Employee Assistance Service Information Form (EASI Form)

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  • Employee Assistance Service Information Form (EASI Form) Please confirm all information. If information is incorrect, call Magellan to rectify.

    Instructions: In order to receive payment for this case, you must complete the information requested on both pages of this form. Mail the completed form within 90 days of the end date on the Magellan

    referral sheet. Refer to the clients original EAP registration for billing address.


    Clinician:__________________________________________________(Provide TIN/SSN for payment)


    Street Address:_____________________________________________________________________________

    City:__________________________________________________State:_______ZIP Code________________


    Client Name:_______________________________Magellans Client Organization:_______________________

    Date member contacted you for the first session:___________________________________________________

    1. Please enter Time Seen in minutes if the session was beyond the standard. Standard payment is based on a 45-55 minute session. Sessions beyond the standard MUST be preauthorized.

    5. Referred to: (select all that apply) 002 Substance Abuse: Inpatient Care

    004 Substance Abuse: Outpatient Care 200 Substance Abuse: Alternative Level of Care 005 Behavioral Health: Inpatient Care 007 Behavioral Health: Outpatient Care 201 Behavioral Health: Alternative Level of Care 019 Financial Services 113 Child Care Referral 114 Elder Care Referral 020 Legal Services 021 Medical/Physical 022 Community Social Services 202 Twelve-Step Programs 087 Educational Services 046 Career Counseling 023 No Referral Made

    075 Declined Referral

    6. Statement of Understanding 001 Member signed 002 Member refused to sign 003 Not asked to sign


    004 Other signed

    Session Date(s) MM/DD/YY

    Time Seen (minutes)

    Start Time Appt (24 hr clock)

    Number Present

    Attendees Session Administration Employee Spouse Dependents Other Telehealth

    / / / / / / / / / / / / / / / /

    Complete the following by filling the circle (or square) that corresponds with the appropriate answer. 2. Is this bill: an interim bill? a final bill? 3. Race/ethnicity of client: (select only one) Caucasian African American Hispanic Asian Native American Other Declined

    4. Assessed problem: (Mark for primary assessed problem, for secondary problem [optional]) 01 Alcohol 82 Depression 251 Trauma 13 Work Performance 02 Illicit Drug 19 Med/Physical 15 Child Care 286 Occupational Stress 03 RX Drug 10 Marital 83 Elder Care 08 Domestic Violence 04 Polydrug 87 Bereavement 16 Legal 11 Interpersonal Relationships 06 Eating Disorder 12 Family/Children 17 Financial 14 Family/Friend Emo/Health 269 Anxiety 271 Other Psychological 18 Career Planning 07 Other Compulsive Disorder 05 Family/Friend Alc/Drug 249 School Related 280 Learning/Development Issues

  • Case # / MAT #: _____________________________________________________

    7. Member Experience Survey001 Given to client

    002 Not given to client

    003 Not applicable (under 16)

    8. In the past 4 weeks as a result of EAP counseling:

    Employee only (if employed by organization providing Magellan EAP):

    What percentage of improvement did the employee experience in routine

    work capacity? +/-


    What percentage of improvement did the employee experience in activities

    of daily living? +/-


    How many days might have been missed from work if the employee had not

    had this EAP counseling? (specify 0-28)


    Dependent, retiree or other household members only:

    In the past 4 weeks as a result of EAP counseling:

    What percentage of improvement did the client experience in activities

    of daily living? +/- _________%

    11. The client's level of functioning prior to the first session could best be described as:OverallSocialWork

    Poor Below average Good Above average Excellent

    Poor Below average Good Above average Excellent Poor Below average Good Above average Excellent NA

    The client's level of functioning after the last session could best be described as: OverallSocialWork

    Poor Below average Good Above average Excellent

    Poor Below average Good Above average Excellent Poor Below average Good Above average Excellent NA

    12. ICD-10 Assessment

    . . Primary Dx Secondary Dx

    13. The information above accurately reflects the services I delivered.

    Clinician Signature Date MM/DD/YY

    ______-______-_________ Telephone Number Extension

    9. Alcohol/Other Drug (AOD) Screening completed? Yes No Child under 12? Yes No

    10. Risk of Harm1. Threat of Violence (TOV) level:

    1 None 3 Threat made, violence possible

    2 Possible threat mentioned, 4 Active threat of violence exists

    no current danger 5 Client dangerous to self/others

    (If TOV between 3 5, then answer a and b, below) a. Staffed with Magellan? Yes No NAb. Action plan developed? Yes No NA

    2. Duty to warn issues? Yes No

    3. Risk of workplace violence? Yes No

    Magellan HealthcareMidwest Office

    (Includes BSC EASI Form)

    14100 Magellan Plaza

    Maryland Heights, MO 63043

    Fax: 1-800-858-2771

    California Office(For use in CA for non-BSC EASI Forms)

    P.O. Box 710430

    San Diego, CA 92171

    Fax: 1-888-656-4789

    For help completing this form, see the EASI Form Instructions, online at www.MagellanProvider.com.

    2005-2017 Magellan Health, Inc. rev. 8/17

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