Table of Contents

• Pre-Employment Checklist 2

• New Employee Checklist 4

• Personnel File Checklist 7

• Training Plan 10

• Separation Checklist 12

Restrictions and Limitations

• Documents and templates (“downloads”) include proprietary information and remain the intellectual property of Partners Behavioral Health.

• Downloads available for use by purchasers and customers only. You agree not to distribute this document for use by other organizations or programs, in whole or in part, without the prior written consent of Partners Behavioral Health.

• Use of downloads does not constitute a relationship between the purchaser and Partners Behavioral Health, nor does Partners Behavioral Health assume any liability for the outcome of implementing this in your agency or program.

• By accepting downloads, you agree to be bound by these restrictions and limitations.

The post Employee Relations Checklist 2023 appeared first on Partners Behavioral Health.

The calculations in the spreadsheets are based on two main categories; baseline performance criteria and utilization criteria. Specific incentive earned is in part dependent on how you weight these requirements. Baseline criteria is related to meeting quality and performance standards. This includes metrics related to quality of care, indirect position related admin responsibilities, including case management responsibilities for BCBAs, and value based care measures. These elements are criteria for determining whether the employee is eligible for an incentive payout, and impacts the level of that payout. The utilization metrics impact the tier or amount of payout to the degree you weight them relative to the baseline criteria.

Again, this is part of the broader performance management system. All the forms (available as a separate download) and spreadsheets are complementary to one another. The job description provides a general overview of the responsibilities for each position. The indirect checklists prepare clinicians for the face to face sessions, the face to face sessions generate certain follow-up responsibilities, and those follow-up responsibilities are then listed on the indirect checklists. The BCBA system includes two additional checklists to help ensure the integrity and compliance standards of patient records and treatment plans. All checklists for each position are summarized in the Performance Criteria for Quality and Compliance Standards – Period End Review (i.e. bonus) checklist for each position. The incentive calculation spreadsheet for each position is based on those very same categories. Those same sections from the bonus checklist are the basis for appraisal in the annual (or semi-annual) performance evaluation template for each position.

A brief review of these are presented in the video here: https://partnersaba.com/blog/clinical-performance-management-and-incentive-systems-for-bcbas-and-bts-video

Like a product but not ready to buy? Tell us why. We’ll help, or at least do our best to try. https://www.surveymonkey.com/r/BPC8XS6

To learn more about policies, procedures, work instructions and job aids, check out this blog: https://partnersaba.com/blog/policies-vs-procedures-vs-work-instructions-vs-job-aids

The post Incentive Spreadsheet/Calculator for Performance Management and Incentive System for Behavior Analysts and Behavior Therapists appeared first on Partners Behavioral Health.

More about this package: All the forms and spreadsheets in this package are complementary to one another. The job description provides a general overview of the responsibilities for each position. The indirect checklists prepare clinicians for the face to face sessions, the face to face sessions generate certain follow-up responsibilities, and those follow-up responsibilities are then listed on the indirect checklists. The BCBA system includes two additional checklists to help ensure the integrity and compliance standards of patient records and treatment plans. All checklists for each position are summarized in the Performance Criteria for Quality and Compliance Standards – Period End Review (i.e. bonus) checklist for each position. The incentive calculation spreadsheet (the incentive calculator is available as a separate download) for each position is based on those very same categories. Those same sections from the bonus checklist are the basis for appraisal in the annual (or semi-annual) performance evaluation template for each position. If you have any questions about this product, please contact us at info@partnersaba.com.

This download includes the following content:

1. General Instructions
2. Instructions and Resources for Implementation of Behavior Analyst Performance and Incentive System
3. Job Description for Behavior Analyst Behavior Analyst Performance Evaluation Checklist – Face to Face
4. Behavior Analyst Performance Evaluation Checklist – Indirect
5. Patient Book/File Checklist
6. Clinical/Patient Records Checklist
7. Behavior Analyst Performance Criteria for Quality and Compliance Standards – Period End Review
8. Performance Evaluation Template for Behavior Analysts
9. Instructions and Resources for Implementation of Behavior Therapist Performance and Incentive System
10. Job Description For Behavior Therapist
11. Behavior Therapist Performance Evaluation Checklist – Face to Face
12. Behavior Therapist Performance Evaluation Checklist – Indirect
13. Behavior Therapist Performance Criteria for Quality and Compliance Standards – Period End Review
14. Performance Evaluation Template for Behavior Therapists

Link to free webinar on clinical performance management and incentive systems for BCBAs and BTs: https://partnersaba.com/blog/clinical-performance-management-and-incentive-systems-for-bcbas-and-bts-video Read more about this package below.

Like a product but not ready to buy? Tell us why. We’ll help, or at least do our best to try. https://www.surveymonkey.com/r/BPC8XS6

To learn more about policies, procedures, work instructions and job aids, check out this blog: https://partnersaba.com/blog/policies-vs-procedures-vs-work-instructions-vs-job-aids

Restrictions and Limitations

Documents and templates (“downloads”) include proprietary information and remain the intellectual property of Partners Behavioral Health.

