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Comprehensive Due Diligence

Baseline assessment for Coastal ABA Therapy. Answers drive the recommended consulting package and identify gaps for remediation.

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Section 14 of 16

Document request list

Mark which documents have been received. Items uploaded through the clinic portal auto-populate.

  1. Document inventory

    Corporate

    • Articles of Incorporation

    • Organizational Chart

    • Business Licenses

    • Liability Insurance

    • Compliance Plan

    Clinical

    • Intake Forms

    • Treatment Plan Samples

    • Assessment Samples

    • Session Note Samples

    • Supervision Logs

    HR

    • Employee Handbook

      Matches upload: Coastal Handbook 2022.pdf

    • Training Logs

    • Credential Logs

    • Background Screening Logs

    Billing

    • Authorization Reports

    • Aging Reports

    • Denial Reports

    • Billing Audit Reports

    Compliance

    • HIPAA Policies

    • QA Audit Tools

    • Corrective Action Plans

    • Incident Logs

    • Emergency Preparedness Plan

Consultant notes