Regional Toolkit

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This toolkit is a compilation of sample tools that can be used or adapted for use within the CWHP CCS partnership. 
Let Lori (lori.martin@cwhpartnership.org) know if you have requests for additional tool samples or if you have a tool you'd like shared/posted.

File Reveiw Tools

    CCS Statewide QA/QI Workgroup

• Service Facilitator File Review Checklist

    CWHP Sample

• 30 day, 6 month, annual, and time documentation

    Adams

• CCS Audit Checklist   
  

    Green Lake
    Note: used with new workers; lists all needed paperwork; could be used for file review.

• File Review

    Juneau

• CCS Internal Audit
• CST Internal Audit
• CCS Initial Checklist
• CCS Review Checklist 6 month
• CCS Review Checklist Annual

    Marquette
    Note: used for quarterly chart reviews (each quarter a different topic is picked for review)

• Assessment File Review Checklist
• Discharge File Review Checklist
• Intake Paperwork File Review Checklist
• Progress Note General Audit Form
• Recovery Plan File Review Checklist

SAFETY

Staying Safe while Working with Clients