CLINICAL REQUEST FORM

Before submitting a ticket, please select the request type that best matches the work that is actually needed. Choosing the correct request type helps the Clinical Team route the request to the right person and prevents delays or duplicate work.

Unsure which Request Type to Select? View the descriptions below:

Full Clinical Intake Process

Choose this for a new client who needs the complete clinical intake process.

This generally includes:

-BPS completion

-Diagnostic Interview

-CANS/ANSA completion and review

-Treatment Plan completion and review

Use this when Corporate is coordinating the full clinical process rather than requesting only one individual document or review.

BPS + Diagnostic Interview

Choose this when the client needs a BPS completed by OBM and a Diagnostic Interview completed by OBM, but does not need the full clinical intake workflow.

Diagnostic Interview

Choose this when only the Diagnostic Interview is needed.

The Clinical Reviewer completes this task. No BPS, CANS/ANSA, or Treatment Plan completion is included with this request

CANS/ANSA Completion and Review

Choose this when the CANS or ANSA still needs to be completed by OBM and then clinically reviewed.

Use this when OBM is responsible for both completing the assessment and routing it through clinical review.

CANS/ANSA Review

Choose this when an External QMHP has already completed the CANS/ANSA and only the clinical review is needed.

If corrections are required, the ticket will route the corrections back to the External QMHP.

Treatment Plan Completion and Review

Choose this when the Treatment Plan still needs to be completed by OBM and then clinically reviewed.

Use this when OBM is responsible for creating/completing the Treatment Plan before clinical review.

Treatment Plan Review

Choose this when an External QMHP has already completed the Treatment Plan and only the clinical review is needed.

If corrections are required, the ticket will route the corrections back to the External QMHP.

Clinical Document Correction and Review Only

Choose this when a clinical document has already been reviewed and specific corrections are needed, followed by another clinical review.

Use this for correction work that you are requesting OBM complete rather than submitting a brand-new completion or review request.

Discharge CANS/ANSA Completion

Choose this when OBM needs to complete the CANS/ANSA required as part of the client's discharge process.

Discharge Review

Choose this when the External QMHP has completed the required discharge documentation and the documentation needs clinical review.

If corrections are required, they will route back to the External QMHP.

Clinical Supervision

Choose this when the clinic is requesting a clinical supervision meeting for its team.

Use this for:

-Scheduled supervision meetings

-Case discussion with the clinical team

-Clinical guidance for staff

-Team questions that need Clinical Reviewer input

-Required supervision sessions

This request is for a meeting/supervision need, not for document completion or document review.

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