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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.
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Behavioral Health Operational Assessment Checklist
A multi-section operator self-audit with scoring guidance — leadership, clinical, compliance, revenue, and admissions gaps before they become crises (~60–90 min with your team).
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Behavioral Health KPI Dashboard Template
Full weekly executive scorecard — metric definitions, cadence rules, vanity-metric warnings, and a printable layout for Monday leadership meetings.
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Treatment Center Startup Checklist
Sequenced launch roadmap from pre-capital decisions through first 90 days — gate rules so you do not sign a lease or hire a wave too early.
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CARF Readiness Checklist
Full readiness toolkit — standards-to-evidence mapping, personnel, outcomes, safety, mock survey, and corrective-action discipline.
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Joint Commission Readiness Checklist
Tracer-oriented readiness — mock pathways, PI systems, medication and safety, rights, leadership evidence, and frontline interview prep.
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Revenue Cycle Leak Audit Checklist
Half-day operator audit from VOB through collections — stage-by-stage leak map with prioritization by dollar impact.
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Utilization Review Workflow Checklist
Design UR as an operating system — staffing, concurrent cadence, clinical escalation, systems tracking, and weekly leadership metrics.
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Behavioral Health Organizational Chart Template
Starter models for small, mid-size, and multi-site programs — plus decision-rights map and common mis-structures to avoid.
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Executive Meeting Agenda Template
Full weekly operating rhythm — 60/90-minute agendas, KPI rules, issues list standards, decision log, facilitation tips, and packet checklist.
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Clinical Documentation Audit Checklist
Chart audit method with Pass/Partial/Fail scoring — intake through discharge, medical necessity, and monthly sampling cadence.
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Behavioral Health Business Plan Outline
Investor-ready outline with operator prompts under every section — licensing realism, staffing, payer strategy, and three-year financial stress tests.
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M&A Readiness Checklist
Buy-side and sell-side operational diligence — census quality, compliance, RCM, leadership depth, and a sequenced 100-day integration plan.
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