AI Matrx Logo

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
Use this template

Lapse calendar

Licenses and cards
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6CPR and first aid card, Philippa
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

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 CenterOct 6, 2024Oct 6, 2026
CPR and first aid card, EvanderFS-30254CPR and first aidEvander Askildsen-PryceAlpine Safety Training CenterNov 8, 2024Nov 8, 2026
Marriage and family therapist licenseFS-30177Clinician licensePhilippa Strongbow-NairState board of behavioral healthNov 20, 2024Nov 20, 2026
CPR and first aid card, LeonieFS-30142CPR and first aidLeonie ValderramaAlpine Safety Training CenterNov 22, 2024Nov 22, 2026
Professional liability policy, groupFS-30121Insurance policy—Highline Mutual UnderwritersDec 5, 2025Dec 5, 2026
Privacy and records training, MargueriteFS-30226Privacy trainingMarguerite Zalewski-BonaventureCascade Compliance AcademyDec 15, 2025Dec 15, 2026
Supervision agreement with Leonie, CasimirFS-30205Supervision agreementCasimir Thorngate-HoltPractice recordsDec 29, 2025Dec 29, 2026
CPR and first aid card, MargueriteFS-30233CPR and first aidMarguerite Zalewski-BonaventureAlpine Safety Training CenterJan 21, 2025Jan 21, 2027
General liability policyFS-30114Insurance policy—Highline Mutual UnderwritersFeb 5, 2026Feb 5, 2027
Privacy and records training, EvanderFS-30247Privacy trainingEvander Askildsen-PryceCascade Compliance AcademyMar 7, 2026Mar 7, 2027
CPR and first aid card, AmbroseFS-30163CPR and first aidAmbrose Kettering-OyelaranAlpine Safety Training CenterMar 17, 2025Mar 17, 2027
Associate counselor licenseFS-30198Clinician licenseCasimir Thorngate-HoltState board of behavioral healthApr 16, 2026Apr 16, 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 checkOct 10, 2026Marguerite Zalewski-BonaventurePassed40
SC-4126Fire drillSep 29, 2026Evander Askildsen-PryceFailed142
SC-4125AED pad and battery checkSep 18, 2026Ambrose Kettering-OyelaranPassed20
SC-4124Records cabinet lock checkSep 7, 2026Leonie ValderramaPassed30
SC-4123Waiting room privacy sweepAug 27, 2026Evander Askildsen-PrycePassed with notes81
SC-4122Panic button testAug 16, 2026Marguerite Zalewski-BonaventurePassed50
SC-4121Fire extinguisher roundAug 5, 2026Evander Askildsen-PrycePassed60
SC-4120Telehealth room sound checkJul 25, 2026Marguerite Zalewski-BonaventurePassed40
SC-4119Fire drillJul 14, 2026Evander Askildsen-PryceFixed after retest141
SC-4118AED pad and battery checkJul 3, 2026Ambrose Kettering-OyelaranPassed20
SC-4117Records cabinet lock checkJun 22, 2026Leonie ValderramaPassed30
SC-4116Waiting room privacy sweepJun 11, 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 23, 2026Leonie ValderramaIntakeYesYes
QA-5114CL-4392Sep 8, 2026Philippa Strongbow-NairTelehealth sessionYesYes
QA-5113CL-4379Aug 24, 2026Ambrose Kettering-OyelaranGroup sessionYesYes
QA-5112CL-4366Aug 9, 2026Leonie ValderramaCouples sessionYesYes
QA-5111CL-4353Jul 25, 2026Leonie ValderramaIndividual sessionYesYes
QA-5110CL-4340Jul 10, 2026Philippa Strongbow-NairIntakeYesYes
QA-5109CL-4327Jun 25, 2026Ambrose Kettering-OyelaranTelehealth sessionNoYes
QA-5108CL-4314Jun 10, 2026Leonie ValderramaGroup sessionYesYes
QA-5107CL-4301May 26, 2026Leonie ValderramaCouples sessionYesYes
QA-5106CL-4288May 11, 2026Philippa Strongbow-NairIndividual sessionYesYes
QA-5105CL-4275Apr 26, 2026Ambrose Kettering-OyelaranIntakeYesYes
QA-5104CL-4262Apr 11, 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 16, 2026Philippa Strongbow-Nair
Complaint about a hallway conversationIN-6113Client complaintModerateReportedOct 14, 2026Ambrose Kettering-Oyelaran
Cleaning crew found the records closet unlockedIN-6112Door or lockHighCorrective action under wayOct 9, 2026Leonie Valderrama
Fax from a former client's old insurer arrivedIN-6111Privacy slipModerateCorrective action under waySep 30, 2026Marguerite Zalewski-Bonaventure
Telehealth call dropped during a risk checkIN-6110After-hours callHighCorrective action under waySep 22, 2026Evander Askildsen-Pryce
Group room window blind broke in sessionIN-6109Near missLowClosedSep 8, 2026Philippa Strongbow-Nair
Lost badge for the back entranceIN-6108Door or lockLowClosedAug 19, 2026Ambrose Kettering-Oyelaran
Associate note signed lateIN-6107DocumentationModerateClosedJul 25, 2026Leonie Valderrama
Panic button silent in room 3IN-6106Door or lockHighClosedJul 5, 2026Marguerite Zalewski-Bonaventure
Appointment list left on the printerIN-6105Privacy slipHighClosedJun 10, 2026Evander Askildsen-Pryce
Client complaint about room temperatureIN-6104Client complaintLowClosedMay 21, 2026Philippa Strongbow-Nair
Client records request answered lateIN-6103Records requestModerateClosedMay 1, 2026Ambrose Kettering-Oyelaran

2 more rows

Also included

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

Related templates