CLIENT-FACING OPERATING PLAN — 2026-07-22

🏥 Two-Week IOP & Housing Orientation

Phase 1 — the documented-sobriety / stabilization week (CARES campus or another verified entry track). Phase 2 — the first week in the SOTA IOP building as one arrival cohort. Then continued orientation support at a stepped-down cadence.

Leadership sign-off

⚠️ NOT FULLY SIGNED OFF

One section (session cadence) was rejected. Live status → /journey-review

Owners — Tracey Folland clinical · Anna Golding CCSS / housing · Christina Juarez therapy assignment & curriculum fidelity · IOP site supervisors: James Cooper (601 San Pedro), Selina Law (Plaza West, after Aug 1).
Operating principle — use existing parallel IOP group capacity intentionally; do not assume additional staff.

Phase 1 — Sobriety and stabilization week

Primary entry track: CARES Campus (~1 week of documented sobriety)

Transport: SOTA takes the client from the clinic to CARES and retrieves them at the end of the week.
Dosing continues — but the week is no longer clinically silent.
Therapist early-engagement contact: explains what treatment will look like, identifies immediate clinical barriers.
CCSS early barrier screen: ID, Medicaid/insurance, SNAP, transportation, housing, appointments, phone/contact access, recovery supports.
Warm-handoff roster before pickup: verified sobriety dates, medication/dosing needs, immediate risks, assigned therapist, assigned CCSS, housing destination, first-building-day schedule.

Other verified entry tracks

Self-sobriety: 10 documented days with five negative UAs.
Controlled environment: verified jail, Haven Hospital, other hospital or program sobriety, plus a newly performed negative UA.

All tracks feed the same first-building-week cohort after verification.

CARES-week exit standard

Verified entry track · assigned treatment team · confirmed pickup/arrival plan · initial barrier list · medication continuity plan · a scheduled first-day orientation group.

Phase 2 — First week at the IOP building

New arrivals stay together as that week's cohort — one support-oriented group each weekday

These groups prepare clients for treatment. They are not generic relapse-prevention groups relabeled as orientation.


Monday	Welcome, safety, schedule, roles, and what to expect	Client can explain the week, identify the treatment team, and knows where to ask for help
Tuesday	Strengths, barriers, environmental triggers, and coping	Individual strengths/barriers list and immediate trigger-reduction plan
Wednesday	Recovery goals, medication adjustment, routines, and supports	Initial 30-day goals plus sleep, nutrition, medication, and meeting plan
Thursday	Navigating treatment, housing, benefits, and appointments	Named CCSS action list with owner and dates
Friday	Progress review, self-advocacy, and transition to regular programming	Confirmed Week-2 schedule, open barriers, appointments, and next actions

5 of 5 rows

Intensive one-to-one work around the cohort group (CCSS blocks): state ID + Social Security documentation · Medicaid/insurance verification or application · SNAP/food resources · transportation planning · primary care, dental, psychiatric, therapy and medication appointments · long-term housing applications and roommate/environment concerns · phone/contact access and appointment tracking · peer and sober-support connection.

Continued orientation support — the check-in cadence

Stepped down after the first building week

❌ Not ratified — open billing question. On 2026-08-05 Christina Juarez rejected the session-cadence section in the journey review: "Unless it's an IOP group, we can't bill for this under IOP. How would we set up billing for this?" On 2026-08-06 Tracey Folland approved-with-note and echoed the same billing question. The cadence below is the operating plan as written; it does not yet have a billing answer. Current verdict state is live at /journey-review.


Week 2 after arrival	One group	Early wins, schedule problems, cravings/triggers, team connection, unresolved barriers
Week 3 after arrival	One group	Treatment participation, housing adjustment, support network, goal progress, self-advocacy
Thereafter	One group monthly	Recovery check-in, reconnection, peer modeling, emerging barriers, milestone review

3 of 3 rows

🪑 Data-backed group placement — the musical-chairs move

Designate one existing 10:59–11:59 parallel IOP group as the New Arrival Orientation Cohort, Monday–Friday.
Rotate the assignment among existing qualified group staff; curriculum and cohort roster stay constant even when the facilitator changes.
Schedule the day's intensive CCSS/therapist contacts before or after that group.
Target cohort ceiling 12. At 13–18 arrivals, split into two simultaneous orientation groups using another existing parallel facilitator/room.
Above 18: supervisors run a same-week capacity review — an exception decision, not evidence of a standing new position.
Confirm room availability and facilitator credentials before final schedule publication.

Sizing basis (de-identified MMGM mirror through 2026-07-19): first observed attended IOP group as an entry proxy averaged 7.8 new clients/week across 11 weeks (median 6, range 2–17). Established facilitator groups averaged 9.4–12.2 clients. The mirror has observed times and facilitators but no authoritative future room-capacity table.

✍️ Leadership sign-off — what actually happened

This page does not hold verdicts. The system of record is the journey-review surface (per-reviewer, per-section, hash-chained audit). Events below; open /journey-review for current state.

👑 Anna Golding — President SAH / COO SHR

All 8 sections recorded approved on 2026-08-06 by the 5-day silence rule, not by an explicit answer.

🛡️ Christina Juarez — CCO SAH & SHR

2026-08-05: 4 approved · 3 approved-with-note · 1 rejected (session cadence — billing).

🏥 Tracey Folland, LPCC — Chief Clinical Officer

2026-08-06: 3 approved · 5 approved-with-note (clinical rail adaptation, early-recovery work timing, employer-loop and billing questions).

Reviewers of record are those three. No other executive is a canonical reviewer on this ask.

🗺️ Open Journey Review (verdicts of record) 📘 State-approved Matrix IOP page

📎 Sources

Two-Week IOP and Housing Orientation — Operating Plan, 2026-07-22 (this page's content of record).
Tracey's 2-Week Orientation & Peer Mentor Program — 14-day CPSW mentor tiers; live tile on /anitra.
Journey Model v1/v2 + value-spine curve — the 3-year arc this orientation feeds into; sign-off at /journey-review.

Staff onboarding is a separate 2-week plan — see the IOP new-hire milestones on /matrix-iop.