MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES BULLETIN

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MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES BULLETIN COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF PUBLIC WELFARE NUMBER: ISSUE DATE: EFFECTIVE DATE: SUBJECT: OMHSAS-03-04 BY: 12/19/03 Immediately Office of Mental Health and Substance Abuse Services Bulletin Series Update 1980/2003 Joan L. Erney, JD Deputy Secretary for Mental Health and Substance Abuse Services SCOPE: See distribution list below. PURPOSE: The purpose of this bulletin is to provide a complete listing of all mental health and substance abuse services bulletins that are in effect as of August 31, 2003. DISTRIBUTION LIST: Mental Health/Mental Retardation Advisory Committee State Mental Health Services Planning Council County Mental Health/Mental Retardation Administrators State Mental Health Facilities Mental Health/Mental Retardation Facility Guardian Offices Mental Health Base Service Units Mental Health Licensed/Approved Programs, Interest Advocacy, Consumer, and Family Group, Agencies and Individuals This Bulletin obsoletes OMHSAS-00-03. Department of Public Welfare Office of Mental Health and Substance Abuse Services Bulletin List The following bulletins remain in effect. Joint program bulletins are enclosed in parenthesis after the bulletin number with the lead program office listed first. Shaded lines divide the calendar year of issuance. Bulletin Number OMHSAS-03-01 OMHSAS-03-02 SMH-03-03 OMHSAS-03-04 Subject Community Support Services Fee Schedule Cost Settlement Policy and Procedures for Community-Based Medicaid Initiatives Management of Incidents: SI-815 Incident Reporting and Risk Management Policy and Procedural Changes Office of Mental Health and Substance Abuse Services Bulletin Series Update 1980/2003 00-03-02 (MR/MH/C&Y/Svc. Programs) Site Visits and Access to Records By Pennsylvania Protection and Advocacy Inc.

OMHSAS-02-01 OMHSAS-02-02 OMHSAS-02-04 00-02-16(OMHSAS/MR) SMH-02-01 The Use of Seclusion and Restraint in Mental Health Facilities and Programs Performance Expectations and Recommended Guidelines for the County Child and Adolescent Service System Program (CASSP) Interpretation of Pennsylvania Law Related to 402 (b) Commitment Coordination of treatment and support for people with a diagnosis of serious mental illness who also have a diagnosis of mental retardation. Generic Drugs OMHSAS-01-01 OMHSAS-01-04 OMHSAS-01-06(OMHSAS/D&A/L&I) SMH-01-01 SMH-01-02 SMH-01-03 Nursing Home Reform Implementation Age of Consent for Voluntary Outpatient Mental Health Treatment Accessibility of Community Mental Health and Substance Abuse Services for Persons Who Are Deaf, Hard of Hearing, Late Deafened, or Deaf- Blind. Accessibility of State Mental Health Facilities for Persons Who Are Deaf, Hard of Hearing, or Deaf Blind Use of Restraints, Seclusion and Exclusion in State Mental Hospitals and Restoration Center Procedures for Client Rights Grievances and Appeals OMHSAS-00-01 OMHSAS-00-04(MH/MR) 00-00-04(MH/MR) Change in Designated Service Areas The Roles and Responsibilities of County Mental Health/Mental Retardation Programs in the Development of a Child's Individual Education Program Guidelines for Identifying Persons with Mental Retardation and Mental Illness for State Mental Health Hospital Discharge OMHSAS-99-02 OMHSAS-99-06 OMHSAS-99-08 OMHSAS-99-09 OMHSAS-99-10 Maximum Allowable Rates of Reimbursement for Psychiatric Physicians Mental Health Research Involving Human Subjects Revised Procedure for Waiver of Mental Health and Substance Abuse Services (OMHSAS) Program Regulations Emerich V. Philadelphia Center for Human Development, 720 A.2d 1032 (Pa. 1998) (Duty to Warn Third Parties - Tarasoff in Pennsylvania) Sanctions Policy for Noncompliance with Mental Health and Mental Retardation Income and Expenditure, Consolidated Waiver, and Cost Settlement Reporting Requirements OMH-98-01 OMH-98-02 SMH-98-02 Reporting requirements for services funded through County Base and CHIPP funds. CRR License Compliance Instrument Clozapine Therapy Selection and Management SMH-97-04 SMH-97-01 SMH-97-02 OMH-97-01 SMH-97-05 00-97-02 (MH/MR) Security Guidelines for SMH Forensic Centers Role of State Mental Hospitals and Restoration Center Boards of Trustees Risk Management Incident Report SI-815 Reporting Alleged Neglect of care dependent persons under Act 28 of 1995 Transporting patients Quarterly Liability Summaries: Supplement and Amendment OMH-96-02 OMH-96-04 OMH-96-06 SMH-96-01 (MH/MR) SMH-96-02 Non-Renewal of Licenses for Community -Based Mental Health Providers That Have Suspended Services Procedures for Claiming Federal Reimbursement on Administrative Costs for Medicaid Funded MH Services Continuity of Care: HealthChoices Managed Care Program Tuberculosis Infection Control Program Implementation of Act 28 of 1995 in OMH Operated Long Term Care Units and South Mountain Restoration Center OMH-95-03 Guidelines for Supporting the Development of Consumer Self-Help

