OOD Form 8 - Work Activities & Assessment (SW)
How to configure and complete the OOD Form 8 - Work Activities & Assessment
Understanding OOD Form 8
Configuration
Staff Initials
- User Profile > Initials
Funding Source Contacts
- OOD Staff or OOD Contractor on the form pulls from the Funding Source Contact associated to the authorization
Place of Service
- Total Units populate on OOD Form 8 for WA, CBA, and JRT only if the corresponding Place of Service has been selected.
- Configure in the Place of Service utility (copied)
- Plan Question Utility - Process six items:
1) Behavioral Indicators (Soft Skills) (copied)
2) Job Task Quality (copied)
3) Job Task Quantity (copied)
4) Intervention Comments (copied)
5) Type of Contact (copied)
6) LUNCH/BREAK (if longer than 18 minutes)
Behavioral Indicators (Soft Skills)
Job Task Quality
Job Task Quantity
Intervention Comments
Type of Contact
LUNCH/BREAK (if longer than 18 minutes)
Activity Record Details
- Create a Group Activity Record - or - convert a Group Appointment to a Group Activity Record
- Select the date
- Select the service
- Select the department (not required)
- Select the Place of Service
- Include a description (not required)
- Enter the default time (will apply to all staff and individuals on the record for easier entry)
- Select the staff
- Select the individual(s) served
- Select "Save Group Details"
Activity Record Documentation
- Select the arrows to expand individual documentation areas
- Under each individual, add an overall comment.
- Complete Plan Questions
1) Behavioral Indicators (Soft Skills) (copied)
2) Job Task Quality (copied)
3) Job Task Quantity (copied)
4) Intervention Comments (copied)
5) Type of Contact (copied)
6) LUNCH/BREAK (if longer than 18 minutes) (copied)
Form Documentation
- At the end of service/end, monthly, or as needed, complete the Form in the individual's profile for billing.
- Select the Date Range
- Select the Authorization
- Select the Job Placement
Where is the data on the form sourced from?
Behavioral Concerns, Job Task Quality Indicators, Job Task Quantity Indicators are all supplied by very specific state of Ohio OOD Plan Questions and their Answers.
Narrative section is supplied by the Activity Records Overall Comments.
Lastly, Interventions section is supplied from Intervention Keys on Goal Comments. Again, these are very specific to OOD Ohio clients.
Other Notes
- On-The-Job Supports (OTJS) Shift Differential is generated considering the date of service (holiday or weekend) and the time of service using hidden formulas directly on the spreadsheet.
- Signatures are not generated on this form; signature configuration is preferential.
NOTE: If information is missing on the report, review the steps above, update, and save the report.
NOTE: If information is in the database or on the form, but does not appear on the report, contact support@setworks.com.
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