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| Each sections' documents can be seen by clicking on the Section Name (i.e. A. Leadership (Assess the Environment)). Clicking on the Document Title will display a description of the document. You can download documents by clicking on the icon to the right of the document you want to download. It will then ask you if you want to open the document or where you would like to save the document. | |
GROUP ONE: ASPIRE to EXCELLENCE
This group of documents is a single set of business practice standards for all organizations that are CARF® accredited. These include all the standards in Section One of the manual.
The resources in this section are consistent with the 2024-2025 CARF® Accreditation Standards Manuals.
About Section One: Aspire To Excellence
| ID | Document Title | Last Modified | Download Format |
|---|
| 1.02 | About Section One: Aspire to Excellence | 7/30/2019 |
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| This document provides an overview of the new approach to Section One of all CARF® standards manual, that being the ASPIRE mode. | |||
A. Leadership (Assess the Environment)
This section includes documents related to meeting the standards covering Leadership
| ID | Document Title | Last Modified | Download Format |
|---|
| 2.01 | Sample Organizational Chart | 5/1/2023 |
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| This document provides an example of a sample organizational chart to assist with defining leadership's roles and responsibilites. | |||
| 2.05 | Code of Conduct Sample | 11/18/2021 |
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| This document provides a comprehensive sample of an organizational code of ethics/conduct policy and procedures. | |||
| 2.07 | Corporate Compliance Policy and Procedures | 4/7/2024 |
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| For U.S. organizations receiving federal funds, policy on corporate compliance adopted by organization leadership. This document is a sample of a comprehensive corporate compliance policy and procedures. | |||
| 2.09 | Guide to Corporate Compliance | 9/25/2018 |
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| This document is an overview of the components of an organizational corporate compliance system. | |||
| 2.11 | Sample Corporate Compliance Resolution | 8/28/2018 |
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| This document is an example of a board of director's resolution supporting an internal corporate compliance program and policies. | |||
| 2.13 | Sample Corporate Compliance Letter to Employees | 8/28/2018 |
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| This document is an example of a letter announcing to employees that an organization is instituting an internal corporate compliance program. | |||
| 2.15 | Cultural Competency, Diversity & Inclusion Plan | 3/25/2022 |
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| This document provides an example of an organizational Cultural Competency, Diversity and Inclusion plan. | |||
| 2.17 | Cultural Competency, Diversity and Inclusion Assessment | 3/25/2022 |
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| This document provides assistance in assessing and analyzing the cultural competency, diversity and inclusion of an organization. | |||
| 2.19 | Cultural Competency, Diversity and Inclusion Strategies | 3/25/2022 |
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| This document provides a variety of strategies to be considered when addressing cultural competency, diversity & inclusion strategies within an organization. | |||
| 2.21 | Tips and Suggestions for Cultural Competency, Diversity and Inclusion Assessments | 3/25/2022 |
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| This document provides tips and suggestions for completing an organizational cultural competency, diversity and inclusion assessment. Assessments are an integral part of the planning process. | |||
| 2.22 | Succession Planning Policy and Procedure | 8/30/2018 |
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| Policy and Procedure for Succession Planning added by Standard 1.A.3 in 2016-2017 Manual. | |||
| 2.23 | Succession Information and Action Plan Sample | 8/30/2018 |
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| Succession Information and Action Plan Sample for Succession Planning added by Standard 1.A.3 in 2016-2017 Manual. | |||
| 2.25 | Federal Funding and Corporate Compliance for LEIE | 1/18/2018 |
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| For U.S. organizations receiving federal funds, written procedures that address exclusion of individuals and entities from federally funded healthcare programs. // Policy and procedure template for Federal Funding and Corporate Compliance for LEIE. | |||
| 2.27 | Organizational Fundraising | 8/30/2018 |
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| Sample policy and procedure for Organizational Fundraising for organizations that directly solicit financial support in connection with any program seeking accreditation. Written procedures related to organizational fundraising, if applicable. | |||
C. Strategic Planning (Set Strategy)
This section contains documents related to meeting strategic planning standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 4.01 | Strategic Plan Policy and Procedure Sample | 5/15/2020 |
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| Strategic plan. // This document provides an example of a strategic planning policy and procedure that, if implemented appropriately, would be consistent with the CARF® strategic planning standards. | |||
D. Input From Persons Served and Other Stakeholders (Persons Served and Other Stakeholder Input-Obtain Input)
This section provides sample documents to address the standards input from persons served and other stakeholders.
| ID | Document Title | Last Modified | Download Format |
|---|
| 5.01 | Input From Persons Served and Stakeholders Overview | 8/30/2018 |
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| This document provides an overview of CARF® philosophy regarding input from stakeholders. | |||
| 5.02 | Focus Group Guide and Process Protocol | 8/30/2018 |
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| This document provides a research based approach to conducting focus groups. | |||
| 5.03 | Satisfaction/Feedback Survey Overview | 8/30/2018 |
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| This document provides an overview of the process of obtaining feedback from stakeholders. | |||
| 5.05 | Satisfaction/Feedback Survey: Behavioral Health | 6/3/2023 |
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| This is a paper version of our electronic client satisfaction survey. All client satisfaction surveys were updated on 12/31/2019 to more current verbiage along with additional technology questions to conform with CARF® Standards. The same survey is now used regardless of organization type. | |||
| 5.07 | Satisfaction/Feedback Survey: Opioid Treatment Programs | 6/3/2023 |
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| This is a paper version of our electronic client satisfaction survey. All client satisfaction surveys were updated on 12/31/2019 to more current verbiage along with additional technology questions to conform with CARF® Standards. The same survey is now used regardless of organization type. | |||
| 5.09 | Satisfaction/Feedback Survey: Children and Youth Services (Participant) | 6/3/2023 |
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| This is a paper version of our electronic client satisfaction survey. All client satisfaction surveys were updated on 12/31/2019 to more current verbiage along with additional technology questions to conform with CARF® Standards. The same survey is now used regardless of organization type. | |||
| 5.11 | Satisfaction/Feedback Survey: Children and Youth Services (Parent or Guardian) | 6/3/2023 |
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| This is a paper version of our electronic client satisfaction survey. All client satisfaction surveys were updated on 12/31/2019 to more current verbiage along with additional technology questions to conform with CARF® Standards. The same survey is now used regardless of organization type. | |||
| 5.13 | Satisfaction/Feedback Survey: Employment and Community Services | 6/3/2023 |
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| This is a paper version of our electronic client satisfaction survey. All client satisfaction surveys were updated on 12/31/2019 to more current verbiage along with additional technology questions to conform with CARF® Standards. The same survey is now used regardless of organization type. | |||
| 5.15 | Satisfaction/Feedback Survey: Medical Rehabilitation | 6/3/2023 |
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| This is a paper version of our electronic client satisfaction survey. All client satisfaction surveys were updated on 12/31/2019 to more current verbiage along with additional technology questions to conform with CARF® Standards. The same survey is now used regardless of organization type. | |||
| 5.17 | Satisfaction/Feedback Survey: Aging Services | 6/3/2023 |
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| This is a paper version of our electronic client satisfaction survey. All client satisfaction surveys were updated on 12/31/2019 to more current verbiage along with additional technology questions to conform with CARF® Standards. The same survey is now used regardless of organization type. | |||
| 5.19 | Sample Client Survey 1 | 1/19/2015 |
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| This document is a sample of a brief feedback survey. | |||
| 5.21 | Sample Client Survey 2 | 1/19/2015 |
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| This document is a sample of a brief client satisfaction survey. | |||
| 5.23 | Sample Children and Youth Services Survey | 1/19/2015 |
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| This document is a sample of a brief satisfaction survey for children and youth service programs. | |||
| 5.25 | Comprehensive Program Participant Satisfaction Survey | 1/19/2015 |
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| This document is an example of various items that may be included on a satisfaction/feedback survey. | |||
| 5.27 | Client Entrance Survey | 1/19/2015 |
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| Paper version of Client Entrance Survey. Electronic version is available online under the Surveys>Client Surveys Menu Option. | |||
| 5.29 | Client Exit Survey | 1/19/2015 |
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| Paper version of Client Exit Survey. Electronic version is available online under the Surveys>Client Surveys Menu Option. | |||
| 5.38 | Stakeholder Survey | 1/19/2015 |
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| This is a paper version of the electronic Stakeholder Survey found on the Accreditation Now Website. | |||
E. Legal Requirements (Implement the Plan)
This section provides sample documents for meeting the legal requirements standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 6.02 | Confidential Information Dissemination | 1/14/2016 |
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| This document provides a sample policy for meeting confidentiality requirements and responding to legal/court requests. | |||
| 6.04 | Protection of Confidential Administrative Records | 2/14/2023 |
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| This document provides a policy and procedure template to address confidentiality, security, and compliance with applicable laws regarding records. | |||
F. Financial Planning and Management (Implement the Plan)
This section provides sample documents to assist with meeting financial planning and management standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 7.02 | Annual Budget Process | 8/31/2021 |
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| This document provides an example of procedures to develop an annual budget. | |||
| 7.03 | Financial Planning Review & Improvement Template | 3/27/2022 |
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| This document is analysis form, helpful in meeting the required elements for financial planning and management. It can assist with helping to identify, review, and implement improvements where necessary. | |||
| 7.04 | Fiscal Management - Annual External (Insert Review or Audit) | 10/2/2023 |
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| This document provides a policy and procedure template to meet standards regarding external audits or reviews by appropriate independent accounting authorities. | |||
| 7.06 | Cash Control and Fraud | 1/19/2015 |
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| This document provides an example of procedures to control the handling of money within an organization. | |||
| 7.08 | Working Capital and Contingency Funds | 1/19/2015 |
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| This document provides a sample policy for outlining how an organization might manage funds to support stability if a sudden loss of revenue took place. | |||
| 7.10 | Investment of Funds | 1/19/2015 |
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| This document provides a brief example of an organizational policy on investment of funds. | |||
| 7.12 | Inventory of Capital Equipment: Comprehensive and Brief Policies | 1/19/2015 |
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| This document provides methods to limit theft and fraud within an organization through the inventory of capital equipment. | |||
| 7.14 | Capital Equipment: Change in Status form | 1/19/2015 |
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| This document is a form for tracking the movement of capital equipment within an organization. | |||
G. Risk Management (Implement the Plan)
This section provides sample documents to assist in meeting the Risk Management standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 8.02 | Risk Management Policy & Procedures | 3/25/2022 |
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| This document provides an example of an organizational policy for risk management. The Risk Management P&P should assist organizations engage in a coordinated set of activities designed to control threats to people, property, income, goodwill, and the ability to accomplish goals. | |||
