What We Do
We partner with agency leaders to assess current workflows, identify gaps, and build customized systems that drive organizational effectiveness. We don't just hand over policy documents—we provide the tools, coaching, and rollout strategies to ensure your team understands and lives out the protocols.
Progress Notes & Documentation Systems
Efficient and compliant documentation is essential for billing accuracy and service quality. We help your team develop a structured Progress Note Management System, which includes:
- Defined submission timelines (e.g., within 24–48 hours)
- Medicaid and funding source compliance checks
- Clinical relevance reviews
- Optional implementation of a Late Submission Fee policy
- Tools like tracking templates and administrative oversight systems
We also extend these systems to related documents, such as Skill Builders and Incident Reports.
Supervision Structures
Ongoing supervision ensures quality service delivery and professional growth. We design and support systems that include:
- Weekly or monthly clinical supervision structures
- Supervision logs, templates, and follow-up systems
- Coaching for team leads on managing clinical staff under provisional licensure
- Built-in accountability and feedback mechanisms
Staff Evaluation & Accountability
Our evaluation frameworks are customized to reflect your team’s goals and compliance needs. Performance reviews are based on:
- Documentation quality and timeliness
- Client outcomes and engagement
- Professionalism and adherence to protocols
- Participation in supervision, training, and meetings
We provide evaluation tools, sample rubrics, and optional coaching on implementation.
Ongoing Training & Professional Development
Professional growth is part of organizational growth. We embed training into your workflow by:
- Aligning topics with real-time organizational needs
- Incorporating themes like documentation best practices, ethics, boundaries, cultural competence, Medicaid compliance, and audit preparation
- Reviewing past incidents and guiding reflective learning
- Creating Training Calendars and master tracking sheets
Trainings can be embedded into meetings or offered as standalone sessions, virtually or on-site.