Consultation and Secondary Provider

Consultation/Secondary Provider: One-time

Purpose:

This is a consultation that is completed with the primary service provider and the child/family by another PIC provider. The consultations may be for different reasons, such as a closer look at the child’s functioning during a daily routine or activity.

Practice:

The consultant may be offering ideas about how to help facilitate success on a goal or outcome. This is a collaborative conversation and may or may not include an assessment tool beyond the provider’s and family’s observations and interview. The primary and the secondary will consult prior to visit so that the consulting provider knows what questions or concerns they are addressing. The primary service provider requests that a secondary provider attend the visit and may request that directly from a team member or in a team meeting.

Procedure:

  • Signature forms: PWN, Consent to Evaluate, and optional ROI if consult results will need to be shared with outside agencies.
  • Documentation: Consultation note in Raintree from the consulting provider about what occurred.
  • Documentation from Primary service provider: Daily note that indicates FSC/service coordination with consulting provider and the outcome of the consultation-how the recommendation will be utilized.
  • Billing for primary service provider: Family Service Coordination for the time spent in facilitating the interaction with the family.
  • Billing for consulting provider (if appropriate): Billing codes used will be specific to your discipline, for example:
    • OT/PT: Physical Performance test with report
    • SLP: Speech/Language Evaluation
    • SLP/OT for Feeding: Feeding Evaluation
    • DS: Non Billable Evaluation
    • SW: Social Work

Note: if a consultant conducts a second visit and is not added to the IFSP:

Therapy/FSC-- The typical practice is for a consulting provider to schedule a return visit to share evaluation results. Activities (such as therapy services or FSC) delivered by the consulting therapist during the visit should be indicated on the billing tab with times/units, however, the consulting therapist’s FSC activities are not billable since there is not a POC in place. 

Evaluation--if evaluative activities take place during a second visit, the secondary provider activities are billable if evaluation occurs.

Consultation/Secondary Provider: On-going Services

Purpose:

When a provider, who is not the Primary Service Provider, is added to the IFSP with the permission of the family, to provide more support around a specific domain, such as motor development to the child, parent, and primary provider.

Practice:

After completing an evaluation, and/or interview and observation visit, the team subsequently recommends that the consultant provider be added to the IFSP for regular intervention/treatment due to child need for their intervention. They will support the development of the appropriate goals and then help facilitate success for goal or outcome. This all takes place within a collaborative conversation and may or may not include an assessment tool beyond the provider’s and family’s observations and interview. The primary and the secondary will consult prior to visit so that the consulting provider knows what questions or concerns they are addressing. The primary service provider requests that a secondary provider attend the visit and may request that directly from a team member or in a team meeting. The primary is responsible to adding the secondary to the appropriate goals on the IFSP. 

Procedure:

  • After the consult or evaluation, the primary service provider will add new service (if indicated) to the IFSP with appropriate start date and frequency for the quarter. Any new or revised goals need to be added to the IFSP/Plan of Care. All changes to IFSP services require a parent signature & initials, date and PWN.
  • The consulting provider completes a Plan of Care and may use the following codes based on what occurs at the consultation visit
    • OT/PT: Physical Performance test with report
    • SLP: Speech/Language Evaluation
    • SLP/OT for Feeding: Feeding Evaluation
    • DS: Non Billable Evaluation
    • SW: Social Work
  • Documentation needed by the Primary Service Provider: Document the visit that occurs with the consulting provider in a Daily Note. This is evidence of collaborative teaming and is a FSC event. 
    • Charges for Primary Service Providers: Family Service Coordination if the consulting provider is also coaching you how to facilitate a specific position or activity, or you facilitated or supported the visit.
  • Documentation needed by the consultant/secondary: Prior to being added to the IFSP, document your consultation visit in a Consultation Note. After being added to the IFSP, complete Daily Notes. If there is a need to add objective findings, use a Consultation Note.