Valor Compliance Platform · Supervisor Guide
Supervisor Training Guide
Everything you need to navigate, interpret, and act on the platform — from first login through weekly audit cycles, corrective action management, and staff training assignment.
✓ Joint Commission Standards ⚠ DBHDD / HFRD Compliance CCO + ACD Access Level
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1
Overview
What This Platform Does
The problem it solves and why it matters for Joint Commission and DBHDD readiness.
🎯
The Core Purpose
The Valor Clinical Compliance Platform centralizes weekly chart audit findings, assigns corrective actions to the right staff member, tracks completion, monitors training, and produces documentation you can hand to a surveyor. It replaces spreadsheets, email chains, and tribal knowledge with one auditable system.
📋
Chart Audit Results
Per-clinician, per-chart scores by documentation category. Know exactly where deficiencies are before a surveyor does.
🔴
Corrective Actions
Every finding becomes a tracked corrective action with a due date, a regulatory citation, and a completion workflow.
📚
Training Modules
23 modules built from real Valor chart data. Assign targeted training directly from an audit finding.
📊
Executive Reporting
Heat maps, trend lines, and JC readiness scores — the picture Ryan needs for leadership and board updates.
💡
Your Access Level
Lanier (CCO) and Mo (ACD) both have full supervisor access. You can review all staff scorecards, manage corrective actions, verify contractor corrections, assign training, and send notifications. You cannot manage C-Suite accounts (Greg, Ryan) — those are locked to C-Suite only.
2
Access
How to Sign In
Google OAuth restricted to @valorbh.com accounts. No separate password.
🔐
Login Steps
1
Go to compliance.valorbh.net
You'll see the Valor login screen with a dark navy background. Bookmark this URL.
2
Click "Sign in with Google"
Opens Google's secure OAuth flow — the same system as Gmail and Google Drive.
3
Select your @valorbh.com account
Choose [email protected] or [email protected]. If prompted for permissions, click Allow — this enables the email notification feature.
4
Platform loads with your name and role
Your initials and title appear at the bottom of the sidebar. The Supervisor Dashboard loads automatically.
⚠️
@valorbh.com Only
Personal Gmail addresses are rejected. If you have trouble, contact [email protected].
3
Navigation
The Sidebar — Your Home Base
Every section of the platform is accessible from the left sidebar. Active page = blue highlight with left accent bar.
Sidebar ItemWhat It IsWhen You Use It
Supervisor DashboardWeekly KPI cards, compliance-by-section bars, open action itemsEvery week — start here
ScorecardsIndividual compliance scores for every clinician, CM, and BHTAfter each audit to identify who needs attention
CorrectionsAll open corrective actions (red badge = count still open)Weekly — your action management hub
TrainingAssign and monitor training modules for staffAfter identifying a repeat flag or red score
Audit ReportFormal printable report — the document of record for surveysFor sending notifications and survey prep
Exec DashboardHeat maps, program trends, JC readiness scoreFor leadership updates and QA/PI reporting
JC Standards13 Joint Commission standards with EPs and Valor-specific notesWhen explaining a correction to staff or preparing for a survey
After-ActionDepartment-by-department response framework for low-scoring weeksWhen overall compliance drops or a critical finding appears
User AdminAdd, edit, or deactivate staff platform accountsWhen onboarding or offboarding clinical staff
Supervisor GuideThis guide — you're reading it nowReference anytime
💡
Logout
Click your name/initials chip at the very bottom of the sidebar to log out.
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Core Feature
The Dashboard & KPIs
Four at-a-glance metric cards, compliance bars by section, and the most urgent open items.
