Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Treatment planning

  • Turned in by deadline

  • Graphs and data included

  • Meets all criterion set forth in treatment plan template

  • Clinically appropriate hours recommended

  • Correct CPT codes used (based on insurance)

  • Additional documents completed by deadline

  • If applicable, plan uploaded to ABPathfinder

  • Was this a progress report?

  • All base sections updated (history, assessment, schedule of services and discharge/fading)

  • Goals Section

  • Baseline was not removed from goals

  • Updated status listed per goal

Procedures & Data

  • Each goal has clear procedures

  • Number of incomplete goals

  • Notes on any incomplete goals:

  • Data book is set up

  • Probe data is in data book

  • Skill tracking sheets in data book

Parents

  • Plan has been shared with parent

  • New client folder has been shared with parent

  • Parent has signed all forms

Acknowledgement

  • We have reviewed the result of this assessment.

  • Assessor

  • Assessed Staff

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