Jane Kurzer St. Charles Medical Center, Bend, OR. WPAHS/Allegheny General, Pittsburgh, PA

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1 Society for Social Work Leadership in Health Care Jane Kurzer St. Charles Medical Center, Bend, OR Judith Trachtenberg, NY, NY Prepared By: Leadership Toolbox Work Group: Paula Crombie, Chair Yale-New Haven Hospital, New Haven, CT Peggy Murphree Arlington Memorial Hospital, Arlington, TX Mary Lou Krieger WPAHS/Allegheny General, Pittsburgh, PA Latest Revision October 20, 2008

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3 Generic Job Description for a Bachelors Level Social Worker (Organization) Last Revision Date: TITLE: Bachelors Level Social Worker CODE/CLASSIFICATION INFO: DEPARTMENT: Social Work SUMMARY DESCRIPTION The social worker, in collaboration with other members of the healthcare team, is responsible for assessing the patient s psychosocial needs and for planning, implementing and coordinating care. RESPONSIBILITIES Bachelors Level Social Work Practice 1. Assess the psychosocial needs of patients and families in order to eliminate barriers to treatment, enhance patient s health status, increase patient/family satisfaction and improve utilization of resources. 2. Develop a plan of intervention in collaboration with the healthcare team. 3. Implement a plan of care and monitor patient s response. 4. Provide individual and family support as well as social work intervention under the supervision of an MSW as it relates to crisis management, healthcare decision-making, ethical/legal concerns, elder/child abuse, domestic violence, competency, determination of placement needs, financial problems, compliance issues, as well as other psychosocial barriers to maximizing health status. 5. Provide patient, family and staff with available community resource options and supply appropriate linkage to desired services. 6. Provide discharge planning assistance that may include coordination of durable medical equipment, home health services, home care services, determination of placement needs or referrals for community resources, transportation assistance, financial assistance and/or other necessary follow-up. 7. Facilitate nursing home placement and other facility transfer. 8. Advocate, mediate and negotiate in collaboration with the health care team to formulate a cohesive plan for maintaining or enhancing patient s health status, improving social supports and moving patients safely into less restrictive, less costly levels of care. 9. Provide patient and family education. 10. Participate in process improvement in evaluating patient outcomes. 11. Identify barriers in service delivery systems and report these to Social Work Department for system intervention. 12. May provide consultation and training to medical staff and other healthcare professionals on psychosocial issues regarding illness. 13. Attend staff meetings and mandatory and departmental in-service training sessions and continuing education in-services; maintain positive working relationships with and knowledge about community agencies and services. 14. Maintain timely, clear and concise documentation; compile monthly statistics and write reports as needed. 2

4 Professional Development 1. Maintain and enhance knowledge of growth and development (of the Neonatal, Pediatric, Adolescent, Adult, and Geriatric populations) through educational opportunities and meet expectations set forth by Hospital and departmental standards. 2. Pursue opportunities for obtaining continuing education as set by department policy. 4. Meet department/hospital expectations of growth goals set forth by the annual performance review. Education Bachelor of Social Work from an accredited School of Social Work. Experience Minimum ( ) experience in acute care or other healthcare setting. Special Skills 1. Understand the purpose and function of the hospital including policies and procedures. 2. Good understanding of medical illnesses, medical terminology, community resources, public assistance systems, Medicare/Medicaid. 3. Casework principles, including assessment, crisis intervention and treatment planning. 4. Ability to perform independently and provide practice in a health care setting. 5. Ability to learn and apply basic computer skills including locating and opening documents, completing forms, opening and sending messages and working in an electronic medical record. Accountability Accountable for following Hospital policy and procedures, National Association of Social Work (NASW) Code of Ethics and any other governmental and/or regulatory policies. Independent Action Performs independently within department policies and practices. Refers specific complex problems to supervisor where clarification of departmental policies and procedures may be required. (Departmental) Approval Date (Human Resources/Personnel) Approval Date 3

