Resources - Chapter 12 Supplement

Policy and Procedure Checklist

Overview

• Customer service statement

Scope of Practice

• Description of your work
• Types of clients you work with
• Your training and background

Documentation

• Sign-in sheet
• Intake forms
• Health history
• Informed consent
• HIPAA forms

Finances

• Fee structures
• Sliding fee scales
• Package plans
• Credit Terms
• Insurance reimbursement
• Product guarantees and returns
• Bounced checks
• Gift certificates
• Barter

Communication

• General interactions
• Boundaries
• Confidentiality
• Availability
• Follow-up
• Requirements of active participation in their wellness
• Discharge policy
• Referring to other practitioners

Ambience & Etiquette

• Cancellation and Lateness policies
• Hygiene & scent requirements
• Cell phone use
• Smoking policy
• Eating and drinking before or while in waiting room
• Altered states
• Type of clothing to be worn
• Children

Personal Relationships

• Social activities
• Dual relationships
• Dating