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CCS Orientation

Provider Orientation

If you are interested in becoming a provider of CCS services in the CWHP region, please contact the county or counties you are interested in providing services in.

Download and review CCS Provider Contract Addendum (6/29/21) this document outlines regional expectations for individuals and agencies contracted to provide CCS services in a county or counties in the CWHP region. 

Video: Contract Addendum Review

Work with your CCS Service Director to develop a personalized orientation plan, which will take into consideration your role, experience, education, and training, and may include working through some or all of the "UW Green Bay CCS Core Training" curriculum; and/or reviewing several of the "Selected Orientation Resources" outlined below.

FAQ: How Many Hours of Training Do I Need?

Download Printable Training Logs: 


Training Videos

  • Balancing Medical Necessity and Consumer Voice and Choice, Facilitated by Lori Martin, Regional Coordinator (9 minutes)

  • The Golden Thread, Facilitated by Lori Martin, Regional Coordinator (8 minutes).  Learn about the "golden thread" that ties the CCS experience together from beginning to end. 

  • Minimizing Risk while Working with CCS Clients, Facilitated by Jessica Beauchamp, LCSW (1 hour 50 minutes).  Become more skilled in the three levels of awareness - self-awareness, environmental awareness, and client awareness.  Learn prevention techniques that can be used in the office and in the field.  Understand phases of a crisis development and learn skills that can be used to de-escalate and minimize risk during each phase.  

  • Confidentiality Practices in CCS, Facilitated by Jessica Beauchamp, LCSW (35 minutes).  This training is designed to provide knowledge on the best practices to ensure clients rights for privacy and security of their personal health information.  Topics covered include an overview of pertinent statutes/rules, confidentiality in specific scenarios (e.g. paper documents, use of technology, and conversations), disposal of records, recommendations for reporting a breach, and resources.  

  • ​Psychosocial Rehabilitative Services and the CCS Service Array, Facilitated by Lori Martin, Regional Coordinator (29 minutes).  Includes an overview of psychosocial rehabilitative services and review of each of the 13 services on the CCS Service Array.  Providing services to family members of the identified consumer is also covered.  The video concludes with an example of using the service array as a tool to develop individualized interventions to address consumer's needs.  ​

  • Overview of CCS Essentials for Providers, Facilitated by Lori Martin, Regional Coordinator (20 minutes) lays the foundation for providing CCS services, the Recovery Team and team involvement; as well as requirements such as supervision, orientation and ongoing training, and documentation.   

  • Recovery Planning, Facilitated by Lori Martin, Regional Coordinator (38 minutes). Explores the role of the service facilitator, consumer, and team members in the recovery planning process, emphasizing the "golden thread" that ties the assessment/assessment summary and recovery plan together.  Includes a step-by-step walkthrough of the steps necessary to develop a recovery plan based on the discovery of underlying needs.  Additional topics include development of the initial plan (first 30 days) and ongoing plan development, and balancing consumer voice and choice with statute and medical necessity.​​​

  • Quality Progress Notes Using TARP, Facilitated by Lori Martin, Regional Coordinator (20 minutes) answers the question “Why document?", gives an overview of the TARP method of documentation, and covers elements that make a quality progress note.

  • Effective Treatment of Co-Occurring Disorders in a Wraparound Setting, facilitated by Mark Sanders, LCSW, CADC (3 hours, 16 minutes) Clients with co-occurring disorders often have more hospitalizations, evictions, arrests suicide attempts and actual suicides than clients with a single diagnosis of mental illness or substance use disorders. In addition, individuals with co-occurring disorders are often difficult to engage and retain in treatment. In this webinar you will learn: pre-treatment engagement strategies; how to engage clients with co-occurring disorders within the first 5 minutes of contact; wraparound services for clients with co-occurring disorders; retaining clients the first 2 sessions; retaining clients with co-occurring disorders beyond session two; evidence based approaches to improving outcomes; Integrated co-occurring disorders treatment in a wraparound system of care; creating community and the effective use of peers to increase retention and improve outcomes.​

  • Working with Psychosis Using the Wraparound Process, Presentation by Dr. Steven Dykstra (3 hours, 45 minutes) Dr. Dykstra provides an overview of first episode psychosis including signs, symptoms, and causes. Implications of treatment options are explored, promoting a focus on an individual's wellness as opposed to their illness.  Considerations and strategies for providing supports and services to individuals diagnosed with first episode psychosis in a wraparound setting are shared.


UW Green Bay CCS Core Training

The Northeast Behavioral Health Training Partnership in partnership with the University of Wisconsin Green Bay, has developed  a web-based foundational curriculum available to CCS providers who serve any of the following counties in our partnership: Adams, Green Lake, Marquette, Waupaca, and Waushara. 


Wraparound Process and Team Facilitation Fundamentals

The Wraparound Fundamentals Workshop for Care Coordinators and Service Facilitators will guide participants through the principles of coordinated services teams; building trust with families; development of the inter-agency team; service coordination responsibilities; and team facilitation skills including conflict management. Through hands-on activities, participants will learn how to guide multi-agency, parent and youth-centered teams though the process of completing a strength-based assessment, plan of care, plan for crisis, and transition out of the formal team process.

