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Regence Blue Cross Blue Shield of Oregon
Oregon state health insurance For Physicians, Other Health Care Professionals and Facilities
Behavioral Health Professionals

Behavioral Health Providers and Networks


Oregon mental health parity regulations began January 1, 2007
Oregon’s new mental health parity regulations went into effect January 1, 2007. These new regulations replaced existing mental health and chemical dependency mandates in Oregon which previously limited inpatient, residential and outpatient mental health and chemical dependency services over a two-year benefit period. Beginning January 1, 2007, as contracts are renewed, coverage for these services will be consistent with other medical conditions for all group insurance policies.

The new parity regulation does not apply to:

  • Federal Employee Program (FEP) members
  • BlueCard® members (coverage issued outside of Oregon)
  • Self-funded groups
  • Uninsured persons
  • Incarcerated individuals
  • Medicaid or Medicare beneficiaries or
  • Individual plan members

Please verify member benefits and eligibility by contacting Customer Service as listed on the back of the member’s card.

View frequently asked questions and answers (PDF) regarding mental health parity.


Regence Behavioral Health Treatment Plan Request Form

Should you have any questions about the changes to behavioral health administration or benefits, please contact one of the behavioral health provider relations representatives listed below:

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Clinical documentation of therapy sessions

General guidelines
Clinical notes for outpatient and inpatient therapy sessions serve to document not only the patient’s clinical status and progress, but also serve to ensure that quality of care is adequate and payment is made for services provided. Clinical notes do not need to be lengthy. At the minimum, clinical notes should include:

  • date and length of the therapy sessions
  • patient's current clinical status as it relates to diagnosis and as evidenced by the mental status observations
  • content of the therapy session, i.e., note of the major themes discussed
  • summary of the therapeutic intervention of the session,
  • summary of your assessment of the patient's progress or lack of progress toward the treatment goals
  • treatment plan for the immediate future, and
  • medications being prescribed by the writer, such as the name, dosage, instructions and any side effects that have occurred. The record should document that noted positive benefits outweigh noted side effects.

Group, Conjoint, and Family Therapy
Clinical notes are required for each group, conjoint or family therapy session. Again, the notes need not be lengthy. The clinical notes should include:

  • date and length of the therapy session
  • number of participants
  • relationship of the participants to the patient if it is conjoint or family therapy
  • content of the therapy session (i.e., major themes discussed)
  • statement summarizing the therapeutic intervention attempted during the therapy session
  • statement summarizing how the session has influenced the patient (or relevant significant others) as compared with the treatment goals, and
  • nature and degree of the patient's participation and response to the therapy session

In long-term therapy, progress may be slow. The patient's reactions to therapeutic interventions may not be observable from session to session, but may evolve over several sessions The record should include documentation that each therapy session was an active, directed process and that the therapist regularly took stock of specific important treatment issues.

Inpatient Psychotherapy
Clinical notes for inpatient psychotherapy should contain all of the elements noted previously in order to adequately document that individual therapy was provided. Therapeutic progress notes should occasionally include reference to progress regarding the therapeutic plan and the discharge plan, both of which should have been established and documented during the early part of the hospitalization.

These documentation requirements should serve to assist in the maintenance of an adequate level of quality of care as well as to help ensure that payment is made only for services rendered.

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Psychotherapy chart notes and the HIPAA Privacy Regulation
The Health Insurance Portability and Accountability Act of 1996 (HIPAA) outlines five regulations which will significantly change the manner in which health care information is collected, transmitted and protected. Once such regulation relating to privacy becomes effective in April 2003. Since the Privacy Regulation pertains to oral and written communication as well as electronic, it affects most healthcare providers.

Under this regulation, providers will be required to post detailed privacy policies in a conspicuous place to advise patients of their rights, including the right to request their personal medical record. HIPAA access to medical records is much more permissive than current Oregon Law, except with regard to psychotherapy notes.

Mental health professionals are permitted to maintain psychotherapy notes separately from the rest of the chart. These psychotherapy notes may represent personal notes used to record or analyze group, individual or family therapy, and unlike the rest of the chart do not have to be disclosed to the patient. However, under the HIPAA Privacy Regulations, psychotherapy notes are secured by a specific authorization, not by a general consent.

Non-psychotherapy notes are maintained in the patient’s chart, Any items falling into the non-psychotherapy notes category must be disclosed to the health plan and also to the patient, with only a general consent. With patient authorization (specific disclosure with expiration and/or revocation rights) psychotherapy notes may also be disclosed to the health plan. All Regence BCBSO and affiliated health plan agreements require the creator of the record to release records necessary to facilitate payment and health plan operations. In the future, Regence BCBSO will require contracted physicians and other mental health and chemical dependency providers to secure authorizations under HIPAA that permit them to "use and disclose" information to the health plan. These authorizations will also permit Regence BCBSO to use, but not re-disclose information. If this information then required re-disclosure, additional authorization from the patient will be sought by the health plan.

By HIPAA definition, "non-psychotherapy notes" include notes relating to:

  • diagnosis
  • functional status
  • treatment plan
  • progress notes
  • medications
  • prognosis
  • symptoms
  • treatment encounters, and
  • clinical tests

One alternative for behavioral health providers is to maintain notes for the patient and the health plan in one part of the chart, and psychotherapy notes for the professional provider as the "creator" and the health plan in another part of the chart.

Under some circumstances non-psychotherapy notes may be sufficient to meet health plan needs for documentation. However, the quality of record keeping varies widely and access to psychotherapy notes may be necessary to make payment on some claims.

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