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Counseling practice

Flintridge Springs Counseling · Counseling practice · Bozeman, MT

Leonie Valderrama is the practice owner at Flintridge Springs Counseling, a group counseling practice in Bozeman, and she keeps every license, safety round, chart audit and incident fix that a state inspector can ask for in one place, with the private chart details kept out of what the inspector reads.

HealthcareComplianceGoverned columns5 tables · 9 views · 2 forms · 4 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Licenses and cards
October 2026
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Tables

Licenses and cards

22 sample rows · 11 columns

Every license, policy, card and training record the practice must keep current.

LicenseNumberKindHeld byIssued byIssuedExpires
CPR and first aid card, PhilippaFS-30184CPR and first aidPhilippa Strongbow-NairAlpine Safety Training CenterSep 23, 2024Sep 23, 2026
CPR and first aid card, EvanderFS-30254CPR and first aidEvander Askildsen-PryceAlpine Safety Training CenterOct 26, 2024Oct 26, 2026
Marriage and family therapist licenseFS-30177Clinician licensePhilippa Strongbow-NairState board of behavioral healthNov 7, 2024Nov 7, 2026
CPR and first aid card, LeonieFS-30142CPR and first aidLeonie ValderramaAlpine Safety Training CenterNov 9, 2024Nov 9, 2026
Professional liability policy, groupFS-30121Insurance policy—Highline Mutual UnderwritersNov 22, 2025Nov 22, 2026
Privacy and records training, MargueriteFS-30226Privacy trainingMarguerite Zalewski-BonaventureCascade Compliance AcademyDec 2, 2025Dec 2, 2026
Supervision agreement with Leonie, CasimirFS-30205Supervision agreementCasimir Thorngate-HoltPractice recordsDec 16, 2025Dec 16, 2026
CPR and first aid card, MargueriteFS-30233CPR and first aidMarguerite Zalewski-BonaventureAlpine Safety Training CenterJan 8, 2025Jan 8, 2027
General liability policyFS-30114Insurance policy—Highline Mutual UnderwritersJan 23, 2026Jan 23, 2027
Privacy and records training, EvanderFS-30247Privacy trainingEvander Askildsen-PryceCascade Compliance AcademyFeb 22, 2026Feb 22, 2027
CPR and first aid card, AmbroseFS-30163CPR and first aidAmbrose Kettering-OyelaranAlpine Safety Training CenterMar 4, 2025Mar 4, 2027
Associate counselor licenseFS-30198Clinician licenseCasimir Thorngate-HoltState board of behavioral healthApr 3, 2026Apr 3, 2027

10 more rows

Safety checks

28 sample rows · 11 columns

Rounds, drills and tests of the office and its equipment, with what was found.

CheckKindDone onDone byResultItems looked atItems not passing
SC-4127Telehealth room sound checkSep 27, 2026Marguerite Zalewski-BonaventurePassed40
SC-4126Fire drillSep 16, 2026Evander Askildsen-PryceFailed142
SC-4125AED pad and battery checkSep 5, 2026Ambrose Kettering-OyelaranPassed20
SC-4124Records cabinet lock checkAug 25, 2026Leonie ValderramaPassed30
SC-4123Waiting room privacy sweepAug 14, 2026Evander Askildsen-PrycePassed with notes81
SC-4122Panic button testAug 3, 2026Marguerite Zalewski-BonaventurePassed50
SC-4121Fire extinguisher roundJul 23, 2026Evander Askildsen-PrycePassed60
SC-4120Telehealth room sound checkJul 12, 2026Marguerite Zalewski-BonaventurePassed40
SC-4119Fire drillJul 1, 2026Evander Askildsen-PryceFixed after retest141
SC-4118AED pad and battery checkJun 20, 2026Ambrose Kettering-OyelaranPassed20
SC-4117Records cabinet lock checkJun 9, 2026Leonie ValderramaPassed30
SC-4116Waiting room privacy sweepMay 29, 2026Evander Askildsen-PrycePassed80

16 more rows

Chart audits

16 sample rows · 10 columns

Spot checks of client charts against the practice's own standard, kept under opaque codes.

