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State Approval 2026

Behavioral Health Services Agency (CARF Accreditation Standards) – Policies and Procedures – Ohio State Licensure

Behavioral Health Services Agency (CARF Accreditation Standards) – Policies and Procedures – Ohio State Licensure

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Introducing our Behavioral Health Services Agency Policies and Procedures package designed specifically to follow CARF Accreditation Standards in Ohio State Licensure. We understand the critical importance of adhering to state regulations and maintaining the highest standards of care in the home health industry. Our meticulously crafted set of policies and procedures is your key to achieving and sustaining compliance while delivering exceptional healthcare services.

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Table of Contents

Introduction
Vision
Mission
Core Values
Document Control
Statement of Policy
Chapter 5119 policies and Procedures
Civil Rights and Liberties of Patients
Confidentiality of Records Pertaining to Identity, Diagnosis, or Treatment
Confidentiality of Records Pertaining to Mental Health Conditions, Assessments, and Treatment
Certification of Mental Health and Addiction Services
Certification of Community Mental Health and Addiction Services
Intake and Retention Procedures
Grievance Policy
Telehealth Services
CARF Policies and Procedures    
Section 1: ASPIRE to Excellence
Leadership Structure and Responsibilities Policy
Person-Centered Philosophy in Service Delivery
Leadership, Strategic Direction, and Organizational Responsibility
Leadership Accessibility
Cultural Competency, Diversity, and Inclusion Plan
Corporate Responsibility and Ethical Conduct
Corporate Compliance and Risk Management
Personnel Development and Education
Fundraising Policy
Governance Practices
Strategic Planning
Strategic Integrated Planning
Sharing the Strategic Plan
Obtaining and Utilizing Input from Persons Served and Other Stakeholders    
Legal Requirements and Compliance
Financial Planning and Management
Budget Preparation and Financial Management
Financial Management - Review of Actual Financial Results
Financial Management - Financial Review and Planning
Financial Management - Fiscal Policies
Billing Review and Accuracy
Fee Structure and Transparency
Annual Financial Review and Audit
Risk Management Policy
Health and Safety
Workforce Development and Management
Technology Management and Security
Rights of Persons Served Policy
Accessibility Policy
Performance Measurement and Management
Performance Improvement
Section 2: General Program Standards
Program/Service Structure and Staffing Policy
Screening and Access to Services Policy
Person-Centered Planning Policy
Transition and Discharge Planning Policy
Medication Use, Monitoring, and Coordination
Promoting Nonviolent Practices Policy
Records of Persons Served
Quality Records Management
Service Delivery Using Information and Communication Technologies
Section 3: Core Treatment Program Standards
Case Management/Service Coordination (CM)
Day Treatment (DT) Program    
Outpatient Treatment (OT) Program    
Therapeutic Communities
Section 5: Specific Population Designation Standards
Children and Adolescents (CA) Behavioral Health Services Policy

Forms    

Appendix Form Reference Table
Appendix A – Written Documentation / Forms
Intake Form    
Consent for Treatment Forms    
Telehealth Consent Forms
Client Rights and Responsibilities Form
Grievance Forms
Release of Information Forms    
Confidentiality Agreement Forms
Crisis Intervention Forms
Assessment and Diagnosis Forms
Treatment Plan Forms    
Progress Notes Form
Discharge Forms
Emergency Contact and Suicide Prevention Information Forms
Client Feedback Form
Incident Report Form
Critical Incident Log
Suicide Risk Screening Tool
Violence / Harm Risk Assessment Form
Quarterly Quality Review Form
Appendix B Operational Timelines
Staff Training Acknowledgment Forms
Annual Staff Competency Evaluation Form
Staff Credential Verification Checklist    
Supervision Log Template
Facility Safety Inspection Checklist
Fire Drill Log
Emergency Preparedness Plan Acknowledgment Form
Financial Responsibility Agreement
Performance Improvement Plan
Outcome Measurement Tracking Form

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