OMH-95-04 OMH-95-05 OMH-95-07 OMH-95-08 Groups Distribution of PARF Position Statement for State Hospital Vocation Adjustment Services Guidelines for Safeguarding Patient Property Educational Portions of "Non-Educational" Residential Placements License/Approval Process for Community-Based Mental Health Service Programs SMH-95-01 Crime Victim Notification: Implementation of Amendments to Act 155; Expanding the Bill of Rights for Victims of Crime SMH-95-02 1153-95-01(MA) The Use of Mechanical Restraint for Custody Purposes by State Mental Hospital Forensic Centers Accessing Outpatient Wraparound Mental Health Services Not Currently Included in the Medical Assistance Program Fee Schedule for Eligible Children Under 21 Years of Age 1157-95-01 (MA) Mental Health Services Provided In a Non-JCAHO Accredited Residential Facility for Children Under 21 Years of Age 1165-95-01(MA) Update-JCAHO-Accredited RTF Services 4000-95-01 Room and Board Payments for Mental Health Only Children in Residential Facilities Which Are Not JCAHO Accredited. OMH-94-01 OMH-94-02 OMH-94-03 OMH-94-04 OMH-94-05 OMH-94-07 OMH-94-09 OMH-94-10 SMH-94-02 Mental Health Vocational Provider Directory Responsibilities of South Mountain Restoration Center/Long-Term Care Facilities Regarding Implementation of Nursing Home Reform Legislation Admission to Long-Term Care Units and South Mountain Restoration Center from State Mental Hospitals Serious Mental Illness: Adult Priority Group Direction from Harrisburg to State Mental Hospitals and South Mountain Restoration Center 180 Day Exception Requests and Invoice Submission Time Frames 180-Day Exception Requests of MA Invoices Account Structure Manual-Revised Cost Centers for County Mental Health and Mental Retardation Programs Guidelines for Assuring Accessibility of State Mental Hospital Services to Persons Who Are Hearing Impaired OMH-93-08 OMH-93-09 OMH-93-10 OMH-93-11 OMH-93-12 SMH-93-01 SMH-93-02 SMH-93-03 SMH-93-04 Cooperation With Utilization Review Resource Coordination Implementation Mental Health Crisis Intervention Service Guidelines Evaluation of County Compliance With the Consolidated Community Reporting System (CRRS) Requirements Nursing Home Reform Implementation for Persons With Mental Illness Clozaril Therapy Patient Selection and Management Patient Smoking Tuberculosis Surveillance and Management Immunization of Patients/Residents and Employees 5221-93-01 Intensive Case Management Record Requirements 00-93-23 (MR/IM/MH) Medical Assistance for Children 00-93-29 (MR/MH) Providing Services to Persons With Autism/Pervasive Developmental Disorder 01-93-04 (MA/MH) Payment for Mental Health Services Provided in a Residential 11-93-02 Treatment Facility for Eligible Individuals Under 21 Years of Age 13-93-02 41-93-02 OMH-92-05 OMH-92-06 OMH-92-07 OMH-92-12 OMH-92-14 Community Residential Rehabilitation Services (CRRS) Length of Stay Policy Clarification of CRR Regulation Section 5310.33(e) Policy and Guidelines for Insuring the Protection of Human Rights (Patient Rights) Community Integrated Employment Program Definitions Patient Abuse Investigations Investigator's Resource Manual

