CARF Consulting Services

On-site and remote CARF consulting services are provided in the U.S. and Canada.

U.S. & Canada mapMock Surveys. Onsite or remote reviews and mock surveys are often the best way to prepare the organization for an actual CARF survey.  This can be an efficient way to become familiar with the survey process.  Mock surveys are useful when preparing for initial accreditation, when a new program is added under a currently accredited organization, or in preparation for a re-survey.  Mock surveys are individualized for each organization, and can include:

  • Pre-survey contact and review of non-confidential materials prior to the mock survey
  • Orientation Conference and tour
  • On-site or remote review of policies and procedures, administrative plans, program plans, clinical forms, administrative and program documents, and client records, as well as interviews with governance, leadership, funders, staff, and clients
  • Exit Conference with review of draft mock survey report
  • Debriefing of leadership and selected personnel
  • Finalized report with recommendations and consultations
  • Five days of consultation after receiving the Mock Survey Report.

Personnel Training. Personnel training for an in-depth review of the CARF BH or CYS Standards Manual typically includes the following, and can be modified to meet the needs of the organization:

  • changes to the Standards Manuals and standards for which recommendations are often given during on-site CARF surveys
  • a general review of all standards in Sections 1-5 that are relevant to programs for which the organization is seeking accreditation
  • discussion about the Intent and Examples statements as relevant
  • how to respond to questions from the CARF surveyors during the on-site review

Policy and Procedure Development and Review.  This service includes writing new policies and procedures as well as reviewing existing documents to ensure continued relevancy and conformance to CARF standards.  The review also includes identification of inconsistencies and redundancy.  The frequency of reviews is determined based on the needs identified by the organization and as suggested by the CARF Consultant.

Document Development and Review.   This service includes report writing, document development, proof-reading, editing, and formatting of documents as well as annual updates to ensure conformance to CARF standards.  When an organization contracts for ongoing review of documents, the frequency of reviews is determined based on needs identified by the organization and as suggested by the our CARF Consultant.  Many documents are required to be reviewed annually (e.g., program plans, strategic plan, risk management plan, etc.).

  • Administrative Documents include:  The six administrative plans (i.e., Cultural Competency & Diversity Plan, Strategic Plan, Risk Management Plan, Technology Plan, Accessibility Plan, Performance Analysis & Improvement Plan); ethical codes of conduct; job descriptions; emergency procedure drill forms; grievance forms; requests for reasonable accommodations; quarterly billing audits; and other documents.
  • Program Documents include: program plan(s); screening form; client orientation handbook and checklist; assessment form; treatment plan; transition plan; discharge summary; quality records review form; and other documents.

Quarterly Records Review.  Due to lack of time and/or staffing, it is often difficult for organizations to conduct the required quarterly records review of a representative sample of open and closed charts (e.g., at least 10% of each).  The CARF Consultant is available to provide this on-site or remote service on a quarterly (or more frequent) basis.  Written findings will be provided to managers for incorporation into training programs.

Survey Design, Administration, and Analysis.  CARF-accredited organizations are expected to continually focus on the expectations of the clients, personnel, and other stakeholders. This includes soliciting, collecting, and analyzing input from clients and staff in order to implement changes in services to meet the identified needs. The leadership is also required to use the information in program, financial, resource, and strategic planning as well as for performance improvement and organizational advocacy. This component of continuous quality improvement can be challenging for many organizations. The CARF Consultant can simplify this task by designing and administering the surveys, providing a graphic analysis of the results, and write an outcome report. On-line and/or paper surveys can be designed to meet the unique needs of each organization.

Pre-Survey Preparation and Organization.  Consulting services can be especially helpful in the year prior to the survey or re-survey.  We can assist in the organization of documents and other materials for easy access of the CARF surveyors.  When a surveyor cannot find the required information within a reasonable time, assistance is sought from the organization.  When evidence of conformance to the standards cannot be produced by the organization, recommendations can be given.  Contracting with a CARF Consultant to prepare for the on-site survey can reduce the number of recommendations received.

Quality Improvement Plan (QIP).  In order to be useful, a good QIP contains interventions that effect actual and continuous change.  For example, a common problem for organizations is that treatment plans are often not consistently measurable, achievable, and time-specific.  An ineffective QIP action might state: “Direct-service staff will receive training about how to write objectives that are measurable, achievable, and time-specific.”  Although at “face value” this appears to be an effective intervention, training of staff often does not mean a direct translation to actual and consistent change.  Contact us to learn more about how the CARF Consultant can help write and implement effective QIPs.

Website Review.  Is your website user-friendly, easy to navigate, informative, and provide current information?  A website is an effective way for an organization to educate clients, referral sources, payers, and accreditation organizations about its services.  An up-to-date, functional website adds to the organization’s credibility.  We can review your website to provide suggestions for general improvement as well as to assess problems with functionality (e.g., are hyperlinks still active and accurate?).   In addition, periodic reviews can be scheduled based on the needs of the organization (e.g., monthly, quarterly, etc.).  There are many advantages of contracting with an external reviewer. In the course of the routine business operations at Behavioral Health Resources, we are frequently reviewing websites of many types of organizations (behavioral health, consulting firms, academic institutions, government entities, etc.).  This has enabled us to discern helpful (as well as ineffective) aspects of website designs.

Schedule a Free Consultation

Like our solutions, fees vary depending on the project, type of services requested, identified objectives, and the project timeline. Because each organization is unique, a fee estimate cannot be given until this information is obtained. We will work with you to find the solutions that are both effective and affordable. To schedule a free consultation, contact us at 402-486-1101 or



We focus on shared values, commitment, accountability, and success.

To read about the benefits of CARF accreditation, click here.

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