IPPF Quality of Care — Preparing for Assessment

Companion Guide_MA

Version 2

2.

1. Finance

1.1: Financial management

  1. 1.1.1

    MA follows procedures for maintaining accounting records *

    ASK the person responsible for financial management: • Are accounting procedures, roles and responsibilities clearly defined (e.g. cashier authorized to receive cash)? • Are pre-numbered receipts bearing the organization's name issued for all cash receipts? • Are unused receipt books kept in a safe place, with procedures for issuing receipts? • Is all cash received receipted and recorded immediately and kept in a safe place? • Are staff aware of and do they participate in internal audit/control processes? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 1.1.2

    MA follows procedures for receipts and handling cash *

    ASK the person responsible for financial management: • Is all cash received banked on a regular basis as per guidelines? • Is petty cash imprest (float) maintained at the established levels? • Is petty cash expended as per procedure and supported by adequate documentation? • Can you confirm that no unauthorized payments are entered in the cash book? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 1.1.3

    MA follows procedures for recording payments *

    ASK the person responsible for financial management: • Are all payments supported by payment vouchers stamped "PAID", signed and dated? • Are vouchers and supporting documents correctly filed? • Are vouchers and supporting documents submitted to headquarters monthly? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. 1.1.4

    MA follows procedures for bank accounts *

    ASK the person responsible for financial management: • Are all cheques signed in accordance with approved financial procedures? • Are details of cheque payments recorded on the counterfoil/stub? • Is bank reconciliation prepared on a monthly basis? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. 1.1.5

    MA follows procedures for cash book(s) *

    ASK the person responsible for financial management: • Are up-to-date cash books kept for all cash and bank transactions? • Are corrections made in ink and transparent (white-out never used; countersigned)? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  6. 1.1.6

    MA has a maintenance plan *

    ASK the person responsible for financial management: • Does the MA have an asset and infrastructure maintenance plan, agreement, schedule, and budget in place? Mark Sufficient if the maintenance plan includes a service agreement, a maintenance schedule, and a dedicated budget for equipment upkeep and repairs.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  7. 1.1.7

    MA allocates resources for QOC *

    ASK the person responsible for financial management: • Does the MA have funds set aside for quality assurance or quality improvement of services? • Does the MA have a monitoring, evaluation and learning plan, with a budget line and staff assigned for implementation? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  8. 1.1.8

    MA has multiple income streams for sustainability *

    ASK the person responsible for financial management: • Does the MA have more than one income stream? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
3.

2. Inclusion

2.1: Inclusion of people with diverse sexual orientations, gender identities and expressions, and sex characteristics (SOGIESC)

  1. 2.1.1

    MA advertises in physical and virtual spaces where people with diverse SOGIESC meet *

    ASK responsible staff or MA focal person: • Does the MA advertise in spaces (physical and virtual) where people with diverse SOGIESC meet? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 2.1.2

    Needs assessment for people with diverse SOGIESC *

    ASK responsible staff or MA focal person: • Does the MA conduct needs assessments to understand the SRH and health needs of people with diverse SOGIESC? Mark Sufficient if the MA looks at the needs of specific populations within the group of people with diverse SOGIESC.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 2.1.3

    MA conducts outreach to people with diverse SOGIESC *

    ASK responsible staff or MA focal person: • Does the MA conduct outreach to people with diverse SOGIESC? If yes, how? Mark Sufficient if the manager describes outreach. Examples: community-based service delivery such as mobile clinics; partnerships with local LGBTIQ+/trans-led organisations to provide SRH and related services.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. 2.1.4

    MA engages people with diverse SOGIESC in sexual and reproductive health programming *

    ASK responsible staff or MA focal person: • How, if at all, does the MA include people with diverse SOGIESC in SRH programs? Mark Sufficient if the manager describes inclusion. Examples: contraceptive distribution; awareness-raising on abortion, contraception and fertility, SGBV prevention/response, HIV/AIDS and STI prevention; community mobilization on SRHR.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. 2.1.5

