How to Complete the Collateral Contact Note in Evolv

This article explains how to complete the Collateral Contact Note in Evolv for the CSA, IHT and TM programs

Important Notes:

• Please read through all important information before continuing with this article 
• Please make sure to follow all steps as written below. If there are any issues with this article, please report them to the IT Department immediately for corrections and additions.
• This article reviews how to complete a Collateral Contact Note for the following programs:
  • Community Service Agency - Day Rate
  • Community Service Agency - Family Support & Training
  • In Home Therapy
  • Therapeutic Mentoring
• Service Explanation for Collateral Contact for CSA/IHT/TM programs
  • Defined as a face-to-face or telephone, telehealth communication between the worker and an individual or agency regarding treatment planning coordination, or medical necessity.
  • Use with all providers except within the same CFS program.

Instructions:

1. Navigate to Client > Case Management > Service Management > Service Entry
2. Select Add Event in the correct program enrollment
3. Select Collateral Contact event
4. Complete the following form fields - NOTE:  * indicates a required field
   1. Service Information
      1. Program Enrollment - leave blank
      2. Client - auto populated with client name
      3. Type* - auto populated with event name
      4. Actual Date/Time* - auto populated with today's date/time; this can be modified if Collateral Contact occurred during a different date/time.
      5. Duration* - enter duration of Collateral Contact
      6. Program Providing Service* - auto populated with program name selected within Service Entry
      7. Site Providing Service* - auto populated with site client is enrolled
   2. Type off Scheduled Contact
      1. check box which represents how Collateral Contact was performed.
   3. Purpose
      1. Check box(s) indicating the purpose of the Collateral Contact
         1. Use "Other Purpose" if available choices do not include the purpose needed; add the purpose reason when choosing "Other Purpose"
   4. Progress Note
      1. Progress Note* - write detailed information of Collateral Contact encounter
   5. Scanned Documents
      1. Scanned Document Submitted - check box is a document, related to this Collateral Contact, was submitted for scanning
   6. Collateral Contact Document
      1. Click to upload a document related to this Collateral Contact
5. Choose "Save Draft" if Collateral Contact note is incomplete but need to exit
6. Choose "Save" when entire note is complete - NOTE - all required fields must be completed before SAVE is selected
7. E-Sign once note is Saved