Charts Audited
15
PHP + IOP batch
Open Deficiencies
7
4 critical · 3 moderate
Critical Items
2
Group note individualization
Overall Compliance
74%
↓ 3pts from prior week
CardWhat it showsColor meaningYour action
Charts AuditedHow many client charts were reviewed this cycleGreen = healthy volumeVerify it matches the submitted batch
Open DeficienciesTotal uncorrected findings across all chartsAmber = needs attentionClick "All →" to see each one in Corrections
Critical ItemsHighest-priority findings — JC citation or fraud riskRed = immediate actionGo to Corrections first, filter Critical
Overall ComplianceAggregate documentation score for the week85%+ Green · 70–84% Amber · Under 70% RedTrack week-over-week. Goal: sustained 85%+
🚨
When Group Notes is Red
Group Notes under 60% is a fraud and licensing risk. Verbatim or near-identical notes across clients trigger payer audits and JC citations. This is always your first priority when red.
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Core Feature
Staff Scorecards
Individual compliance snapshots — one card per clinician, CM, BHT, and group facilitator.
👤
How to Read a Scorecard Card
ElementWhat it meansWhen to act
Score RingOverall compliance % — green/amber/red dialUnder 70% = meet this week
Section BarsScores per documentation category for that roleRed bar = focused supervision topic
Repeat Flag BadgeSame problem in 2+ consecutive audit cyclesPattern finding — mandatory training + PI plan
Trend ArrowImproved (↑ green) or declined (↓ red) since last auditDeclining + repeat flag = escalate
Charts AuditedHow many charts from this clinician were reviewedLow count may mean limited sample — note for context
💡
Clicking a Scorecard Opens the Detail View
Click any card to open 4 tabs: Overview (summary + trend), Chart Detail (line-by-line results per chart), Deficiencies (all flagged findings with citations), and Training History (all assigned + completed trainings). Use Chart Detail and Deficiencies tabs before supervision sessions.
💡
Scoring Is Role-Specific
Therapists: BPS, Tx Plan, Clinical Notes, Group Notes, Discharge, Outcomes. Case Managers: Case Mgmt, Discharge, Outcomes. BHTs: Drug Screen, Orientation Checklist, Intake Forms. Contractors: Group Notes only. No one is penalized for documentation they don't own.
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Core Feature
Corrective Actions
The most important section for ongoing supervision. Every audit finding becomes a trackable corrective action here.
🔴
Anatomy of a Correction Card
ElementWhat it means
Priority dot (left edge)Red = Critical · Amber = High · Yellow = Medium
TitleThe specific finding (e.g., "Group note individualization — verbatim content flagged")
Regulatory citationThe JC standard or DBHDD rule this finding violates
Action requiredThe exact step the clinician must take in Kipu to correct it
Due dateDeadline for completion and verification
📄 View ChartOpens the specific client chart that triggered this finding
✅
Completing Corrections — Internal Staff vs. Contractors
👤
Internal Staff
Staff fix the issue in Kipu → you verify in Kipu → click "Mark as complete" checkbox on the card. Card grays out and saves.
🔷
Contractors (purple-tinted cards)
Click "Send Report" → contractor corrects in their own records → you verify in Kipu → click "Verify Complete." This is supervisor-level verification — stronger documentation standard.
⚠️
Never verify a contractor correction without opening Kipu first
The contractor's email reply is not sufficient. You must view the corrected note in Kipu and confirm it meets the standard before clicking "Verify Complete."
🔽
Filters
  • All — Every correction regardless of status
  • Open — Your action list — start here every week
  • Critical — Red-priority only — immediate response required
  • Completed — Audit trail for survey documentation

Search bar: type any staff member's name to see only their open items.

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Core Feature
Training Management
Assign targeted training, monitor completion, and track whether training improved documentation scores.
TabWhat it showsPrimary use
Assigned / MandatoryAll currently assigned trainings. Mandatory = JC or DBHDD required for everyone.Check who completed vs. still pending
Suggested LibraryFull library of 23 modules with category, duration, and regulatory tags.Browse and assign from audit findings
CompletedAll signed-off trainings with effectiveness scores (pre/post audit delta).Survey documentation that corrective training occurred
➕
How to Assign a Training
1
Go to Suggested Library tab
Browse module cards — each shows title, description, duration, and JC tags.