AuditClient codeAudited onAudited byServiceConsent up to dateRisk screen documented
QA-5115CL-4405Sep 10, 2026Leonie ValderramaIntakeYesYes
QA-5114CL-4392Aug 26, 2026Philippa Strongbow-NairTelehealth sessionYesYes
QA-5113CL-4379Aug 11, 2026Ambrose Kettering-OyelaranGroup sessionYesYes
QA-5112CL-4366Jul 27, 2026Leonie ValderramaCouples sessionYesYes
QA-5111CL-4353Jul 12, 2026Leonie ValderramaIndividual sessionYesYes
QA-5110CL-4340Jun 27, 2026Philippa Strongbow-NairIntakeYesYes
QA-5109CL-4327Jun 12, 2026Ambrose Kettering-OyelaranTelehealth sessionNoYes
QA-5108CL-4314May 28, 2026Leonie ValderramaGroup sessionYesYes
QA-5107CL-4301May 13, 2026Leonie ValderramaCouples sessionYesYes
QA-5106CL-4288Apr 28, 2026Philippa Strongbow-NairIndividual sessionYesYes
QA-5105CL-4275Apr 13, 2026Ambrose Kettering-OyelaranIntakeYesYes
QA-5104CL-4262Mar 29, 2026Leonie ValderramaTelehealth sessionYesYes

4 more rows

Incidents

14 sample rows · 12 columns

Things that went wrong or nearly did, with the fix and what it cost.

IncidentReferenceKindHow seriousStatusHappened onReported by
Sign-in sheet left on the counterIN-6114Privacy slipLowReportedOct 3, 2026Philippa Strongbow-Nair
Complaint about a hallway conversationIN-6113Client complaintModerateReportedOct 1, 2026Ambrose Kettering-Oyelaran
Cleaning crew found the records closet unlockedIN-6112Door or lockHighCorrective action under waySep 26, 2026Leonie Valderrama
Fax from a former client's old insurer arrivedIN-6111Privacy slipModerateCorrective action under waySep 17, 2026Marguerite Zalewski-Bonaventure
Telehealth call dropped during a risk checkIN-6110After-hours callHighCorrective action under waySep 9, 2026Evander Askildsen-Pryce
Group room window blind broke in sessionIN-6109Near missLowClosedAug 26, 2026Philippa Strongbow-Nair
Lost badge for the back entranceIN-6108Door or lockLowClosedAug 6, 2026Ambrose Kettering-Oyelaran
Associate note signed lateIN-6107DocumentationModerateClosedJul 12, 2026Leonie Valderrama
Panic button silent in room 3IN-6106Door or lockHighClosedJun 22, 2026Marguerite Zalewski-Bonaventure
Appointment list left on the printerIN-6105Privacy slipHighClosedMay 28, 2026Evander Askildsen-Pryce
Client complaint about room temperatureIN-6104Client complaintLowClosedMay 8, 2026Philippa Strongbow-Nair
Client records request answered lateIN-6103Records requestModerateClosedApr 18, 2026Ambrose Kettering-Oyelaran

2 more rows

Views

Incident board

Incidents
Reported2
Complaint about a hallway conversationIN-6113Client complaint
Sign-in sheet left on the counterIN-6114Privacy slip
Corrective action under way3
Telehealth call dropped during a risk checkIN-6110After-hours call
Fax from a former client's old insurer arrivedIN-6111Privacy slip
Cleaning crew found the records closet unlockedIN-6112Door or lock
Closed9
Waiting room door latch failedIN-6101Door or lock
After-hours crisis call went to voicemailIN-6102After-hours call
Client records request answered lateIN-6103Records request
Client complaint about room temperatureIN-6104Client complaint
Appointment list left on the printerIN-6105Privacy slip
4 more

Forms and booking

Safety check sheet

Form
Safety check sheetWhoever walks a round or runs a drill files this right after.
What number is on the round sheet? *
Which round or drill did you do? *Fire extinguisher roundPanic button testWaiting room privacy sweepRecords cabinet lock checkAED pad and battery checkFire drillTelehealth room sound check
On which day? *
Who did it? *
How did it go?PassedPassed with notesFailedFixed after retest
Is there anything Leonie should know?Leave blank if nothing was wrong.
File the sheet

Incident report

Form
Incident reportAny staff member files this when something goes wrong or almost does.
In a few words, what happened? *
What kind of event was it? *Door or lockAfter-hours callRecords requestClient complaintPrivacy slipDocumentationNear miss
How serious was it? *LowModerateHigh
On which day did it happen? *
Who is writing this up? *
Send the report

Dashboards

Readiness overview

Licenses and cards
Licenses by status
  • Current16
  • Renewal due5
  • Expired1
Safety checks by result22
Cost of fixes by incident status
  • Current0
  • Renewal due0
  • Expired0

Also included

  • Incident boardStage rules
  • License running outNotificationWarns the office manager six weeks before something expires.
  • Renewals for the weekDigest

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