| 8.04 | Risk Management: Assessment Form | 1/19/2015 |
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| This document provides areas of organization assessment of risk. | |||
| 8.06 | Risk Management Plan | 1/19/2015 |
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| This document is an example of an organizational risk management plan. | |||
| 8.08 | Media Relations Policy (Sample 1) | 1/19/2015 |
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| Written Policy Regarding Media Relations. | |||
| 8.09 | Media Relations Policy (Sample 2) | 1/19/2015 |
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| Written Policy Regarding Media Relations. | |||
| 8.10 | Social Media Policy (Sample 1) | 1/19/2015 |
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| Written Policy Regarding Social Media. | |||
| 8.11 | Social Media Policy (Sample 2) | 1/19/2015 |
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| Written Policy Regarding Social Media. | |||
H. Health and Safety (Implement the Plan)
This section provides documents that assist with meeting the health and safety standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 9.01 | Weapon-Free Workplace Policy and Procedure | 3/26/2022 |
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| This document is a sample policy and procedures for weapons being brought into an organization's property. | |||
| 9.04 | Required Health and Safety Practices Checklist | 1/13/2020 |
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| This document provides a checklist to track health and safety practices. | |||
| 9.05 | Health and Safety Practices Grid | 3/26/2022 |
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| This document provides a template to track/schedule your health and safety drills and safety training requirements. | |||
| 9.06 | Health & Safety Written Analysis Template | 3/25/2022 |
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| An analysis of unannounced tests of emergency procedures must be conducted annually and evidenced in writing. | |||
| 9.07 | Health & Safety- Organizations Responsibilities | 3/25/2022 |
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| This document provides policy and procedures to promote the safety of personnel, persons served, their family/support, volunteers and other stakeholders. | |||
| 9.09 | Safety Officer: Small to Medium Organizations | 1/20/2015 |
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| This document outlines the role of a safety officer in an organization's health and safety program. | |||
| 9.11 | External Inspections of Facilities | 4/10/2023 |
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| This document provides a template for regular self-inspections of the overall safety of facilities. | |||
| 9.13 | Self-Inspection of Facilities | 4/10/2023 |
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| This document provides a template for regular self-inspections of the overall safety of facilities. | |||
| 9.14 | Self-Inspection Checklist with Correction Grid | 3/26/2022 |
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| This document provides a template in which to conduct a safety self-inspection and document corrections. | |||
| 9.16 | Drugs, Alcohol, and Medication Policy and Procedure | 3/26/2022 |
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| Example for an organization's policies and procedures regarding legal and illegal drugs, alcohol and medications. Intended to assist in providing a healthy and safe environment for staff, volunteers, persons served and visitors. | |||
| 9.17 | Emergency and Evacuation Plans & Drills | 3/25/2022 |
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| This document provides a sample policy and procedures to support an internal process of conducting emergency and evacuation drills and procedures. | |||
| 9.19 | Evacuation and Fire Procedures: Small to Medium Organizations | 1/20/2015 |
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| This document provides a sample policy for facility evacuation and fire emergency procedures. | |||
| 9.21 | Medical Emergency Procedures: Small to Medium Organizations | 1/20/2015 |
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| This document provides a sample policy for responding to medical emergencies. | |||
| 9.23 | Bomb Threat Emergency Procedures | 3/25/2022 |
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| This document is a sample policy and procedures for responding to bomb threats. | |||
| 9.25 | Severe Weather and Natural Disaster Procedures: Small to Medium Organizations | 1/20/2015 |
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| This document provides a sample policy for responding to severe weather and natural disaster emergencies. | |||
| 9.26 | Sexual Violence Prevention & Incident Management | 10/31/2022 |
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| This document is a template policy and procedure for the prevention of sexual violence in the workplace and incident management consistent with national standards. | |||
| 9.27 | Workplace Violence & Prevention | 10/31/2022 |
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| This document provides a sample policy and procedures for prevention and response to workplace violence. | |||
| 9.28 | Suicide & Suicide Attempt: Prevention & Incident Management | 4/23/2023 |
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| This document is a template policy and procedure for the prevention of suicide/suicide attempts and incident management consistent with national standards. | |||
| 9.29 | Power Failure Emergency Procedures | 3/26/2022 |
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| This document provides a sample policy and procedures for responding to power failures. | |||
| 9.31 | Emergency Equipment and First Aid: Small to Medium Organizations | 1/20/2015 |
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| This document provides a sample policy that supports the requirements to have emergency equipment and first aid supplies available. | |||
| 9.33 | Emergency Information Dissemination: Small to Medium Organizations | 5/11/2017 |
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| This document provides a sample policy for communication of emergency information within an organization. | |||
| 9.35 | Risk Reduction of Critical Incident & Sentinel Events: Management & Reporting | 10/31/2022 |
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| This document provides a sample policy and procedures that outlines critical incident reporting, investigation, and analysis as a method to reduce organizational risk. A sample Critical Incident Reporting form is included. The form may not be needed if using the Accreditation Now online Critical Incident Reporting system. | |||
| 9.41 | Critical Incident Reporting Form | 3/25/2022 |
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| This document is a template to report critical incidents on paper. The form may not be needed if using the Accreditation Now online, Critical Incident Reporting system. | |||
| 9.54 | Evacuation and Fire Procedures: Large Organizations | 1/20/2015 |
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| This document provides a sample policy on responding to a fire emergency in a large organization. | |||
| 9.56 | Medical Emergency Procedures: Large Organizations | 1/20/2015 |
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| This document provides a sample policy for responding to medical emergencies in large organizations. | |||
| 9.60 | Severe Weather and Natural Disaster Procedures: Large Organizations | 1/20/2015 |
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| This document provides a sample policy for responding to severe weather and/or natural disasters in large organizations. | |||
| 9.66 | Emergency Equipment and First Aid: Large Organizations | 1/20/2015 |
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| This document provides a sample policy for the required emergency equipment and first aid supplies in organizations. | |||
| 9.69 | Emergency Information Dissemination: Large Organizations | 5/11/2017 |
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| This document provides a sample policy for an organization's responsibilities in the communication of emergency information. | |||
| 9.75 | Emergency Drill Reporting Form | 3/26/2022 |
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| This document provides a format for reporting the results of fire, severe weather, power failure or other types of emergency/safety drills. | |||
| 9.77 | First Aid and CPR Policy | 1/22/2015 |
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| This document provides a sample policy for providing first aid and CPR within an organization. Note: CARF® no longer requires the CPR part of the policy. | |||
| 9.79 | Employee Emergency Form | 1/22/2015 |
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| This template provides a form for documenting employee emergency information. | |||
| 9.81 | Person Served Emergency Information Form | 1/22/2015 |
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| This document provides a template for documenting emergency information for persons involved in services. | |||
| 9.83 | Community Based Services Safety Guide | 1/22/2015 |
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| This is a guide to assist in the safety of those service delivery providers who work witin the community in providing services. | |||
| 9.85 | Monthly Vehicle Inspection Form | 3/26/2022 |
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| This document is a template to record the monthly inspection of passenger vehicles, used to provide transportation for the person served. | |||
| 9.87 | Transportation of Persons Served: Safety Guide | 3/26/2022 |
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| This document is a booklet that provides procedures for safely transporting persons in vehicles owned or leased by an organization. | |||
| 9.88 | Drug Overdose Policy & Procedure | 8/7/2020 |
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| This document is to provide a prevention, response, reporting, and debriefing protocol for a drug overdose as well as determine a suitable level of action. It is to be utilized by staff in response to drug overdose. | |||
| 9.89 | Infection & Communicable Diseases Policies & Procedures | 4/7/2024 |
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| This document provides a sample of policies and procedures to assist in the development of, and adherence to, an infection control plan to minimize occupational exposure to communicable disease or infection. | |||
| 9.93 | Smoking and Tobacco Use Policy | 6/11/2019 |
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| This document is a sample policy for an organizational approach to smoking and tobacco use. | |||
I. Workforce Development and Management (Implement the Plan)
This section provides documents that assist with meeting the Human Resource standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 10.01 | Sample Competency Based Job Description | 9/5/2021 |
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| This document is a sample of a competency based job description. | |||
| 10.02 | Job Posting Policy And Procedure | 7/7/2020 |
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| This document provides a policy and procedure template on the posting of job opportunities. | |||
| 10.03 | Primary Source Identification of Credentials Documentation Form | 1/22/2015 |
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| This document provides a form to document, in personnel files, the identification of credentials with the primary source. | |||
| 10.05 | Primary Source Identification of Credentials and Background Policy | 1/22/2015 |
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| This document provides an example of a policy to ensure the credentials and backgrounds of employees are being verified and checked prior to employment. | |||
| 10.06 | Drugs, Alcohol, and Medication Policy and Procedure | 6/11/2019 |
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| Example for an organization's policies and procedures regarding drugs, alcohol and medications. | |||
| 10.07 | Performance Evaluation Policy | 9/5/2021 |
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| This document is a sample policy for conducting performance evaluations of all employees. | |||
| 10.08 | Performance Evaluation Form | 9/5/2021 |
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| This document is a form to use when conducting performance evaluations. It meets CARF® standards and is a best practice form for human resource development. | |||
| 10.09 | Sample Performance Evaluation Form with Embedded Job Description | 1/22/2015 |
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| This document is our performance evaluation form with a job description embedded in it. It is important to write your job descriptions in a competency based style and then embed it within your performance evaluation form. | |||
| 10.10 | Alcohol and/or Drug Screening of Personnel | 6/11/2019 |
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| Example of an organization's Alcohol and/or Drug Screening of Personnel Policy and Procedure Document. | |||
| 10.11 | Sample Corporate Compliance Officer Job Description | 10/21/2019 |
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| This sample Corporate Compliance Officer Job Description can be used to develop and describe the job duties and responsibilities for your organization's Corporate Compliance Officer. | |||
| 10.12 | Disciplinary Action Policy and Procedure | 7/7/2020 |
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| This document provides a policy and procedure template defining the organization’s disciplinary actions. | |||
| 10.13 | Employee Feedback Survey | 7/7/2016 |
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| This document is a paper version of our electronic employee feedback survey. | |||
| 10.14 | Staff Termination Policy & Procedure | 7/7/2020 |
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| This document provides a sample policy and procedure template for the voluntary and involuntary termination of employment. | |||
