SBHC 101 Toolkit

Module 3: Setting up an SBHC

Are you ready to setup an SBHC in your community? This module is the final module in a series of three that will guide you in the SBHC business planning process including:

Vision, mission, and goals
Patient population and services
Staffing structure
Facilities planning
Sustainability and funding
Marketing and outreach

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This Toolkit also includes:

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Explore the Module 3 tools

Links to resources below and more in Module 3!

Tools: Business Plan

Sample business plan Growing Well. An example of a business plan for a new SBHC.
Creating a Business Plan Capital Link. A manual detailing the steps to creating a business plan for a Community Health Center capital project.
Year 1 Business Plan Checklist Ohio School-Based Health Alliance. A chart detailing categories and steps for partners to work through together when developing a business plan.

Tools: Strategic components

Mission and vision statement

Proclaiming your dream: Developing mission and vision statements The Community Toolkit at the University of Kansas. This too provides an explanation of definitions, and suggested steps to develop a vision and mission statement.
A Step-by-Step Exercise for Creating a Mission Statement Non-Profit Hub. This document that guides a group through creating a mission statement for non-profit organizations.

Logic model examples

School-based health center logic model Ohio School-Based Health Alliance. This is an example of a logic model for a new SBHC in an elementary school.
Community Health Center logic model Metrics for Healthy Communities. This interactive logic model outlines inputs, activities, outputs, and outcomes of a community-embedded health center.

Tools: Telehealth

School-Based Telehealth Playbook School-Based Health Alliance. This playbook guides SBHCs through the design, implementation, and operation of a school-based telehealth program.
Telehealth Reimbursement Guide Upper Midwest Telehealth Resource Center. This guide provides an overview of reimbursement for Ohio Medicaid and other common insurers.
Ohio Licensure Upper Midwest Telehealth Resource Center. This resource provides a summary of various Ohio telehealth licensure requirements.
Telehealth for school-based services Department of Health and Human Services. This best practice guide highlights strategies for creating a school-based telehealth program.

Tools: Staffing structure

Staffing brainstorming worksheet Ohio School Based Health Alliance. This worksheet outlines staffing considerations that are unique to the SBHC setting.
SBHC staffing model examples Ohio School-Based Health Alliance. This document provides examples of various staffing model structures that can be implemented in an SBHC.
Medical assistant job description University of Colorado
SBHC Project Coordinator job description Kids First Health Care
SBHC Program Manager job description Community Health of Central Washington
SBHC Nurse practitioner job description Kids First Health Care

Tools: Facilities planning

Sample floor plan, including vision services Growing Well.
Sample floor plan Aurora Public Schools.
Sample furniture and equipment list with prices Youth Health Care Alliance.

Tools: Funding and financing

Quality Counts: Sustainable Business Practices QI Toolkit School-Based Health Alliance. A toolkit that outlines various factors impacting SBHC sustainability.
Sample budget template Colorado Health Foundation. A template containing revenue and expenditure tabs for developing an SBHC budget.
Engineering sustainable school-based health centers School-Based Health Alliance. A graphic highlighting key practices that promote sustainability in SBHCs.

Tools: Marketing and outreach

SBHC Marketing and Outreach Plan New Mexico Alliance for School-Based Health Care. This is a fillable example of an SBHC marketing and outreach plan for the school year.
PrimaryPlus Ripley School-Based Health Center Marketing Campaign Interact for Health. This document provides an example marketing plan for an SBHC in Ohio.
Ruth and Norman Rales Health Center Dedication example video Johns Hopkins University. This is a short dedication video of an SBHC that can be used as a marketing tool.

Tools: Youth Advisory Councils

Creating & Sustaining a Thriving Youth Advisory Council Adolescent Health Initiative at Michigan Medicine. A comprehensive guidebook on developing and maintaining a youth advisory council within an SBHC.
Youth Health Hub School-Based Health Alliance. A resource-rich website dedicated to guiding youth engagement in SBHCs.

Do you need more help?

For additional support and technical assistance in planning for or setting up an SBHC, you can contact Katherine Bissett, Ohio Alliance Director of School-Based Health Care Initiatives at katherine@osbha.com.