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Detailed Lists of Role Based Information

This page provides exhaustive lists of the types of activities and information that are contained in progress notes by respective community roles. This information relates to role based access and helps with determining which agency staff person should be designated as which community role.

Health Team Roles

Standard Health Team roles used in Ontario include those that have been listed or designated for reporting such as through the Management Information Standard. The list of roles defined in these requirements by the Ontario Ministry of Health and Long Term Care are included here.

 

 Role Functions, Activities, Client Information Domain
Role Functions, Activities, Client Information defining content of Progress Notes



Doctor / Psychiatrist (Same as doctor, with emphasis on mental health care) Clinical Social Worker / Mental Health Team Social Worker (same as clinical social worker with emphasis on mental health care)
Registered Nurse
Health Care
Provision of non mental health medical care Case Management of medical care Nursing management of non mental health care

Provision of mental health medical care Case Management of mental health care Nursing management of mental health care

support client in accessing health care in the community support client in accessing health care in the community
support client in accessing health care in the community
 Capacity Assessments
Determination of capacity for placement, financial, treatment decisions
Arranging and follow up on capacity assessments

Financial Support
Completion of health portion of financial support applications (e.g. ODSP)
supporting client obtaining financial support Completion of health portion of financial support applications (e.g. ODSP)
Community Placement / Housing
Completion of medical portion of community placement applications (e.g. CCAC)
supporting client obtaining CCAC community placement
Completion of medical portion of community placement applications (e.g. CCAC)

Determination of and assistance with housing goals: e.g. discussing and supporting client's desire to move into community housing
supporting client achieving housing and community placement goals

Legal Issues
Assisting with legal matters related to health status e.g. requests to stay / re-evaluate deportation order
Assisting client with obtaining legal support

Family and social supports
Assisting with  communication with Family and Social supports
Assisting with communication with Family and Social supports
Assisting with communication with Family and Social supports

 

Clinical Support Staff / Support Staff

 

 

 Role Functions, Activities, Client Information Domain
Role Functions, Activities, Client Information defining content of Progress Notes


Clinical Assistant/Medical Secretary Secretary
Health Care
handling and processing of medical correspondence
NA
Capacity Assessments
handling of correspondence/appointments handling of correspondence/appointments
Financial Support
handling of correspondence/appointments handling of correspondence/appointments
Community Placement / Housing
handling of correspondence/appointments handling of correspondence/appointments
Legal Issues
handling of correspondence/appointments handling of correspondence/appointments
Family and social supports
handling of correspondence/appointments handling of correspondence/appointments

 

Social Services Staff

 Role Functions, Activities, Client Information Domain
Role Functions, Activities, Client Information defining content of Progress Notes

  Social Worker / Counsellor
Housing Worker
Chaplain
Health Care support client in accessing health care in the community NA NA
Capacity Assessments Arranging and follow up on capacity assessments NA NA
Financial Support  supporting client obtaining financial support  NA  ?
Community Placement / Housing supporting client obtaining CCAC community placement supporting client obtaining CCAC community placement  NA

supporting client achieving housing and community placement goals supporting client achieving housing and community placement goals NA
Legal Issues  Assisting client with obtaining legal support  Assisting client with obtaining legal support  ?
Family and social supports  Assisting with communication with Family and Social supports  Assisting with communication with Family and Social supports  ?

 

Technical/IT support staff/Agency’s Privacy Officer/Ombudsperson

Role Functions, Activities, Client Information Domain Role Functions, Activities, Client Information defining content of Progress Notes

  IT Administrator
Agency Privacy Coordinator
Ombudsperson
Health Care handling and processing system access and useage Handling of privacy breeches, client/staff concerns Handling and supporting client concerns with system access or useage
Capacity Assessments  handling and processing system access and useage  Handling of privacy breeches, client/staff concerns Handling and supporting client concerns with system access or useage
Financial Support  handling and processing system access and useage  Handling of privacy breeches, client/staff concerns Handling and supporting client concerns with system access or useage
Community Placement / Housing  handling and processing system access and useage  Handling of privacy breeches, client/staff concerns Handling and supporting client concerns with system access or useage
Legal Issues  handling and processing system access and useage  Handling of privacy breeches, client/staff concerns Handling and supporting client concerns with system access or useage
Family and social supports  handling and processing system access and useage  Handling of privacy breeches, client/staff concerns Handling and supporting client concerns with system access or useage

 

 

 

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