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<regulation prefix="Regulation" num=".05" citation="COMAR 10.21.19.05" title_num="10" subtitle_num="21" chapter_num="19" heading="Evaluative Services Provided.">
  <paragraph num="A.">
    <text>Initial MTS Psychiatric Evaluation. Within 30 days of receipt of referral for MTS, the MTS psychiatrist, in collaboration with the individual's assigned treatment coordinator, shall conduct a face-to-face evaluation of the individual to:</text>
    <paragraph num="(1)">
      <text>Collect and evaluate relevant history;</text>
    </paragraph>
    <paragraph num="(2)">
      <text>Evaluate current mental status, including:</text>
      <paragraph num="(a)">
        <text>The need for medication; and</text>
      </paragraph>
      <paragraph num="(b)">
        <text>A review of current medications and source of prescriptions;</text>
      </paragraph>
    </paragraph>
    <paragraph num="(3)">
      <text>Assess the individual's general physical health, and either:</text>
      <paragraph num="(a)">
        <text>Perform a physical examination;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Document a physical examination of the individual during the prior year;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>Refer the individual for a physical examination; or</text>
      </paragraph>
      <paragraph num="(d)">
        <text>Waive the requirement that the individual have a physical examination and document the rationale for the waiver;</text>
      </paragraph>
    </paragraph>
    <paragraph num="(4)">
      <text>Formulate and document the psychiatric diagnosis and the rationale for the diagnosis or affirm a psychiatric diagnosis that has been entered in the individual's MTS medical record;</text>
    </paragraph>
    <paragraph num="(5)">
      <text>In collaboration with the individual:</text>
      <paragraph num="(a)">
        <text>Identify the individual's needs, strengths, and goals; and</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Assess the individual's level of functioning and availability of family and other social supports;</text>
      </paragraph>
    </paragraph>
    <paragraph num="(6)">
      <text>Document the rationale for the determination that MTS are medically necessary; and</text>
    </paragraph>
    <paragraph num="(7)">
      <text>Develop an initial brief plan of care.</text>
    </paragraph>
  </paragraph>
  <paragraph num="B.">
    <text>Diagnosis.</text>
    <paragraph num="(1)">
      <text>As required under §A(4) of this regulation, the MTS psychiatrist shall conduct the evaluation and formulate and document the psychiatric diagnosis or affirm a psychiatric diagnosis that has been entered in the individual's MTS medical record.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>An individual qualified to diagnose under the provisions of Health Occupations Article, Annotated Code of Maryland, may provide continuing psychiatric diagnosis.</text>
    </paragraph>
  </paragraph>
  <paragraph num="C.">
    <text>Individual Treatment Plan (ITP).</text>
    <paragraph num="(1)">
      <text>Treatment Team. At least the following shall participate as members of an individual's MTS treatment team:</text>
      <paragraph num="(a)">
        <text>The MTS psychiatrist or a third-year or fourth-year psychiatric resident who is supervised by the MTS psychiatrist;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>A licensed social worker;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>A registered nurse;</text>
      </paragraph>
      <paragraph num="(d)">
        <text>The individual's treatment coordinator, as defined under Regulation .09 of this chapter; and</text>
      </paragraph>
      <paragraph num="(e)">
        <text>When available, any other staff involved in providing services to the individual.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(2)">
      <text>Initial ITP. Before the 45th day after an individual is admitted to MTS, based on the screening assessment under Regulation .04B of this chapter and psychiatric evaluation under Regulation .05A of this chapter, the treatment team, under the direction of the treatment coordinator, in collaboration with the individual and, with proper consent, family members or significant others designated by the individual, shall prepare an ITP that includes:</text>
      <paragraph num="(a)">
        <text>The psychiatric diagnosis;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Description of the individual's current behavior and level of functioning that includes the individual's needs and strengths;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>When relevant to the individual, a description of the family's or significant others' needs and strengths;</text>
      </paragraph>
      <paragraph num="(d)">
        <text>Short-term and long-term goals, including the plan for transitioning to traditional outpatient mental health services, that are outcome-oriented and that are stated in behavioral, measurable terms;</text>
      </paragraph>
      <paragraph num="(e)">
        <text>Treatment strategies, including:</text>
        <paragraph num="(i)">
          <text>Recommended type and frequency of interventions;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>The method of providing the services required under Regulation .06 of this chapter; and</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>Target dates for goal achievement; and</text>
        </paragraph>
      </paragraph>
      <paragraph num="(f)">
        <text>The designation of MTS staff responsible for implementing the elements of the plan.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(3)">
      <text>3-Month ITP Review. At a minimum of every 3 months at a treatment team meeting, the individual's treatment coordinator, in collaboration with the individual, shall review the ITP and record in the individual's medical record:</text>
      <paragraph num="(a)">
        <text>A description of progress toward the goals;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Changes in goals and interventions based on the review of progress documented by the individual's treatment coordinator; and</text>
      </paragraph>
      <paragraph num="(c)">
        <text>A statement validating the need for continued MTS.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(4)">
      <text>Signature of the ITP and ITP Reviews.</text>
      <paragraph num="(a)">
        <text>The individual shall sign or tape record agreement or disagreement with the plan.</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The MTS psychiatrist and the individual's treatment coordinator shall sign the ITP and the ITP 3-month reviews.</text>
      </paragraph>
    </paragraph>
  </paragraph>
  <paragraph num="D.">
    <text>Continuing Evaluation. In order to ensure that services to an individual are timely and appropriate, the staff shall document in the individual's medical record:</text>
    <paragraph num="(1)">
      <text>Contact notes, regarding all face-to-face and other clinically relevant contacts with or about the individual; and</text>
    </paragraph>
    <paragraph num="(2)">
      <text>Progress summary notes, entered at least monthly by the individual's treatment coordinator, that include:</text>
      <paragraph num="(a)">
        <text>A description of progress toward the goals; and</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Changes in goals and interventions based on the review of progress.</text>
      </paragraph>
    </paragraph>
  </paragraph>
</regulation>