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Peer Professional Employer Toolkit

Develop Supportive Organizational Policies Worksheet 4: Service Delivery

This is a worksheet from the Peer Professional Employer Toolkit. Print this worksheet to help your organization develop supportive service delivery policies.

Policies that guide the delivery, coordination, and documentation of peer recovery support services are delivered, coordinated, and documented contribute to successful implementation (Gagne et al., 2018; Stefancic et al., 2021).

Service coordination
Policies that describe services need to clearly distinguish peer recovery support services from clinical or case management services while also explaining how services are complementary. Including recovery principles (see SAMHSA, 2023, SAMHSA’s 10 principles (PDF)) in service descriptions also supports implementation of peer recovery support services (Byrne et al., 2021; Chinman et al., 2014; Gagne et al., 2018). Doing so will clarify the peer professional role and limits of peer recovery support services, foster understanding across all staff, and inform supervision.

Documentation
Policy should clarify the purpose of documentation in the delivery of peer recovery support services and distinguish it from documentation by other professionals on the clinical team. Policy should also inform details regarding how, when, and what is to be documented by the peer professional.

Confidentiality
Confidentiality policies should be consistent with the Wisconsin Certified Peer Specialist Code of Ethics, P-00972A (PDF), yet should also clarify how service participants’ self-determination influences what the peer professional shares and with whom. Clarification is needed for how confidential information will be shared across multiple professional roles on the team.

Service delivery policies

Determine whether each of the following list items are in place, partially in place, or not yet in place. Write your assessment after each item.

Service coordination

  • Clearly distinguishes peer recovery support services from clinical services:
  • Clearly describes how peer professionals complement clinical roles without duplication:
  • Clearly describes peer recovery support services:

Documentation

  • Purpose of documentation by peer professionals is clear:
  • Guidelines for documentation are specific to peer professionals and are separate from clinical staff:
  • Guidelines for documentation include how the team functions with unique peer professional and clinical staff roles:

Confidentiality

  • Clearly describes how peer professionals share confidential information while maintaining service participant self-determination:
  • Clearly describes how confidential information will be shared across multiple roles on the team:

Action plan for service delivery policies

Pick one policy that would be useful to develop, then identify next right steps (who will do what by when). 






 

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