COA Policy & Procedure Template Packet For Oregon Outpatient Behavioral Health Clinics 
 
Don’t start from scratch — start smart.
 
For Oregon Outpatient Mental Health Clinics Compliant with OAR 309-019 and 309-039 
 
Created by Jamie Watson, LMFT, RPT-S. 
 
Preparing for Your Certificate of Approval (COA)?
If you're launching or licensing an outpatient mental health clinic in Oregon, you know the paperwork can be overwhelming. This downloadable, ready-to-edit packet is built to simplify your COA preparation — so you can focus on serving your community.
 
What’s Inside: 
Customizable Policy Templates Fully aligned with OAR 309-019 and 309-039 requirements for mental health programs 
Fill-in-the-Blank Formatting for easy customization 
Client Rights, Risk Management, HIPAA, QAPI, Supervision & More 
COA Readiness Checklist so you don’t miss a thing 
Sample Staff Roster & Job Descriptions 
Formatting & Implementation Guide
 
Who It's For:
Providers preparing for their initial COA application
Established clinics updating policies to meet Division 19 standards
Clinical directors, compliance leads, and consultants supporting licensing or Medicaid expansion
 
Why Choose This Packet?
Clinician-Created: Designed by a licensed LMFT with significant experience with OHA, OARs, and COA from start to finish, policy audits, and consultation for clinic launches
Time-Saving: No need to start from scratch — every document is editable and includes prompts
COA-Aligned: Organized around the actual documentation and operational requirements for outpatient mental health services in Oregon
 
Want Help Customizing?
Need help finishing your packet or preparing for a mock COA audit? Book a strategy session with Jamie at info@jamiewatsonconsulting.com