Downloads available for use by purchasers and customers only. You agree not to distribute this document for use by other organizations or programs, in whole or in part, without the prior written consent of Partners Behavioral Health.

Use of downloads does not constitute a relationship between the purchaser and Partners Behavioral Health, nor does Partners Behavioral Health assume any liability for the outcome of implementing this in your agency or program.

By accepting downloads, you agree to be bound by these restrictions and limitations.

The post Clinical Performance Management and Incentive System for Behavior Analysts and Behavior Therapists appeared first on Partners Behavioral Health.

Table of Contents

• Emergency Communications and Code System 6

• Emergency Scenarios 7

• A. Missing and Absent Persons and Search Protocol 7

• B. Health Care Emergency Procedures 8

  • • Medical Emergency 8

  • Behavioral Health Emergency 8

• C. Violent or Threatening Situations 9

• D. Active Shooter/Armed Intruder 10

• E. Shelter-in-Place 11

• F. Lockdown (for other than active shooter/armed intruder) 12

• G. Strategies for Safety in the Community 12

• H. Evacuation Plan 14

  • On-Site Evacuation: 14

  • Off-Site Evacuation: 15

• I. Evacuation Routes 15

• J. Emergencies That May Require Evacuation 15

  • Fire or Smoke Procedure: 15

  • Gas Leak Procedure: 16

  • Carbon Monoxide Procedure: 16

  • Loss of Heat/AC/Electricity Procedure: 16

  • Loss of Water/Contamination Procedure: 17

  • Elevator Malfunction Procedure: 17

  • Severe Storms/Natural Disasters Procedure: 17

  • Terrorist Attack Procedure: 17

  • Suspicious Mail 18

  • Bomb Threat 18

  • Bomb Threat Checklist 19

• Security Protocol 21

• Fire Drill Record 22

Restrictions and Limitations

• Documents and templates (“downloads”) include proprietary information and remain the intellectual property of Partners Behavioral Health.

• Downloads available for use by purchasers and customers only. You agree not to distribute this document for use by other organizations or programs, in whole or in part, without the prior written consent of Partners Behavioral Health.

• Use of downloads does not constitute a relationship between the purchaser and Partners Behavioral Health, nor does Partners Behavioral Health assume any liability for the outcome of implementing this in your agency or program.

• By accepting downloads, you agree to be bound by these restrictions and limitations.

The post EMERGENCY MANAGEMENT PLAN 2023 appeared first on Partners Behavioral Health.

Table of Contents

• Introduction 3

• Program Administration 4

• Employee Exposure Determination 5

• Methods of Implementation and Control 5

  • Universal Precautions: 5

  • Exposure Control: 6

  • Engineering Controls and Work Practices: 6

  • Personal Protective Equipment: 7

  • Housekeeping: 7

  • Laundry: 7

• Post Exposure Evaluation and Follow-up 8

• Administration of Post-Exposure Evaluation and Follow-up 8

• Procedures for Evaluating the Circumstances Surrounding an Incident Exposure 9

• Employee Training 9

• Record Keeping 10

  • Training Records 10

  • Medical Records 10

  • OSHA Recordkeeping 11

Restrictions and Limitations

• Documents and templates (“downloads”) include proprietary information and remain the intellectual property of Partners Behavioral Health.

• Downloads available for use by purchasers and customers only. You agree not to distribute this document for use by other organizations or programs, in whole or in part, without the prior written consent of Partners Behavioral Health.

• Use of downloads does not constitute a relationship between the purchaser and Partners Behavioral Health, nor does Partners Behavioral Health assume any liability for the outcome of implementing this in your agency or program.

• By accepting downloads, you agree to be bound by these restrictions and limitations.

The post Exposure Control Plan 2023 appeared first on Partners Behavioral Health.

Table of Contents

• Introduction 3

• Scope 3

• Chemical Inventory List (Appendix I) 3

• Material Safety Data Sheets 4

• Container and Warning Labels 4

• Nonroutine Tasks 4

• Informing Contractors 4

• Training 5

Restrictions and Limitations

• Documents and templates (“downloads”) include proprietary information and remain the intellectual property of Partners Behavioral Health.

• Downloads available for use by purchasers and customers only. You agree not to distribute this document for use by other organizations or programs, in whole or in part, without the prior written consent of Partners Behavioral Health.

• Use of downloads does not constitute a relationship between the purchaser and Partners Behavioral Health, nor does Partners Behavioral Health assume any liability for the outcome of implementing this in your agency or program.

• By accepting downloads, you agree to be bound by these restrictions and limitations.

The post Hazard Communication Program 2023 appeared first on Partners Behavioral Health.

