For Local Health Departments
by the Local Technical Assistance & Training Branch (LTATB) and Office of the Chief Public Health Nurse
About The Local Technical Assistance & Training Branch (LTATB) and Office of the Chief Public Health Nurse
Local health departments work to improve the health of people and communities in North Carolina. The Local Technical Assistance & Training Branch provides resources that support the work of local health departments, which include generalized nursing consultation, administrative consultation, training & technical assistance.
The LTATB includes the Public Health Nursing & Professional Development Unit (PHNPDU), the Administrative & Financial Support Unit (AFSU), Public Health Pharmacy, and The Public Health Nursing Institute for Continuing Excellence (PHNICE).
The Chief Public Health Nurse provides leadership in shaping an effective and efficient system of programs and services in North Carolina by directing, collaborating on, implementing and evaluating statewide public health and public health nursing policy development and standards with the purpose of improving quality of health care delivery at the local level.
- Practice Management
- Record Retention
- Telemedicine
- Training Reimbursement
- Health, Self-Care, and Resiliency
- Administrative Monitoring
- Budget Prep & Monitoring
- Consolidated Agreement & AA’s
- Forms & Tools
- Newsletters
- Policy & Procedure Development
- Training
- Coding & Billing Review Tools
- Documentation Guidelines
- Documentation & Training from Licensing Boards
- Problem Oriented Health Records (POHR)
- Training
- Continuing Nursing Education
- Principles & Practices of PHN
- 2021 E/M Coding Changes
- Coding Billing Guidance Document
- ICD-10 Coding Resources
- Training Handouts
Administrative and Financial Support Unit - Updated 01/04/21
Aid to Counties (ATC) Toolkit
- Abbreviated Instructions for Staff Entering Expenditures on ATC Website (PDF, 138 KB)
- Aid to County "ATC" Change Request Form (electronic document)
- Aid to County Payment Schedule 2021 (PDF, 76 KB)
- Memo to LHDs re Revisions to Aid to Counties (ATC) Database and New Report (11/07/18) (PDF, 158 KB)
- Sample Time Equivalency (PDF, 367 KB)
- ATC Account Management (change to request process effective 05/18/17) (PDF, 142 KB)
Administrative Monitoring
- Current Tool (PDF, 174 KB)
- DPH Financial Checklist (PDF, 121 KB)
- Billing Review Tool (PDF, 56 KB)
- Instructions for Completing the DPH/LTAT Billing Record Review Tool (PDF, 80 KB)
Budget Preparation, Maintenance of Effort and Reports
-
Agency Reports and Considerations for Health Directors
- Revenue Tracking
- Expenditure
- Payroll
- MOE-blank
Consolidated Agreement and Program Agreement Addenda
- Consolidated Agreement FY 20-21 (PDF, 443 KB) - Added 08/26/20
- Cover Memo: Consolidated Agreement (PDF, 244 KB)
- Links to Agreement Addenda
- Family Planning
- Maternal Health
- General Aid to County (PDF, 90 KB)
Forms and Tools - Added 05/06/20
- Brief Form Bill or Not Bill Insurance (DOCX, 20 KB)
- Confidential Contact Explanation Card (English) (DOCX, 16 KB)
- Confidential Contact Explanation Card (Spanish) (DOCX, 24 KB)
- Income Eligibility Form (Generic) (DOCX, 40 KB)
- Registration Checklist Sample 1 (DOCX, 32 KB)
- Registration Checklist Sample 2 (DOCX, 27 KB)
- Sample Third Party Confirmation Letter (DOCX, 39 KB)
- Third Party Form (English) (DOCX, 30 KB)
- Third Party Form (Spanish) (DOCX, 32 KB)
News and Notes/Quarterly Newsletters - Updated 01/27/21
- Winter 2021 Administrative and Financial Consultant Newsletter
- Fall 2020 Administrative and Financial Consultant Newsletter
- Summer 2020 Administrative and Financial Consultant Newsletter
- Volume 3, January 2020: Co-Pays in the LHD (PDF, 267 KB)
- Volume 2, September 2019: Using Modifiers (PDF, 332 KB)
- Volume 1, March 2019: Fee Setting in the LHD (PDF, 151 KB)
- Policy and Procedure Development and Related Tools - Updated 08/26/20
Policies and procedures may be found under each of their respective topic headers below.