| 10.15 | Employee Exit Survey | 1/22/2015 |
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| This document is the same as our employee feedback survey, only it has been changed to reflect a past tense perspective. | |||
| 10.16 | Promotion Policy And Procedure | 8/13/2020 |
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| This document provides a policy and procedure template for the promotion of personnel within the organization. | |||
| 10.17 | Sample Employee Grievance Policy | 10/3/2017 |
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| This document is a sample of an employee grievance policy. Please consult with your legal counsel prior to implementing any policy in this area. | |||
| 10.18 | Non-Violent Anti-Harassment Policy and Procedure | 7/7/2020 |
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| This document provides a policy and procedure template for violence and harassment prevention and remediation in the workplace. | |||
J. Technology (Implement the Plan)
This section provides documents that assist with meeting the technology standards
| ID | Document Title | Last Modified | Download Format |
|---|
| 11.01 | Acceptable Use of Technology Policy and Procedures | 3/25/2022 |
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| This document provides an example of technology policy and procedures. | |||
| 11.02 | Ongoing Assessment - Technology | 4/10/2023 |
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| This document is an example of an ongoing assessment of technology. It is meant to identify gaps and opportunities in the use of technology. | |||
| 11.03 | Personnel Acknowledgment Form | 2/18/2020 |
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| This document provides an example of a personnel acknowledgment form that should be provided to all staff members regarding the organization's technology policies. | |||
| 11.04 | Bring Your Own Device Acknowledgment Form | 2/18/2020 |
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| This document provides a sample acknowledgment form for the use of personnel owned devices for business use. | |||
| 11.05 | Website Privacy Policy | 5/19/2020 |
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| This document provides an example of a website privacy policy notification that should be included on your organization’s website. | |||
| 11.06 | IT Services Change Control Request Form | 3/2/2020 |
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| Change Control is meant to ensure that all changes made are managed, verified, approved, and tracked in the following areas: new technology, software updates, operating system updates, and firmware updates. | |||
| 11.08 | Audit Review Capabilities | 2/18/2020 |
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| The intent of the Audit Review Policy and Procedure is to ensure all servers are configured according to security standards. | |||
| 11.09 | Business Continuity and Disaster Recovery Policy and Procedures | 4/23/2023 |
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| This document provides an example of a business continuity and disaster recovery policy and procedures. | |||
| 11.12 | Sample Business Associate Agreement | 3/2/2020 |
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| This is a sample of a Business Associate Agreement provided by the U.S. Department of Health and Human Services. | |||
| 11.15 | Technology and System Planning | 4/10/2023 |
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| Sample Technology and System Planning and Written Plan for Technology | |||
| 11.17 | Technology Plan Blank Template | 4/10/2023 |
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| This is a blank Technology Plan Template to help develop and support purposeful strategies in this area. | |||
K. Rights of the Persons Served (Implement the Plan)
This section provides documents that assist with meeting the rights of the persons served standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 12.02 | Rights and Responsibilities Policy and Procedures | 4/10/2023 |
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| This document provides a sample policy and procedures outlining the rights of persons served in a CARF® accredited organization. | |||
| 12.04 | Program Participant Grievance Policy | 1/24/2015 |
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| This document provides an example of a grievance process for persons served. | |||
| 12.05 | Formal Complaints - Written Analysis Template | 8/13/2020 |
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| This is a template to be used to complete an analysis of all formal complaints. The information collected is to be used for performance improvement activities such as training, education, and prevention to facilitate change that results in better customer service and outcomes for persons served. | |||
| 12.06 | Sample Complaint Handout/Procedure | 4/23/2023 |
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| This document provides an example of what might be handed out to program participants to explain the procedures for filing a complaint. The customizable template located under Group Six - Website Instructions, 2.15 Client Grievance Template can be used to instruct clients on the filing of grievances/complaints on the Accreditation Now website. | |||
| 12.07 | Sample Complaint/Grievance Form | 1/24/2015 |
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| This is a sample complaint/grievance form that may be used by to allow clients to report a complaint/grievance with an organization. | |||
| 12.08 | Rights Handout and Acknowledgment Form | 1/24/2015 |
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| This document is an example of a handout that might be given to persons that outlines their rights and responsibilities, and includes a signature block for acknowledgment that the form was reviewed. | |||
| 12.10 | Confidential Information Dissemination Policy | 1/14/2016 |
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| This document is an example of a policy that covers confidentiality and also legal issues regarding the release of information. | |||
| 12.12 | Legal Procedures and Confidentiality Guidelines Policy | 1/24/2015 |
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| This document provides a sample of procedures when responding to legal requests for information. Please consult with you legal counsel prior to implementation of any policy in this area. | |||
| 12.14 | Alleged or Suspected Abuse or Neglect Policy | 1/24/2015 |
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| This document provide an example of procedures when abuse or neglect issues arise within service delivery. Please consult with you legal counsel prior to implementation of any policy or procedures in this area. | |||
| 12.16 | Records of the Persons Served | 1/24/2015 |
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| This document provides sample policy and procedures for managing the records of persons involved in and discharged from programs. | |||
| 12.18 | Release of Confidential Information Authorization Form | 11/18/2021 |
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| This document provides an example of a form used to seek information from sources outside your organization. | |||
L. Accessibility (Implement the Plan)
This section provides sample documents to assist in meeting the accessibility standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 13.02 | Accessibility Plan | 4/23/2023 |
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| This document provides an example of an organizational accessibility plan and provides some tips and suggestions in developing a plan. | |||
M. Performance Measurement and Management (Review Results)
This section provides sample documents that assist in meeting the information measure and management standards.
| ID | Document Title | Last Modified | Download Format |
|---|
| 14.01 | Overview Performance Measurement & Management and Performance Improvement | 3/26/2022 |
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| This document provides an overview of CARF® Aspire to Excellence, Sections M. Performance Measurement and Management and Section N. Performance Improvement. This includes suggestions for meeting CARF® standards on PMMP. | |||
| 14.02 | Management Team Meeting Agenda Template | 4/20/2023 |
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| This document provides a team meeting agenda template and outlines the concept of a management team, or "central hub" that manages the information and processes associated with meeting CARF® standards and running an organization that is CARF® accredited. | |||
| 14.04 | Sample Management Team Meeting Minutes | 4/20/2023 |
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| This document provides an example of how management team minutes would be written to be consistent with meeting many of the documentation requirements associated with multiple CARF® standards. | |||
| 14.06 | Performance Measurement & Management Plan (PMMP) | 3/26/2022 |
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| This document is a sample of a performance measurement and management plan. | |||
N. Performance Improvement Standards (Effect Change)
This section of documents provides resources to support meeting the standards for performance improvement.
| ID | Document Title | Last Modified | Download Format |
|---|
| 15.02 | Sample Performance Improvement Analysis | 4/20/2023 |
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| This document is a sample of a performance improvement analysis that covers both the business and service delivery areas of organizational performance improvement, as required by CARF. | |||
GROUP TWO: BEHAVIORAL HEALTH GENERAL PROGRAM STANDARDS
This group of documents applies to all organizations seeking Behavioral Health accreditation. The resources are consistent with the Behavioral Health CARF® Accreditation Standards Manuals. The documents contained in each section correspond with the sections of standards in the manuals.
A. Program/Service Structure
The standards in this section seek to ensure that organizations provide a comprehensive program structure and that staffing is designed to maximize opportunities for persons served.
| ID | Document Title | Last Modified | Download Format |
|---|
| 1.01 | Scope of Services | 8/25/2021 |
|
| This is an example of a Scope of Services written document. Verify that the scope of services for your program and services are written, current, reviewed annually, and updated as needed. | |||
| 1.02 | Adult Outpatient Program Plan | 1/25/2015 |
|
| This document is a sample of what a program plan might look like for an adult outpatient treatment program. | |||
| 1.03 | Day Treatment Program Plan | 1/25/2015 |
|
| This document is a sample of a program plan that might be found in a Day Treatment Program | |||
| 1.04 | Crisis Intervention Services | 8/31/2021 |
|
| This document is a sample of required written procedures in the area of crisis intervention services. Behavioral Health programs must provide or arrange for these services, while Opioid Treatment Programs must actually provide them 24/7. | |||
| 1.05 | Drug Screening Procedure of Persons Served | 6/11/2019 |
|
| This policy is an example of how drug screening procedures might be conducted at a program that demonstrate respect and dignity for the person served. | |||
| 1.08 | Scope of Medication Services - None | 8/25/2021 |
|
| This is a policy and procedure template for organizations that do not provide medication services. | |||
| 1.09 | Drugs, Alcohol, and Medication Policy and Procedure | 3/26/2022 |
|
| Example for an organization's policies and procedures regarding legal and illegal drugs, alcohol and medications. Intended to assist in providing a healthy and safe environment for staff, volunteers, persons served and visitors. | |||
| 1.10 | Mobile Units Policies and Procedures | 12/29/2023 |
|
| This is a policy and procedure template for organizations that provide mobile unit services. | |||
| 1.11 | Medical Director Job Description | 8/7/2020 |
|
| This document is a sample of a Medical Director job description. | |||
| 1.12 | Independent Contractors Policy and Procedures | 10/29/2020 |
|
| This is a sample policy and procedure for the use of independent contractors. | |||
| 1.13 | Independent Contractors Tips and Suggestions | 10/29/2020 |
|
| This document provides tips, suggestions and links to assist with the appropriate classification of independent contractors. | |||
| 1.14 | Special Treatment Interventions - Privileges & Restrictions | 4/20/2023 |
|
| The Special Treatment Interventions sample policy and procedure document details prohibited restraint, seclusion, and restrictive techniques. | |||
| 1.18 | Weapon-Free Workplace Policy and Procedure | 6/20/2019 |
|
| This document is a sample policy for responding to weapons being brought into an organization's property. | |||
| 1.20 | Clinical Supervision Policy and Procedure | 9/5/2021 |
|
| Example of an organization's Clinical Supervision Policy and Procedure. | |||
| 1.21 | Clinical Supervision FORM: Direct Service Personnel | 4/20/2023 |
|
| Example of a Clinical Supervision form for all direct service providers. This may include staff, volunteers, trainees, interns, and contracted personnel (as applicable). Supervision goals include the development and enhancement of the treatment skills of individuals providing direct services to persons served.) | |||
| 1.22 | Smoking and Tobacco Use Policy | 6/11/2019 |
|
| This document is a sample policy for an organizational approach to smoking and tobacco use. | |||
| 1.23 | Management of Personal Possessions and Valuables | 3/26/2022 |
|
| The document provides an example of policies and procedures for the handling of items brought into the program by persons served, personnel, and visitors. | |||
| 1.24 | Peer Support Services | 11/18/2021 |
|
| This document may be used as a template for policies and procedures specific to peer support specialists if your organization utilizes a peer workforce. | |||
B. Screening and Access to Services
The processes of screening and assessment are the foundation for meeting the individual plan and transitional/recovery planning sections that follow. This section covers access to services, screening, waiting list, orientation, and the assessment process.