For more information please visit:

​Foundations of Wisconsin Wraparound Video Series


Selected Orientation Resources

Orientation Requirements:

  • At least 40 hours of documented orientation training within 3 months of beginning employment for each staff member who has less than 6 months experience providing psychosocial rehabilitation services (defined as "CCS Services") to children or adults with mental disorders or substance-use disorders. 

  • At least 20 hours of documented orientation training within 3 months of beginning employment with the CCS for each staff member who has 6 months or more experience providing psychosocial rehabilitation services (defined as "CCS Services") to children or adults with mental disorders or substance-use disorders. 

  • At least 40 hours of documented orientation training for each regularly scheduled volunteer before allowing the volunteer to work independently with consumers or family members

  • In addition to the 40 or 20 hours of documented orientation training referenced above, peer specialists and rehabilitation workers must receive 30 hours of training during the past two years (prior to beginning employment with the CCS) on the following topics: recovery concepts, consumer rights, consumer-centered individual treatment planning, mental illness, co-occurring mental illness and substance abuse, psychotropic medications and side effects, functional assessment, local community resources, adult vulnerability, and consumer confidentiality (DHS 36.10(2)(g) 20 and 21).  

The selected resources offered in the table below are not meant to be an exhaustive list, rather, one source that can be used to satisfy the orientation and training requirements including but not limited to: literature review, webinars, in-person training and workshops, and various on-line resources and forums. Providers are encouraged to go beyond the resources offered on this site.  The amount and depth of your orientation and training should be based on your level of knowledge, experience, and skill in any given area, as well as what your responsibilities are as a CCS staff member. 

​Download Printable Training Logs: 

​Please contact the county or counties you are interested in providing services in for additional information.  

Required Categories​

30 Initial Training Hours for Rehabilitation Workers

1. Consumer Confidentiality
    CWHP Videos

​2. Consumer Rights

3. Mental illness, and Co-occurring mental illness and substance Abuse
UWGB BHTP modules:

  • Mental Health Overview (3 hours, 36 min)

  • Children’s Mental Health Issues (1 hour, 42 min)

  • DHS 36 Overview of CCS (1 hour)

National Development and Research Institutes video:

CWHP Video:

4. Recovery Concepts and Principles
UWGB BHTP modules:

  • Recovery Concepts and Principles (33 min)

  • Trauma Informed Practice (54 min)

SAMHSA video:

CWHP video:

WI DHS Video Trainings:

Office of Children's Mental Health: Trauma Informed Care Video Training

5. Functional Assessment

6. Consumer-Centered Individual Treatment Planning
UWGB BHTP module:

  • Person Centered Planning (1 hour, 20 min)​

CCS Recovery Planning (38 minutes)
Wisconsin DHS Person-Centered Planning Training 

8. Local Community Resources

Required Categories

20 or 40 Orientation Training Hour

1.  Parts of Chapter 36 pertinent to the services you provide.

​2. CCS policies and procedures pertinent to the services you provide.

3. Job responsibilities for staff members and volunteers.

4. Applicable parts of chs. 48, 51 and 55, Stats., and any related administrative rules.

5. The basic provisions of civil rights laws including the Americans with disabilities act of 1990 and the civil rights act of 1964 as the laws apply to staff providing services to individuals with disabilities

6. Current standards regarding documentation and the provisions of HIPAA, s. 51.30, Stats., ch. DHS 92 and, if applicable, 42 CFR Part 2 regarding confidentiality of treatment records.

7. The provisions of s. 51.61, Stats., and ch. DHS 94 regarding patient rights

​8. Current knowledge about mental disorders, substance-use disorders and co-occurring disabilities and treatment methods.

8m. Recovery concepts and principles which ensure that services and supports promote consumer hope, healing, empowerment and connection to others and to the community; and are provided in a manner that is respectful, culturally appropriate, collaborative between consumer and service providers, based on consumer choice and goals and protective of consumer rights.

9. Current principles and procedures for providing services to children and adults with mental disorders, substance-use disorders and co-occurring disorders. including recovery-oriented assessment and services, principles of relapse prevention, psychosocial rehabilitation services, age-appropriate assessments and services for individuals across the lifespan, trauma assessment and treatment approaches, including symptom self-management, the relationship between trauma and mental and substance abuse disorders, and culturally and linguistically appropriate services.

10. Techniques and procedures for providing non–violent crisis management for consumers, including verbal de–escalation, methods for obtaining backup, and acceptable methods for self–protection and protection of the consumer and others in emergency situations, suicide assessment, prevention and management.

CWHP Video: Minimizing Risk while Working with CCS Clients (1 hour 50 minutes) 

UWGB BHTP modules:

  • Suicide/Risk Assessment (42 min)

  • Columbia Suicide Severity Rating Scale (36 min)

11. Training that is specific to the position for which each employee is hired.

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