of services and identify areas for improvement.

Utilizing these forms in conjunction with the SOQIC Ohio form creates a cohesive and effective documentation process. Together, they enhance the quality of care and support the overall goal of improving mental health services across the state.

Guidelines on Filling in Soqic Ohio

Filling out the SOQIC Ohio form is an essential step in ensuring compliance and improving the quality of mental health services. This process involves providing accurate information that supports effective treatment planning and documentation. Below are the steps to successfully complete the form.

Gather Necessary Information: Collect all relevant details such as client demographics, treatment history, and any previous assessments.
Access the Form: Visit the official SOQIC website or contact the Ohio Department of Mental Health to obtain the latest version of the form.
Complete Client Demographics: Fill in the client’s name, date of birth, address, and contact information. Ensure accuracy to avoid delays.
Document Treatment History: Provide details of any prior mental health treatments or interventions the client has received.
Assessment Section: Complete the assessment section thoroughly, including any relevant observations or evaluations made by clinicians.
Treatment Planning: Outline the proposed treatment plan, including goals and objectives tailored to the client’s needs.
Progress Notes: If applicable, include any progress notes that document the client’s journey and response to treatment.
Review for Completeness: Double-check all sections to ensure no information is missing or incorrect. This step is crucial for compliance.
Submit the Form: Follow the submission guidelines provided by the Ohio Department of Mental Health to ensure the form is sent to the correct office.

After completing these steps, the form will be processed, and you can expect to receive feedback or further instructions as necessary. This streamlined approach not only enhances documentation but also improves the overall quality of care provided to clients.

Common mistakes

When filling out the SOQIC Ohio form, many individuals make common mistakes that can lead to delays or complications in the process. One significant error is incomplete information. Many people overlook the importance of providing all required details. This can include demographic information or specific treatment history. Missing even one piece of information can result in the form being returned or delayed, which can hinder the overall treatment process.

Another frequent mistake is misunderstanding the instructions. The SOQIC form comes with guidelines that explain how to fill it out correctly. Some people may skim through these instructions or skip them entirely. This can lead to incorrect entries or the use of the wrong format. Taking the time to read and understand the instructions can save a lot of time and effort later.

Additionally, people often fail to double-check their entries before submitting the form. Simple typographical errors or miscalculations can create significant issues. It’s easy to overlook mistakes when you’re focused on completing the form quickly. A quick review can catch these errors and ensure that the form is accurate and complete, making the submission process smoother.

Lastly, many individuals do not keep a copy of their submission. Once the form is submitted, it can be challenging to track its status or refer back to the original entries. Keeping a copy can help in case there are any follow-up questions or issues that arise later. This small step can provide peace of mind and assist in maintaining clear communication with the relevant agencies.

FAQ

What is the SOQIC Ohio form?
The SOQIC Ohio form is part of the Solutions for Ohio’s Quality Improvement and Compliance initiative. This standardized documentation system was developed to enhance the delivery of mental health and addiction services across Ohio. It aims to streamline processes, reduce redundancy, and improve compliance with various regulatory standards.
Who developed the SOQIC forms?
The SOQIC forms were created through a collaborative effort involving the Ohio Department of Mental Health (ODMH), the Ohio Department of Alcohol and Drug Addiction Services (ODADAS), mental health boards, providers, and clients. This partnership ensures that the forms meet the needs of all stakeholders in the mental health system.
What are the main benefits of using SOQIC?
The SOQIC forms offer numerous benefits, including:
- Integration of documentation for mental health and substance use treatment.
- Enhanced client engagement in the treatment process.
- Reduction of paperwork and duplication.
- Improved clinical practice through comprehensive and structured forms.
- Compliance with all relevant regulations and accreditation standards.
How do SOQIC forms enhance client participation?
SOQIC forms are designed to actively involve clients in their treatment. By soliciting clients' opinions and preferences, these forms help clinicians create more personalized treatment plans. This collaborative approach fosters a sense of ownership in the recovery process.
What types of information do SOQIC forms collect?
SOQIC forms cover a wide range of information necessary for effective treatment. This includes demographic details, assessment data, treatment planning, progress notes, and discharge information. Each form is structured to ensure that all required information is captured efficiently.
Are SOQIC forms compliant with regulatory standards?
Yes, SOQIC forms are designed to comply with various regulatory and accreditation standards, including those set by ODMH, ODADAS, Medicare, Medicaid, and other relevant organizations. This compliance helps ensure that mental health providers meet the necessary requirements for funding and service delivery.
How do SOQIC forms improve clinical practice?
By providing structured and comprehensive documentation, SOQIC forms help clinicians focus on delivering care rather than getting bogged down in paperwork. The forms include prompts and checkboxes that simplify the documentation process, allowing clinicians to spend more time with clients.
Can SOQIC forms be used by different types of providers?
Yes, SOQIC forms are designed for use by various mental health and substance use treatment providers across Ohio. The standardized nature of the forms promotes uniformity in documentation practices, making it easier for providers to collaborate and share information.
How can I get more information about SOQIC?
For more information about the SOQIC initiative, you can contact Racquel Graham, the Community Mental Health Program Manager at the Ohio Department of Mental Health. She can be reached at (614) 728-9784 or through the official website: Ohio Department of Mental Health.
What feedback have clinicians and clients provided about SOQIC?
Feedback from clinicians and clients has been overwhelmingly positive. Many report that the SOQIC forms enhance clinical care by allowing providers to focus on patient needs rather than paperwork. Clients appreciate the emphasis on their input, which leads to better treatment outcomes and a more collaborative approach to care.