| ID | Document Title | Last Modified | Download Format |
|---|
| 2.01 | Screening and Access to Services | 1/18/2018 |
|
| This document is a sample policy and procedure for screening and admission to a Behavioral Health Program. CARF® Standard: Section 2, B. Admission and Assessment contain several standards regarding admitting clients to programs. Although these standards do not state that policies in this area be “clearly written”, standards that cover admission in Section 2 General Program Standards require that “Written policy and procedures define access to service” and “Clearly written admission and readmission criteria are established.” This document is a sample designed to assist you with writing policy in this area. | |||
| 2.03 | Orientation of Persons Served | 4/10/2023 |
|
| Orienting persons served in CARF® organizations is a process that requires the communication of many pieces of information. This document is a sample policy that provides a description of the requirements and procedure consistent with providing a comprehensive orientation. | |||
| 2.04 | Consumer Orientation Checklist | 4/10/2023 |
|
| This document provides a checklist of the requirements of an orientation in a Behavioral Health Program. It is meant to serve as a part of a process that will ensure each person served is provided a comprehensive orientation that is consistent across providers of treatment. It should be filed in the record of the person served. | |||
| 2.06 | Assessment Policy and Procedures with Form | 2/14/2022 |
|
| CARF® accredited organizations are required to complete a comprehensive psychosocial assessment of all persons entering services. This document serves as a sample of an adult assessment. It should be customize for the needs of your specific population(s) and service(s) types. | |||
| 2.07 | Interpretive Summary Form | 8/25/2023 |
|
| This document provides a guide to assist with utilizing the interpretive as the bridge between raw assessment data and a comprehensive individualized treatment plan. | |||
| 2.08 | Interpretive Summary Themes & Example | 8/25/2023 |
|
| The CARF® standard for interpretive summaries is one of the most missed standards in the CARF® accreditation manual. This tutorial can assist you with utilizing the interpretive as the bridge between raw assessment data and a comprehensive individualized treatment plan. | |||
| 2.10 | Interpretive Summary Sermon | 8/25/2023 |
|
| This document takes an in-depth look at how the interpretive summary process and documentation can be one of the most important components of providing person centered care. | |||
| 2.12 | Waiting List | 9/1/2021 |
|
| A policy is required that outlines specific procedures if an organization requires persons served to wait for entry to services. This document provides a sample of what a typical policy would look like in a CARF® accredited organization. | |||
| 2.13 | Assessment Form | 8/31/2021 |
|
| This is a stand-alone assessment form that can be customized to meet the needs of the populations served and service type(s). Care should be taken to ensure it matches identically to the form included in the 2.06 Assessment Policy and Procedures with Form Document. | |||
C. Person-Centered Planning Process
The person-centered planning process ensures persons served are actively involved in their own planning process and determination of the direction of the plan.
| ID | Document Title | Last Modified | Download Format |
|---|
| 3.01 | Person-Centered Individual Planning (P&P) | 5/17/2024 |
|
| This document provides a sample policy and procedures for the development of individual, person-centered, plans that identify timeframes for reviewing and modifying. | |||
| 3.02 | Individual Treatment Planning Form | 4/10/2023 |
|
| This document provides a sample form to assist with the documentation of the person-centered planning process. | |||
| 3.03 | Progress Notes/Review Form | 9/1/2021 |
|
| This form is consistent with the CARF® requirements for reviewing the progress of an individual treatment plan’s goals and objectives. It is designed to compliment the individual treatment plan form that is available on our document page. | |||
| 3.06 | Suicide & Suicide Attempt: Prevention & Incident Management | 4/7/2024 |
|
| This document is a template policy and procedure for the prevention of suicide/suicide attempts and incident management consistent with national standards. | |||
| 3.07 | Personal Safety Plan | 4/7/2024 |
|
| Sample personal safety plan for clients when assessment identifies potential risks for suicide, violence, or other risky behaviors. | |||
D. Transition/Recovery Support Services
Transition and Recovery Support service standards have evolved over the past few years within the accreditation standards. In short term programs, transition points likely occur when a person moves from one program or level of care to another. For instance, from a residential treatment program to an outpatient program. In long term care, transition may be defined as moving to different levels of care within the same program. For instance, points at which a person served achieves greater independence through a higher level of self-care. An important point to remember in transition planning is this is not necessarily a “discharge” from the treatment or recovery process, but a movement through a continuum of levels of care and programming.
| ID | Document Title | Last Modified | Download Format |
|---|
| 4.01 | Transition Planning and Discharge Summary | 4/7/2024 |
|
| This document is a form that can be utilized in transitional planning. It is important to understand that meeting the standards for transitional planning can be achieved in several ways. For instance, if you are operating a long-term program the re-formulation of the individual plan and related progress notes may contain the information necessary to meet the transitional planning standards. In that situation, it will depend if you are developing new goals and objectives based on the life and/or program transitions the persons served is experiencing. | |||
| 4.02 | Transition Planning Form | 10/18/2021 |
|
| This document is a sample form that may be useful in transition and discharge planning. As with all templates, we suggest it be modified it to fit your program needs. | |||
| 4.04 | Discharge Summary Form | 10/18/2021 |
|
| The Discharge Summary Form is consistent with the CARF® requirements for documentation of a person’s discharge from services. | |||
E. Medication Use
The pharmacotherapy standards are extremely important for organizations administering and/or dispensing medication. Our documents provide comprehensive samples of policies that are consistent with the CARF® standards of care in this area.
| ID | Document Title | Last Modified | Download Format |
|---|
| 5.01 | T D Monitoring and Management | 4/28/2023 |
|
| This document provides a sample policy and procedure to ensure that all persons receiving anti-psychotic medications are screened and monitored on a regular basis for symptoms of tardive dyskinesia based on best practice utilizing treatment guidelines and protocols that promote prescribing consistent with industry standards of care. | |||
| 5.01 | Pharmacotherapy General Guidelines | 2/26/2024 |
|
| This document is a sample of policy and procedures for organizations that physically controls, administers, and/or prescribes medications. | |||
| 5.02 | Medication and Trace Contaminated Waste Disposal | 4/25/2023 |
|
| This document provides a sample policy and procedure consistent with national standards in the area of medication & trace contaminated waste disposal. | |||
| 5.03 | Medication Administration | 4/25/2023 |
|
| This document provides a sample policy and procedure consistent with national standards on the administration, education/training & offsite administration of medications. | |||
| 5.04 | Medication Inventory and Reconciliation | 4/25/2023 |
|
| This document provides a sample policy and procedure for the management of medication inventory and reconciliation. | |||
| 5.05 | Pharmacotherapy: Education and Training | 2/26/2024 |
|
| This document provides a sample policy and procedures for medication education for direct service personnel, the persons served, family members, or others identified by the persons served. | |||
| 5.06 | Medication Documentation | 4/25/2023 |
|
| This document provides a sample of a policy and procedure for the documentation, including history, consent and peer review for medications. | |||
| 5.07 | Medication Errors | 4/25/2023 |
|
| This document provides a sample policy consistent with the CARF® standards in the area of medication errors. | |||
| 5.08 | Medication Storage | 4/27/2023 |
|
| This document provides a sample policy consistent with the CARF® standards in the area of the storage of medications. | |||
| 5.09 | Medication Monitoring-Laboratory & Other Testing | 4/27/2023 |
|
| This document provides a sample policy and procedure to help ensure that necessary blood work and other monitoring is done to identify potential blood chemistry changes, side effects, or adverse reactions and check if the therapeutic treatment level of anti-psychotic medications is consistently met. | |||
| 5.11 | Informed Consents: Antipsychotic/Neuroleptic Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic (antipsychotic/neuroleptic) medications. | |||
| 5.12 | Informed Consents: Carbamazepine Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed carbamazepine medication. | |||
| 5.13 | Informed Consents: Lithium Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed lithium medication. | |||
| 5.14 | Informed Consents: M A O Inhibitors Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed MAO inhibitor medications. | |||
| 5.15 | Informed Consents: Psychotropic Stimulant Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic medication treatment (cerebral or psychomotor stimulant) medications. | |||
| 5.16 | Informed Consents: Psychotropic Sedative/Hypnotic Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic (sedative/hypnotic) medications. | |||
| 5.17 | Informed Consents: Antidepressants/SSRI Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic medication treatment (Antidepressant/SSRI). | |||
| 5.18 | Informed Consents: Tricyclic Antidepressant Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed tricyclic antidepressant medications. | |||
| 5.19 | Informed Consents: Other Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed medications other than the ones that were covered in previous sample informed consents. It is important that the organization complete necessary information in terms of the side effects. | |||
F. Non-Violent Practices
Seclusion and Restraint are critical care areas for some organizations and are only utilized in emergency situations in other organizations. Accreditation Now, Inc. does not and will not develop policies for organizations that utilize seclusion as a therapeutic intervention and that use restraint on a regular basis. These policies should be developed through the use of federal and state guidelines, along with the CARF® standards. Our policy in this area is for organizations that use restraint only in an emergency situation where the life or physical well being of someone in the organization’s environment is threatened, through an act that is harmful to self or others.
| ID | Document Title | Last Modified | Download Format |
|---|
| 6.01 | Emergency Intervention | 9/5/2021 |
|
| This document provides a sample policy that is consistent with the CARF® standards in the area of emergency intervention. It is very important that all the components of the standards and this policy are met by the organization. This is a life safety area in which there is little room for error or compromise in comprehensiveness of policy. | |||
| 6.04 | Special Treatment Interventions - Privileges & Restrictions | 3/26/2022 |
|
| The Special Treatment Interventions sample policy and procedure document details prohibited restraint, seclusion, and restrictive techniques. It replaced the Positive Intervention Policy in 2021. | |||
G. Records of the Persons Served
This section of the standards defines how records are organized and specifically what information is documented within the records of persons served.
| ID | Document Title | Last Modified | Download Format |
|---|
| 7.02 | Records of the Persons Served | 4/10/2023 |
|
| This document provides sample policy and procedures for managing the records of persons involved in and discharged from programs. | |||
| 7.05 | Records of Persons Served - Disclosure Tracking Log | 11/1/2021 |
|
| This document can be used to track health information disclosures. | |||
| 7.06 | Records of Person Served - Disclosure Tracking Log (Sample 2) | 11/18/2021 |
|
| This document can be used to track health information disclosures. | |||
| 7.07 | Confidential Information Dissemination | 11/1/2021 |
|
| This document provides a sample policy for meeting confidentiality requirements and responding to legal/court requests. | |||
| 7.09 | Person Served Record Destruction Log | 11/18/2021 |
|
| This document can be used to log the disposal of inactive records of persons served. | |||
H. Quality Records Review
As part of the CARF® performance improvement process for Behavioral Health and Opioid Treatment Programs, within the standards of accreditation, a review of the records of the persons served is required. If you are conducting a quality records review that is process oriented, involves persons who are responsible for the care of persons served, and enables providers to receive feedback, education, and training based on the results, your process of treatment should be consistent with the CARF® standards of care.
| ID | Document Title | Last Modified | Download Format |
|---|
| 8.01 | Case Record Review Policy and Procedures with Form | 4/10/2023 |
|
| This document is a sample policy and procedures document that includes the Professional Peer Review Form. This is a sample template that can be used to guide the actual review process. It provides a structure to review all the requirements of a review and can be used to provide feedback to individual providers. | |||
I. Service Delivery Using Information and Communication Technologies
If the program uses information and communication technologies (ICT) to deliver services, the standards in this section are applicable.
| ID | Document Title | Last Modified | Download Format |
|---|
| 9.01 | Service Delivery Using Information & Communication Technologies | 4/10/2023 |
|
| This document provides a sample policy and procedures for remote service delivery using information & communication technologies (ICT). | |||
GROUP THREE: OPIOID TREATMENT GENERAL PROGRAM STANDARDS
Documents in this section relate to Section Two: General Program Standards of the Opioid Treatment Manual.
