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Operator Tools & Checklists
Pacific Viking resources for owners, COOs, and investors — practical templates built for behavioral health operations, compliance, and revenue performance.
Free Checklist
Behavioral Health Operational Assessment Checklist
A structured self-audit for owners and COOs — identify operational gaps across leadership, clinical, compliance, revenue, and admissions before they become crises.
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Behavioral Health KPI Dashboard Template
Weekly metrics layout for CEOs and COOs — the numbers that predict census quality, cash, and survey risk.
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Treatment Center Startup Checklist
Founder and investor sequencing guide — what to complete before lease commitments, hiring waves, and marketing scale.
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CARF Readiness Checklist
Prepare for CARF survey with person-centered standards, outcome evidence, and documentation discipline.
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Joint Commission Readiness Checklist
Tracer-oriented preparation for behavioral health accreditation — policy-practice alignment under survey scrutiny.
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Revenue Cycle Leak Audit Checklist
Find upstream revenue leakage before it shows up as distressed cash — authorization, documentation, and billing handoffs.
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Utilization Review Workflow Checklist
Align UR with clinical leadership — authorization timeliness, level-of-care decisions, and denial prevention.
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Behavioral Health Organizational Chart Template
Starter org models by program size — clarify decision rights before census and complexity outpace structure.
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Executive Meeting Agenda Template
A 60–90 minute weekly agenda for CEOs and COOs — metrics, issues, decisions, and owned follow-ups.
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Clinical Documentation Audit Checklist
Audit-ready documentation standards that protect both payer authorization and accreditation surveys.
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Behavioral Health Business Plan Outline
Investor-ready outline for new programs and expansions — realistic licensing, payer, and census assumptions.
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M&A Readiness Checklist
Buy-side and sell-side operational diligence — what investors and owners should verify before close.
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