SOP 219.01-att-1: Counselor Supervisor 5% Counselor Caseload Review Form

Division:
Facilities
Effective Date:
November 15, 2019
Reference Code:
IIB18-0002
Topic Area:
Facilities Records - Case Management
PowerDMS:
View on PowerDMS
Length:
85 words

Summary

This form is used by counselor supervisors to conduct quality assurance reviews of 5% of case managers' and counselors' caseloads. It documents whether required case management activities have been completed, including reentry checklists, initial interviews, housing assignments, program participation, and suicide prevention documentation. The form serves as a supervisory oversight tool to ensure compliance with case management standards and offender services requirements.

Key Topics

  • caseload review
  • case management
  • quality assurance
  • counselor supervision
  • reentry checklist
  • PIC programs
  • initial interview
  • offender housing
  • NGA assessment
  • suicide prevention
  • case manager accountability
  • supervisory review

Full Text

# Counselor Supervisor 5% Counselor Caseload Review Case Manager/Counselor____________________________ Date: ____________________________

SOP 219.01
Attachment 1

11/15/19

|Offender Name & GDC #|Reentry
Checklist|DAP|Quarterly
Contact|Housing|PIC
Discussion|Assigned
to
Permanent
Counselor
within 7
days|Initial
Interview
conducted
within 7 days of
being assigned
to Permanent
Counselor|PIC programs
completed
within 15
months to ERD
(PED, TPM,
MRD)|Current
NGA
Assessment|PIC
Orientation
Video
Acknowledge
ment Form|Suicide
Awareness/
Prevention
Documentation|
|---|---|---|---|---|---|---|---|---|---|---|---|
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|||||||||||||
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Case Manager/Counselor Signature: _____________________________________ Date: __________________________________

Chief Counselor Signature: ____________________________________________ Date: __________________________________

Due Date for any adjustments: _________________________________________

Retention Schedule: Upon completion, this form shall be maintained for two (2) years in the Chief Counselor's office and then destroyed.

Attachments (4)

  1. Counselor Supervisor 5% Counselor Caseload Review Form (85 words)
  2. Institutional File Review Form (80 words)
  3. Organization of Offender Institutional File (252 words)
  4. File Movement Reasons (207 words)
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