Fee Development and Fee Setting
- Fee Setting Handout (PDF, 145 KB)
- Workbook for Setting Fees (XLS, 80 KB)
Registration and Financial Eligibility
- Alias Names Policy-Sample (PDF, 98 KB)
- Approved Income Documents - Sources of Income (PDF, 214 KB)
- County Health Department Personal Data Continuation Sheet (alias names form) English (PDF, 66 KB)
- County Health Department Personal Data Continuation Sheet (alias names form) Spanish (PDF, 14 KB)
- Income Eligibility Form (DOC, 40 KB)
- Sample Checklist for Registration and Eligibility (DOCX, 22 KB)
- Terms and Conditions/Receipt of Notice of Privacy Practices (DOC, 45 KB)
Billing and Collection of Revenue
- Collecting Co-Payments and Applying Sliding Fee Scales - Job Aid for Front Desk Staff (PDF, 640 KB)
- Program Rules/Guidelines
- Sample Fee, Eligibility, and Billing Policy (DOCX, 64 KB)
- Sliding Fee Scales
- Third Party
- Bad Debt and DSO
- Training - Updated 05/11/20
- Administrative Consultant Training Topics (PDF, 103 KB)
- Billing Efficiency Presentation Slides (PDF, 1.4 MB)
- Finance and Billing Principles for Local Health Departments (PowerPoint Slides) (PDF, 2.4 MB)
- Lunch and Learn Leadership Series: Preparing Your Team to Serve in Disaster Shelters - 8/7/10 Recorded Training
- Lunch and Learn Leadership Series: Preparing Your Team to Serve in Disaster Shelters - 8/7/10 Slide Deck (PDF, 648 KB)
- Management and Supervision for Public Health Professionals
- What's Holding Up Your Funds? (Webinar Recording) (No CNE)
- Coding & Billing
2021 E/M Coding Changes
- Upcoming 2021 Changes to Evaluation and Management Services Recorded Webinar
- Upcoming 2021 Changes to Evaluation and Management (E/M) Services Presentation Slide Deck
- 2021 E/M Coding Summary
- 2021 E/M Revision MDM Grid
- 2021 E/M Coding and Billing Quick Guide Updated 11/16/20
Coding Billing Guidance Document
- Coding and Billing Guidance Document v15 (PDF, 1.9 MB)
- Coding and Billing Tracking Document v15 (PDF, 368 KB)
- Coding and Billing Guidance Document v15 Recording
- Coding and Billing Guidance Document Previous Version Webinar Resources
- Discontinuation LU Code Set (PDF, 1 MB)
- LU Codes Revised List (PDF, 295 KB)
- Choice of Staff to Conduct CPT; Coding and Billing Memo 8/2/18 (PDF, 1.2 MB)
Coding and Billing Quick Guides - 06/01/20
Coding and Billing Trainings and Handouts
Below are Coding and Billing Guidance Document training modules and handouts, archived by topic.
