Checklists & Tools (Downloads)
Practical checklists, worksheets, and implementation tools designed to support real-world work across the substance use disorder continuum. These downloads are intended to help teams improve access to MOUD, strengthen follow-up and coordination, and support recovery-oriented practice across healthcare, justice, employer, and community environments.
They are a sample of free or publicly shareable implementation aid resources that align with SAMHSA, CDC, NIDA, and public-sector practice needs.
How to use these downloads
These tools are designed for immediate use in planning, onboarding, workflow design, and pilot implementation. They are written in plain language and structured to be suitable for public agencies, providers, community partners, and employers.
Where relevant, tools include version dates to support accuracy and ongoing updates.
Download categories
MOUD Access & Continuity
Tools that support referral pathways, follow-up, and continuity planning.
Post-Overdose and Post-Discharge Follow-Up
Tools to structure outreach, warm handoffs, and 30/60/90-day follow-up.
Peer Program Operations
Peer supervision supports, workflow checklists, and role-boundary tools.
Harm Reduction & Community Outreach
Low-threshold engagement tools, linkage planning, and continuity supports.
Family and Natural Supports
Boundary and communication worksheets suitable for non-clinical audiences.
Employer & Workplace Response
Manager guides, referral pathways, and stigma-reduction checklists.
System & Funder Readiness
Pilot readiness checklists, reporting templates, and KPI selection aids.
Featured Free Downloads & Toolkits
1. SAMHSA Overdose Prevention and Response Toolkit
A comprehensive toolkit for planning, engaging partners, and responding to overdose in community and service settings — widely used by public health agencies. Get the SAMHSA Overdose Prevention and Response Toolkit (PDF)
2. CDC Addiction Medicine Checklist
A clinician-oriented checklist to guide development of personalized approaches in SUD care while supporting coordination and continuity. Download the CDC Addiction Medicine Checklist (PDF)
3. Public Health and Safety Team (PHAST) Toolkit (CDC)
Guides local public health and safety collaborations to reduce overdose deaths, with practical planning and coordination tools. Access the PHAST Toolkit (PDF)
4. Screening and Assessment Tools Chart (SAMHSA/NIDA)
A free chart of evidence-based screening and assessment tools for alcohol and drug misuse, organized by population and tool type. View the SAMHSA/NIDA Screening & Assessment Tools Chart
5. MOUD in Jails & Prisons Implementation Toolkit
A practical toolkit for correctional settings to support continuity of MOUD and SUD care during incarceration and reentry planning. Download the MOUD Implementation Toolkit for Justice Settings (PDF)
6. MOUD Implementation Environmental Scan (AHRQ)
A detailed environmental scan (MOUD Playbook) that helps planners understand system factors and barriers to delivering medications for OUD effectively across settings. Get the AHRQ MOUD Environmental Scan (PDF)
Additional High-Value Public Resources (no download required)
Feel free to explore before or after downloading checklists/tools:
SAMHSA Behavioral Health Library — provider toolkits & resources
General hub for prevention, SUD treatment, recovery support, and practical guides. Explore the SAMHSA Library of ResourcesSAMHSA Family Support Materials
Family-focused downloadable PDFs and educational tools on supporting loved ones with SUD. View SAMHSA Family Coping & Support Resources
Need comprehensive training materials?
These downloads provide practical starting points. Comprehensive training workbooks and licensed training instruments are available through the Training Library and Training Downloads for members and enrolled organizations.