5 Generic Job Description for the MSW Clinical Social Worker (Organization) Last Revision Date: TITLE: Masters Level Social Worker CODE/CLASSIFICATION INFO: DEPARTMENT: Social Work SUMMARY DESCRIPTION Provides clinical social work services to (listing of age appropriate groups) patients/families/staff in the (organization). The scope of practice includes but is not limited to diagnostic assessment, counseling, psychotherapy, brief treatment, behavior modification and mental health consultation. The clinical social worker will report to the (organization appropriate manager) and work collaboratively with members of the health care teams throughout the organization. RESPONSIBILITIES Masters Level Social Work Clinical Practice 1. Develop a comprehensive bio-psychosocial assessment responsive to age appropriate patient/family needs and concerns. 2. Diagnose bio-psychosocial functioning, disability and impairment for the age appropriate patient/family. 3. Develop treatment plans and initiate clinical intervention, utilizing individual and group treatment modalities, and analyze course and results of treatment. 4. Develop an effective working relationship with patient/family to engage, collaborate, advocate and problem solve in order to enhance their functioning. 5. Utilize, as a treatment modality, individual, couples, family and/or group psychotherapy. 6. Assess patient and family advocacy needs, and coordinate appropriate advocacy activities within the hospital and in the community with an emphasis on self determination for the client system. 7. Provide information, consultation and professional support to interdisciplinary team members and colleagues within the department. 8. Provide education of staff related to an individual and/or family's psychosocial needs. 9. Demonstrate initiative and leadership in developing services which respond to patient care demands. 10. Identify practice based on continuous quality improvement. 11. Maintain an up-to-date, accurate and appropriate record of social work activities in patients' medical chart which does not violate confidentiality. Professional Development 1. Maintain and enhance knowledge of growth and development of the Neonatal, Pediatric, Adolescent, Adult, and Geriatric populations through educational opportunities and meet expectations set forth by Hospital and departmental standards. 2. Pursue opportunities for obtaining continuing education as set by department policy. 3. Involved in strengthening the community through participation in local, regional, state or national activities. 4. Meet department/hospital expectations of growth goals set forth by the annual performance review. 4

6 Accountability Accountable for following hospital policy and procedures, NASW Code of ethics, and any other Hospital, governmental and/or regulatory policies, rules or regulations. Education Master's Degree from an accredited school of social work. Licensure An MSW Clinical Social Worker from the State of (add your state); or those holding licenses from other states, will need an "endorsement" and meet the State of (add your state) license requirements. The expectation is licensure requirements will be fulfilled and the MSW will become licensed within a 2 year time frame of practice in the health care setting (in order to continue to practice social work). Experience ( ) year(s) of clinical experience preferably in a health or mental health setting with an emphasis on populations to be served in the assigned area. Special Skills 1. Ability to perform independently and provide clinical practice in a health care setting. 2. Computer experience and knowledge of word processing, spreadsheet, and data entry systems. Accountability Accountable for following Hospital policy and procedures, NASW Code of Ethics, and any other governmental and/or regulatory policies; will meet expectations of growth goals set forth by the performance appraisal document. Complexity Analytical and therapy skills necessary to evaluate patients, develop treatment plans, initiate therapy and evaluate results. Employee has the ability to effectively interact with patients, families, medical staff and outside agencies in providing services. Independent Action Employee performs independently within department policies and practices. Refers specific complex problems to supervisor where clarification of departmental policies and procedures may be required. (Departmental) Approval Date (Human Resources/Personnel) Approval Date 5

