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 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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