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Survey preparation

DHCS and Joint Commission survey preparation

A master crosswalk from every TJC Behavioral Health Care standard and DHCS certification requirement to the policy that answers it, staff training for the tracer questions, and self-audit checklists rolling out through the library.

How it works

01

Map your program

Mark which levels of care and services you run; the crosswalk shows which standards apply.

02

Adopt the policies

Each gap in the crosswalk points at the policy that closes it.

03

Train the staff

Courses with certificates for the roles surveyors interview.

04

Trace your own charts

Checklists and mock tracers before the real ones.

What is in it today

Crosswalk

Standard → policy → evidence

145 policies mapped to the TJC BHC standards and DHCS regulations: 74 required by both, 33 TJC only, 9 DHCS only, 12 conditional on services you offer. The master index is an Excel workbook with Adopted / Owner / Approved / Next-review columns.

Available now · Program plan

Training

6 courses with certificates

Rounds, Observation and Safety Checks · Confidentiality: 42 CFR Part 2 and HIPAA for SUD Programs · Documentation That Survives an Audit · Kipu Basics for New Staff · Suicide Risk Screening and Overdose Response · Utilization Review Essentials. Short lessons, a quiz per lesson, a certificate per course, for the competency file surveyors ask to see.

Available now · every plan

Tracers & checklists

Self-audit checklists and mock tracers

Chart-tracer scripts, environment-of-care walk-through checklists, and a 90-day survey countdown, written from the questions surveyors actually ask. Rolling out through the library.

Rolling out

Good to know

  • Written to the TJC Behavioral Health Care & Human Services standards effective July 1, 2026 and the DHCS AOD Certification Standards of February 2025 (BHIN 25-003), Title 9 and the BHINs through August 2026.
  • Not legal or accreditation advice, and not affiliated with The Joint Commission, CARF or DHCS.