OMH-92-16 SMH-92-01 SMH-92-02 00-92-10 (OMR) 501-92-2 MH Crisis Intervention Services: Implementation Patient Care Evaluation Studies Metal Restraints Information On Public Law 102-119: Reauthorization Of The Individuals With Disabilities Education Act Changes to Food Stamp Shelter Deductions OMH-91-04 OMH-91-05 OMH-91-09 OMH-91-13 (MH/MR) OMH-91-19 SMH-91-02 SMH-91-03 SMH-91-04 4000-91-01 (MR/OCYF/MH) Adult Forensic System Program Components, Admissions, Transfers, Level of Care and Service Area Designation MA Patients under 21 - Certification of Necessity Patient/Client Information System (PCIS) MH/MR Annual Income and Expenditure Reports Certification and Appeal Process Transmittal of General Family Based Mental Health Services Program Issues Access to State Mental Hospitals and Restoration Centers by Employees of PPA and It's Legal Counsel Physician Services Coverage State Mental Hospital Admission of Involuntarily Committed Individuals Services for Children in Foster Family Care Who Are Placed Out-of- County OMH-90-03 00-90-24 (MR/MH/OCYF) Unsupervised Leave of Patients Found Not Guilty by Reason of Insanity SSI Disability for Children 00-89-07 00-89-09 (MH/L&I) 00-89-12 00-89-17 1101-89-01 (MH/MR/MA) Signature Requirements Accessibility of Appropriate Mental Health Services for Persons who are Hearing Impaired Requirement to Notify County Administrators Abatement for Liability For Psychological Evaluations County Payment Exemption for Targeted Case Management Services 00-88-03 (MH/MA) 00-88-12 00-88-14 (MH/OSP) 4305-88-01 (MH/MR) Appropriate Billing for Psychiatric Partial Hospitalization Providers and Outpatient Psychiatric Clinics "Do Not Resuscitate" Fee Schedule Revisions and Transportation Requirements Quarterly Liability Summaries 99-87-04 99-87-05 99-87-06 99-87-07 99-87-08 99-87-10 99-87-23 99-87-26 4305-87-01 (MH/MR) 4305-87-02 (MH/MR) OMH Policy on Appropriation of Act 33 and Administrative Bulletin 00-85- 96 The Consumers Self-Help Alternative Search of Visitors and Patients at SMH Forensic Units and Farview State Hospital Guidelines for Assessing and Documenting Dangerousness of Mentally Ill Adults Blind/Visually Impaired Patients Discharge Planning Responsibilities for State Mental Hospital Child/Adolescent Programs and County MH/MR Programs Notification of Grievance and Appeal Procedures-Involuntary Outpatient Commitment Model Policy and Procedures: AIDS/HIV Revised MH/MR Client Liability Community Service Regulations Client Liability Community MH/MR Services 99-86-01 (MH/MR) 99-86-06 99-86-07 99-86-10 (MH/OVR) 99-86-11 99-86-14 Procedures for Review of Service Eligibility and Termination Decisions Guidelines for Use of Electroconvulsive Therapy (ECT) Families of Mentally Ill - Self Help Movement CSP: The Job Training Partnership Act Implementation of Act 33 of 1985 Involuntary Outpatient Commitment

