The COA Start-From-Scratch Full Support package is a comprehensive, done-with-you process designed to help behavioral health clinics in Oregon earn their Certificate of Approval (COA) from the Oregon Health Authority (OHA). If you’re launching a new outpatient practice or converting an existing business into an approved agency, this package provides the structure, templates, and expert guidance you need to confidently move from vision to approval.
Jamie Watson Consulting supports you through each phase- from determining your service array and staffing model to writing your full set of OAR-compliant policies and assembling your submission materials. You’ll receive hands-on direction, individualized feedback, and agency-ready documents tailored to your program model and population served.
This service is ideal for owners or clinical directors who want to launch a compliant, sustainable, and values-driven outpatient behavioral health agency without the overwhelm of trying to interpret OARs on their own.
COA- Start-from-Scratch Full Support
- Initial Strategy & Readiness Call – Review your program vision, service types, populations served, and compliance readiness.
- Certificate of Approval Roadmap – Customized step-by-step checklist of every document, form, and policy required for OHA submission.
- Program Narrative Development – Written narrative highlighting your agency’s mission, clinical approach, and alignment with OAR 309-019 and 309-039 requirements.
- OAR-Compliant Policy & Procedure Drafting – All required policies written or tailored for your agency (including ADA, CLAS, HIPAA, Incident Reporting, Infection Control, Service Delivery, Clinical Supervision, Peer Services, and more).
- Staffing & Operations Design – Assistance defining staff roles, W-2 vs. 1099 structure, supervision model, and credentialing plan.
- Clinical Documentation Templates – Intake, ROI, Individual Rights, Safety Plan, Progress Notes, and Discharge forms aligned with OHA and Medicaid standards.
- Required Administrative Forms & Logs – Training logs, incident reports, emergency preparedness plans, and policy approval templates.
- Program Forms & Manuals – Client Handbook, Employee Handbook, and Orientation/Training Manual (customized for your agency).
- OHA Submission Review – Document review and feedback prior to final submission.
- Ongoing Support – Follow-up Q&A sessions, reviewer response guidance, and revision support until your COA is approved.
- Timeline: 6-8+ weeks