27 results for “new client paperwork”
Unauthorized Software Acquisition (Piracy) & Prohibited Tools To define, identify, and prohibit the use of unauthorized software acquisition methods—including torrenting, key generators, and related tools—across all ...
Software Approval Process Purpose: To protect Crosspoint’s data, systems, and financial stewardship, all software must be reviewed and approved before use, especially before any purchase is made. Do Not Sign Up for Rando...
AI-Generated Content Guidelines Artificial Intelligence (AI) tools can improve efficiency, creativity, and organization in ministry. These guidelines help ensure AI is used responsibly by staff and ministry leaders at Cr...
Budgeting Process Overview Fiscal Year The fiscal year runs from July 1 to June 30. Budget Timeline The annual budgeting process follows a structured timeline to ensure proper planning, review, and approval: January – Bu...
ShelbyNext Financials Access for New Employees For new employees who need access to the Shelby Financial Systems, contact the Accountant. Shelby access will be coordinated through the Operations Team to ensure the correc...
Restricted vs. Unrestricted Accounts Understanding the difference between restricted and unrestricted funds is critical for proper stewardship, compliance, and financial reporting. Every dollar given must be handled acco...
Copiers and Printers Aug 20, 2026
Copiers and Personal Printers All copier and personal printer services for Crosspoint Church must go through the approved company used by Crosspoint. Copier Contracts and Agreements All copier contracts, leases, renewals...
Excess Furniture and Equipment: Removal Process Any furniture or office décor purchased by Crosspoint Church—including desks, chairs, whiteboards, lamps, and similar items—remains the property of the church. These items ...
Hurricane Categories, Staff Levels, and Communication Base Communications Base The Central Offices will serve as the primary Communications Base for Category 1–3 hurricanes , whether the forecast indicates a direct or in...
Client Intake Guidelines Purpose: To ensure all new clients complete required documentation, that insurance coverage is verified when applicable, and that informed consent is established prior to the first clinical sessi...
Billing, Payment, and Insurance Guidelines This policy outlines the procedures for billing, payment collection, insurance claims processing, and client financial responsibility. The objective is to ensure consistent fina...
Counseling Center Fee Structure Guidelines These guidelines establish the framework for billing, payment collection, insurance claims processing, and client financial responsibility for Crosspoint Counseling Center. The ...
Mission, Vision, Services Purpose: This document defines the mission, vision, faith foundation, and scope of services of Crosspoint Counseling Center to ensure clarity, alignment, and consistency in operations, communica...
Risk Management Plan Aug 20, 2026
Risk Management Plan Purpose: To protect clients, staff, and organizational operations by establishing clear procedures for responding to emergencies, behavioral health crises, and operational disruptions while maintaini...
Freeport Campus · Walton County, Florida Purpose: This memo explains why Crosspoint's services at its rented Walton County school facility are legally protected, and gives staff a short, repeatable protocol for respondin...
NOTICE PRIVATE WORSHIP SERVICE IN PROGRESS This facility has been reserved by Crosspoint Church, Inc. for exclusive use during the service hours posted below. During this time, the spaces reserved are NOT open public pro...
Review the approved response guidance for unauthorized recording and First Amendment auditor situations during Crosspoint services.
Background Check FAQ Aug 20, 2026
Background Check FAQ Can we change the authorization form? No. The wording is required by Protect My Ministry and is designed to comply with federal laws, including the Fair Credit Reporting Act (FCRA). Why does it say '...
Planning Center Aug 20, 2026
Planning Center Website: https://login.planningcenteronline.com/login/new Purpose: Volunteer scheduling and worship planning. Questions or more information  Contact IT Support at itsupport@crosspoint.church .
Weekday Cash and Check Handling Cash and check donations or payments received during the week must be handled securely, consistently, and with clear accountability across all campuses. Storage Requirements Each campus mu...