11.0.1 Client Intake Guidelines
May 1, 2026
...ntation should be completed before the first session whenever possible: Consent Documents Informed Consent for Treatment Telehealth Consent, if applicable HIPAA Documents Notice of Privacy Practices acknowledgment...
11.0.2 Insurance Billing Guidelines
May 1, 2026
...rechecked periodically throughout the course of treatment. All required intake documents, consent forms, and financial agreements must be completed before claims are submitted. The clinician documents each session in th...
6.1.3 Contracts, Leases, and Agreements
May 1, 2026
...ses, and Agreements All contracts, leases, event agreements, or any other legal documents must be submitted to the Director of Operations for review prior to approval. Signatures Only authorized representatives designate...
...OneDrive). Data Handling Expectations Local Storage of Sensitive Files: Church documents should not be downloaded and stored permanently on personal devices. Access files through OneDrive or SharePoint whenever possible...
5.1.32 Use of Personal Devices for Work
May 1, 2026
...Personal devices may be used for: Accessing email (Outlook) Viewing or editing documents in OneDrive or SharePoint Attending Microsoft Teams meetings Urgent or remote work situations when a church-issued device is not a...
5.1.28 When an Employee Leaves
May 1, 2026
When an Employee Leaves: Document Ownership & Access All documents, files, and materials created, received, or stored in the course of employment at Crosspoint Church are considered organizational property. These ite...
5.1.27 Personal Files on Work Computers
May 1, 2026
...Crosspoint-approved systems , including OneDrive and SharePoint. Church-related documents, data, and communications should never be stored outside of these systems . Why This Matters Maintaining a clear separation...
...onal continuity. Examples: Personal notes or working drafts Individual planning documents Non-essential reference materials Storage Location: Personal OneDrive only (not shared locations) Key Expectation: Do...
5.1.25 What Should Not Be Stored Locally
May 1, 2026
...p, downloads folder, or hard drive). What Should Not Be Stored Locally Ministry documents, reports, or operational files Financial information or budget documents Member or donor data Emails or attachments containing sen...
5.1.21 Confidentiality Expectations of Email
May 1, 2026
...doubt, do not send it via email. Use caution with attachments and links. Ensure documents containing confidential information are shared securely and only with the appropriate recipients. Maintain professionalism and dis...
5.1.16 Shared Device
May 1, 2026
...responsible for maintaining their files within SharePoint: Ensure all important documents are securely stored in SharePoint Avoid storing files locally or in unapproved locations Remove duplicate, outdated, or unnecessar...
5.1.12 Microsoft SharePoint
May 1, 2026
...inistries and departments Team Collaboration: Multiple people can view and edit documents in real time Version Control: Automatically tracks changes and allows you to restore previous versions Secure Sharing: Access is p...
5.1.11 Microsoft OneDrive
May 1, 2026
...ing, and sharing files across the organization. It allows you to securely store documents and access them from any device, whether you are on campus or working remotely. What OneDrive Is Used For Storing your individual...
5.1.10 Microsoft Teams
May 1, 2026
...staff meetings, and remote collaboration File Sharing: Store and collaborate on documents within Teams channels Best Practices Use channels instead of group chats when communication involves a team or ongoing topic...
5.1.7 Confidential Printing
May 1, 2026
...mmediate Retrieval Required: Always go directly to the printer and pick up your documents as soon as they are printed. Do not leave confidential materials unattended. Use Secure Print When Available: If the copier suppor...
5.1.1 AI Generated Guidelines
Apr 28, 2026
...nal and Spirit-led. AI may assist with: Brainstorming ideas / Drafting internal documents / Research and study preparation / Administrative organization / Creative media concepts AI should not be used to replace pastoral...
2026 2027 Budget Planning Schedule
Apr 17, 2026
...rectional Leadership Committee approves the annual Budget Planning Schedule and documents key financial assumptions in Leadr. November/December Lead Pastor and Director of Operations establish strategic direction and bud...