Sync template from atomicqms-style deployment

SOPs/SOP-003-Training.md

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+# Standard Operating Procedure: Training and Competency
+
+| Document ID | SOP-003 |
+|-------------|---------|
+| Title | Training and Competency |
+| Revision | 1.0 |
+| Effective Date | [DATE] |
+| Author | [AUTHOR] |
+| Approved By | [APPROVER] |
+| Department | Quality Assurance |
+
+---
+
+## 1. Purpose
+
+To establish requirements for training and competency assessment of personnel involved in developmental pediatric services, ensuring standardized assessment administration and evidence-based clinical practices.
+
+## 2. Scope
+
+This procedure applies to all personnel involved in:
+- Clinical assessments and evaluations
+- Developmental screening
+- Administrative support
+- School liaison activities
+- Quality assurance functions
+
+## 3. Responsibilities
+
+### 3.1 Clinical Director
+- Identifies training needs
+- Develops clinical training curriculum
+- Assesses clinical competency
+- Maintains assessment tool certifications
+- Approves specialized assessment administrators
+
+### 3.2 Quality Assurance Manager
+- Maintains training records
+- Tracks training completion
+- Schedules required training
+- Documents competency assessments
+
+### 3.3 Supervisors
+- Ensure staff complete required training
+- Assess ongoing competency
+- Identify performance gaps
+- Support professional development
+
+### 3.4 Employees
+- Complete assigned training
+- Maintain required certifications
+- Participate in competency assessments
+- Seek additional training as needed
+
+## 4. Training Requirements
+
+### 4.1 New Employee Onboarding
+
+All new employees shall complete:
+
+1. **General Training** (within first week):
+   - Organization overview and mission
+   - Quality policy and QMS overview
+   - HIPAA and patient privacy
+   - Safety and emergency procedures
+   - Document control procedures
+   - Electronic health record system
+
+2. **Role-Specific Training** (within first 30 days):
+   - Position-specific SOPs and protocols
+   - Clinical workflows and procedures
+   - Assessment tools and protocols (if applicable)
+   - Multidisciplinary team coordination
+   - Family communication best practices
+
+### 4.2 Clinical Assessment Training
+
+Clinical staff shall complete specialized training in:
+
+#### 4.2.1 Autism Diagnostic Tools
+- **ADOS-2** (Autism Diagnostic Observation Schedule, 2nd Edition)
+  - Research-reliable training or equivalent
+  - Annual inter-rater reliability checks
+  - Module-specific training for each age/language level
+
+- **ADI-R** (Autism Diagnostic Interview-Revised)
+  - Standardized training in administration
+  - Scoring and interpretation protocols
+  - Annual reliability verification
+
+#### 4.2.2 Cognitive and Developmental Assessments
+- **Bayley-4** (Bayley Scales of Infant and Toddler Development)
+- **WISC-V** (Wechsler Intelligence Scale for Children)
+- **Stanford-Binet 5**
+- **Vineland Adaptive Behavior Scales-3**
+- **Leiter International Performance Scale-3**
+
+#### 4.2.3 ADHD and Behavior Rating Scales
+- Conners Rating Scales-4
+- Vanderbilt Assessment Scales
+- BASC-3 (Behavior Assessment System for Children)
+- CBCL (Child Behavior Checklist)
+
+#### 4.2.4 Learning Disability Assessments
+- WIAT-4 (Wechsler Individual Achievement Test)
+- WJ-IV (Woodcock-Johnson IV)
+- KTEA-3 (Kaufman Test of Educational Achievement)
+
+#### 4.2.5 Screening Tools
+- ASQ-3 (Ages & Stages Questionnaires)
+- M-CHAT-R/F (Modified Checklist for Autism in Toddlers)
+- PEDS (Parents' Evaluation of Developmental Status)
+
+### 4.3 Regulatory and Compliance Training
+
+All staff shall complete annual training in:
+- HIPAA and patient privacy
+- IDEA and special education law (for school liaison staff)
+- Section 504 and ADA requirements
+- Mandated reporter requirements
+- Cultural competency
+- Trauma-informed care
+
+### 4.4 Continuing Education
+
+Clinical staff shall maintain:
+- Professional licensure requirements
+- Continuing education credits per licensing board
+- Updated knowledge of DSM-5-TR criteria
+- Current AAP developmental surveillance guidelines
+- Evidence-based practice updates
+
+## 5. Competency Assessment
+
+### 5.1 Initial Competency
+
+Before independent practice, employees shall demonstrate competency through:
+
+1. **Observation**: Direct observation by supervisor/trainer
+2. **Testing**: Written or practical examination
+3. **Case Review**: Review of practice cases with feedback
+4. **Simulation**: Practice scenarios or role-play
+
+### 5.2 Assessment Tool Competency
+
+Clinical staff administering standardized assessments shall demonstrate:
+
+1. **Administration Fidelity**:
+   - Correct setup and materials
+   - Standardized instructions
+   - Accurate timing and prompting
+   - Appropriate rapport building
+
+2. **Scoring Accuracy**:
+   - Accurate real-time scoring
+   - Correct interpretation of responses
+   - Proper use of scoring criteria
+
+3. **Protocol Adherence**:
+   - Following published administration guidelines
+   - Proper documentation
+   - Recognizing when to discontinue or adapt
+
+### 5.3 Ongoing Competency
+
+Annual competency verification through:
+- Case audits and documentation review
+- Inter-rater reliability checks (for diagnostic tools)
+- Supervisor observations
+- Peer review
+- Outcome metrics (e.g., report timeliness, family satisfaction)
+
+### 5.4 Competency Documentation
+
+Document competency assessments using:
+- FRM-004 Training Record Form
+- Assessment tool fidelity checklists
+- Inter-rater reliability data
+- Competency assessment forms
+
+## 6. Training Records
+
+### 6.1 Record Contents
+
+Training records shall include:
+- Employee name and position
+- Training topic/course title
+- Date of training
+- Duration/credits
+- Trainer/instructor name
+- Competency assessment results
+- Certifications and expiration dates
+
+### 6.2 Record Retention
+
+- Active employee records: Maintained in personnel file
+- Former employee records: Retained for 7 years after separation
+- Assessment tool certifications: Maintained with current credentials
+
+## 7. Training Effectiveness
+
+Training effectiveness evaluated through:
+- Post-training assessments
+- Performance metrics
+- Error/incident rates
+- Family satisfaction feedback
+- Audit findings
+- Competency assessment results
+
+## 8. Retraining
+
+Retraining required when:
+- Competency assessment fails
+- Significant protocol deviations identified
+- New assessment tools implemented
+- Regulatory changes require updated knowledge
+- Annual refresher training due
+- Extended absence from clinical duties (>6 months)
+
+## 9. Related Documents
+
+- FRM-004 Training Record Form
+- Assessment tool administration manuals
+- Competency assessment checklists
+- Personnel files
+
+## 10. References
+
+- ADOS-2 Clinical Training Guidelines
+- Professional licensing board requirements
+- AAP developmental surveillance recommendations
+- IDEA regulations (34 CFR Part 300)
+
+---
+
+## Revision History
+
+| Rev | Date | Description | Author |
+|-----|------|-------------|--------|
+| 1.0 | [DATE] | Initial release | [AUTHOR] |