* = Required Information
Lead Counselor Checklist

Staff Schedule:

Staff scheduled updated with vacancies, staff requests offs and staff coverage.

  • Submit to PD by 5pm every Thursday.
  • Must be posted at each site.

Food Supplies:

Grocery shopping completed at least once per week using company credit card

  • Enough food to cover the week’s menus and snacks plus additional food for at least one week in case of emergency.
  • Fresh produce( fruits and vegetables) available daily

Current Openings:

  • Submit current Openings EmailMe Form every Monday by 5m

Primary Check-ins with the Residents:

Grocery shopping completed at least once per week using company credit card

  • Each Resident must be assigned a DSP staff to check in with weekly
  • Every person’s primary check-in must be on the activity schedule
  • Goals on the Primary Checklist are found on Data Tracking
  • Check weekly to ensure these are being completed.

Data Tracking:

Grocery shopping completed at least once per week using company credit card

  • Submit to Quality and Compliance on the 1st business day of the month

Are all medications correct on MAR and on side effect sheets?

Grocery shopping completed at least once per week using company credit card

  • If no, make corrections
  • Contact supervisor if there are medication errors resulting from incorrect MAR

Medication Errors
(Review med sheets once a week for medication errors)

25th of the Month Paperwork:

  • Due on the shift before the 25th of the Month, each month
  • Copies of each resident’s bank statement and copies of all paystubs for the residents working.
  • Do not need to provide paystubs for residents working for AHHSCS

LOA Forms:

  • Update every Monday (Google Docs)

Appointments:

Resident appointments scheduled and carried out?

  • Document on the Appointment Tracker.
  • Complete Appointment Tracker by 5pm every Monday.

Activities:

The following list should be added to the activity schedule

  • Activity schedule is planned weekly and posted
  • Must be submitted to supervisor every Thursday by 5pm
  • At least one community activity offered daily
  • At least one new activity each week
  • Primary one-to-one’s on the activity schedule.
  • Deep Cleaning with primary staff at least weekly.
  • Activities must vary for each person in the residence
  • Resident work schedules
  • Community Meetings
  • Appointments
  • Planned visits
  • General Inspections

House Inspections:

Submit maintenance work orders for all maintenance concerns

Ledgers (individuals banking, house and gas accounts):

  • Ledger all transactions made from the individuals checking account
  • Ledger any company purchases on the house ledger. Separate Food, Supply and Gas budget

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