    SGBV awareness workshops for people with diverse SOGIESC and sex workers *

    ASK responsible staff or MA focal person: • Does the MA hold SGBV awareness workshops for sex workers and people with diverse SOGIESC? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A

2.2: Inclusion of persons with disabilities

  1. 2.2.1

    MA meaningfully involves organizations for persons with disabilities (OPDs) in planning *

    ASK responsible staff or MA focal person: • Does the MA involve organizations for persons with disabilities (OPDs) in planning? If yes, how? Mark Sufficient if OPDs are involved in program design or delivery. Examples: part of a steering/planning/monitoring team; involved in priority setting or needs assessments.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 2.2.2

    MA organized outreaches include persons living with disabilities *

    ASK responsible staff or MA focal person: • Has the MA organized any outreaches to serve persons living with disabilities and their carers? If yes, when was the last one? Mark Sufficient if at least one outreach in the past year served persons living with disabilities.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 2.2.3

    Persons with disabilities and older people are included in sexual and reproductive health programming *

    ASK responsible staff or MA focal person: • How, if at all, does the MA include persons with disabilities and older people (>50), including their carers, in SRH programs? Mark Sufficient if the manager describes inclusion. Examples (only, not required): contraceptive distribution; awareness-raising; community mobilization on SRHR.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A

2.3: Inclusion of young people

  1. 2.3.1

    Young people involved in the planning and ongoing development of services *

    ASK responsible staff or MA focal person: • How, if at all, does the MA include young people in the planning and ongoing development of services? Mark Sufficient if the manager describes including young people.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 2.3.2

    Active youth peer education programme *

    ASK responsible staff or MA focal person: • Does the MA currently have a youth peer education programme? If yes, describe. Mark Sufficient if the manager describes an active peer education program within the past 3 months.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 2.3.3

    Young people involved in sexual health promotion activities *

    ASK responsible staff or MA focal person: • How, if at all, does the MA involve young people in sexual health promotion activities? Mark Sufficient if young people are involved.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. 2.3.4

    Targeted IEC/behavior change communication (BCC) on male and female condom use for young people *

    ASK responsible staff or MA focal person: • Does the MA conduct targeted activities on male and female condom use for young people? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. 2.3.5

    Targeted condom distribution outlets for young people of all genders *

    ASK responsible staff or MA focal person: • Does the MA have condom distribution outlets for young people? If yes, describe. Mark Sufficient if outlets exist and are regularly refilled.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
4.

3. M&E

3.1: Data use for performance improvement

  1. 3.1.1

    MA compiles routine service data as a performance report on a regular basis *

    ASK responsible staff or MA focal person: • Does the MA compile routine service delivery data in a performance report? How often? Mark Sufficient if a performance report is compiled at least quarterly.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 3.1.2

    MA uses data to guide decision-making and programming *

    ASK responsible staff or MA focal person: • Does the MA use data to guide decision-making and programming? • If yes, is there a quarterly review of service statistics to facilitate decision-making? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 3.1.3

    MA has a data utilization policy/guidelines to encourage data use by its service providers *

    ASK responsible staff or MA focal person: • Does the MA have a data utilization policy to encourage data use by its service providers? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A

3.2: Data management and reporting

  1. 3.2.1

    MA conducts routine data quality audits *

    ASK responsible staff or MA focal person: • Does the MA conduct routine data quality audits? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 3.2.2

    MA backs up data *

    ASK responsible staff or MA focal person: • Does the MA back up data? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 3.2.3

    MA staff are trained on CMIS *

    ASK responsible staff or MA focal person: • Does the MA have CMIS training plans? • If yes, are these plans followed? • Does the MA provide on-demand CMIS assistance? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. 3.2.4