7 Generic Job Description for a Licensed Clinical Social Worker (Organization) Last Revision Date: TITLE: Licensed Clinical Social Worker CODE/CLASSIFICATION INFO: DEPARTMENT: Social Work SUMMARY DESCRIPTION Provides clinical social work services to (listing of age appropriate groups) patients/families/staff in the (organization). The scope of practice includes but is not limited to diagnostic assessment, counseling, psychotherapy, brief treatment, behavior modification and mental health consultation. The clinical social worker will report to the (organization appropriate manager) and work collaboratively with members of the health care teams throughout the organization. RESPONSIBILITIES Licensed Social Work Clinical Practice 1. Develop a comprehensive bio-psychosocial assessment responsive to age appropriate patient/family needs and concerns. 2. Diagnose bio-psychosocial functioning, disability and impairment for the age appropriate patient/family. 3. Develop treatment plans and initiate clinical intervention, utilizing individual and group treatment modalities, and analyze course and results of treatment. 4. Develop an effective working relationship with patient/family to engage, collaborate, advocate and problem solve in order to enhance their functioning. 5. Utilize as a treatment modality, individual, couples, family and/or group psychotherapy. 6. Assess patient and family advocacy needs, and coordinate appropriate advocacy activities within the hospital and in the community with an emphasis on self determination for the client system. 7. Provide information, consultation and professional support to interdisciplinary team members and colleagues within the department. 8. Provide education of staff related to an individual and/or family's psychosocial needs. 9. Demonstrate initiative and leadership in developing services which respond to patient care demands. 10. Identify practice based on continuous quality improvement. 11. Maintain an up-to-date, accurate and appropriate record of social work activities in patients' medical chart which does not violate confidentiality. 12. Provide direct supervision to entry level staff and students as designated by the department. Professional Development 1. Maintain and enhance knowledge of growth and development of the Neonatal, Pediatric, Adolescent, Adult, and Geriatric populations through educational opportunities and meet expectations set forth by Hospital and departmental standards. 2. Pursue opportunities for obtaining continuing education as set by department policy. 3. Involved in strengthening the community through participation in local, regional, state or national activities. 6

8 4. Meet department/hospital expectations of growth goals set forth by the annual performance review. Education Master's Degree from an accredited school of social work. Licensure Licensed Clinical Social Worker (LCSW) from the State of (add your state); or those holding licenses from other states, will need an "endorsement" and meet the State of (add your state) license requirements. Experience ( ) year(s) of clinical experience preferably in a health or mental health setting with an emphasis on populations to be served in the assigned area. Special Skills 1. Ability to perform independently and provide clinical practice in a health care setting. 2. Ability to supervise social workers pending licensure and participate in teaching within the department, hospital, and university setting. 3. Computer experience and knowledge of word processing, spreadsheet, and data entry systems. Accountability Accountable for following (setting) policy and procedures, NASW Code of Ethics, and any other governmental and/or regulatory policies; will meet expectations of growth goals set forth by the performance appraisal document. Complexity Analytical and therapy skills necessary to evaluate patients, develop treatment plans, initiate therapy and evaluate results. Employee has the ability to effectively interact with patients, families, medical staff and outside agencies in providing services. Independent Action Employee performs independently within department policies and practices. Refers specific complex problems to supervisor where clarification of departmental policies and procedures may be required. (Departmental) Approval Date (Human Resources/Personnel) Approval Date 7

