INTERGRATED BEHAVIORAL HEALTH/PRIMARY CARE
POLICIES AND PROCEDURESÂ
Corporate governance
Ethics
Accessibility
Risk Management
Continuity of Operations
Grievance Procedures
Background Checks
Credentialling
Orientation
Supervision
Competency-based Training
Exposure Control
HIPAA/42 CFR Part 2 Compliance
Record Retention
Security
Breach Response
Billing Compliance
Medical Necessity
Coding Accuracy
Audit and Repayment Processes
Scope of Program and Target Population
Level of Medical Supervision (PCP/NP/PA Coverage)
Model of Integration (co-location, shared care)
After-hours/on-call coverage
MOUs with External Partners (labs, imaging, pharm, ED, supplies)
Staffing Plan and Required Competencies
Program Outcomes and Performance Indicators
Same-day/rapid access procedures
Standardized screening bundle: PHQ-9, GAD-7, C-SSRS, SBIRT, SDOH, vitals.
Integrated assessment (behavioral + physical).
Person-centered integrated plan of care (shared goals, safety plan, preventive care)
Measurement-Informed Care (MIC/MBC) process.
Warm handoffs and internal referral pathways
Care coordination/case conferencing
Chronic disease management
Preventive and Population Health Protocols
Crisis and Suicide Prevention Procedures
Care Transitions and Discharge Planning
Prescribing, reconcillation, and allergy tracking
Administration and observation protocols
Storage, inventory control, and security
Medication sample and destruction log procedures
Injection and biologic administration SOPs
Adverse event and medication error reporting
MAT/OBOT specific protocols (PDMP checks, diversion control)
CLIA-waived POCT policy and quality control
External lab and imaging result management
Confirmatory toxicology testing procedures
Critical value and abnormal result notification protocols
Eligible services and staff
Telehealth informed consent and privacy
Identity and location verification
Technology contingency and troubleshooting
Telephone-only restriction (crisis only)
HIPAA and 42 CFR Part 2 compliance.
Information-sharing consents for IBHPC.
ROI workflows for internal/external coordination.
Minimum necessary and access controls.
Infection prevention and exposure control plan.
Environment of care safety checks
Equipment inventory and maintenance.
Emergency supplies (epi, AED, naloxone).
Disaster/EOP continuity of operations
MIC/MBC data collection and use in care planning.
Clinical and physical health performance indicators.
Adverse event and medication error tracking.
Annual QI plan, data analysis, and reporting.
Integrated note templates (assessment, plan, case conference, transitions).
Shared plan of care documentation.
Abnormal results and follow-up documentation.
ROI and consent documentation procedures.
MOUs with external partners (labs, imaging, pharmacy, hospital, ED, PCP
Closed-loop referral and follow-up tracking.
Data-sharing agreements with privacy clauses.