    MA has Health Information System Policy in line with national standards *

    ASK responsible staff or MA focal person: • Does the MA have a Health Information System Policy? • If yes, is it aligned with national standards for protection of personal health information? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. 3.2.5

    MA reports referrals for violence support services in DHIS2/CMIS *

    OBSERVE DHIS2/CMIS: • The MA should have recorded referrals for violence support services, disaggregated by age. Mark Sufficient if at least 1 referral is reported in the past year.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  6. 3.2.6

    MA reports first-line clinical support for FGM survivors in DHIS2/CMIS *

    OBSERVE DHIS2/CMIS: • The MA should have recorded first-line clinical support for FGM, disaggregated by age. Mark Sufficient if at least 1 service is reported in the past year in locations where FGM is common.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
5.

4. Humanitarian

4.1: Humanitarian readiness assessment

  1. 4.1.1

    MA has a contingency plan, emergency preparedness plan, and/or response plan in place *

    ASK responsible staff or MA focal person: • Does the MA have a contingency plan, emergency preparedness plan, and/or response plan in place? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 4.1.2

    MA recognizes and/or participates in a coordination mechanism to discuss SRH in emergencies *

    ASK responsible staff or MA focal person: • Does the MA recognize and/or participate in a coordination mechanism to discuss SRH in emergencies (e.g., SRH working group / disaster committee)? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 4.1.3

    MA has SOP for switching services from IPES+ to MISP *

    ASK responsible staff or MA focal person: • Does the MA have an SOP in place for switching services from IPES+ to MISP? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. 4.1.4

    MA has an emergency procurement and distribution protocol *

    ASK responsible staff or MA focal person: • Does the MA have a functional emergency procurement and distribution system? • If yes, is the system funded? Mark Sufficient if the system is funded and functional.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. 4.1.5

    MA staff capacity for emergency supply chain management *

    ASK responsible staff or MA focal person: • Is the designated MA supply chain focal person trained in emergency supply chain management? • If yes, does the training include emergency distribution and crisis simulations? • Does the MA have documented capacity for redistribution (e.g., mobile clinics, partner agreements)? Mark Sufficient if YES to ALL.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  6. 4.1.6

    MA has emergency stock *

    ASK responsible staff or MA focal person: • Does the MA have emergency stocks (e.g., MISP kits, PPE) available? • If yes, OBSERVE the emergency stocks. Mark Sufficient if emergency stocks are available and in-date.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
6.

5. Supply Chain

5.1: Commodities assessment

  1. 5.1.1

    Supervision and feedback loop *

    ASK the supply chain focal person: • Does the MA conduct regular visits to SDPs to assess supply chain practices? Mark Sufficient if ALL of: MA conducts at least bi-annual visits to service delivery points to assess SCM practices; MA documents and implements corrective actions; MA maintains a feedback mechanism between facility staff and the MA to track progress against corrective actions identified during visits.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 5.1.2

    Procurement process management *

    ASK the supply chain focal person: • Does the MA have an SOP or supply chain manual detailing the processes around procurement and vendor management? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. 5.1.3

    Procurement source *

    ASK the supply chain focal person: • Does the MA follow documented procedures for competitive bidding (open tenders) or single-source procurement, with clear justification for the method used? Mark Sufficient if YES.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. 5.1.4

    Procurement evaluation and award *

    ASK the supply chain focal person: • What evaluation criteria does the MA use for supplier selection? • How are award decisions documented and approved? • How are participating suppliers notified of the outcome? Mark Sufficient if ALL of: selection is based on transparent criteria (value for money, quality, cost, compliance); award decisions are documented and approved via a bid evaluation report or equivalent; all participating suppliers are formally notified.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. 5.1.5

    Purchase order placement and invoice payment *

    ASK the supply chain focal person: • What procedures does the MA use for purchase order placement and invoice payment? Mark Sufficient if ALL of: POs and invoices are accurately prepared; matched with goods receipt; approved by authorised personnel before payment; retained for audit with controls to prevent errors or fraud. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  6. 5.1.6