9 Generic Job Description for a Licensed Clinical Social Worker II (Organization) Last Revision Date: TITLE: Licensed Clinical Social Worker II CODE/CLASSIFICATION INFO: DEPARTMENT: Social Work POSITION SUMMARY The Clinical Social Worker II is a licensed experienced professional that is the clinical expert in the assessment and treatment of pediatric, adolescent, adult, geriatric, and dual diagnosed patients/families in a variety of inpatient and outpatient settings. As the clinical expert the scope of practice includes but is not limited to diagnostic assessment, counseling, psychotherapy, brief treatment, behavior modification, mental health consultation, teaching/mentoring, projects/task force, in-service/lecture, article/paper, significant clinical practice enhancement, participation in research, and mentor/supervise students. The clinical social worker will report to (organizational appropriate Manager) and work collaboratively with members of the health care teams throughout the organization. RESPONSIBILITIES Licensed Social Work Clinical Practice 1. Develop an expert comprehensive bio-psychosocial assessment responsive to the Neonatal, Pediatric, Adolescent, Adult, Geriatric, and Dual Diagnosed patients/families/staff needs and concerns. 2. All patient care responsibilities will be performed consistent with age-specific criteria. 3. Expert diagnostic bio-psychosocial functioning, disability and impairment for the Neonatal, Pediatric, Adolescent, Adult, Geriatric, and Dual Diagnosed patient. 4. Develop an expert treatment intervention plan responsive to the Neonatal, Pediatric, Adolescent, Adult, Geriatric, and Dual Diagnosed patient/family concerns, problems and clinical impressions. 5. Develop an effective working relationship with patient/family to engage, collaborate, advocate and problem solve in order to enhance their functioning. 6. As a clinical expert, utilize as a treatment modality, individual, couples, family and/or group psychotherapy. 7. Provide expert information, consultation and professional support to interdisciplinary team members and colleagues within the Department. 8. Provide expert education of staff related to an individual and/or family s psychosocial needs. 9. Demonstrate initiative and leadership in developing services which respond to patient care demands. 10. Identify practice based on continuous quality improvement. 11. Maintain an up-to-date, accurate and appropriate record of social work activities in patients medical chart, which does not violate confidentiality. 8

10 Professional Development 1. Maintain and enhance knowledge of growth and development of the Neonatal, Pediatric, Adolescent, Adult, and Geriatric populations through educational opportunities and meet expectations set forth by Hospital and departmental standards. 2. Pursue opportunities for obtaining continuing education as set by department policy. 3. Involved in strengthening the community through participation in local, regional, state or national activities. 4. Meet department/hospital expectations of growth goals set forth by the annual performance review. Accountability Accountable for following hospital policy and procedures, NASW Code of ethics, and any other Hospital, governmental and/or regulatory policies, rules or regulations. Education Master's Degree from an accredited school of social work. Licensure Licensed Clinical Social Worker (LCSW) from the State of ( ); or those holding licenses from other states, will need an "endorsement" and meet the State of ( ) license requirements. Experience Qualifying social work experience for licensure consists of a minimum of ( ) hours of postmasters social work. Qualifying social work experience for advancement to this position from the LCSW I position includes one year of experience at ( ) and three years of experience as a licensed social work clinician. Special Skills 1. Ability to perform independently and provide clinical practice in a health care setting. 2. Ability to supervise social workers pending licensure and participate in teaching within the department, hospital, and university setting. 3. Computer experience for word processing, spreadsheet, and data entry systems. Accountability Accountable for following (setting) policy and procedures, NASW Code of Ethics, and any other governmental and/or regulatory policies; will meet expectations of growth goals set forth by the performance appraisal document. Complexity Participate in Quality Improvement activities and departmental/hospital committees. Independent Action Employee performs independently within department policies and practices. Refers specific complex problems to supervisor where clarification of departmental procedures may be required. (Departmental) Approval Date (Human Resources/Personnel) Approval Date 9

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12 Society for Social Work Leadership in Health Care Social Work Competencies Template (Organization) Name: Hire Date: Psychosocial Assessment Evidence in the medical record demonstrates staff ability to: NA Date Perform age appropriate assessment of referred patients including evaluation of prior functional status, cognitive ability and family support available as well as social, economic, resource and family needs. Perform age appropriate needs assessment of factors that impact on patient s need for care after discharge including assessment of biopsychosocial needs, the patient s and caregiver s understanding of discharge needs and identification of post-hospital care resources. Document assessment in compliance with department standards. Discharge Planning The staff correctly demonstrates ability to: NA Date Identify patients in need of discharge planning (those at high risk of requiring post hospital services). Offer and order durable medical equipment (if appropriate). Arrange a family meeting. Arrange for temporary housing for family. Locate information for patients requesting information on adoption. Identify any child protective issues related to discharge, e.g., state services, foster care, another family member. Begin the Social Security Disability referral process. Involve patient and family in discharge planning evidenced by patient and family preferences recorded in social work documentation. Provide social work services in a timely manner as required based on standards of the individual setting. Explain guardianship. Transition Management (based on role at individual setting) The staff correctly demonstrates ability to: NA Date Explain all levels of post-acute care as defined by the individual setting. Ensure appropriate transportation from hospital to community living setting. Document in patient s medical record the list of Hospice, home health agencies or skilled nursing facilities presented to the patient (or individual acting on the patient s behalf), that choice of provider was given and discloseable financial interests were identified if applicable. 11