2
Find the module matching the deficiency
Example: clinician has repeat flag on group notes → find "Group Note Individualization."
3
Use the "Assign to Staff" dropdown on the card
Select the staff member's name, click Assign. Module now appears in their Assigned tab with a due date.
4
Monitor in Assigned tab
Green progress bar = in progress. "✓ Completed" badge = signed off. Completed tab records date and effectiveness score.
📈
Training Effectiveness Tracking
The platform compares a staff member's scores before and after training. If group notes were 42% before and 68% after, the Completed tab shows "↑26pts after training." This is your evidence the corrective action worked — use it in supervision documentation and for surveys.
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Workflow
Your Weekly Audit Cycle
A complete step-by-step routine — estimated 30–45 minutes per week.
🗓️
Week-by-Week Process
1
Dashboard — Read KPIs first (5 min)
Check all four cards. Note Overall Compliance vs. last week. If Critical Items ≥ 1, go to Corrections before anything else.
2
Read the section bars (3 min)
Which documentation categories are red or amber? These are your supervision topics for the week.
3
Scorecards — find who is below 70% (10 min)
Scan for red score rings. Click into each staff member below 70%. Note anyone with a Repeat Flag — highest-priority conversations.
4
Corrections — review open items (10 min)
Filter to Open. Work critical items first. Verify completed corrections in Kipu → mark complete. Verify contractor items → click Verify Complete.
5
Assign training where needed (5 min)
Repeat flag or score below 70% = assign a relevant module. Creates a documented corrective training record.
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Send notifications from Audit Report (5 min)
Audit Report → Send Notifications → review panel → Send All Selected. Staff get individual emails. You and Mo get one combined summary.
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After-Action if scores declined (5 min)
Navigate to After-Action. Work through urgency-tiered steps by department. This creates a documented response plan.
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Workflow
Sending Notifications
Personalized corrective action emails to staff — with your review before anything goes out.
✉️
How Notifications Work
1
Navigate to Audit Report
Confirm the correct audit week is selected in the period dropdown at the top.
2
Click "Send Notifications" at the bottom
Opens the Notification Panel — shows every recipient, what they'll receive, and whether they're selected.
3
Review and deselect as needed
Internal staff and contractors shown in separate groups. Uncheck anyone you don't want notified this cycle.
4
Click "Send All Selected"
Each staff member receives only their findings — no one else's. Email includes corrections, chart detail, due dates, and a direct platform link.
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You and Mo receive one combined summary
A single summary email goes to [email protected] and [email protected] showing who was notified, correction counts, and the week's overall compliance score.
✉️
Internal vs. Contractor Emails
Internal staff get: corrections + assigned trainings + platform link to mark complete.
Contractors get: findings with chart detail + Documentation Standard Reminder (the 4 required group note elements) + instructions to reply when corrected. No platform link — they have no portal access.
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Reference
Score Interpretation & Response Times
What every number means and what you do about it.
Score RangeColorMeaningYour Response
85–100%✅ GreenCompliant. Meets JC and DBHDD standards.Acknowledge in supervision. Continue monitoring.
70–84%⚠ AmberApproaching compliance. Deficiencies present but not systemic.Review specifics in supervision. Consider targeted training. Follow up next cycle.
Under 70%🔴 RedNon-compliant. JC citation, audit, or fraud risk.Immediate supervision meeting. Mandatory training. Corrective action plan. Weekly monitoring.
PriorityDefinitionResponse Timeframe
● CriticalJC citation risk, fraud risk, licensing violation48 hours
● HighRegulatory requirement not met — survey deficiency risk5 business days
● MediumDocumentation quality issue — survey observation risk2 weeks
Supervisor Guide Complete
Valor Clinical Compliance Platform · CCO / ACD Level
🏛️ Valor Behavioral Health · Supervisor Certified · compliance.valorbh.net
Valor Compliance Platform · Staff Guide
Your Quick-Start Guide
Everything you need to know as a Valor staff member — how to log in, read your scorecard, handle your corrections, and complete your assigned training.
