Tools and briefings
Templates, checklists, videos, and CMI briefings
Practical tools and short briefings written by CMI. For the text of the regulations themselves, use the Regulatory hub.
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- CMI briefings
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- Agencies referenced
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- Templates and videos
SC adult day care licensing: Regulation 60-75 (formerly 61-75)
What changed with the DHEC-to-DPH renumbering, and the core staffing and space requirements for adult day care facilities in South Carolina.
SC Regulation 60-75 §§101, 503, 505, 1200, 1302; S.C. Code §44-7-260 · Updated Nov 2026
Behavioral health workforce shortage: The 2026 picture
HRSA's 2025 brief: 137 million people live in a Mental Health Professional Shortage Area, with the largest projected 2038 gaps in psychiatry, counseling and psychology.
HRSA Behavioral Health Workforce Brief 2025 · Updated Nov 2026
CNA and nursing workforce trends: 2026 data
Current turnover rates, shortage projections, and staffing trends for CNAs, RNs, and LPNs in long-term care — grounded in the most recent national reporting.
2025-2026 and 2026-2027 Nursing Home Salary & Benefits Reports (HCS) · Updated Nov 2026
National Core Indicators: What the data says about DSP turnover
NCI's most recent survey data on DSP turnover, wages and benefits, with the figures and survey years stated.
NCI-IDD State of the Workforce 2024; Innovation in Aging, Dec. 31, 2025 (NCI-AD 2023) · Updated Nov 2026
South Carolina's 7 Medicaid HCBS waivers: Reference guide
Every home and community-based services waiver in South Carolina, who operates it, and what services each one covers.
SCDHHS HCBS Waiver Summary Chart (Jan. 2026); SCDHHS MB# 25-017, MB# 26-029 · Updated Nov 2026
SC Medicaid managed care and HCBS waivers: Current state and planning outlook
What's actually confirmed about SC's managed care carve-in as of 2026, what remains fee-for-service, and how to think about the widely-discussed possibility of a future full transition.
SCDHHS Managed Care Carve-In Guidance (effective Jan. 1, 2026) · Updated Nov 2026
SC mental health records confidentiality — State law layered on HIPAA
South Carolina has its own mental health records confidentiality statute that applies on top of federal HIPAA — not a substitute for it.
S.C. Code § 44-22-100 · Updated Nov 2026
SC crisis stabilization unit licensing standards
The specific state licensing regulation for behavioral health crisis stabilization facilities — a distinct category from general psychiatric or residential licensing.
SC Regulation 60-125 (Crisis Stabilization Unit Facilities), amended May 23, 2025 · Updated Nov 2026
SC vulnerable adult abuse, neglect and exploitation mandatory reporting
Who must report, to which agency, and how — the reporting pathway differs depending on what kind of facility is involved.
Omnibus Adult Protection Act, S.C. Code § 43-35-25 · Updated Nov 2026
SC CRCF licensing: Application and physical plant standards
What's actually required to open and license a Community Residential Care Facility in South Carolina, beyond the staffing ratio.
S.C. Code §§ 44-7-140, 44-7-250, 44-7-260; SC Regulation 60-84 (formerly 61-84) · Updated Nov 2026
SC agency restructuring: DHEC split and DDSN → BHDD OIDD
Reference guide to South Carolina's restructured health and disabilities agency landscape — for updating internal documents that still reference the old names.
SC state government restructuring, 2024-2025 · Updated Nov 2026
SC BHDD OIDD provider review cycle and key indicators
How BHDD OIDD's licensing and quality review system actually works — including the performance-linked review frequency most providers don't realize exists.
BHDD OIDD MAPS Provider Guide and Executive Memo (Jan. 12, 2024); ACIS reviews page · Updated Nov 2026
Medical necessity documentation standards for behavioral health claims
The single most common reason behavioral health claims fail payer audit — and what documentation actually needs to show.
Payer-specific medical necessity policies (Medicare, SCDHHS provider manuals, commercial payers) · Updated Nov 2026
42 CFR Part 2 — Substance use disorder record privacy
Updated federal privacy rules for SUD treatment records, now more closely aligned with HIPAA than under the prior rule.
42 CFR Part 2 (HHS/SAMHSA final rule issued Feb. 8, 2024; compliance date Feb. 16, 2026) · Updated Nov 2026
SC Medicaid managed care carve-in for HCBS waivers
Effective January 1, 2026 — medical services for select HCBS waiver members moved to managed care organizations; waiver services themselves stayed fee-for-service.