- Coding and Billing for Immunizations (PDF, 805 KB)
- Coding and Billing Guidance Document Review: Family Planning (PDF, 270 KB)
- Coding and Billing Guidance Document Review: Maternal Health (PDF, 352 KB)
- Coding and Billing Guidance Document Review: STD, TB, and Communicable Disease (PDF, 238 KB)
- Coding and Billing Guidance Document Webinar - Navigating the Document Q&A (PDF, 166 KB)
- Coding and Billing Guidance Document Webinars Schedule (PDF, 575 KB)
- Documentation, Coding, and Billing Guidance Document: Pharmacy, Laboratory, Medical Nutrition Therapy, BCCCP, and Adult Health Sections (PDF, 71 KB)
- Immunization Coverage Criteria for All Children Present in North Carolina (PDF, 413 KB)
- Immunization Coverage Criteria for Vaccines for Children (VFC): Eligibility and Billing Guidance (PDF, 279 KB)
- Q&A Coding & Billing Guidance Document Update, June 2018 (PDF, 84 KB)
- Q&A from AH, Lab, Pharmacy, MNT Webinar: January 2018 (PDF, 120 KB)
- Q&A from Family Planning Webinars: November 15-16, 2017 (PDF, 235 KB)
- Q&A from Maternal Health Webinars Sept 27 & 28, 2017 (PDF, 80 KB)
- Q&A from STD/CD/TB Webinars; July 26 and July 27, 2017 (PDF, 78 KB)
- Updates from Coding and Billing Guidance Document; March 2018, Version 8 (PDF, 782 KB)
- ICD-10 Coding Resources
Continuing Nursing Education (PHNICE)
The Public Health Nursing Institute for Continuing Excellence (PHNICE) serves NC Public Health Nurses by providing continuing education in the form of evidence-based Nursing Continuing Professional Development (NCPD). The PHNICE sits in the Local Technical Assistance and Training Branch. The PHNICE provides high-quality, evidence-based continuing professional development that is timely and relevant to current public health nursing practice. Educational activities provided by the PHNICE are developed primarily to meet the educational needs of NC Public Health Nurses. However, we know that Public Health Nurses do not work in a vacuum. Therefore, our courses and content areas often meet the educational needs of other public health staff, including Advanced-Practice Practitioners (NPs and PAs), physicians, and other public health professionals. The PHNICE works independently and also partners with public, private, academic, and other public health practice entities to jointly provide NCPD.
Contact
Kristin W. Briggs, MSN, RN
Director, Public Health Nursing Institute for Continuing Excellence
Workforce Development Contract Administrator
Division of Public Health
Local Technical Assistance and Training Branch
North Carolina Department of Health and Human Services
Kristin.Briggs@dhhs.nc.gov
919-618-3505
Principles Practices of Public Health Nursing
The target audience is registered nurses working in local health departments, particularly those who do not have a BSN degree to address core public health nursing functions. The course familiarizes participants with public health and basic epidemiological concepts important to the practice of public health and emphasizes a synthesis of nursing practice and public health. Nursing services directed to individuals, families and groups are presented in the context of improving the health of the populations. Successful completion of this course is a legal requirement for all public health nurses who do not have a BSN during their first year of employment with a local health department. The course comprises required reading, synchronous sessions (live webinars), asynchronous sessions (recorded modules), course evaluation, and the completion of a final exam with a score of 80% or better.
- Disaster Shelter Resources - Updated 08/05/20
General Sheltering
- Shelter PHN job description 072020
- Sheltering During COVID-19 Resources 072020
- ARC Online Trainings List
- Hurricane Season 2020 Big 8 document
Congregate Sheltering
- Health & Safety Precautions for Mass Care Services and Shelters document
- PHN Shelter Deployment Packing Checklist 072020
- CDC Crisis on Top of Crisis Mahany Slides 07/2020
Non-congregate Sheltering
General Information
- 10EPHS
- Practice Management
For DPH Consultants
- DPH Consultant Guidance - Tips for Starting Practice Management (DOCX, 177 KB)
- PM DPH and LHD Agreement (DOC, 172 KB)
- PM Implementation Plan for DPH Lead Consultant (DOCM, 22 KB)
- PM Minutes Template (DOC, 111 KB)
- PM Presentation PowerPoint (PPTX, 2.4 MB)
- PM Process Algorithm (DOCX, 24 KB)
For Local Health Departments
- Demand Tracking Tool (DOC, 48 KB)
- DPH QI PM Toolkit (DOCX, 18 KB)
- Local Health Department Readiness Assessment
- Multi-Clinic Scheduling Template (DOCX, 25 KB)
- Practice Management Clinical Workbook (XLS, 174 KB)
- Practice Management Data Dashboard CPT Code Set (XLS, 36 KB)
- Practice Management Financial Workbook (XLSX, 72 KB)
- Provider Scheduling Template: Arrival Appt Times (DOCX, 18 KB)
- Workbook for Setting Service Fees (XLS, 80 KB)
Related Resources
- Health, Self-Care, and Resiliency
- Quality Improvement and Practice Management Resource List (DOCX, 19 KB)
- Record Retention
- Telemedicine
- Telemedicine and VPC: NC PHN Practice (PDF, 403 KB)
-
COVID-19 Templates
- Training Reimbursement - New 07/27/20
Subject to the availability of funds and approval of the Local Technical Assistance & Training Branch's Public Health Nursing and Professional Development Unit (PHNPDU), the LHD may request reimbursement for:
- Nursing service personnel participating in Principles and Practices of Public Health Nursing course. Reimbursement is $400 per participant upon successful completion of the course.
