Walk Into Your NARR or State Certification Visit Ready: A Documentation Checklist
Certification runs on documentation. Here's the checklist of what reviewers actually ask to see — and how to keep it dated, signed, and findable before they schedule the visit.
HopeLinx
Editorial Team

Most operators don't fail certification because they run a bad house. They scramble because the proof of a good house is scattered — policies in a drawer, signatures in a filing box, drug tests in a notebook, grievances in someone's memory. Certification is, more than anything, the work of proving your operation on paper.
Here's a practical checklist of what reviewers tend to ask for, organized roughly by the domains NARR uses. Use it to find your gaps before a reviewer does.
Standards vary by NARR level and by state affiliate — FARR, OhioMHAS, KYARR, INARR, and others each have their own specifics. Treat this as a practical starting point, not legal advice, and always work from your own affiliate's current checklist.
Administrative & operational
- Written policies and procedures, current and dated
- Resident agreement and house rules — signed and dated by every resident
- A published fee schedule and refund policy
- A grievance policy and a grievance log showing how complaints were handled and resolved
- A code of ethics or conduct for staff and peers
- Proof of insurance
- Staff roles, job descriptions, background checks, and training records
Recovery support
- Intake and screening records for each resident
- Resident handbook acknowledgment
- A documented, MAT-supportive policy (you cannot deny residents medication-assisted treatment)
- Evidence of recovery support: meeting attendance or accountability check-ins
- Discharge and transfer records, with reasons documented
- Incident reports, dated and complete
Drug and alcohol testing
- UA/BA logs with dates, results, and signatures
- A clear, consistent testing policy residents have acknowledged
- An unbroken documentation trail — gaps here are one of the most common findings
Medication and safety
- Medication storage policy, and medication logs or counts where applicable
- Safety and physical-environment checks (fire safety, occupancy limits, inspections)
- Current bed assignments and occupancy records
The three things reviewers ding most
- Missing signatures. The agreement exists; the signed, dated copy doesn't.
- Undocumented checks. Rounds happened, but there's no record they happened.
- Gaps in a trail. A month of testing, grievances, or incident logs that just isn't there.
Notice that none of these are about the quality of your program. They're about whether you can prove it on demand.
Make it findable — one system beats the binder
The reason cert prep feels like a week-long scavenger hunt is that the evidence lives in a dozen places. When intake forms, shift reports, UA/BA logs, grievances, medication counts, and meeting check-ins all live in one platform, "show me the signed agreement and the last 30 days of checks for this resident" becomes a search that takes seconds.
That's exactly what HopeLinx is built to do — keep the documentation audit-ready by default, so the binder assembles itself. The goal isn't to pass an inspection once. It's to be ready before they even schedule the visit. You can try it on your real workflow for free.