region/plan-specific news : Employer Plans Nationwide

Providers' strong EAP documentation practices continue

(And 3 areas to note for improvement in 2026)

Recent Employee Assistance Program (EAP) record reviews show that providers continue to deliver clear, consistent and high‑quality documentation that supports effective short‑term care and appropriate next steps for members.

Across 2024 and 2025, overall results exceeded the 70% benchmark, reflecting strong documentation practices across the EAP provider network. While scores dipped slightly in 2025, overall performance remains solid and consistent year over year.

By the numbers

What providers are doing well

Providers continue to excel in the documentation elements that matter most for quality EAP care:

• Clearly defined presenting problems
• Strong documentation of environment and supports
• Measurable, behaviorally specific goals
• Well‑organized, legible records
• Consistent treatment planning

These strengths support focused interventions, continuity of care and meaningful guidance for members during and after their EAP visits.

Documentation highlights (2024-2025)

Opportunities to strengthen solid practices

A few documentation elements fell below the 70% goal and represent opportunities for continued focus:

• Statement of Understanding (SOU): Helps set expectations and clarify confidentiality.
• Permission to contact: Supports discreet, member‑preferred communication.
• Follow‑up summary: Documents case closure and confirms outcomes or next steps.

Helpful tools

Many providers find it useful to reference standard EAP forms—such as a Statement of Understanding (PDF), Client Information Form (PDF), and Follow-Up Summary (PDF) — as guides to help capture key elements clearly and consistently. Use of these tools is optional. For EAPs that require a specific Statement of Understanding, Magellan includes the appropriate form in the registration packet you receive with the new case referral.

To learn more about the EAP record review process and see exactly what we review, refer to the following resources online at www.MagellanProvider.com/EAP:

• EAP Handbook Supplement— Section 3: EAP Records (PDF).
• EAP Record Review Tool (PDF)

Questions?

For questions about EAP documentation expectations or the record review process, contact
Trent Thornton, senior clinical reviewer, at 314‑279‑7987 or ThorntonT@MagellanHealth.com.

Thank you for your continued commitment to high‑quality, member‑centered EAP services.