- LHD Management/Supervision level staff participating in the Management and Supervision for Public Health Professionals course. Reimbursement is $600 per participant upon successful completion of the course.
Reimbursement requests must be submitted by the LHD to beth.murray@dhhs.nc.gov within the same fiscal year the course is completed.
Funds Reimbursement Request Form (Excel, 44 KB)
Public Health Nursing & Development Unit
- Coding and Billing Review Documents and Tools
- CPT Clinical Record Review Tool (DOC, 105 KB)
- CPT Clinical Record Review Tool Instructions (DOC, 78 KB)
- CPT Clinical Record Review Tracking Form Template (DOC, 57 KB)
- PHNPDU Clinical Record Review Procedure (DOCX, 28 KB)
Documentation Guidelines
The following documents provide general principles of evaluation and management (E/M) documentation, common sets of codes used to bill for E/M services, and E/M services providers.
- Documentation Guidance from Licensing Boards
- Problem Oriented Health Record (POHR)
For DPH program forms (including POHR forms) see program websites.
- Training
- Public Health Pharmacy
- Nurse Dispensing
PHN&PDU is no longer offering continuing education credits in association with the training. Your pharmacist may use these materials for training, but you will need to issue your own certificate of completion and maintain your own attendance and training agenda records for Accreditation and the Board of Pharmacy. Please continue to send a copy of the attendance roster to the office PHN&PDU (Beth.Murray@dhhs.nc.gov) each time a training is offered in your agency.
- Dispensing of Drugs by Public Health Registered Nurses Instructional Manual, updated June 2015 (PDF, 779 KB)
- Dispensing of Drugs by Public Health Registered Nurses Post Training Test, updated June 2015 (PDF, 234 KB)
- Dispensing of Drugs by Public Health Registered Nurses Training Agenda, updated June 2015 (PDF, 14 KB)
- Dispensing of Drugs by Public Health Registered Nurses Training: Part I Addendum - Naloxone Dispensing (PDF, 1.1 MB)
- Naloxone Chart: A Look at Dispensing Versus Distribution in North Carolina (PDF, 118 KB)
- Standing Orders
- Nicotine Replacement Therapy Standing Orders: Please visit QuitlineNC, Local Health Departments for standing orders related to Nicotine Replacement Therapy.
-
Naloxone Standing Order:
- Naloxone HCl Standing Order (SO) for Emergency Use in the Local Health Department (DOCX, 30 KB)
- Adopting Naloxone Standing Orders: A Toolkit for NC Local Health Departments (PDF, 3 MB)
- Template Standing Order for Distribution of Naloxone by Organizations (DOCX, 30 KB)
- Template Standing Order for Dispensing Naloxone to Organizations for Subsequent Distribution (DOCX, 31 KB)
- 340b Resource Links
- Outside Links
Accreditation
- Community Health Assessment
2014 Title X Program Guidelines
- Title X Program Requirements
- Providing Quality Family Planning Services (the QFP)
NC Division of Health Benefits/Medicaid (formerly DMA)
North Carolina Public Health Nursing
Tobacco Cessation Counseling Standing Order and Billing Information
Last Modified: 02-09-21