A. Program/Service Structure
The standards in this section seek to ensure that organizations provide a comprehensive program structure, and that staffing is designed to maximize opportunities for persons served.
| ID | Document Title | Last Modified | Download Format |
|---|
| 1.01 | Opioid Treatment Program Plan | 3/26/2022 |
|
| This document is a sample of a written program description that guides service delivery for an opioid treatment program. | |||
| 1.02 | Crisis Intervention Services | 8/31/2021 |
|
| This document is a sample of required written procedures in the area of crisis intervention services. Behavioral Health programs must provide or arrange for these services, while Opioid Treatment Programs must actually provide them 24/7. | |||
| 1.03 | Emergency Administration of Medications | 5/19/2020 |
|
| This sample policy describes how methadone may be administered in a variety of types of emergencies. | |||
| 1.04 | Drug Screening Procedure of Persons Served | 6/11/2019 |
|
| This policy is an example of how drug screening procedures might be conducted at a program that demonstrate respect and dignity for the person served. | |||
| 1.05 | Diversion Control Plan | 5/18/2020 |
|
| This document is a sample of what a diversion control plan might look like in an accredited opioid treatment program. | |||
| 1.06 | Community Relations Plan | 8/25/2023 |
|
| This document is an example of what a Community Relations Plan might look like for an accredited organization. | |||
| 1.09 | Drugs, Alcohol, and Medication Policy and Procedure | 3/26/2022 |
|
| Example for an organization's policies and procedures regarding legal and illegal drugs, alcohol and medications. Intended to assist in providing a healthy and safe environment for staff, volunteers, persons served and visitors. | |||
| 1.10 | Mobile Units Policies and Procedures | 12/29/2023 |
|
| This is a policy and procedure template for organizations that provide mobile unit services. | |||
| 1.11 | Medical Director Job Description | 8/7/2020 |
|
| This document is a sample of a Medical Director job description. | |||
| 1.13 | Special Treatment Interventions - Privileges & Restrictions | 4/20/2023 |
|
| The Special Treatment Interventions sample policy and procedure document details prohibited restraint, seclusion, and restrictive techniques. | |||
| 1.15 | Independent Contractors Policy and Procedures | 10/29/2020 |
|
| This is a sample policy and procedure for the use of independent contractors. | |||
| 1.16 | Independent Contractors Tips and Suggestions | 10/29/2020 |
|
| This document provides tips, suggestions and links to assist with the appropriate classification of independent contractors. | |||
| 1.18 | Weapon-Free Workplace Policy and Procedure | 6/20/2019 |
|
| This document is a sample policy for responding to weapons being brought into an organization's property. | |||
| 1.20 | Clinical Supervision Policy and Procedure | 9/5/2021 |
|
| Example of an organization's Clinical Supervision Policy and Procedure. | |||
| 1.21 | Clinical Supervision FORM: Direct Service Personnel | 4/20/2023 |
|
| Example of a Clinical Supervision form for all direct service providers. This may include staff, volunteers, trainees, interns, and contracted personnel (as applicable). Supervision goals include the development and enhancement of the treatment skills of individuals providing direct services to persons served.) | |||
| 1.22 | Smoking and Tobacco Use Policy | 6/11/2019 |
|
| This document is a sample policy for an organizational approach to smoking and tobacco use. | |||
| 1.23 | Management of Personal Possessions and Valuables | 3/26/2022 |
|
| The document provides an example of policies and procedures for the handling of items brought into the program by persons served, personnel, and visitors. | |||
| 1.24 | Peer Support Services | 11/18/2021 |
|
| This document may be used as a template for policies and procedures specific to peer support specialists if your organization utilizes a peer workforce. | |||
B. Screening and Access to Services
The processes of screening and assessment are the foundation for meeting the individual plan and transitional/recovery planning sections that follow. This section covers access to services, screening, waiting list, orientation, and the assessment process.
| ID | Document Title | Last Modified | Download Format |
|---|
| 2.01 | Screening and Access to Services - Opioid Treatment | 4/10/2023 |
|
| The CARF® standards require written policies and procedures that define access to services. This document is a sample policy that can help guide you in meeting the requirements in this area. | |||
| 2.03 | Orientation of Persons Served | 4/10/2023 |
|
| Orienting persons served in CARF® organizations is a process that requires the communication of many pieces of information. This document is a sample policy that provides a description of the requirements and procedure consistent with providing a comprehensive orientation. | |||
| 2.04 | Person Served Orientation Checklist | 8/25/2023 |
|
| This document provides a checklist of the requirements of an orientation in an Opioid Treatment Program. It is meant to serve as a part of a process that will ensure each person served is provided a comprehensive orientation that is consistent across providers of treatment. It should be filed in the record of the person served. | |||
| 2.06 | Assessment Policy and Procedures with Form | 2/14/2022 |
| CARF® accredited organizations are required to complete a comprehensive psychosocial assessment of all persons entering services. This document serves as a sample of an adult assessment. It should be customize for the needs of your specific population(s) and service(s) types. A substance abuse program may want to add an increase in the level of substance abuse specific questions. | |||
| 2.07 | Interpretive Summary Form | 8/25/2023 |
|
| his document provides a guide to assist with utilizing the interpretive as the bridge between raw assessment data and a comprehensive individualized treatment plan. | |||
| 2.08 | Interpretive Summary Themes & Example | 8/25/2023 |
|
| The CARF® standard for interpretive summaries is one of the most missed standards in the CARF® accreditation manual. This tutorial can assist you with utilizing the interpretive as the bridge between raw assessment data and a comprehensive individualized treatment plan. | |||
| 2.10 | Interpretive Summary Sermon | 8/25/2023 |
|
| This document takes an in-depth look at how the interpretive summary process and documentation can be one of the most important components of providing person centered care. | |||
| 2.12 | Waiting List | 4/10/2023 |
|
| A policy is required that outlines specific procedures if an organization requires persons served to wait for entry to services. This document provides a sample of what a typical policy would look like in a CARF® accredited organization. | |||
| 2.16 | Assessment Form | 4/10/2023 |
|
| This is a stand-alone assessment form that can be customized to meet the needs of the populations served and service type(s). Care should be taken to ensure it matches identically to the form included in the 2.06 Assessment Policy and Procedures with Form Document. | |||
C. Person-Centered Planning Process
The individual plan is the hub of the clinic process in a CARF® accredited organization. Basing the plan on the assessed strengths, needs, abilities, and preferences of the person served will assist to make it an “individual” plan rather than a plan that is similar for all your clients.
| ID | Document Title | Last Modified | Download Format |
|---|
| 3.01 | Person-Centered Individual Planning (P&P) | 5/17/2024 |
|
| This document provides a Person-Centered Individual Planning Policy and Procedure template. | |||
| 3.02 | Individual Treatment Planning Form | 4/10/2023 |
|
| This document provides a sample form to assist with the documentation of the person-centered planning process. | |||
| 3.03 | Progress Notes/Review Form | 9/1/2021 |
|
| This form is consistent with the CARF® requirements for reviewing the progress of an individual treatment plan’s goals and objectives. It is designed to compliment the individual treatment plan form that is available on our document page. | |||
| 3.07 | Personal Safety Plan | 4/7/2024 |
|
| Sample personal safety plan for clients when assessment identifies potential risks for suicide, violence, or other risky behaviors. | |||
| 3.13 | Suicide & Suicide Attempt: Prevention & Incident Management | 4/7/2024 |
|
| This document is a template policy and procedure for the prevention of suicide/suicide attempts and incident management consistent with national standards. | |||
D. Transition/Discharge
Transition and Recovery Support service standards have evolved over the past few years within the accreditation standards. In short term programs, transition points likely occur when a person moves from one program or level of care to another. For instance, from a residential treatment program to an outpatient program. In long term care, transition may be defined as moving to different levels of care within the same program. For instance, points at which a person served achieves greater independence through a higher level of self-care. An important point to remember in transition planning is this is not necessarily a “discharge” from the treatment or recovery process, but a movement through a continuum of levels of care and programming.
| ID | Document Title | Last Modified | Download Format |
|---|
| 4.01 | Transition Planning and Discharge Summary | 4/7/2024 |
|
| This document is a form that can be utilized in transitional planning. It is important to understand that meeting the standards for transitional planning can be achieved in several ways. For instance, if you are operating a long-term program the re-formulation of the individual plan and related progress notes may contain the information necessary to meet the transitional planning standards. In that situation, it will depend if you are developing new goals and objectives based on the life and/or program transitions the persons served is experiencing. | |||
| 4.02 | Transition Planning Form | 10/18/2021 |
|
| This document is a sample form that may be useful in transition planning. We suggest that if you use it, you modify it to fit your program needs. | |||
| 4.04 | Discharge Summary Form | 10/18/2021 |
|
| The Discharge Summary Form is consistent with the CARF® requirements for documentation of a person?s discharge from services. It should be modified to fit your program needs. | |||
E. Medication Management
These standards address the practice of evaluating, prescribing, and dispensing opioid agonist treatment medications for the use in treatment of opioid addiction.