Table of Contents

• Communicable and Infectious Disease Exclusion Guidelines 4

• Immunization 7

• Cleaning, Sanitization, and Disinfection 7

• Food Safety 7

• Appendix I 8

  • Daily Cleaning Routine  8

Restrictions and Limitations

• Documents and templates (“downloads”) include proprietary information and remain the intellectual property of Partners Behavioral Health.

• Downloads available for use by purchasers and customers only. You agree not to distribute this document for use by other organizations or programs, in whole or in part, without the prior written consent of Partners Behavioral Health.

• Use of downloads does not constitute a relationship between the purchaser and Partners Behavioral Health, nor does Partners Behavioral Health assume any liability for the outcome of implementing this in your agency or program.

• By accepting downloads, you agree to be bound by these restrictions and limitations.

The post Infection Control Plan 2024 appeared first on Partners Behavioral Health.

Table of Contents

• Introduction 6

• Mission Statement 7

• Vision Statement 8

• Values 9

• Scope of Services 10

• Leadership and Organizational Structure 13

• Commitment to Quality and Performance Improvement 14

• Rights and Ethics 17

• Code of Conduct 18

• Professionalism 20

• Statement on Non-Discrimination 22

• Client Rights and Responsibilities 23

• Informed Consent for Treatment 25

• Assent 26

• Privacy and Confidentiality 27

• Complaint and Grievance 29

• Rights and Responsibilities of Complainant 30

• Non-Retaliation Statement 31

• Guardianship and Advocacy 32

• Mandatory Reporting of Abuse, Neglect, and Other Mistreatment 33

• Client Services 35

• Access to Care and Treatment 36

• Intake and Enrollment 37

• Assessment 39

• Person-Centered Planning 41

• Behavior Support Planning 43

• Physical Intervention 44

• Transition and Discharge Planning 47

• Data Collection and Analysis 49

• Coordination of Care 50

• Caregiver Involvement 51

• Clinical Supervision 53

• Caseload Management 55

• Communication 56

• Peer Review 58

• Session Expectations 59

• Scheduling and Cancellations 61

• Telehealth 63

• Information Management 66

• Records Management 67

• Administrative Records 70

• Incident Reporting 71

• Sentinel Event 73

• Documentation Expectations 75

• Privacy Breach Response 77

• Inventory Control 78

• Bring Your Own Device 79

• Environment of Care 80

• Environmental Safety – Home-based Services 81

• Environmental Safety – Community-based Services 83

• Infection Control and Prevention 85

• Security Plan 87

• Emergency Preparedness and Response Plan 88

• Accessibility and Accommodations 90

• Financial 91

• Accounts Receivable 92

• Aging Accounts 95

• Budget Process 96

• Fees and Rate Setting 98

• Utilization Management 100

• Internal Control for Cash Receipts & Deposits 102

• Expense Reimbursements 104

• Retention & Destruction of Fiscal Records 108

• General Fixed Assets 110

To learn more about policies, procedures, work instructions and job aids, check out this blog.

The post 2023 Operational Policy and Procedure Manual Template appeared first on Partners Behavioral Health.

Contents

Initial consent package 3

• Instructions for this packet 4

• Welcome 5

• SERVICE AGREEMENT 6

• Attachment A – Fee Schedule 11

• Consent for Emergency Medical Care 17

• Informed Consent for Telehealth Services 18

• Consent to Photograph/ Videotape/ Audiotape 20

• Emergency Contact Card 21

• Consent for the Use of Emergency Physical Intervention 22

• NOTICE OF PRIVACY PRACTICES 24

• Acknowledgement of Receipt of Notice of Privacy Practices 26

• Acknowledgement of Receipt of Caregiver Handbook 27

Annual consent package 28

• Instructions for this packet 29

• SERVICE AGREEMENT 30

• Attachment A – Fee Schedule 35

• Informed Consent for Treatment 36

• Consent for Emergency Medical Care 41

• Informed Consent for Telehealth Services 42

• Consent to Photograph/ Videotape/ Audiotape 44

• Emergency Contact Card 45

• Consent for the Use of Emergency Physical Intervention 46

• Acknowledgement of Receipt of Caregiver Handbook 48

Restrictions and Limitations

Documents and templates (“downloads”) include proprietary information and remain the intellectual property of Partners Behavioral Health.

Downloads available for use by purchasers and customers only. You agree not to distribute this document for use by other organizations or programs, in whole or in part, without the prior written consent of Partners Behavioral Health.

Use of downloads does not constitute a relationship between the purchaser and Partners Behavioral Health, nor does Partners Behavioral Health assume any liability for the outcome of implementing this in your agency or program.

By accepting downloads, you agree to be bound by these restrictions and limitations.

The post Client Consent Packet 2023 – Initial and annual appeared first on Partners Behavioral Health.

The post Intake Questionnaire 2023 appeared first on Partners Behavioral Health.