SCDHHS Managed Care Carve-In Provider Guidance (2026) · Updated Nov 2026
CMS HCBS settings rule
The federal standard defining what counts as a genuinely community-integrated HCBS setting — applies to residential habilitation and other waiver-funded settings.
42 CFR § 441.301(c)(4)-(5) · Updated Nov 2026
CMS Five-Star quality measure rating system
How the public Care Compare star rating is actually calculated — and why your rating can drop with zero change in your facility's performance.
CMS Nursing Home Care Compare — Five-Star Technical Users' Guide · Updated Nov 2026
SC community residential care facility (CRCF) staffing standards
Assisted living staffing in South Carolina — acuity-driven, not just a flat ratio.
SC Regulation 60-84 §§502-503, 506 (formerly 61-84; amended May 23, 2025) · Updated Nov 2026
SC nursing home staffing proviso (FY 2025-26 standard; confirm FY 2026-27)
The FY 2025-26 state nursing home staffing floor and how to confirm the current fiscal year's version.
2025 Act No. 69 (H.4025), Proviso 31.17; DPH memo Aug. 27, 2025 · Updated Nov 2026
CMS rescission of the 2024 nursing home minimum staffing rule
Interim final rule effective Feb. 2, 2026 removed the 3.48 HPRD and 24/7 RN requirements; the facility assessment stays.
Federal Register doc. 2025-21792 (Dec. 3, 2025); 42 CFR 483.70(e) · Updated Nov 2026
CMS Medicaid access rule: HCBS enforcement delays
FFS grievance enforcement moved to Dec. 31, 2027; Interested Parties Advisory Group to Jan. 1, 2029.
CMS Informational Bulletins (Dec. 23, 2025; Feb. 26, 2026); 42 CFR 441.301(c)(7) · Updated Nov 2026
SC DPH memory care staffing study (Proviso 31.48)
January 1, 2026 report: recommends higher ratios, enhanced training and workforce resources without a numeric target.
Proviso 31.48, 2025 Act No. 69 (H.4025); R.60-84 §503.B · Updated Nov 2026
OIDD memo: No automatic waiver waiting list additions
Effective with the January 20, 2026 memo, eligibility no longer places a person on the waiting list.
OIDD Executive Memo, Jan. 20, 2026 · Updated Nov 2026
SC managed care carve-in: Claim routing for waiver members
Medical claims go to the MCO; waiver services and a short list of equipment codes stay fee-for-service.
CLTC Case Manager Carve-In Update (May 7, 2026) · Updated Nov 2026
Community Choices (SC.0405) and HIV/AIDS (SC.0186) waiver renewals
CMS approved SCDHHS's five-year renewals, retroactive to July 1, 2026.
Medicaid Bulletin MB# 26-029 (Sept. 2, 2026); waivers SC.0405 and SC.0186 · Updated Nov 2026
SCDHHS HCBS and state plan rate update (effective Dec. 1, 2026)
Medicaid Bulletin MB# 26-044: new rates for Residential Habilitation, personal care and nursing for dates of service on or after December 1, 2026.
Medicaid Bulletin MB# 26-044 (Oct. 30, 2026); SCDHHS HCBS Waiver Fee Schedule; OIDD ID/RD and HASCI Waiver manuals · Updated Nov 2026
CMS nursing homes — Requirements and guidance
This is a CMS webpage describing the Medicare and Medicaid requirements for participation for Long-Term Care facilities, the associated survey protocols, and the 2026 risk-based survey approach.
Updated Nov 2026
SCDHHS providers main index — Portal navigation and bulletins
This document is the main landing/index page from the South Carolina Department of Health and Human Services (SCDHHS) Providers website, listing navigation links, quick links, and recent provider bulletins.
Updated Sep 2026
SC BHDD OIDD — Home (agency website overview)
This is the homepage content of the South Carolina Department of Behavioral Health and Developmental Disabilities, Office of Intellectual and Developmental Disabilities (BHDD-OIDD), including quick links, service area descriptions, and current news and event notices.
Updated Sep 2026
SC.gov health services and programs
This is a directory page from SC.gov listing South Carolina health-related services and programs, including Medicaid, senior services, disability resources, and public health programs, with brief descriptions and links to each.
