1. (1) Services and supports must include all appropriate services, including peer delivered services, determined necessary to assist the Individual in maintaining community placement that are consistent with Conditional Release Orders and the Agreement of Conditional Release.

2. (2) Providers of PSRB services acting through the designated qualified Individual must submit reports to the PSRB as follows:

   1. (a) For Individuals under the jurisdiction of the PSRB, providers must take the following action upon receipt of an Order for Evaluation of Conditional Release from the PSRB:

      1. (A) Must appoint a Qualified Mental Health Professional (QMHP) to schedule and complete the evaluation interview;

      2. (B) Following completion of the evaluation interview, the QMHP must submit the Evaluation Report and, if the Individual is accepted to the placement, the Summary of Conditional Release Plan (SCRP), as follows:

         1. (i) The Evaluation Report and the SCRP, when applicable, must be submitted to OHA, the Oregon State Hospital (OSH), or other treatment provider, and the PSRB;
         2. (ii) When submitting the Evaluation Report and the SCRP when applicable to OHA, the provider must use the cover sheet provided by OHA and;
         3. (iii) The Evaluation Report and the SCRP, when applicable, must be complete and submitted within 30 days of the receipt of the PSRB Order for Evaluation of Conditional Release.
      3. (C) If supervision by the provider is recommended, notify the PSRB of the name of the Individual designated to serve as the Individual’s qualified person who will be primarily responsible for delivering or arranging for the delivery of services and the submission of reports under these rules.
   2. (b) Monthly reports consistent with PSRB reporting requirements as specified in the Conditional Release Order that summarize the Individual’s adherence to Conditional Release requirements and general progress; and

   3. (c) Interim reports including immediate reports by phone, if necessary, to ensure the public or Individual’s safety including:

      1. (A) At the time of any significant change in the Individual’s health, legal, employment, or other status that may affect compliance with Conditional Release orders;
      2. (B) Upon noting major symptoms requiring psychiatric stabilization or hospitalization;
      3. (C) Upon noting any other major change in the Individual’s service plan;
      4. (D) Upon learning of any violations of the Conditional Release Order; and
      5. (E) At any other time when in the opinion of the qualified person, such an interim report is needed to assist the Individual.
3. (3) An Annual Comprehensive Review must be completed each 364 days to determine if an Individual’s current Conditional Release Order is in alignment with the Individual’s current level of care. If upon completion of the Annual Comprehensive Review it is determined the current Conditional Release Order is not in alignment with the Individuals current level of care, a modification request must be submitted to the PSRB.
4. (4) Providers must submit copies of interim reports to the PSRB.
5. (5) Providers must submit copies of interim reports to the Division upon request.

6. (6) Providers must include the following documents as part of the Individual’s service record:

   1. (a) Monthly reports;
   2. (b) Interim reports;
   3. (c) Serious Incident Reports as described in OAR 859-010-0005(11)(a)(b)(c)(d);
   4. (d) The Individual’s most recent Conditional Release Evaluation; and
   5. (e) The Individual’s most recent Conditional Release Order.
   6. (f) All copies of submissions to the PSRB for modifications of the Conditional Release Order.

   7. (g) The electronic submission of the Annual Comprehensive Review that includes an attestation from the provider that verifies the required Collateral Documentation has been reviewed when completing the annual review. The following is the list of Collateral Documentation that must be in the Individual’s service record for each year the Annual Comprehensive Review is completed.

      1. (A) Mental Health Treatment Plan that must have not been completed more than 364 days prior to the date of the Annual Comprehensive Review.
      2. (B) Conditional Release Order that has been approved by the PSRB.
      3. (C) Short-Term Assessment of Risk and Treatability (START) that has been completed no more than 180 days prior to the date of the Annual Comprehensive Review.

Statutory/Other Authority

430.640, 443.450, 426.490 - 426.500, ORS 161.390, 413.042, 430.256, 426.490 - 426.500 & HB 2804 (2024)

Statutes/Other Implemented

ORS 161.390 - 161.400, 179.505, 426.380 - 426.395, 426.490 - 426.500, 428.205 - 428.270, 430.010, 430.205 - 430.210, 430.254 - 430.640, 430.850 - 430.955 & 443.400 - 443.460

History

BHS 1-2026, amend filed 03/03/2026, effective 03/03/2026
BHS 16-2025, amend filed 06/25/2025, effective 06/30/2025
BHS 6-2025, temporary amend filed 02/28/2025, effective 03/01/2025 through 08/27/2025
MHS 4-2018, amend filed 02/27/2018, effective 03/01/2018
MHS 10-2017(Temp), f. 9-15-17, cert. ef. 9-15-17 thru 3-13-18
MHS 6-2017, f. & cert. ef. 6-23-17
MHS 26-2016(Temp), f. 12-27-16, cert. ef. 12-28-16 thru 6-23-17
MHS 4-2014, f. & cert. ef. 2-3-14
MHS 6-2013(Temp), f. 8-8-13, cert. ef. 8-9-13 thru 2-5-14