13 Patient/Family Counseling The staff provided chart examples of instances where they: NA Date Provide brief, therapeutic, goal-directed counseling services to assist patients/families to cope more effectively and to make decisions. Effectively apply crisis intervention theory and skills. Knowledge of Financial Resources The staff will: NA Date Identify resources for a patient with no health insurance. Identify resources for a person who needs help with the cost of medications. Explain Crime Victim s Compensation and locate application if appropriate to setting. Obtain Financial Assistance Program Application and explain Free Care policy as appropriate to setting. Advance Directives The staff will: NA Date Describe a living will, durable power of attorney for health care and a DNR. Explain how the documents are similar and how they differ. Look to see if a patient has an AD on file. Look on a chart to view a patient s advance directive. Child Protective Services The staff will: NA Date Review the child protective services policies, procedures and reporting law. State what agency and number to contact to report suspected child abuse/neglect during regular working hours. State what agency to contact to report suspected child abuse and neglect for emergency situations during evenings, weekends and holidays. Adult Protective Services The staff will: NA Date Review the adult protective service policies, procedures and reporting law. List criteria for suspected adult abuse, neglect or exploitation. State process for legally mandated reporting. 12

14 The following competencies should be adapted to your individual setting. Skilled Nursing Facility (SNF) Admissions The staff will: NA Date State when and who to contact for Private Admissions Assessment and where to locate form. Discuss when Medicare will pay for SNF and how many days of SNF coverage are provided under Medicare benefits. Discuss options available in surrounding area for SNF care. Describe actions the day a SNF transfer is ordered, i.e., who to notify, paperwork to be prior to SNF admit, etc. Equipment Competencies The staff correctly demonstrates he/she can: NA Date Transfer a call from office phone to another extension or to central communications. Operate styles of pagers/cell phones/fax machines. Check voice mail messages. Set up a temporary greeting. Save and delete voice mail messages. Pick up a call from a caller paging from outside the hospital. Computer Applications - Management of Information Systems The staff correctly demonstrated the following functions: NA Date Electronic systems functions: Read and write notes in electronic system Inbox. Document in progress notes in electronic medical record. Print a history and physical from the electronic medical record. Locate patient s next of kin and contact number from the electronic medical record. Admission, Discharge, Transfer (registration system) functions: Locate patient s insurance. Other computer functions: As appropriate for the individual setting/hospital. Completion Date: Director/Supervisor: Employee: ID number: 13

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16 Society for Social Work Leadership in Health Care Social Worker Orientation Checklist Template (Organization) Name: Hire Date: Organization Orientation Focus Area Sign off Date Tour of Facility / Department / Office / Key Locations Departmental information Staff introductions Organizational chart Job description Productivity / Statistics Office information Forms, supplies, pager, phone, copier, fax, keys Team Information Roles of members: social worker, case manager, care coordinator, chaplain, nursing, specialty staff Required Training/Education Competencies HIPAA / Confidentiality / Privacy Patient Safety / Quality / Security Legal / Risk Management Mandated Reporting Regulatory Readiness Resource Knowledge Staff Development CEU Policy Referral Process how staff receive their social work consults Required Reading Policy/procedure/guideline manuals Departmental Resources / Reference Materials Staff Expectations Performance / Behavior / Dress Documentation electronic medical record requirements Committees Computer Use & Computer Training Completion Date: Director/Supervisor: Employee: ID number: 15

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