Updated Aug 2026
BHDD OIDD directives, standards and manuals
This is the SC BHDD OIDD (Behavioral Health and Developmental Disabilities/Office of Intellectual and Developmental Disabilities) provider index page listing the Directives, Standards, and Manuals that govern the BHDD OIDD service delivery system.
Updated Aug 2026
SCDHHS provider administrative and billing manual (July 1, 2026) — Key contacts, enrollment, and eligibility reference
This is a partial, operationally-focused extraction of critical contacts, tools, and enrollment/eligibility rules from SCDHHS's Provider Administrative and Billing Manual; the full manual contains extensive additional billing, appeals, and program integrity detail not covered here.
Updated Aug 2026
SC BHDD OIDD directives and standards — Current directives index
This is a partial reference guide to SC BHDD OIDD's current directives and standards, highlighting the most operationally critical policies from a much larger master index.
Updated Aug 2026
SC DPH nursing homes
This is a South Carolina Department of Public Health (DPH) resource page outlining licensing requirements, regulations, forms, and oversight programs applicable to nursing homes in South Carolina.
Updated Aug 2026
BHDD waiver case management standards (SC DDSN) — ID/RD, community supports, and HASCI waivers
This is the South Carolina Department of Disabilities and Special Needs (DDSN) document establishing the Waiver Case Management Standards applicable to the ID/RD, Community Supports (CS), and Head and Spinal Cord Injury (HASCI) Waivers, revised 1/1/2022.
Updated Aug 2026
SC code of laws Title 44 — Health (chapter index)
This document is the South Carolina Legislature's chapter-by-chapter table of contents for Title 44 of the South Carolina Code of Laws, governing Health.
Updated Aug 2026
SC DPH hospital licensure
This is the SC Department of Public Health webpage governing hospital licensure requirements, incident reporting procedures, and licensure application forms for South Carolina hospitals and institutional general infirmaries.
Updated Aug 2026
SC Regulation 60-17 (DPH) — Standards for licensing nursing homes
This is South Carolina Department of Public Health Regulation 60-17, "Standards for Licensing Nursing Homes," issued under statutory authority of S.C. Code Section 44-7-260.
Updated Aug 2026
SCDHHS healthy connections Medicaid waiver programs overview
This is a South Carolina Department of Health and Human Services (SCDHHS) document, revised June 26, 2025, describing the home and community-based Medicaid waiver programs available to eligible Healthy Connections Medicaid members.
Updated Aug 2026
BHDD directive 700-09-DD: Determining need for residential services
This is a South Carolina Department of Disabilities and Special Needs (DDSN) directive, effective December 1, 2022, establishing the minimum criteria, definitions, committee structure, and procedures governing how the need for DDSN-sponsored Residential Services is determined for DSN Boards and Contracted Service Providers.
700-09-DD · Updated Aug 2026
BHDD directive 603-13-DD: Medication technician certification
This is DDSN/BHDD Directive 603-13-DD, effective November 1, 2002 and last revised July 16, 2020, establishing the framework for the Medication Technician Certification program for unlicensed personnel providing medications in DDSN-licensed residential settings/facilities, Community Residential Care Facilities, and DDSN-licensed day facilities.
603-13-DD · Updated Aug 2026
BHDD directive 200-02-DD: Financial management of personal funds
This is a South Carolina DDSN/BHDD directive (Reference Number 200-02-DD) establishing policies and procedures for the financial management of personal funds belonging to individuals receiving residential services in DDSN Regional Centers and DSN Board-operated Intermediate Care Facilities for Individuals with Intellectual Disabilities (ICFs/IID).
200-02-DD · Updated Aug 2026
BHDD directive 600-05-DD: Behavior support, psychotropic medications, and prohibited practices
This is a South Carolina DDSN (Department of Disabilities and Special Needs) directive establishing requirements for behavior support plans, psychotropic medication use, emergency interventions, and prohibited practices applicable to ICF/IID facilities, Residential Habilitation providers, and Employment/Day Services programs.
600-05-DD · Updated Aug 2026
BHDD directive 100-28-DD: Quality management
This is a South Carolina Department of Disabilities and Special Needs (DDSN) directive, Reference Number 100-28-DD, establishing the conceptual framework for DDSN Quality Management oversight of services delivered to those eligible for DDSN's services.
100-28-DD · Updated Aug 2026
BHDD directive 104-01-DD: Certification and licensure of residential and day facilities
This is a South Carolina DDSN directive (Reference Number 104-01-DD, revised January 19, 2023, effective March 1, 2023) establishing authority and guidance for the certification and licensure of DDSN residential, day, and respite facilities.
