Policy and procedure manual
Your state-specific manual, organized by domain, with an index and a guide to reading a policy page.
Policy & procedure systems for behavioral health programs
Policies and procedures that trace to the rule behind them.
State-specific policies, forms, plans and staff training for behavioral health and opioid treatment programs, written to work together. Each policy names the federal, state and accreditation requirements it answers, so your staff, surveyors and licensing reviewers can follow the thread.
Built for
- Opioid treatment programs
- Office-based opioid treatment
- Outpatient substance use & IOP
- Outpatient mental health
- CCBHCs
- Crisis services
- Recovery residences
Why programs replace their binders
A policy manual is accurate on the day it is delivered and starts aging immediately.
Generic templates miss your state
National templates skip the state rules your licensing reviewer reads first, and manuals come back for rework.
Policies, forms and training drift apart
The policy says one thing, the form asks for another, and staff were trained on a third. Surveyors notice.
The rules keep moving
Federal, state and accreditation requirements change on their own schedules. The gap is where findings come from.
What's in a set
One system, in four layers.
Start with the complete package or the layer you need today. Every layer cross-references the others.
Operational forms
The forms staff use every day, with a forms matrix showing when each is used, who completes it and which policy requires it.
Organization-level plans
The plans reviewers and accreditors ask to see, from emergency management and quality management to diversion control.
Staff training courses
Narrated courses with knowledge checks, answer keys, job aids and certificates, in PowerPoint and Word.
Every set is scoped to your program type, services and state, so you get what your program needs and nothing it doesn't.
Explore the packagesWhere are you now?
Find what fits your program.
Pick the situation closest to yours to see what we'd recommend.
Your situation
You're opening a new program.
Your license application needs a complete policy manual and forms. Generic or incomplete manuals come back for rework, and every month of delay is rent and payroll before revenue.
What we'd recommend
A complete policy package
A licensure-ready set for your state and program type: policies, forms, plans and staff training, built to work together.
Talk about thisWant to know where you stand first? Start with a licensing readiness review.
Your situation
You have a survey ahead.
An accreditation or licensing survey is coming, your team may be new, and your written policies may not yet match how you actually work.
What we'd recommend
A consistent policy system
A complete set, or targeted updates that close the gaps in the one you have, so what's written matches what surveyors will see.
Talk about thisNot sure what needs fixing? Start with a mock survey.
Your situation
You're established, with a renewal ahead.
Manuals drift from practice between surveys. Staff turn over, and new tools arrive without a policy behind them.
What we'd recommend
A rebuilt, consistent system
Your manual rebuilt into one system where policies, forms and training agree with each other and with current rules.
Talk about thisPrefer to start smaller? Start with a compliance review of your current manual.
Your situation
The rules changed. Your paperwork hasn't.
Practice moves first and the manual follows late. Surveyors read what is written.
What we'd recommend
Tracked-change updates
Updated policies, forms and training for everything the change affects, with tracked changes your team can review and adopt.
Talk about thisNot sure what the change affects? Start with a gap analysis.
Your situation
You're planning a new program for your community.
Whatever the licensing picture on your land, accreditors, payors and federal programs all expect a complete, written policy system.
What we'd recommend
A complete policy system
Built for your program and setting, from governance to clinical services and treatment with medication.
Talk about thisStill deciding? Start with a feasibility conversation about requirements, path and timeline.
Any state, built to order
Built for the state you operate in.
State rules decide what a manual has to say. Every set is built from your state's own regulations, along with federal requirements and your accreditor's standards.
Start smaller
Not ready for a full set? Start with a review.
Each review ends in a written report, and its findings show exactly what your policy set needs.
Licensing readiness review
Where you stand against your state's licensing requirements, before you apply or open.
Mock survey
A virtual or onsite mock accreditation or licensing survey, well before the real one.
Compliance review
Your current manual checked against the rules and against how your program actually works.
Gap analysis
What a new or revised rule, or a new service line, means for your policies, forms and training.
Looking for broader consulting support? Visit Disruptive Growth Consultants.
Ask about a reviewHow it works
From intake to adoption.
You answer questions about your program. We do the research, mapping and drafting. Your team reviews and adopts.
- 01
Intake
A structured intake covers your state, program type, services, locations and accreditor.
- 02
Requirements mapped
Every applicable federal, state and accreditation requirement is mapped to section-level citations.
- 03
Drafted and delivered
Policies, forms, plans and training are built in one house format and cross-referenced.
- 04
Review and adopt
Your team reviews the set with counsel and adopts it as your own.
Resources
What's changing for behavioral health programs.
Recent federal and state changes, what they mean in practice, and what to update in your policies, forms and training.
Telehealth
Telehealth prescribing after December 31, 2026: what behavioral health programs should prepare now
The temporary DEA rules that allow controlled-substance prescribing by telemedicine without an in-person visit end December 31, 2026, and the permanent rule is still under White House review. Here's where things stand and what to put in your policies before January.
Medicaid & paymentMedicaid work requirements begin by January 1, 2027. What behavioral health providers need to know.
States that cover the Medicaid expansion group must start CMS's new community engagement rule by January 1, 2027, unless they receive a temporary exemption. People with substance use disorders and disabling mental disorders can be exempt, but whether they're exempted automatically often depends on what's on your claims.
Opioid treatment programsMobile units, medication units and fewer barriers to opening: how states expanded OTP access in 2026
Louisiana and New Mexico dropped need requirements for new opioid treatment programs, and several states made it easier to run mobile and medication units. Here's what changed, what didn't, and what OTP policies need to cover.
Questions
Common questions
What is a PolicyPackage set?
A complete, state-specific policy and procedure system for a behavioral health program: the policy manual, the operational forms, organization-level plans and staff training, built to agree with each other and cite the requirements behind them.
Which programs do you serve?
Opioid treatment programs are our specialty. We also build policy systems for office-based opioid treatment, outpatient substance use and intensive outpatient programs, outpatient mental health, CCBHCs, crisis services and recovery residences.
Which states do you cover?
We build for programs in any state. Every set is built from your state's own rules, along with federal requirements and your accreditor's standards, and scoped to your program type and services. We agree on a delivery date before you sign.
Can we edit the documents?
Yes. Everything arrives as Word files, with Excel matrices and PDF copies. Your team adapts and adopts them under a license for your organization.
Is this legal advice?
No. Every document carries a notice that it should be reviewed by qualified compliance or legal counsel before adoption.
See a sample policy from your state.
Tell us your state and program type. We'll send a sample policy page so you can judge the format, depth and citations yourself.