ACT Morning Meeting Worksheet

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Morning Meeting Worksheet

  Date

• Program, Program Leader

  Yes

  No

  N/A

1.14 Practicing Team Leader: Supervisor of front line clinicians should provide direct services

• Does the team leader take on clinical responsibilities, such as home visits, during the meeting?

  Yes

  No

  N/A

1.17 Psychiatrist on Staff: There should be at least one half time psychiatrist per 50 recipients

• Is the Psychiatrist in team meeting? Does he or she participate and appear to be integrated into the team?

  Yes

  No

  N/A

3.11 Community Based Services: Team should work to monitor status, assess employment skills, and develop living skills in the community rather than in the office.

• Does it appear that the team is primarily seeing clients in the community as opposed to the office?

  Yes

  No

  N/A

3.13 Assertive engagement mechanisms: As part of assuring engagement, team should use street outreach, as well as legal mecanisms (ie representative payees, probation/parole, op commitment) as indicated..

• What kind of engagement strategies does team discuss in meeting? Does team seem to "give up" on a difficult client, or do they brainstorm on how to deal with that client?

  Yes

  No

  N/A

7.16 Team Scheduling: Program should have system for logging recipeint contacts, maintaining daily and weekly scheduling information, and tracking whereabouts of staff members at all times.

• How does the team use the scheduling tools? Does it maintain weekly and monthly schedules? Are planned clinical interventions aligned in some way with treatment goals?

  Yes

  No

  N/A