Oregon Forms Compliance: Client Information vs. Supplementary Forms

This article summarizes the Oregon Health Authority (OHA) requirements for using state-mandated preparation forms, as outlined in the OPS Guidance on Administrative Rules.

Summary of Requirements

The core of OHA's guidance regarding the required preparation forms distinguishes between the Client Information Form and Supplementary Forms.

Form Type Requirement

Client Information Form Must be the exact form published on the OPS website. Service centers and facilitators may not use their own forms in its place. Supplementary Forms Can be reformatted (e.g., into electronic versions) and modified as long as they maintain all of the same components and content as the original published form, and are otherwise compliant with OPS rules.

Detailed Guidance from OHA-OPS

The clarification received from the Oregon Psilocybin Services (OPS) center regarding the Administrative Rules states:

Service Center Forms - Supplementary Forms Used Pre-preparation:"Service centers and facilitators may not use their own forms in place of the client information form. Every client must complete the client information form published on the OPS website prior to participating in an administration session. OAR 333-333-5050.

In addition to the client information form, facilitators and service centers may use their own supplementary forms to assess if psilocybin services are appropriate for a client as long as doing so is otherwise compliant with OPS rules, including rules on scope of practice.

Forms may be converted into electronic versions but must maintain all of the same aspects as the original form."

Key Takeaways:

Reference Document

For full details, please refer to the official guidance document:

Document: OPS Guidance on Administrative Rules (PDF)

Relevant Section: The full section on Service Center Forms can be found on page 68 of the PDF.