All the various client related documents work together to create a system with a default order. When possible, the initial information for a document is pulled from a previous document. So for example, assessment information is used to populate the default values for the initial service plan.

Name	ODMHSAS	Billable	Description
Contact	N/A	No	Incoming referral. Tracks a potential client before they are admitted.
Client	N/A	No	Document to track basic information about a client.
Preauth Request	21	No	Request for pre-authorization.
Assessment	N/A	Yes	Clinical assessment.
Moderate Complexity Plan	23	Yes	Request for authorization of services and initial service plan.
Chart Items	N/A	Maybe	Services provided, may be billable or not, i.e. progress notes.
Modification Plan	41	No	Service plan update.
Low Complexity Plan	42	Yes	Request for continued authorization of services and extension service plan.
Review Request	42	No	Optional authorization extension for when a new plan is not finished in time.
Discharge Summary	60+	No	Clinical discharge information.

You can easily extend a Preauth Request or Review Request in ChartCaddy by first taking it back to Approved (not Draft) and just updating the Expires date, and then take it back to Final. The problem is with OKHCA payers (MCD and DMH), if you do that then CC reality does not match OKHCA reality and claims might deny. The OKHCA does not allow Review Requests to be extended but you can look up Preauth Requests on PICIS and click the Ext button to extend them. There is no way to extend service plans (moderate, low, and modifications), and for all payers you always have to add a Review Request.