Client Handbook

Our comprehensive Client Handbook Template is designed to guide you in providing exceptional care and maintaining compliance with regulatory standards. This template has successfully passed Medicaid and Optum audits , ensuring it meets the highest quality and compliance requirements.

This template is fully customizable to fit your organization's specific needs, ensuring that all aspects of client care and organizational operations are comprehensively covered.

Table of Contents:

1. About This Handbook: An introduction to the purpose and structure of the handbook.
2. Who We Are: A detailed overview of the organization's history and background.
3. Mission and Values: The core principles and goals that drive the organization.
4. Client Rights & Responsibilities: Clearly outlines the rights and responsibilities of clients to ensure mutual understanding and respect.
5. Owner & Director: Information about the leadership of the organization.
6. The Staff: An introduction to the dedicated team members and their roles.
7. Certification Level: Details on the various certification levels within the organization.
   • Board Certified Behavior Analyst (BCBA)
   • Board Certified assistant Behavior Analysts (BCaBA)
   • Registered Behavior Technician (RBT)
8. Treatment Planning: Guidelines for creating and implementing effective treatment plans.
9. Therapy Rooms: Information on the facilities available for therapy sessions.
10. Assessment: Overview of initial assessment procedures.
    • Reassessment
    • VBMAPP
    • ABLLS-R
    • Vineland
11. Collaboration of Care: Emphasizes the importance of coordinated care among professionals.
12. Guidance Procedures: Strategies for guiding clients through their treatment journey.
13. Transition and Discharge: Policies for transitioning clients out of the program and discharge procedures.
14. Referrals: Process for making and receiving referrals.
15. Enrollment: Steps for enrolling new clients.
    • Admissions Process
    • Your Child’s First Day
16. Arrival: Protocols for client arrival.
17. Absences, Sick Days & Vacations: Policies regarding attendance and time off.
18. Personal Belongings: Guidelines for managing client belongings.
19. Inclement Weather Days: Procedures for weather-related closures.
20. Communication & Family Involvement: Encouraging active family participation.
    • Medical Records
    • Family vs. Approved Pick-Ups vs. Emergency Contacts
    • Family Support
    • Home Language
    • Confidentiality
    • Family Involvement
21. Health & Safety: Comprehensive health and safety policies.
    • Daily Health Checks
    • Illness Policy
    • Chronic Health Conditions
    • Medications
      • General Medication Policies
      • Emergency Medication
      • Topical Creams and Sunscreen
    • Hand Washing
    • Universal Precautions
    • Toilet Training
22. Company Policies: General policies to ensure a safe and respectful environment.
    • Smoke-Free and Weapon-Free Environment
    • Transportation
    • Commitment to Diversity
    • Grievance Procedure