DEMOBehavioral HealthStaff
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Compliance

Audit binder

Everything a surveyor asks for about your staff, in one document: the roster, every license and certification, training status, exclusion checks, and a section for each person. It’s saved in Drive and emailed to you as a PDF, usually within 10 minutes.

Include

Medical records (TB screenings, hepatitis B, injuries) and grievances are never included. They stay in their own confidential files.

Before a survey

  1. Check Personnel files for anything missing, and fix what you can first.
  2. Check Licenses & credentials: nothing expired, and everything checked with the issuer this year.
  3. Run the exclusion check if this month’s hasn’t run, from Personnel files.
  4. Make the binder. For one person only, use the personnel file report.