Recertification Process

At the 45 day mark, Case Managers are in charge of assigning the CPA to either themselves or another team member, and writing a communication note. For more info, please reference the 5 Day Window/CPA Page

Visit Note

• • Case Managers will complete the note type:  ST/OT/PT Pediatric POC Recertification 

    • Case Managers will also include in the Additional Notes Section:

      • Medication Interaction Statement

      • # of Missed Visits for Each Discipline

      • Any significant changes during the last 60 days (hospitalization, regression, etc)?

Update Care Plan

As you remember from the Initial Evaluation, the Care Plan is a section of the medical chart where we add the Problems, Interventions and Goals that we plan to address through therapy.  During the recertification process, the Care Plan needs to be updated to resolve any goals/interventions that have been met, add new therapy goals/interventions that are now appropriate or update any target dates so that they remain in the future if a goal was not met.  We may occasionally also need to remove goals that are no longer appropriate for that patient or need to be modified to be more achievable in the next 60-day period. 

PAUSE!

If you are the Case Manager, you have an additional step to complete the recertification process.  However, you cannot proceed to this step until you have verified that ALL CLINICIANS in the home have submitted their Discipline Orders.  Once you have verified this, continue to generating your Plan of Care (POC) document.

Plan of Care Document 

If you are the Case Manager, your final steps of the recertification process will be generating a document: the Plan of Care.  

• Plan of Care: This document pulls together the full plan of care including info from the Pediatric POC note itself, your interventions and goals, orders and other required information to be signed off on by the prescribing provider- which gives us the ongoing okay to provide services. 

Please see the flow sheet and video resources below on how to generate POC Summary and Plan of Care documents at recertification.