POTAC Winter Friday Forum 2010

Medi-Cal Clinical Documentation and Treatment Planning

with Stan Taubman, Ph.D., LCSW

Friday, January 22, 2010
1:30 – 4:45 PM

Samuel Merritt University
Health Education Center (HEC #203, Bldg. 3 on map)
400 Hawthorne Avenue, Oakland, CA 94609


An article in November’s Psychiatric Services1 describes how recent changes to Medicaid policy are forcing state mental health systems to be more accountable for the services they provide and exerting greater surveillance over billing practices. With a higher percentage of state mental health reimbursements coming from Medicaid, it is federal not state auditors who will be examining mental health services to determine eligibility for reimbursement by reviewing the individual provider’s documentation in treatment plans and progress notes.

As programs in California shut down and positions are being eliminated, it is more important than ever that occupational therapists demonstrate and communicate their effectiveness. OTs need to understand symptoms associated with diagnoses, and communicate our services by writing clear assessments, treatment plans which reflect evidence-based best practices, and progress notes explaining how treatment, guided by therapist and client together, is proceeding and reflecting assessment and planning.

Dr. Stan Taubman, Ph.D., LCSW, has had extensive experience in training mental health practitioners in managing their documentation to be Medi-Cal compliant, including contracting with San Francisco Community Behavioral Health Services to train staff in its agencies. His presentation will use his reference and training manual The BTA Treatment Plan Documentation Guide.2 This manual, which will be distributed at the training, will be referenced frequently during the training, and participants will be able to practice what they learn during the training once it’s over.

Learning objectives for this training:

  1. Participants will be able to identify commonly misunderstood aspects of the Medi-Cal Medical Necessity Criteria and related documentation requirements.
  2. Participants will be able to identify principles of clinically meaningful treatment planning which also meet Medi-Cal documentation requirements.
  3. Participants will be able to identify principles for integrating Progress Notes with the Treatment Plan.

This presentation will focus on commonly misunderstood elements of the Medi-Cal Medical Necessity Criteria. Participants will clarify principles for treatment planning which are consistent with Occupational Therapy best practices. Special attention will be given to treatment planning challenges arising in a team based Occupational Therapy practice.

Speaker Bio

Dr. Stan Taubman, PhD, LCSW, is the Director of Berkeley Training Associates and teaches on the faculty of the University of California, Berkeley, graduate program in Social Work. He is the former Director of the Alameda County Medi-Cal Behavioral Health Plan, as well a Director of Management Services for the Alameda County Behavioral Health Care Services Department. His clinical experience includes private practice, mental health inpatient, outpatient and day treatment programs, child welfare and medical social work. Dr. Taubman is the author of Ending the Struggle Against Yourself (Tarcher/Putnam Publishing), as well as numerous journal articles addressing both clinical and administrative issues.


Certificate of Attendance provided to qualify for 3 hours of PDUs

POTAC members, students & OTAC members: $40
Non-members: $50
Training Manual: $35

Registration deadline is January 4, 2010.

POTAC Friday Forum 2010 Registration Form

Make check payable to “Lynna Kaplan for POTAC”; send registration form and payment to:

Eileen Auerbach, MS, OTR/L
611 Frederick Street
San Francisco, CA 94117

For questions or additional information, call Eileen at 415-566-5168.

Directions, campus map, and parking information. Parking available at the Providence Parking Structure, across the street from 3100 Summit (across from Bldg. #4 on the campus map).

  1. ^ Buck, Jeffrey A. (2009). Recent changes in Medicaid policy and their possible effects on mental health services. Psychiatric Services, 60, 1504-1509.
  2. ^ Taubman, S. (2009). The BTA treatment plan documentation guide. Berkeley, CA: Berkeley Training Associates.

POTAC Winter Friday Forum 2010 – Download Flyer