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TERM Providers

TERM is an acronym for Treatment and Evaluation Resources Management, a mental health program developed under the direction of the County of San Diego Board of Supervisors and operated by Optum through a contract with County of San Diego HHSA Behavioral Health Services. The mission of the TERM program is to improve the quality and effectiveness of mental health services provided to clients served by the Dependency and Delinquency systems. Optum is responsible for contracting providers to the TERM network who have competence in evaluating and treating clients referred for child maltreatment or delinquency concerns. Optum also provides quality oversight of treatment plans and evaluation reports prepared for these clients.

This page is utilized by providers on the TERM specialty network to obtain documents and related materials needed for their work with Child Welfare Services and Probation clients.


TERM Provider Handbook

TERM Provider Handbook Appendices

CWS Treatment

CWS Treatment Plan Forms

CWS Referral Form


CWS Temporary Change of Authorization

Medi-Cal Funded CWS Therapy

CWS Treatment Plan Documentation

Request for Authorization of Additional Units of CFT Meeting Form Through CWS Funds

IPV Victim Group Treatment

TERM IPV Victim Group Treatment Standards

IPV Victim Progress Reporting Forms


CSA-NOP/NPP Treatment

CSA-NPP Treatment Standards

CSA-NOP/NPP Progress Reporting Forms


CWS/Probation Evaluations

Format and Required Elements

CWS Evaluation Referral Form

Probation Evaluation Referral Form


Medi-Cal Funded CWS Evaluations

Request to Modify CPT Code Distribution for CWS Funded Evaluations



Contact Lists

TERM Updates




Provider Services Info

Change of Practice Forms

Telehealth Attestation/Standards

Home Office Standards