✓ Just the essentials 📋 Your scorecard · Your corrections · Your training
👁️
A Note on Visibility
Your clinical supervisor (Lanier or Mo) can see your scorecard, your open corrections, and your training completion status. This platform exists to support you — not to catch you out. The goal is to identify documentation patterns early so we can fix them together before they become a bigger problem.
1
Getting Started
How to Sign In
Google sign-in with your @valorbh.com account. No separate password needed.
🔐
Login Steps
1
Go to compliance.valorbh.net
Open this in any browser. Bookmark it — you'll use it regularly.
2
Click "Sign in with Google"
A Google sign-in window opens.
3
Select your @valorbh.com account
Use the same account you use for your Valor email. Personal Gmail accounts won't work.
4
Your dashboard loads automatically
You'll see your name and initials at the bottom of the sidebar, and your personal dashboard showing your current scorecard and any open items.
⚠️
Only @valorbh.com accounts can log in
If you have trouble signing in, contact [email protected] or your supervisor.
2
Navigation
What You'll See in the Sidebar
As a clinical staff member, you see only the sections that apply to you.
Sidebar ItemWhat It Is
My DashboardYour personal summary — your current scorecard score, any open corrections, and any pending training
My ScorecardYour full documentation compliance scorecard broken down by category
CorrectionsAny corrective actions assigned to you from the most recent audit
My TrainingsTraining modules assigned to you, plus the full training library
Staff GuideThis guide — reference it any time
💡
You Only See Your Own Data
You cannot see other staff members' scorecards, corrections, or scores. Your view is completely personal.
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Core Feature
Reading Your Scorecard
Your scorecard shows how your documentation scored in the most recent chart audit.
📊
What Everything Means
ElementWhat it means
Overall Score (the circle/ring)Your average documentation compliance across all charts audited this week. Green = 85%+, Amber = 70–84%, Red = under 70%.
Section BarsYour score for each documentation type you're responsible for (e.g., BPS, Treatment Plan, Group Notes). A red bar = where to focus your attention.
Charts AuditedHow many of your client charts were reviewed this cycle.
Trend ArrowWhether your score went up (↑ green) or down (↓ red) compared to last audit.
Repeat Flag BadgeA warning that the same documentation issue appeared in 2 or more audit cycles in a row. Your supervisor will discuss this with you directly.
💡
Your Score Is Based on What You Own
You're only scored on documentation you're responsible for. Therapists are scored on BPS, Treatment Plan, Clinical Notes, Group Notes, Discharge, and Outcomes. Case Managers on Case Management, Discharge, and Outcomes. BHTs on Drug Screen, Orientation Checklist, and Intake Forms. You won't be dinged for documentation that belongs to someone else.
📋
What Do the Score Colors Mean for You?
✅ 85%+ Green — Your documentation is meeting the standard. Keep it up.

⚠ 70–84% Amber — You're close but have some gaps. Review the section that's amber, look at any open corrections, and talk to your supervisor if you're unsure what to fix.

🔴 Under 70% Red — Your supervisor will meet with you this week. This isn't a disciplinary action — it's a chance to identify and fix a pattern before it becomes a bigger problem.
4
Core Feature
Your Corrections
Corrective actions assigned to you from the most recent audit. These are specific things found in your charts that need to be fixed.
📧
You'll Get an Email First
When a new audit cycle runs and you have corrections, your supervisor will send you an email through the platform. It will list your specific corrections, which client chart(s) the issue was found in, what you need to fix, and a due date. That email includes a direct link back to this platform so you can see your corrections here.