    Approved suppliers used *

    ASK the supply chain focal person: • Do the MA procurements match the SOP/policy guidance for procuring the correct quality and regulations? Mark Sufficient if procurement procedures reference the quality of the medical product, taking into account national regulations and international standards (per 3.4 IPPF Quality Policy 2025). Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  7. 5.1.7

    Verification of incoming deliveries *

    ASK the supply chain focal person: • How are incoming deliveries verified? Mark Sufficient if all incoming deliveries are accurately recorded throughout the warehouse/storage process from receipt to dispatch. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  8. 5.1.8

    Delivery and supplier performance monitoring *

    ASK the supply chain focal person: • How are delivery and supplier performance monitored? Mark Sufficient if: supplier delivery timelines are tracked; and issues such as delays or shortages are documented, incorporated into future evaluations, and corrective actions taken in consultation with the supplier. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  9. 5.1.9

    Forecasting process management *

    ASK the supply chain focal person: • Does the MA have an SOP or supply chain manual detailing the processes around forecasting and quantification? Mark Sufficient if YES. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  10. 5.1.10

    Forecasting and requisitioning *

    ASK the supply chain focal person: • How does the MA forecast for annual plans and related requisitions? Mark Sufficient if annual plans and requisitions are based on ALL of: service data; consumption; lead times. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  11. 5.1.11

    Service delivery impact of stock-outs *

    ASK the supply chain focal person: • How does the MA document stock-outs and service disruptions? Are corrective actions implemented? Mark Sufficient if: stock-outs and service disruptions are documented; and corrective actions are implemented. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  12. 5.1.12

    Product routes to market *

    ASK the supply chain focal person: • May I review the latest national supply plan and MA forecast report? If available, OBSERVE the documents. Mark Sufficient if ALL of: SRHR commodities are included in the national supply plan; forecasted quantities from the MA forecast report match MA projections; allocation across procurement/distribution channels is documented. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  13. 5.1.13

    Emergency supply continuity plan in place *

    ASK the supply chain focal person: • Does the MA have an emergency supply contingency plan in place (e.g., during disasters, pandemics, or conflicts)? If yes, describe. Mark Sufficient if: the MA has a documented contingency plan outlining steps to maintain supply during emergencies; and the plan is reviewed annually. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  14. 5.1.14

    Distribution & transport process management *

    ASK the supply chain focal person: • Does the MA have an SOP or supply chain manual detailing the processes around distribution and transport? Mark Sufficient if YES. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  15. 5.1.15

    Procuring transportation *

    ASK the supply chain focal person: • What process does the MA have for procuring transport services? Mark Sufficient if there is a documented process including ALL of: criteria for provider selection; cost evaluation; compliance with delivery requirements. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  16. 5.1.16

    Distribution routes and documentation *

    ASK the supply chain focal person: • Are distribution routes fully documented and optimized for cost-effectiveness? • OBSERVE whether signed delivery notes are available for all shipments in the past 6 months. Mark Sufficient if ALL of: routes are fully documented from start to end points; optimised for cost, time and reliability; signed delivery notes available for all shipments in the past 6 months. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  17. 5.1.17

    Delivery lead-time monitoring *

    ASK the supply chain focal person: • How does the MA monitor delivery lead times? Mark Sufficient if: delivery lead times are tracked against planned schedules; and corrective actions are recorded for delays or short supplies. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  18. 5.1.18

    Cold chain during transport *

    OBSERVE temperature control validation records. Mark Sufficient if temperature monitoring is documented (e.g., data logger reports, manual logs, or cold chain indicators) for recent shipments of temperature-sensitive commodities. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  19. 5.1.19

    Third-party logistics oversight *

    ASK the supply chain focal person: • Is the performance of outsourced logistics providers monitored against KPIs (on-time delivery, condition of goods, documentation accuracy, SLA/contract compliance)? • OBSERVE recent monitoring reports or performance summaries. Mark Sufficient if performance is monitored and monitoring reports/summaries are available.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  20. 5.1.20

    Product recall system *

    ASK the person responsible for logistics management: • Do you have a product recall system? • If yes, how are recall events documented and closed? • Describe adverse event management protocols associated with recalled products. Mark Sufficient if ALL of: recall systems exist and are tested; recall events are documented and closed within set timeframes; adverse event management protocols exist and link to service delivery records. Source: IPPF Supply Chain Team

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
7.

