O-4-093 Contract Therapist Document Management Tipsheet
PURPOSE
This tipsheet gives direction on organization, location, and naming conventions of documents stored in worker files for contract therapists.
Each folder should have a subfolder under it labeled as the worker's Last Name, First Name (e.g. Smith, John). Files for that specific worker should then be labeled according to the naming conventions below and saved to their specific sub-folder.
Example
In each branch, under the general folder such as Competencies-Training, there would be a folder for each worker. Files belonging to the Competencies-Training folder would then be saved under the specific worker folder within that folder.
NOTE
Attestation Letters are saved separately in this location:
Office Operations > Contractor Records > Attestation Folder
| Contractor Folder | File Names |
|---|---|
|
Competencies- Training |
Contractor Name (Last, First) Orient. Training-Contract Therapy Cert. Contractor Name (Last, First) Position Spec Orient. Training Guide |
|
Employment |
Contractor Name (Last, First) New Contractor Checklist Contractor Name (Last, First) Welcome Letter |
|
HR (restricted access) |
Contractor Name( Last, First) New Contractor Information Contractor Name(Last, First) Proof of Background Study passed – Independent Contractor Only Username and Password Request/Disable Form YYYY.MM.DD |
| Licenses |
Contractor Name(Last, First) License Discipline – (PT/PTA/OT/OTA/ST/MSW) – exp. YYYY.MM.DD |
|
Medical (restricted access) |
Contractor Name (Last, First) TST Questionnaire YYYY.MM.DD Contractor Name (Last, First) Hepatitis – Independent Contractor only Contractor Name (Last, First) TST Chest – Independent Contractor only Contractor Name (Last, First) TST Gold – Independent Contractor only Contractor Name (Last, First) TST Step 1 – Independent Contractor only Contractor Name( Last,First) TST Step 2 – Independent Contractor only Contractor Name Name (Last, First) Consent/Exemption from Tuberculin Skin Testing for a Pregnant Employee – Independent Contractor only |
| Medical Sub-Folder: COVID 19 |
Contractor Name( Last,First) COVID Test Results - Independent Contractor only Contractor Name( Last,First) COVID-19 Attestation - Independent Contractor only |