Free — Works for All States

IDD Provider Compliance Checklist

A comprehensive self-audit checklist covering every major compliance area for DD waiver and IDD residential providers — applicable in Virginia, Maryland, North Carolina, Pennsylvania, Georgia, Ohio, Texas, and beyond.

VA · DBHDSMD · DDANC · DHHSPA · ODPGA · DBHDDOH · DODDTX · HHSCWV · BHHF

Checklist Preview

8 compliance areas, 58+ audit items — built for providers in any state.

Individual Support Plan (ISP/PCP) Documentation

  • Current ISP or PCP on file for every individual served, signed by all team members
  • ISP/PCP goals are measurable with clearly defined outcomes and timelines
  • Plan reviews conducted on schedule with documented progress on each goal
  • Annual plan updates completed within the required window of the anniversary date
  • Plan addenda documented and signed when support needs change mid-cycle
  • Individual preferences, strengths, and desired outcomes documented in person-centered language
  • Backup plans documented for each critical support need

Unlock the Full Interactive Worksheet

Get all 8 compliance areas with checkboxes, notes fields, and a print-friendly layout — free for providers in any state.

Built for Providers Across 8 States

While every state has its own regulatory body and specific reporting systems, the documentation requirements for DD waiver and IDD residential providers are remarkably consistent. This checklist covers the core areas every auditor will examine — regardless of which agency is at your door.

58+

Specific audit items across all major compliance areas

8

States — and growing

100%

Free — no account required to access

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