| ID | Document Title | Last Modified | Download Format |
|---|
| 5.01 | Take Home Medication and Review Forms | 8/25/2023 |
|
| This document provides a sample policies and procedures for take-home medications and Take-Home Medication Clinical Review and Eligibility Forms. | |||
| 5.02 | Medically Supervised Withdrawal & Review Form | 8/25/2023 |
|
| This document provides a policies and procedures sample for medically supervised withdrawal and Annual Medical Services Review form. | |||
F. Medication Use
If Opioid Treatment Programs prescribe or dispense any medication other than opioid agonist medication they are obligated to conform to the standards in this section. Our documents provide comprehensive samples of policies that are consistent with the CARF® standards of care in this area
| ID | Document Title | Last Modified | Download Format |
|---|
| 6.01 | T D Monitoring and Management | 4/28/2023 |
|
| This document provides a sample policy and procedure to ensure that all persons receiving anti-psychotic medications are screened and monitored on a regular basis for symptoms of tardive dyskinesia based on best practice utilizing treatment guidelines and protocols that promote prescribing consistent with industry standards of care. | |||
| 6.01 | Pharmacotherapy General Guidelines | 2/26/2024 |
|
| This document is a sample of policy and procedures for organizations that physically controls, administers, and/or prescribes medications. | |||
| 6.02 | Medication and Trace Contaminated Waste Disposal | 4/25/2023 |
|
| This document provides a sample policy and procedure consistent with national standards in the area of medication & trace contaminated waste disposal. | |||
| 6.03 | Medication Administration | 4/25/2023 |
|
| This document provides a sample policy and procedure consistent with national standards on the administration, education/training & offsite administration of medications. | |||
| 6.04 | Medication Inventory and Reconciliation | 4/25/2023 |
|
| This document provides a sample policy and procedure for the management of medication inventory and reconciliation. | |||
| 6.05 | Pharmacotherapy: Education and Training | 2/26/2024 |
|
| This document provides a sample policy and procedures for medication education for direct service personnel, the persons served, family members, or others identified by the persons served. | |||
| 6.06 | Medication Documentation | 4/25/2023 |
|
| This document provides a sample of a policy and procedure for the documentation, including history, consent and peer review for medications. | |||
| 6.07 | Medication Errors | 4/25/2023 |
|
| This document provides a sample policy consistent with the CARF® standards in the area of medication errors. | |||
| 6.08 | Medication Storage | 4/27/2023 |
|
| This document provides a sample policy consistent with the CARF® standards in the area of the storage of medications. | |||
| 6.09 | Medication Monitoring-Laboratory & Other Testing | 4/27/2023 |
|
| This document provides a sample policy and procedure to help ensure that necessary blood work and other monitoring is done to identify potential blood chemistry changes, side effects, or adverse reactions and check if the therapeutic treatment level of anti-psychotic medications is consistently met. | |||
| 6.11 | Informed Consents: Antipsychotic/Neuroleptic Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic (antipsychotic/neuroleptic) medications. | |||
| 6.12 | Informed Consents: Carbamazepine Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed carbamazepine medication. | |||
| 6.13 | Informed Consents: Lithium Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed lithium medication. | |||
| 6.14 | Informed Consents: M A O Inhibitors Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed MAO inhibitor medications. | |||
| 6.15 | Informed Consents: Psychotropic Stimulant Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic medication treatment (cerebral or psychomotor stimulant) medications. | |||
| 6.16 | Informed Consents: Psychotropic Sedative/Hypnotic Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic (sedative/hypnotic) medications. | |||
| 6.17 | Informed Consents: Antidepressant/SSRI Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed psychotropic medication treatment (Antidepressant/SSRI). | |||
| 6.18 | Informed Consents: Tricyclic Antidepressant Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed tricyclic antidepressant medications. | |||
| 6.19 | Informed Consents: Other Medication | 3/26/2022 |
|
| This document is a sample informed consent for persons who are prescribed medications other than the ones that were covered in previous sample informed consents. It is important that the organization complete necessary information in terms of the side effects. | |||
G. Non-Violent Practices
Seclusion and Restraint are critical care areas for some organizations and are only utilized in emergency situations in other organizations. Accreditation Now, Inc. does not and will not develop policies for organizations that utilize seclusion as a therapeutic intervention and that use restraint on a regular basis. These policies should be developed through the use of federal and state guidelines, along with the CARF® standards. Our policy in this area is for organizations that use restraint only in an emergency situation where the life or physical well being of someone in the organization’s environment is threatened, through an act that is harmful to self or others.
| ID | Document Title | Last Modified | Download Format |
|---|
| 7.01 | Emergency Intervention | 9/5/2021 |
|
| This document provides a sample policy that is consistent with the CARF® standards in the area of emergency intervention. It is very important that all the components of the standards and this policy are met by the organization. This is a life safety area in which there is little room for error or compromise in comprehensiveness of policy. | |||
| 7.04 | Special Treatment Interventions - Privileges & Restrictions | 3/26/2022 |
|
| The Special Treatment Interventions sample policy and procedure document details prohibited restraint, seclusion, and restrictive techniques. It replaced the Positive Intervention Policy in 2021. | |||
H. Records of the Persons Served
This section of the standards defines how records are organized and specifically what information is documented within the records of persons served.
| ID | Document Title | Last Modified | Download Format |
|---|
| 8.02 | Records of the Persons Served | 4/10/2023 |
|
| This document provides sample policy and procedures for managing the records of persons involved in and discharged from programs. | |||
| 8.05 | Records of Persons Served - Disclosure Tracking Log | 11/1/2021 |
|
| This document can be used to track health information disclosures. | |||
| 8.06 | Records of Person Served - Disclosure Tracking Log (Sample 2) | 11/18/2021 |
|
| This document can be used to track health information disclosures. | |||
| 8.07 | Confidential Information Disseminationents and responding to legal/court requests. | 11/1/2021 |
|
| This document provides a sample policy for meeting confidentiality requirements and responding to legal/court requests. | |||
| 8.09 | Person Served Record Destruction Log | 11/18/2021 |
|
| This document can be used to log the disposal of inactive records of persons served. | |||
I. Quality Records Management
As part of the CARF® performance improvement process for Behavioral Health and Opioid Treatment Programs, within the standards of accreditation, a review of the records of the persons served is required. If you are conducting a quality records review that is process oriented, involves persons who are responsible for the care of persons served, and enables providers to receive feedback, education, and training based on the results, your process of treatment should be consistent with the CARF® standards of care.
| ID | Document Title | Last Modified | Download Format |
|---|
| 9.01 | Case Record Review Policy and Procedures with Form | 4/10/2023 |
|
| This document is a sample policy and procedures document that includes the Professional Peer Review Form. This is a sample template that can be used to guide the actual review process. It provides a structure to review all the requirements of a review and can be used to provide feedback to individual providers. | |||
J. Service Delivery Using Information and Communication Technologies
If the program uses information and communication technologies (ICT) to deliver services, the standards in this section are applicable.
| ID | Document Title | Last Modified | Download Format |
|---|
| 10.01 | Service Delivery Using Information & Communication Technologies | 4/10/2023 |
|
| This document provides a sample policy and procedures for remote service delivery using information & communication technologies (ICT). | |||
GROUP FOUR: CARF® DOCUMENT CHANGES
General information regarding CARF® Document Changes.
A. Archived CARF® Document Changes
This section covers general information regarding CARF® Document Changes that are from previous years.
| ID | Document Title | Last Modified | Download Format |
|---|
| 1.01 | Changes in the CARF® Standards for 2004 | 7/22/2014 |
|
| This document provides a standard-by-standard review of the changes in the first three sections of the Opioid Treatment and Behavioral Health 2004-2005 accreditation manuals, as compared to the 2003-2004 manual. | |||
| 1.02 | Changes in CARF® Standards for 2005 | 3/12/2005 |
|
| This document provides specific information regarding the changes in the 2005-2006 Behavioral Health and Opioid Treatment Program CARF® Accreditation Standards Manuals. Changes for the 2005-2006 were contrasted with the 2004-2005 manuals. | |||
| 1.03 | 2006-07 Business Practices and Policy Changes: | 4/19/2006 |
|
| This document provides a review of new CARF® accreditation policies and the changes in the Business Practices standards in all CARF® accreditation standards manuals. This document applies to any program that is CARF® accredited. | |||
| 1.04 | 2006-07 Opioid Treatment Standard Changes: | 4/19/2006 |
|
| This document provides a review of the changes that were made in the 2006-07 Opioid Treatment Program Standards Manual. It is intended to assist you in reviewing and revising your policies, procedures, and services to conform to changing accreditation requirements. | |||
| 1.05 | 2006-07 Behavioral Health Standard Changes: | 4/19/2006 |
|
| This document provides a review of the changes that were made in the 2006-07 Behavioral Health Standards Manual. It is intended to assist you in reviewing and revising your policies, procedures, and services to conform to changing accreditation requirements. | |||
| 1.06 | Accreditation Now Updates 5/1/2006 | 5/1/2006 |
|
| This document details updates to the website as of May 1, 2006. | |||
| 1.07 | 2007-2008 Changes in the Opioid Treatment Program Standards | 3/21/2007 |
|
| This documents provides guidelines for implementing organizational changes to meet the changes in the CARF® Opioid Treatment Program Standards for the 2007-2008 CARF® Standards Manual for CARF® Opioid Treatment Program accredited organizations. | |||
| 1.08 | 2007-2008 Changes in the CARF® Business Practice Standards | 3/21/2007 |
|
| This documents provides a guidelines for implementing organizational changes to meet the changes in the CARF® Business Practice Standards for the 2007-2008 CARF® Standards Manual for all CARF® accredited organizations. | |||
| 1.09 | 2007-2008 Changes in the CARF® Behavioral Health Standards | 3/21/2007 |
|
| This documents provides guidelines for implementing organizational changes to meet the changes in the CARF® Behavioral Health Standards for the 2007-2008 CARF® Standards Manual for CARF® Behavioral Health accredited organizations. | |||
| 1.10 | 2008-2009 Changes in CARF® Standards: Behavioral Health | 7/22/2014 |
|
| This document outlines the changes that have been made in the 2008-2009 Behavioral Health standards manual. In addition, suggestions are made regarding how to adjust policies, procedures, and practices in relationship to the changes. | |||