104-01-DD · Updated Aug 2026
BHDD OIDD basic assurances®
This document describes South Carolina BHDD OIDD's Basic Assurances® framework, developed by The Council on Quality and Leadership (CQL), used to assess provider systems and practices related to health, safety, and human security.
Updated Aug 2026
BHDD OIDD executive memos — Master repository
This is the SC BHDD OIDD "Master Repository" page listing Executive Memos issued to the provider network in chronological order, covering case management, waiver services, quality management, and financial matters.
Updated Aug 2026
BHDD OIDD licensing and certification
This document describes South Carolina BHDD OIDD's licensing and certification requirements, review process, and appeal procedures for residential and day service providers.
Updated Aug 2026
BHDD OIDD incident management
This is a South Carolina BHDD OIDD policy document describing provider requirements and procedures for reporting Critical Incidents, Adverse Operations Events, Abuse/Neglect/Exploitation (ANE), and Death Reports through the agency's Incident Management System (IMS).
Updated Aug 2026
SC code of laws — Title 44, Chapter 9: Office of mental health
This is the South Carolina Code of Laws, Title 44 (Health), Chapter 9, governing the creation, powers, and duties of the Office of Mental Health within the Department of Behavioral Health and Developmental Disabilities.
Updated Aug 2026
CMS Home and Community-Based Services (HCBS) final rule guidance
This is a CMS webpage summarizing the final Home and Community-Based Services (HCBS) regulations, related implementation resources, and transition period extensions for compliance with HCBS settings criteria.
Updated Aug 2026
CMS minimum staffing standards for long-term care facilities and Medicaid institutional payment transparency reporting — Final rule (CMS 3442-f)
This is a CMS fact sheet, dated April 22, 2024, summarizing the final rule establishing minimum nurse staffing standards for Medicare- and Medicaid-certified long-term care facilities and Medicaid institutional payment transparency reporting requirements.
Updated Aug 2026
SCDHHS nursing facilities
This document from SCDHHS outlines the definition, services, licensing/certification requirements, levels of care, and financial eligibility processes for South Carolina Medicaid nursing facilities.
Updated Aug 2026
SCDHHS HCBS provider manual update (MB# 25-009)
This is a South Carolina Department of Health and Human Services provider bulletin announcing updates to the Home and Community Based Services (HCBS) Provider Manual effective July 1, 2025.
Updated Aug 2026
CMS internet-only manual 100-07 — State operations manual (chapter index)
This is the CMS Publication #100-07, titled "State Operations Manual," presented here as its official chapter listing and downloads structure.
Updated Aug 2026
SC laws that pertain to mental health (BHDD OMH)
This is a BHDD Office of Mental Health reference page listing the South Carolina Code of Laws titles and chapters pertaining to mental health commitment, patient rights, and related legal matters, along with crisis and contact information.
Updated Aug 2026
SC code of laws Title 43, Chapter 38 — Investigation of health facilities by ombudsman
This is the South Carolina Code of Laws chapter (Title 43, Chapter 38) establishing the Long Term Care Ombudsman Program's authority to investigate complaints at health facilities, including definitions, access to records, confidentiality rules, immunity provisions, and exceptions.
Updated Aug 2026
SC DPH intermediate care facilities for individuals with intellectual disabilities
This is a South Carolina Department of Public Health (SC DPH) resource page outlining the licensing regulations, related statutes, forms, and related links applicable to Intermediate Care Facilities for Individuals with Intellectual Disabilities (ICF-IID) in South Carolina.
Updated Aug 2026
SC DPH healthcare quality (index)
This is the index/navigation page for the South Carolina Department of Public Health's Healthcare Quality division, listing its organizational contacts and the program areas under Healthcare Facility Oversight and EMS, Controlled Substances & Radiation.
Updated Aug 2026
SC DPH permits and regulations (index)
This is a navigational index page from the SC DPH website listing categories of regulations, laws, and related programs under "Permits & Regulations."
Updated Aug 2026
SC DPH fire and life safety section — Overview and contacts
This document describes the SC DPH Fire and Life Safety Section's role, authority, and regional contacts for inspecting DPH-licensed health facilities, along with links to related guidance documents.
Updated Aug 2026
SC DPH laws and regulations: Bureau of disease control
This is an index page from the South Carolina Department of Public Health listing the statutory regulations administered by the Bureau of Disease Control.
