Once a Year, Dear
These are required to be updated each August by all BHC
What are consent, ROIs, HIPAA, and consent?
Responding to these within 3 business days is required per 2026 Protocols
What are referrals
For SSWs, this must be completed with the parent or guardian within a week of receiving the referral.
What is the initial needs assessment?
When a community resource/referral is appropriate, follow up within 2 weeks to ensure these stakeholders have accessed the resource for all BHCs.
What is the family?
These meetings with the school student support teams are required monthly
What are SST?
These are required annual trainings to support students in crisis for all BHC
What are BTAM and SIP refresher trainings?
The first attempt to reach a new referral can be made via these 3 methods of contact
What are phone/voicemail, email, and text messages?
When an initial referral has not made contact, this must be done via phone, text, and email.
This documentation is recommended to be completed within 2 weeks after sending the survey.
What are the termination documents?
For BHTs, this document, started at intake, must be completed within 30 days of beginning the document.
What is a CCA?
This very important and newly updated document must be reviewed and signed annually by all BHC.
What is the BHC Protocol Manual?
Best practice indicates that these should be completed within 24-hours.
What are progress or consultation notes?
Each Friday, this must be sent to the schools, leadership, supervisor, and cluster team mate(s).
What is the upcoming week's schedule?
Best practice indicates that we should let our supervisors know about these days 2 weeks prior to documenting them in our calendar.
What are In-Service Days or Documentation Days?
These stakeholders must be contacted at least every 30 days for each client on your caseload.
What are parents/guardians?
For BHTs, this document, typically done at intake, needs to be updated if the client has not been serviced within one year.
What is the CCA?
These are required to be made to notes or casefiles within 3 days. (Usually after your supervisor does a case file audit).
What are corrections?
Best practice is to update this weekly to ensure scheduling is up-to-date.
What is TherapyNotes calendar/schedule?
Communication (emails, phone calls, and texts) must be returned within this much time.
What is 24 hours?
This number of cases must be audited monthly.
What is 4?
For malpractice protection, this must be completed and sent in annually.
What is liability insurace?
[BONUS FUN QUESTION] This page number is TECHNOLOGY RESOURCES & SUPPORT on in the Protocol Manual.
What is page 24?
Best practice is that these only occur once a week.
What are intake appointments?
You are required to be at your school this many minutes before and after the arrival and departure bells.
This percentage of documentation must be met to be considered "timely"?
What is 80%?