| 1.11 | 2008-2009 Changes in CARF® Standards: Opioid Treatment Programs | 7/22/2014 |
|
| This document provides tips and suggestions for adjusting service delivery practices to meet the noted changes in the 2008-2009 Opioid Treatment Program CARF® standards manual. | |||
| 1.15 | 2008-2009 Changes in CARF® Standards Section One ASPIRE | 3/28/2008 |
|
| This document provides an overview of the new ASPIRE to Excellence model that has been initiated by CARF® this year for section one of all standard manuals. This section was formerly the Business Practice standards. The document also notes specific changes in the standards and suggestions for adjusting to the changes. | |||
| 1.16 | 2009-2010-Changes In the CARF® Standards: Section One/ASPIRE-All Manuals | 7/22/2014 |
|
| This document provides tips and suggestions for meeting noted changes in the 2009-2010 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 1.17 | 2009-2010-Changes in the CARF® Sections 2, 3, 4, 5,of the Behavioral Health Standards | 7/22/2014 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2009-2010. | |||
| 1.18 | 2009-2010-Changes in Sections 2, 3, 4 of the Opioid Treatment Program CARF® Manual | 7/22/2014 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2009-2010 CARF® Opioid Treatment Program CARF® Manual: 2009-2010 | |||
| 1.21 | 2010-2011-CHANGES IN THE CARF® STANDARDS: SECTION ONE/ASPIRE-ALL MANUALS | 5/4/2010 |
|
| This document provides tips and suggestions for meeting noted changes in the 2010-2011 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 1.23 | 2010-2011-CHANGES IN THE CARF® SECTIONS 2, 3, 4, 5,OF THE BEHAVIORAL HEALTH STANDARDS | 5/4/2010 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2010-2011. | |||
| 1.25 | 2010-2011-CHANGES IN SECTIONS 2, 3, 4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 5/4/2010 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2010-2011 CARF® Opioid Treatment Program CARF® Manual: 2010-2011 | |||
| 1.27 | 2011-2012-CHANGES IN THE CARF® STANDARDS: SECTION ONE/ASPIRE-ALL MANUALS | 5/4/2011 |
|
| This document provides tips and suggestions for meeting noted changes in the 2011-2012 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 1.29 | 2011-2012-CHANGES IN THE CARF® SECTIONS 2, 3, 4, 5,OF THE BEHAVIORAL HEALTH STANDARDS | 5/4/2011 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2011-2012. | |||
| 1.31 | 2011-2012-CHANGES IN SECTIONS 2, 3, 4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 5/4/2011 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2011-2012 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.32 | 2019-2020 CHANGES IN THE CARF® SECTIONS 1-5 OF THE BEHAVIORAL HEALTH STANDARDS | 8/25/2020 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2020-2021. | |||
| 1.33 | 2012-2013-CHANGES IN THE CARF® STANDARDS: SECTION ONE/ASPIRE-ALL MANUALS | 4/26/2012 |
|
| This document provides tips and suggestions for meeting noted changes in the 2012-2013 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 1.34 | 2020-2021 CHANGES IN SECTIONS 1-4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 8/25/2020 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2020-2021 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.35 | 2012-2013-CHANGES IN THE CARF® SECTIONS 2, 3, 4, 5,OF THE BEHAVIORAL HEALTH STANDARDS | 4/26/2012 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2012-2013. | |||
| 1.37 | 2012-2013-CHANGES IN SECTIONS 2, 3, 4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 4/26/2012 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2012-2013 CARF® Opioid Treatment Program Manual. | |||
| 1.39 | 2013-2014-CHANGES IN THE CARF® STANDARDS: SECTION ONE/ASPIRE-ALL MANUALS | 5/1/2013 |
|
| This document provides tips and suggestions for meeting noted changes in the 2013-2014 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 1.41 | 2013-2014-CHANGES IN THE CARF® SECTIONS 2, 3, 4, 5,OF THE BEHAVIORAL HEALTH STANDARDS | 5/1/2013 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2013-2014. | |||
| 1.43 | 2013-2014-CHANGES IN SECTIONS 2, 3, 4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 5/1/2013 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2013-2014 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.45 | 2014-2015-CHANGES IN THE CARF® STANDARDS: SECTION ONE/ASPIRE-ALL MANUALS | 5/6/2014 |
|
| This document provides tips and suggestions for meeting noted changes in the 2014-2015 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 1.47 | 2014-2015-CHANGES IN THE CARF® SECTIONS 2, 3, 4, 5,OF THE BEHAVIORAL HEALTH STANDARDS | 5/6/2014 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2014-2015. | |||
| 1.49 | 2014-2015-CHANGES IN SECTIONS 2, 3, 4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 5/6/2014 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2014-2015 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.51 | 2015-2016-CHANGES IN THE CARF® SECTIONS 2, 3, 4, 5,OF THE BEHAVIORAL HEALTH STANDARDS | 6/2/2015 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2015-2016. | |||
| 1.53 | 2015-2016-CHANGES IN SECTIONS 2, 3, 4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 6/2/2015 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2015-2016 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.54 | 2016-2017 CHANGES IN THE CARF® STANDARDS SECTION ONE ASPIRE-ALL MANUALS | 6/27/2016 |
|
| This document provides tips and suggestions for meeting noted changes in the 2016-2017 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 1.55 | 2016-2017 CHANGES IN THE CARF® SECTIONS 1-5 OF THE BEHAVIORAL HEALTH STANDARDS | 6/10/2016 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2016-2017. | |||
| 1.57 | 2016-2017 CHANGES IN SECTIONS 1-4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 6/10/2016 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2016-2017 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.59 | 2017-2018 CHANGES IN THE CARF® SECTIONS 1-5 OF THE BEHAVIORAL HEALTH STANDARDS | 6/7/2017 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2017-2018. | |||
| 1.61 | 2017-2018 CHANGES IN SECTIONS 1-4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 6/7/2017 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2017-2018 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.63 | 2018-2019 CHANGES IN THE CARF® SECTIONS 1-5 OF THE BEHAVIORAL HEALTH STANDARDS | 6/27/2018 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2018-2019. | |||
| 1.65 | 2018-2019 CHANGES IN SECTIONS 1-4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 5/14/2018 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2018-2019 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.67 | 2019-2020 CHANGES IN THE CARF® SECTIONS 1-5 OF THE BEHAVIORAL HEALTH STANDARDS | 6/18/2019 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2019-2020. | |||
| 1.69 | 2019-2020 CHANGES IN SECTIONS 1-4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 6/18/2019 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2019-2020 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.70 | 2020-2021 CHANGES IN THE CARF® SECTIONS 1-5 OF THE BEHAVIORAL HEALTH STANDARDS | 9/8/2020 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2020-2021. | |||
| 1.71 | 2020-2021 CHANGES IN SECTIONS 1-4 OF THE OPIOID TREATMENT PROGRAM CARF® MANUAL | 9/8/2020 |
|
| This document offers tips and suggestions for implementing service delivery adjustments to meet the noted changes in the 2020-2021 CARF® Opioid Treatment Program CARF® Manual. | |||
| 1.72 | 2021-2022 CHANGES IN THE CARF® SECTIONS 1-2 OF THE BEHAVIORAL HEALTH STANDARDS | 9/8/2021 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards for 2021-2022. | |||
| 1.73 | 2021-2022 CHANGES IN THE CARF® SECTIONS 1-2 OF THE OPIOID TREATMENT PROGRAM CARF® MANUEL | 9/8/2021 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Opioid Treatment Standards for 2021-2022. | |||
| 1.74 | 2021-2022 CHANGES IN THE CARF® SECTIONS 3, 4, 5 OF THE BEHAVIORAL HEALTH STANDARDS | 10/18/2021 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes for Core Program Standards 3,4 and 5 of the 2021-2022 CARF® Behavioral Health Standards Manual. | |||
| 1.75 | 2021-2022 CHANGES IN THE CARF® SECTIONS 3, 4, 5 OF THE OPIOID TREATEMENT STANDARDS | 10/18/2021 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes for Core Program Standards 3,4 and 5 of the 2021-2022 CARF® Opioid Treatment Standards Manual. | |||
| 1.76 | 2022-2023 CHANGES IN THE CARF® MANUAL SECTIONS 1-5 OF THE BEHAVIORAL HEALTH STANDARDS | 3/27/2022 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards Manual. | |||
| 1.77 | 2022-2023 CHANGES IN THE CARF® MANUAL SECTIONS 1-5 OF THE OPIOID TREATMENT PROGRAM STANDARDS | 3/27/2022 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Opioid Treatment Standards Manual. | |||
| 1.78 | 2022-2023-CHANGES IN THE CARF® STANDARDS: SECTION ONE/ASPIRE-ALL MANUALS | 3/29/2022 |
|
| This document provides tips and suggestions for meeting noted changes in the 2022-2023 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
B. 2023-2024 CARF® Document Changes
This section covers general information regarding CARF® Document Changes that are for 2023-2024.
| ID | Document Title | Last Modified | Download Format |
|---|
| 2.01 | Aspire to Excellence | 4/7/2023 |
|
| This document provides tips and suggestions for meeting noted changes in the 2023-2024 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 2.02 | 2023-2024 Changes in the CARF® Sections 1-5 of the Behavioral Health Standards Manual | 4/7/2023 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards Manual. | |||
| 2.03 | 2023-2024 Changes in the CARF® Sections 1-5 of the Opioid Treatment Program Standards Manual | 4/7/2023 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Opioid Treatment Program Standards Manual. | |||
C. 2024-2025 CARF® Document Changes
This section covers general information regarding CARF® Document Changes that are for 2024-2025.
| ID | Document Title | Last Modified | Download Format |
|---|
| 4.01 | 2024-2025 Aspire to Excellence | 4/7/2024 |
|
| This document provides tips and suggestions for meeting noted changes in the 2024-2025 CARF® ASPIRE Section One Standards. It applies to all CARF® manuals. | |||
| 4.02 | 2024-2025 Changes in the CARF® Sections 1-5 of the Behavioral Health Standards Manual | 4/7/2024 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Behavioral Health Standards Manual. | |||
| 4.03 | 2024-2025 Changes in the CARF® Sections 1-5 of the Opioid Treatment Program Standards Manual | 4/7/2024 |
|
| This document provides tips and suggestions for implementing service delivery adjustments to meet the noted changes in the CARF® Opioid Treatment Program Standards Manual. | |||
GROUP FIVE: TRAINING
Please download these in either PDF or DOC (Word Document Format).
A couple of the tutorials have graphs that do not show up in RTF (Rich Text Format).
The CARF® Behavioral Health and Opioid Treatment standards require training in many areas of service provision. Accreditation Now, Inc., is committed to providing useful training protocols that will assist in both meeting the requirements for accreditation and increasing the effectiveness of services provided. CARF® specifically notes at least eight areas of required training in the Behavioral Health and Opioid Treatment accreditation manuals. These trainings are required upon hire and on an ongoing basis. Our trainings in this area are not intended to be a substitute for want may be appropriate for an organization to present to a new employee upon hire; however, they can serve for both initial and ongoing training depending on the need of the organization. For instance, if an organization has specific rights and responsibilities for clients that are required by their state, it would be appropriate for employees to review those rights as their initial training and utilize the Accreditation Now trainings as ongoing trainings. In a state that has not requirements on rights, the Accreditation Now training protocols may be appropriate for new employees if the organization has utilized other materials available on the site related to rights and responsibility.