🔴
What a Correction Card Shows You
ElementWhat it means
TitleThe specific issue found — e.g., "Treatment plan not updated this week — PHP requires weekly updates"
Regulatory citationThe JC or DBHDD standard this relates to — so you understand why it matters, not just that it does
Action requiredExactly what you need to do in Kipu to fix it
Due dateWhen the correction needs to be completed and verified by your supervisor
📄 View ChartOpens the specific client record the finding came from
"Mark as complete" checkboxOnce you've made the correction in Kipu, check this box so your supervisor knows to review it
✅
How to Complete a Correction
1
Read the correction card carefully
The "Action required" field tells you exactly what needs to be done. If you're unsure, ask your supervisor before making changes.
2
Go into Kipu and make the correction
Open the chart, navigate to the flagged note or section, and add the correction or addendum as described.
📍 In Kipu: Open the client chart → navigate to the flagged note → edit or add the required documentation
3
Come back here and check "Mark as complete"
Return to your Corrections page and click the checkbox at the bottom of the correction card. This notifies your supervisor that you've made the fix and that they should verify it in Kipu.
4
Your supervisor verifies and closes it
Your supervisor will open the chart in Kipu to confirm the fix is correct. Once they verify, the correction is officially closed. You may not need to do anything else.
✅
Complete Corrections Before the Due Date
Due dates are set based on the priority level of the finding. Critical items are due within 48 hours. High-priority items within 5 business days. Medium items within 2 weeks. Completing on time helps the whole program's compliance score and keeps us survey-ready.
5
Core Feature
Your Trainings
Training modules assigned to you by your supervisor, plus a library of optional modules you can explore on your own.
📚
Your Training Tabs
TabWhat it contains
AssignedTrainings your supervisor has assigned to you based on audit findings. These have due dates and are required.
MandatoryTrainings required of all clinical staff by Joint Commission or DBHDD — everyone completes these, regardless of audit scores.
SuggestedThe full module library. No due dates on these — explore on your own to strengthen specific documentation areas.
CompletedAll trainings you've finished, with completion dates. Your record of professional development on this platform.
▶️
How to Complete a Training Module
1
Click "Start Training" on any module card
The module opens in a full-screen overlay. You can close and return — your progress is saved.
2
Work through each section
Modules contain examples (wrong vs. right documentation), clinical scenarios, checklists, and step-by-step Kipu workflows. Most take 15–30 minutes.
3
Click "Mark as Complete" at the end
This records your completion with a timestamp. Your supervisor can see that you finished the training. The module moves to your Completed tab.
💡
Trainings Are Built From Real Valor Charts
Every module uses real examples from Valor's documentation — not generic healthcare training. The wrong/right examples are based on actual note language found in chart audits. This means the training is directly applicable to your daily documentation, not theoretical.
📈
Training Can Improve Your Score
The platform tracks your documentation scores before and after each training. If you complete a group note training and your group note scores go up in the next audit, that improvement is recorded. Your supervisor sees this — it demonstrates that you engaged with the corrective process and it worked.
6
Reference
Quick Reference
Everything on one page.
🧭
Your 4 Sections
My Dashboard → My Scorecard → Corrections → My Trainings. Everything you need to do your job is in these four places.
📊
Score Colors
85%+ Green = you're good. 70–84% Amber = review and improve. Under 70% Red = supervisor meeting this week.
✅
Correction Workflow
Read the card → fix it in Kipu → check "Mark as complete" → supervisor verifies. Done.
📚
Training Workflow
Open the module → work through the sections → click "Mark as Complete" at the end. Progress saves as you go.
📞
Questions?
For platform access or login issues: [email protected]. For questions about your corrections or scores: your supervisor (Lanier or Mo). For Kipu access issues: Tim Faircloth.
Staff Guide Complete
Valor Clinical Compliance Platform · Clinical Staff
✓ Valor Behavioral Health · compliance.valorbh.net