SMORES HEALTH. COMMUNITY HEALTH WORKER PROGRAM LAUNCH CHECKLIST
Reviewed October 9, 2026

Original planning worksheet. Adapt to your service, state, payer, and approved organizational procedures. This is not a certification, billing approval, or legal checklist. Use fictional information during practice.

Program name:
Planning owner:
Review date:
Population, service area, and languages:
Purpose and intended benefit:
Services offered and boundaries:
Referral sources and eligibility process:
Participant contact preferences and information-sharing process:

For EACH item below record: owner, evidence, due date, unresolved issue, next review.
[ ] Service description is approved and understandable to staff.
[ ] Worker qualifications and supervision are verified for the service.
[ ] Intake moves from received to attempted, connected, enrolled, and closed.
[ ] Participant priorities and agreed next actions remain visible.
[ ] Assignments, absences, and handoffs have named owners.
[ ] Staff can locate role guidance and escalation contacts.
[ ] Encounter records distinguish attempts, delivered work, and outcomes.
[ ] Note review and corrections follow approved procedures.
[ ] Access is appropriate to staff responsibilities.
[ ] Report definitions and underlying records reconcile.
[ ] Any proposed reimbursement pathway is independently verified.

PRACTICE SCENARIO
Fictional referral:
Participant priority:
Assigned worker and backup:
Encounter and documentation:
Next action, owner, due date:
Exception tested:
What appeared in the report:
What remains unresolved:
Decision owner and next review:

Full guide: https://smoreshealth.com/peer-support-software/community-health-worker-program-management
Software: https://smoreshealth.com/community-health-services
Demo: https://cal.com/team/smoreshealth/demo