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

   Sample from other Regions

• RWC tracking spreadsheet

SAFETY

Staying Safe while Working with Clients

procedural guidance

Billable Costs
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​Providing Services in Groups

Minimum Qualifications for Master and Bachelor Level CCS Providers

Determining CCS Provider Orientation and Training Needs

Assessing and addressing needs of consumers who move between counties in our region