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  1. Step 1: Start with the Basics
  2. Step 2: Prepare for Clients
  3. Step 3: Intake Clients
  4. Step 4: Deliver Services

1 Start with the Basics

The 3 STEPS strategies and how they work together

  • Launch topic

    Preview Guide and FAQs

    Guidance on how STEPS to Care strategies and tools can support your agency practices.

    Download
    • Agency Readiness Assessment
    • Preview Guide and FAQs for Program Directors
  • Launch topic

    STEPS Strategies

    Learn about the three STEPS strategies and how they work together

    Download
    • Client Pathway and Relevant Provider Forms
    • Key Components Checklist
    Video
    • Introduction Video
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2 Prepare for Clients

Pre-implementation tools and guidance for agencies and staff

  • Launch topic

    Budgeting

    Tools to manage your program budget.

    Download
    • Budget Toolkit
  • Launch topic

    Staffing and Supervision

    Roles, job description templates and guidance on hiring and supervising program staff

    Download
    • Care Coordinator Job Description Template
    • Patient Navigator Job Description Template
    • Program Director Job Description Template
    • Staff Roles and Responsibilities
    Video
    • Care Coordinator Role and Responsibilities
    • Clinical Supervision
    • Patient Navigator Role and Responsibilities
    • Program Director Role and Responsibilities
    • Programmatic Supervision
    • Quality Assurance in Supervision
  • Launch topic

    Establishing Policies and Protocols

    Guidance and templates for Program Directors establishing new programs

    Download
    • Recommended Client Selection Criteria
    • Sample Confidentiality Protocol
    • Sample Field Safety Protocol
    • Sample Missed Appointment Protocol
    • Sample Outreach Protocol
    • Sample Scheduling Protocol
  • Launch topic

    Working with Clients in the Field

    Training for staff who work in the field with clients

    Training
    • Establishing Relationship Boundaries with Clients
    • Out in the Field: Confidentiality with Clients
    • Staying Safe in the Field
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3 Intake Clients

Recommended procedures, forms, and trainings for streamlined client intake

  • Launch topic

    Client Intake

    Training and guidance for intake procedures

    Download
    • Intake Assessment Form
    • Logistics for Patient Navigation and Contact Information Form
    Training
    • Completing an Intake Assessment Form: The Client Interview
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4 Deliver Services

Guidance, trainings and tools to use with your team and with clients

  • Launch topic

    Patient Navigation

    Forms, tools and guidance for use with clients

    Download
    • Adherence Assessment: Daily
    • Adherence Assessment: Non-Daily
    • Logistics for Patient Navigation and Contact Information Form
    • Reassessment Form
    • Referrals/Appointments Tracking Log/Checklist
    • Services Tracking Log
    Video
    • Patient Navigation Introduction
  • Launch topic

    Care Plans

    Training for staff and Care Plan Forms to use with clients

    Download
    • Care Plan Life Cycle
    • Comprehensive Care Plan
    Training
    • Developing SMART Goals for a Client-Centered Comprehensive Care Plan
  • Launch topic

    Care Team Coordination

    Forms, tools and guidance to use with the Care Team

    Download
    • Care Team Meeting Form
    Video
    • Care Team Communication
    • Care Team Coordination Introduction
    • Working with Primary Care Providers
  • Launch topic

    Scheduling Client Meetings

    Tools for creating and maintaining complex client schedules

    Download
    • Client Schedule Tracker
    • Programmatic Deadlines Tracker
    • Weekly Schedule Tracker
    Video
    • Scheduling Clients
    • Using the Care Team for Scheduling Support
  • Launch topic

    HIV Self-Management

    Screencast and guidance for using mystctools.org and STEPS workbook materials

    Download
    • Client Workbook
    • Facilitator's Guide
    • HIV Self-Management Tools Chart
    Video
    • HIV Self-Management Introduction
    • MySTCTools.org Walkthough
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