Updated Aug 2026
SC DPH laws and regulations: Healthcare quality — Regulation directory
This document is the South Carolina Department of Public Health's directory listing of Healthcare Quality regulations, identifying each regulation by number and title.
Updated Aug 2026
SC DPH licensed facilities and professionals
This is a South Carolina Department of Public Health (SC DPH) index page listing the healthcare facilities and professionals regulated and licensed by the Bureau of Healthcare Quality.
Updated Aug 2026
SCDHHS managed care carve-in FAQs
This document is a Frequently Asked Questions resource from the South Carolina Department of Health and Human Services (SCDHHS) addressing the Jan. 1, 2026 carve-in of certain Healthy Connections Medicaid populations into managed care organizations (MCOs).
Updated Aug 2026
SCDHHS optional state supplementation (OSS)
This document describes SCDHHS's Optional State Supplementation (OSS) program, a state-funded supplement for low-income individuals residing in licensed Community Residential Care Facilities, including its eligibility criteria and application requirements.
Updated Aug 2026
SCDHHS long term living — Office of waiver and facility services
This is a South Carolina Department of Health and Human Services (SCDHHS) web page identifying the Office of Waiver and Facility Services and the Medicaid programs it administers under Long Term Living.
Updated Aug 2026
SCDHHS Community Choices (CC) waiver
This is the SCDHHS Community Choices (CC) Waiver webpage describing the Medicaid Home and Community-Based Services waiver program for the frail elderly and adults with physical disabilities, along with current program documents and updates.
Updated Aug 2026
SCDHHS claims – Filing options, addresses, and forms
This is SCDHHS's guidance page on how providers file claims directly to SCDHHS, including paper submission addresses, electronic filing tools, and related forms.
Updated Aug 2026
SCDHHS health and managed care plans
This document from the South Carolina Department of Health and Human Services (SCDHHS) describes the state's Medicaid managed care service delivery model, including the January 2026 managed care carve-in and the managed care programs available to Healthy Connections Medicaid members.
Updated Aug 2026
SCDHHS fee schedules
This is the South Carolina Department of Health and Human Services' index page listing the fee schedules published for Medicaid-enrolled providers across service categories including ambulance, behavioral health, chiropractic, clinics, dental, DME, HCBS waivers, therapy services, and physician services.
Updated Aug 2026
SCDHHS provider manual list
This document is SCDHHS's index of Medicaid provider manuals and related resources, reorganized effective July 1, 2019, into a general administrative/billing manual plus individual provider type-specific manuals.
Updated Aug 2026
DDSN waiver administration division (BHDD-OIDD)
This document describes the functions, contact information, and related resources of the Waiver Administration Division within South Carolina's Behavioral Health and Developmental Disabilities Department (BHDD), formerly DDSN.
Updated Aug 2026
BHDD directive 535-08-DD: Concerns of people receiving services — Reporting and resolution
This is DDSN Directive 535-08-DD (effective October 17, 2024), establishing policies and procedures for reporting and resolving concerns of people who receive DDSN services and supports.
535-08-DD · Updated Aug 2026
BHDD directive 368-01-DD: Records retention of individual service records
This is a South Carolina Department of Disabilities and Special Needs (DDSN) directive establishing agency policy on the management, storage, retention, and disposition of individual service records for persons served through DDSN and its network of providers.
368-01-DD · Updated Aug 2026
BHDD directive 505-02-DD: Death reporting and mortality review
This is a SC DDSN (BHDD) policy directive establishing procedures for reporting deaths of individuals in DDSN-operated or contracted residential, day, and case management/HCB Waiver services, and for conducting mortality reviews.
505-02-DD · Updated Aug 2026
SC BHDD OIDD provider performance dashboard (MAPS dashboard)
This document describes the South Carolina Office of Intellectual and Developmental Disabilities' Measurement of Agency Performance Standards (MAPS) Dashboard, which publishes contracted service provider performance data including ACIS review scores, licensing review scores, certifications, contract enforcement actions, and abuse/neglect/exploitation reporting compliance rates.
Updated Aug 2026
BHDD OIDD post-payment claims review
This is a South Carolina Department of Behavioral Health and Developmental Disabilities, Office of Intellectual and Developmental Disabilities (BHDD OIDD) policy document describing the purpose and process for post-payment claims reviews of Medicaid Waiver Services.
