STEPS to Care: Topics and Tools A-Z

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Budgeting

Tools to manage your program budget.

Download

  • Budget Toolkit
  • Budget Toolkit PDF
Care Plans

Training for staff and Care Plan Forms to use with clients.

Download

  • Care Plan Life Cycle
  • Comprehensive Care Plan

Training

  • Developing SMART Goals for a Client-Centered Comprehensive Care Plan
Care Team Coordination

Forms, tools and guidance to use with the Care Team.

Download

  • Care Team Meeting Form

Video

  • Care Team Communication
  • Care Team Coordination Introduction
  • Working with Primary Care Providers
Client Intake

Training and guidance for intake procedures.

Download

  • Intake Assessment Form
  • Logistics for Patient Navigation and Contact Information Form

Training

  • Completing an Intake Assessment Form: The Client Interview
Establishing Policies and Protocols

Guidance and templates for Program Directors establishing new programs.

Download

  • Recommended Client Selection Criteria
  • Sample Confidentiality Protocol
  • Sample Field Safety Protocol
  • Sample Missed Appointment Protocol
  • Sample Outreach Protocol
  • Sample Scheduling Protocol
HIV Self-Management

Screencast and guidance for using mystctools.org and STEPS workbook materials.

Download

  • Client Workbook
  • Facilitator’s Guide
  • HIV Self-Management Tools Chart

Video

  • HIV Self-Management Introduction
Patient Navigation

Forms, tools and guidance for use with clients.

Download

  • Adherence Assessment: Daily
  • Adherence Assessment: Non-Daily
  • Logistics for Patient Navigation and Contact Information Form
  • Reassessment Form
  • Referrals/Appointments Tracking Log/Checklist
  • Services Tracking Log

Video

  • Patient Navigation Introduction
Preview Guide and FAQs

Guidance on how STEPS to Care strategies and tools can support your agency practices.
Download

  • Agency Readiness Assessment
  • Preview Guide and FAQs for Program Directors
Scheduling Client Meetings

Tools for creating and maintaining complex client schedules.

Download

  • Client Schedule Tracker
  • Programmatic Deadlines Tracker
  • Weekly Schedule Tracker

Video

  • Scheduling Clients
  • Using the Care Team for Scheduling Support
Staffing and Supervision

Roles, job description templates and guidance on hiring and supervising program staff.

Download

  • Care Coordinator Job Description Template
  • Patient Navigator Job Description Template
  • Program Director Job Description Template
  • Staff Roles and Responsibilities

Video

  • Care Coordinator Role and Responsibilities
  • Clinical Supervision
  • Patient Navigator Role and Responsibilities
  • Program Director Role and Responsibilities
  • Programmatic Supervision
  • Quality Assurance in Supervision
STEPS Strategies

Learn about the three STEPS strategies and how they work together.
Download

  • Client Pathway and Relevant Provider Forms
  • Key Components Checklist

Video

  • Introduction Video
Working with Clients in the Field
STEPS to Care: Working with Clients in the Field

Training for staff who work in the field with clients.

Training

  • Establishing Relationship Boundaries with Clients
  • Out in the Field: Confidentiality with Clients
  • Staying Safe in the Field
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