6. DHI

6.1: Digital health intervention (DHI) privacy and confidentiality

  1. 6.1.1

    DHI meets privacy, confidentiality, and security standards *

    ASK the person responsible for DHI security: • Are client data encrypted? • Is access to client data controlled to authorized individuals? • Is monitoring of system security conducted at least monthly? • Are audit logs (e.g., to identify unauthorized changes or changes to user access) reviewed at least monthly? Mark Sufficient if YES to ALL. Source: IPPF Ethical, Efficient & Effective Health Information Systems Policy

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
8.

7. DHI Observation

7.1: Hotline/telemedicine service provision

  1. 7.1.1

    Hotlines/telemedicine meet requirements for receiving calls *

    REVIEW the technical competency criteria for 7.1.1 (Receiving calls). Mark Sufficient if ALL counselors assessed scored at least 80%.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 7.1.2

    Hotlines/telemedicine meet requirements for follow-up calls *

    REVIEW the technical competency criteria for 7.1.2 (Follow-up calls). Mark Sufficient if ALL counselors assessed scored at least 80%.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A

7.2: Chatline/Whatsapp service provision

  1. 7.2.1

    Chatlines/Whatsapp meet requirements for receiving chats *

    REVIEW the technical competency criteria for 7.2.1 (Receiving chats). Mark Sufficient if ALL counselors assessed scored at least 80%.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. 7.2.2

    Chatlines/Whatsapp meet requirements for follow-up chats *

    REVIEW the technical competency criteria for 7.2.2 (Follow-up chats). Mark Sufficient if ALL counselors assessed scored at least 80%.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
9.

7.1: Hotline/Telemedicine Service Provision

7.1.1 Hotline/telemedicine — Receiving calls (technical competency criteria)

  1. Counsellor/call agent answers call with appropriate greeting *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. Counsellor/call agent provides accurate information according to CCCGs *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. Counsellor/call agent allows time for questions *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. Counsellor/call agent provides relevant referral information *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. Counsellor/call agent requests and receives explicit consent for any necessary follow-up calls contacting them *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  6. Counsellor/call agent ends call with appropriate sign off *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A

7.1.2 Hotline/telemedicine — Follow-up calls (technical competency criteria)

  1. Counsellor/call agent first confirms they are speaking to the correct person *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. Asks client if they are in a private area, alone, and/or can talk freely *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. Explains the reason for the call, before confirming that the patient wishes to proceed with the call *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  4. Counsellor/call agent provides relevant follow-up information to client *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  5. Counsellor/call agent allows time for questions *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  6. Counsellor/call agent ends call with appropriate sign off *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
10.

7.2: Digital Information/Chatline Service Provision

Per provider

Roll-ups of the chat criteria below. Sufficient only if ALL counselors scored ≥80%.

Checklist

  1. Counsellor provides relevant follow-up information to client *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  2. Counsellor allows time for questions *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
  3. Counsellor ends chat with appropriate sign off *

    Observed behaviour (Technical Competency Checklist). NOT scored toward the MA assessment. It is worth 1 point only in the counselor's own score; a counselor passes this sub-checklist at ≥80%. That pass/fail is what decides whether the roll-up indicator (7.x) is marked Sufficient or Insufficient.

    • Sufficient
    • Insufficient
    • Not Observed
    • N/A
* denotes a required question. The asterisk and answer options on this page are for reference; you cannot enter answers here.