Updated Aug 2026
BHDD office of mental health — Relevant laws (SC laws that pertain to mental health)
This is a South Carolina BHDD Office of Mental Health reference page listing the Code of Laws of South Carolina and related chapters governing mental health treatment, commitment, patient rights, and related legal proceedings.
Updated Aug 2026
BHDD OIDD contract compliance
This document describes the Administrative Compliance and Individual Services (ACIS) Review process that BHDD OIDD, through its contracted Quality Improvement Organization (QIO), uses to assess provider compliance with BHDD OIDD Service Standards, Directives, and Medicaid Policy/Requirements.
Updated Aug 2026
SC DSS — Adult protective services reporting
This document provides South Carolina Department of Social Services guidance on how to report suspected abuse, neglect, or exploitation of vulnerable adults, including mandated reporter requirements and contact information by living situation.
Updated Aug 2026
SC BHDD — Providers (mental health centers, clinics, and hospitals)
This is the South Carolina Department of Behavioral Health and Developmental Disabilities' (BHDD) Providers page describing its mental health centers, hospitals, nursing care facility, licensing/accreditation status, and access & privacy policies for its facilities.
Updated Aug 2026
SC DPH — Community residential care facilities
This is the South Carolina Department of Public Health's regulatory overview page for Community Residential Care Facilities (CRCFs), including applicable regulations, statutes, forms, and related resources.
Updated Aug 2026
CMS Five-Star quality rating system (FSQRS)
This document describes the CMS Five-Star Quality Rating System used on the Nursing Home Care Compare website to rate nursing homes on a 1-to-5-star scale for overall quality, health inspections, staffing, and quality measures.
Updated Aug 2026
SCDHHS: Medicaid annual reviews explained
An official SCDHHS video explaining the Medicaid annual eligibility review process — useful for staff who field member questions about renewals.
Updated Aug 2026
CMS: Nursing home training requirements (F-Tag 940)
Official CMS training video walking through F940 general training requirements for long-term care facility staff.
Updated Aug 2026
CMS requirements of participation for long-term care facilities
The full federal framework nursing homes operate under — broader than just staffing, covering resident rights, quality of life, and survey process.
42 CFR Part 483, Subpart B · Updated Aug 2026
CMS enhanced facility assessment requirement
The federal staffing requirement that survived the 2025/2026 minimum-staffing rule repeal — still fully enforceable for every Medicare/Medicaid-certified nursing home.
42 CFR § 483.70(e) · Updated Aug 2026
Strategic planning tool: Managed care and HCBS waiver transition
19-item organizational readiness assessment plus a 12-24 month phased operational transition plan for Residential Care and Day Service providers.
Updated Aug 2026
Multi-agency compliance tracking template (CMS / DPH / SCDHHS / BHDD OIDD)
A single tracking sheet for review cycles, key indicators, and deficiency status across all four SC oversight bodies.
Updated Aug 2026
Five-Star quality measure point-tracking worksheet
A tracking worksheet to monitor your QM point total over time, separate from the star rating itself — so threshold changes don't get mistaken for performance changes.
Updated Aug 2026
Facility staffing assessment template (CMS-aligned)
A structured facility assessment template tying resident acuity data to staffing rationale — the key remaining federal staffing compliance document post-repeal.
Updated Aug 2026
Behavioral health staffing gap-analysis template
A worksheet for mapping current behavioral health/psychiatric nursing coverage against demand, shortage-area status, and practice-authority considerations.
Updated Aug 2026
DSP onboarding and career pathway checklist
A structured onboarding and advancement framework (DSP I/II/III, credential tie-ins) built to address turnover drivers beyond wages alone.
Updated Aug 2026
HCBS settings rule self-assessment companion checklist
A working checklist for reviewing residential and non-residential settings against CMS HCBS Settings Rule requirements — choice, privacy, autonomy, and community integration.
Updated Aug 2026
Documentation quality audit template
A scoring template for auditing clinical/case documentation against medical necessity and payer audit standards.
Updated Aug 2026
Sample employee handbook policy outline
A section-by-section outline reflecting the 2026 handbook review priorities — flexible work, AI use policy, leave, and reporting structure.
Updated Aug 2026
New hire onboarding checklist for care organizations
A structured first-30-days onboarding checklist built for healthcare, behavioral health, and residential care roles.
Updated Aug 2026
Survey readiness self-assessment checklist
A one-page checklist covering policy currency, documentation audits, and staff competency verification for residential care and assisted living.
Updated Aug 2026