99-86-16 Education: A Crucial Strategy in Rehabilitation of the Mentally Ill 99-86-20 (MH/OVR) Social Security Work Incentives 99-86-23 Legal Interpretation of Commonwealth vs. Helms Case 99-86-26 Confidentiality Provisions of Members of Patient Rights Committees of State Mental Hospitals 99-86-30 Discharge from Unauthorized Absences 99-86-32 Mental Health Procedures Act Checklist 99-86-41 Hiring of Physicians 99-86-44 Psychiatric Physician Public Service Time 99-85-02 Pharmaceutical Assistance Contract for the Elderly (PACE) Program 99-85-04 Care and Maintenance Liability of Working Patients 99-85-07 Admission and Discharge of Veterans to/from State Mental Hospitals 99-85-10 Administration of Psychotropic Medication to Protesting Patients 99-85-11 Keys Amendment Implementation 99-85-16 PInterdepartmental Cooperative Agreement between the Office of Mental Health and the Pennsylvania Department of Aging 99-85-17 Change in Name, Address, and Capacity of Mental Health Facilities 99-85-17 (MH/MR) County Indirect Costs Allocation Plan Guideline Update - Maintenance in Lieu of Rent as a Direct Cost 99-85-19 Treatment of Persons during Pendency of a 304 or 305 Commitment Petition 99-85-20 SSI/SSDI Disability Advocacy Program (DAP) Alert 99-85-21 Readmission from Community Placement with 30 Days of Discharge 99-85-38 Predischarge Money Management Planning 99-85-44 Care and Maintenance; Policy Guidelines for Indigent Certification 99-84-11 Charges for Evaluation and Reports Requested by OVR 99-84-13 Risk Management/Quality Assurance Program 99-84-19 Guidelines for Physical Structure of Seclusion Rooms 99-84-22 (MH/MR) County Indirect Cost Allocation Plan Guidelines 99-84-24 Continuity of Care 99-84-30 Treatment Team Management 99-84-38 Guidelines for Delivery of Mental Health Forensic Services to Persons in County Jails and Persons on Probation and Parole 99-84-39 Use of Authorized Absence at Discharge 99-84-42 Care and Maintenance Policy 99-84-49 Standards for Psychological Services in State Mental Hospitals and South Mountain Restoration Center 99-84-50 Revision of Norristown State Hospital's Juvenile Forensic Unit Admission Criteria 99-83-03 (MH/MR) Creation of BSUs and Catchment Areas 99-83-10 (MH/MR) Payment of Residential Placement Costs for Mentally Retarded or Severely Emotionally Disturbed Children in Residential Facility 99-83-19 Continuity of Care 99-83-23 Guardianship Petitioning Process - Redeterminations 99-83-25 Referral Procedures for "Guilty But Mentally Ill" Individuals 99-83-26 Informed Consent to Non-Psychiatric Health Care at State Mental Hospitals. 99-83-29 Notification of State Mental Hospitals 302 Commitments 99-83-30 County Mental Health/Mental Retardation Emergency Mental Health Services Guidelines 99-83-33 Services to Individuals on Probation and Parole 99-83-35 Guidelines for the Development of Children's Community Residential Rehabilitation Services (CRRS) Programs. 99-83-38 Patient Care Review Committee 99-83-40 Clinical Information to be Provided by State Mental Hospitals to State and County Correctional Facilities Upon Discharge of Forensic Patients

99-83-41 Children and Adolescent Partial Hospitalization Programs with School 99-83-42 Guidelines for Voluntary and Involuntary Patients Refusing Physical Examination on Admission 99-83-49 Expiration of 4th Provisional Certificate of Compliance 99-82-05 Generic Drugs 99-82-10 Procedures for Discharge of Mentally Retarded Patients at State Mental Hospitals 99-82-14 (MH/MR) Financial Competency Statements 99-82-33 Vecchione Competency Determinations, Procedures, and Alternatives 99-82-36 Voting Rights and Procedures 99-82-39 (MH/MR) New Vecchione Petition Forms 99-82-47 (MH/MR) Monitoring the Guardianship Petitioning Process at State Centers and State Mental Hospitals 99-82-50 Community Residential Rehabilitation Services for Young Adult Clients 99-82-52 (MH/MR) Memo #44 - Personnel Action Plan 199-82-01 (MR/MH) Responsibility for Collection of Tuition Expenses Under Act 199 for Out-of- State Residents 8000-82-04 8600 Letters of Agreement between CRRs Providers and County Administrative Programs 8000-82-06 Building Occupancy Requirement for CRRs Providers 99-81-42 Proper Implementation of Discharge or Transfer Procedures for Certain Persons in the Category "Acquitted Because of Lack of Criminal Responsibility" 99-81-59 Search of Visitors and Residents/Patients at State-Operated Civil Mental Hospitals, Long Term Care Units, and Restoration Center 199-81-01 (MR/MH) Procedures for Charging and Collecting Tuition Expenses for School-Age Residents in Mental Retardation and Mental Health Residential Facilities 5000-81-01 Office of Mental Health County Program Record Retention Policy 8000-81-01 Release of Inspection/Monitoring Reports 99-80-12 Vehicle Code Reporting Requirements 99-80-19 Hunting on Institutional Grounds 6100-80-02 Fee-for-Service Funding of MH-CRR Programs The following Mental Health Bulletins are obsolete, but should be retained for historical reference: Bulletin Number OMHSAS-01-03 OMH-96-05 OMH-95-09 Subject MH Crisis Intervention (MHCI) Fee Schedule Mental Health Crisis Intervention (MHCI) Fee Schedule Maximum Department Financial Participation for Mental Health Crisis Intervention (MHCI) Services SMH-98-01 Management of Incidents: SI-815 Incident Report and Risk Management Policy and Procedural Changes

COMMENTS AND QUESTIONS REGARDING THIS BULLETIN SHOULD BE DIRECTED TO: Bureau of Policy and Program Development Office of Mental Health and Substance Abuse Services P.O. Box 2675 Harrisburg, PA 17105 Telephone (717) 772-7900