A. Electronic Training Hardcopies
| ID | Document Title | Last Modified | Download Format |
|---|
| 1.01 | Confidentiality Training - Series 1 | 3/4/2020 |
|
| This is one of two training protocols for Confidentiality requirements. It is intended to increase employee’s general knowledge in the area of Confidentiality and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.02 | Cultural Competency - Series 1 | 3/4/2020 |
|
| This is one of two training protocols for Cultural Competency requirements. It is intended to increase employee’s general knowledge in the area of Cultural Competency and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.03 | Rights And Responsibilities - Series 1 (Rights of the Persons Served) | 3/4/2020 |
|
| This is one of two training protocols for Rights of the Person Served requirements. It is intended to increase employee’s general knowledge in this area and is also available in an electronic version under the “Training” tab on top of this web page. | |||
| 1.04 | Workplace Violence Prevention - Series 1 | 3/4/2020 |
|
| This is one of two training protocols for Prevention of Workplace Violence requirements. It is intended to increase employee’s general knowledge in this area and is also available in an electronic version under the “Training” tab on top of this web page. | |||
| 1.05 | Person Centered Planning - Series 1 | 3/4/2020 |
|
| This is one of two training protocols for Person and Family Centered Services requirements. It is intended to increase employee’s general knowledge in this area and is also available in an electronic version under the “Training” tab on top of this web page. | |||
| 1.06 | Personal Conduct - Series 1 | 3/4/2020 |
|
| This is one of two training protocols for Personal Conduct/Ethics requirements. It is intended to increase employee’s general knowledge in this area and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.07 | Workplace Violence Prevention - Series 2 | 3/4/2020 |
|
| This is one of two training protocols for the Prevention of Workplace Violence requirements. It is intended to increase employee’s general knowledge in this area and is also available in an electronic version under the “training” tab on top of this web page. | |||
| 1.08 | Person Centered Planning - Series 2 | 3/4/2020 |
|
| This is one of two training protocols for the Person and Family Centered Services requirements. It is intended to increase employee’s general knowledge in this area and is also available in an electronic version under the “Training” tab on top of this web page. | |||
| 1.09 | Rights And Responsibilities - Series 2 (Rights of Persons Served) | 3/4/2020 |
|
| This is one of two training protocols for the Rights of the Person Served requirements. It is intended to increase employee’s general knowledge in this area and is also available in an electronic version under the “Training” tab on top of this web page. | |||
| 1.10 | Confidentiality Training - Series 2 | 3/4/2020 |
|
| This is one of two training protocols for Confidentiality requirements. It is intended to increase employee’s general knowledge in the area of Confidentiality and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.11 | Cultural Competency - Series 2 | 3/4/2020 |
|
| This is one of two training protocols for Cultural Competency requirements. It is intended to increase employee’s general knowledge in the area of Cultural Competency and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.12 | Personal Conduct - Series 2 | 3/4/2020 |
|
| This is one of two training protocols for Personal Conduct/Ethics requirements. It is intended to increase employee’s general knowledge in this area and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.13 | Customer Service - Series 1 | 3/4/2020 |
|
| This is one of two training protocols for Customer Service requirements. It is intended to increase employee’s general knowledge in this area and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.14 | Customer Service - Series 2 | 3/4/2020 |
|
| This is one of two training protocols for Customer Service requirements. It is intended to increase employee’s general knowledge in this area and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.15 | Unique Needs of Persons Served - Series 1 | 3/4/2020 |
|
| This is one of two training protocols for Unique Needs of Persons Served requirements. It is intended to increase employee’s general knowledge in this area and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.16 | Unique Needs of Persons Served - Series 2 | 6/29/2020 |
|
| This is one of two training protocols for Unique Needs of Persons Served requirements. It is intended to increase employee’s general knowledge in this area and it is also available in an electronic version under the “Training” tab on the top of this webpage. | |||
| 1.17 | Critical Incident Reporting | 3/4/2020 |
|
| This training is an overview of incident reporting. It is intended to provide a basic understanding of critical incidents and critical incident reporting. It acts as a guideline for your facility in regard to the process of reporting critical incidents. | |||
| 1.19 | Corporate Compliance Training | 3/4/2020 |
|
| This training is an overview of corporate compliance. It is intended to provide a basic understanding of corporate compliance and corporate compliance reporting. It acts as a guideline for your facility in regard to the process of reporting corporate compliance incidents. | |||
| 1.21 | Technology and Cybersecurity Training | 10/21/2020 |
|
| This training is an overview of some basic technology and Cybersecurity training that all personnel should have. | |||
| 1.23 | Selection and Use of Personal Protective Equipment (PPE) | 5/21/2020 |
|
| This training is an overview regarding the selection and use of personal protective equipment (PPE) | |||
| 1.25 | Safely Don, Use and Remove Personal Protective Equipment (PPE) | 6/5/2020 |
|
| This training is an overview regarding how to Safely Don, Use and Remove Personal Protective Equipment (PPE) | |||
| 1.27 | Infection Control In The Human Service Environment | 7/8/2020 |
|
| This is one of two training protocols for Infection Control requirements. It is intended to increase employee?s general knowledge in the area of Infection Control and it is also available in an electronic version under the ?Training? tab on the top of this webpage. | |||
| 1.29 | Ransomware and HIPAA Training | 10/20/2020 |
|
| Ransomware and HIPAA Training | |||
| 1.31 | Telehealth Training | 7/21/2020 |
|
| Telehealth Training | |||
GROUP SIX - DOCUMENT RESOURCES
This group contains document samples that are (or were) freely available from around the internet. Some of our documents will reference sample documents that we have loaded to this group. We do this in case the original website offering these documents changes their website formats which would make our links invalid.
Sample Documents from Internet
Sample Documents
| ID | Document Title | Last Modified | Download Format |
|---|
| 1.01 | CARF® Resources PMMI 1 Identifying Gaps and Opportunities | 8/25/2020 |
|
| CARF® sample/example document | |||
| 1.03 | CARF® Resources PMMI 2 Developing the Plan Worksheet | 8/25/2020 |
|
| CARF® sample/example document | |||
| 1.05 | CARF® Resources PMMI 3 Outcomes Grid-Business | 8/25/2020 |
|
| CARF® sample/example document. | |||
| 1.07 | CARF® Resources PMMI 4 Outcomes Grid-Persons Served and Other Stakeholders | 8/25/2020 |
|
| CARF® sample/example document | |||
| 1.09 | CARF® Resources PMMI 5 Performance Improvement Worksheet | 8/25/2020 |
|
| CARF® sample/example document | |||
| 1.12 | CARF® Resources PMMI Pyramid-Summary of Steps | 10/29/2020 |
|
| Steps to Establishing Performance Measurement Management and Improvement (PMMI) Systems | |||
| 1.14 | Resources Federal Guidelines for Opioid Treatment Program | 10/29/2020 |
|
| 2.E.19 Guidelines on interim maintenance treatment for OTP. | |||
| 1.15 | Resources Links for 2020 - 2021 Updates | 10/29/2020 |
|
| This document provides a list of web links provided in the Accreditation Now updates for 2020-2021. | |||
Website Instructions
This section contains written instructions on using the Accreditation Now website and customizable templates for use in instructing personnel.
| ID | Document Title | Last Modified | Download Format |
|---|
| 2.02 | Documents - Manage Policies and/or Documents Instructions | 3/28/2022 |
|
| This document provides instructions on using the Manage Policies and/or Documents feature on the website. | |||
| 2.03 | Documents - Duplicate Document Permissions | 2/24/2021 |
|
| This document provides a tutorial on how to grant duplicate document permissions. This feature allows you to replicate document permissions from one user profile to another. | |||
| 2.04 | Documents - Template Policies and Procedures for Download | 9/26/2022 |
|
| This document provides instructions and answers to frequently asked questions about the Accreditation Now Policies and Procedures for Download feature of the website. | |||
| 2.05 | Administrative Overview and Setup | 10/21/2021 |
|
| This document provides a brief overview of items found under the administration tab. | |||
| 2.07 | Corporate Compliance Reporting for Administrators | 7/14/2021 |
|
| These instructions should be provided to Corporate Compliance Officers. | |||
| 2.08 | Corporate Compliance Reporting for Personnel | 7/14/2021 |
|
| This is a customizable template to provide instructions to all personnel on utilizing the Corporate Compliance Reporting system. | |||
| 2.10 | Critical Incident Reporting Administration | 7/14/2021 |
|
| This document provides instructions for managers and administrators on critical incident reporting, response and summary reports. | |||
| 2.11 | Critical Incident Reporting Personnel | 7/14/2021 |
|
| This is a customizable template to provide instructions to all personnel on utilizing the Critical Incident Reporting system. | |||
| 2.14 | Grievance - Client Grievance Reporting for Administrators | 7/14/2021 |
|
| This document provides administrative instructions for setting up and using the online Client Grievance Reporting system. | |||
| 2.15 | Grievance - Client Grievance Template | 7/14/2021 |
|
| This is a customizable template for instructing clients on the filing of grievances on the Accreditation Now website. | |||
| 2.18 | Grievance - Personnel Grievance Reporting for Administrators | 7/14/2021 |
|
| This document provides administrative instructions for setting up and using the online Personnel Grievance Reporting system. | |||
| 2.19 | Grievance - Personnel Grievance Template | 7/14/2021 |
|
| This is a customizable template for instructing staff members on the filing of grievances on the Accreditation Now platform. | |||
| 2.22 | Job Description Reviews | 7/14/2021 |
|
| This document provides instructions on utilizing the Accreditation Now Job Description Review functions. | |||
| 2.24 | Personnel User Account Set-up | 11/24/2021 |
|
| This document provides instructions on creating user accounts for personnel. | |||
| 2.26 | Surveys - Client | 7/14/2021 |
|
| This document provides instructions for utilizing the Client Survey feature. Surveys assist in meeting CARF® standards requiring the ongoing collection of information. | |||
| 2.28 | Surveys - Community Stakeholder | 7/14/2021 |
|
| This document provides instructions for utilizing the Community Stakeholder Survey feature. Surveys assist in meeting CARF® standards requiring the ongoing collection of information. | |||
| 2.29 | Surveys - Stakeholder Request Template | 7/14/2021 |
|
| This is a customizable survey request you can provide to your stakeholders, requesting they complete a survey. | |||
| 2.31 | Surveys - Personnel | 7/14/2021 |
|
| This document provides instructions on utilizing the Personnel Survey feature. Surveys assist in meeting CARF® standards requiring the ongoing collection of information. | |||
| 2.32 | Training Overview, Setup and Reports | 6/20/2022 |
|
| This document provides instructions on setting up the prepared training system, granting training managers permissions and training reports. | |||
| 2.33 | Trainings - Custom Trainings and Reviews | 2/7/2023 |
|
| This document provides instructions for creating, entering and scheduling Custom Trainings and Custom Reviews. | |||
| 2.34 | Training Schedule | 6/20/2022 |
|
| This document provides instructions for scheduling prepared or custom trainings and reviews. Trainings and due dates may be assigned to specific Job titles, regions, locations, or individual User Accounts. | |||
| 2.35 | Trainings - Required Trainings | 3/8/2023 |
|
| This document provides a list of required trainings for the Behavioral Health standards manual, notating which trainings are available in the system with your subscription. If you provide other service types you will need to compare this document with the Appendix C, from the corresponding CARF® manual. You will find they are very similar. There are suggestions for locating materials to prepare your custom trainings and reviews. | |||
