Every clinician and staff member on the current policy, ready for survey.

For providers who answer to OCR under HIPAA, to CMS surveyors and to CARF and other accreditors. Privacy, compliance and clinical policies approved, sent to the people they cover, and on record by person and by version.

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A hospital room with an empty bed, a headwall panel, an infusion pump on a stand, a red recliner and a yellow biohazard bin.

Ready for every survey

Good providers already have the policies. The work is keeping every version, every review and every acknowledgment as ready as the care.

45 CFR 164.316, 164.530

HIPAA policies and procedures

Privacy and security policies kept for six years, reviewed and updated, with workforce training and a sanctions policy on record. OCR asks for these first.

  • Every version with its approvals and dates, exportable for your six-year file
  • Workforce acknowledgment by person and version
  • Review dates on each policy

HHS-OIG General Compliance Program Guidance

OIG compliance program

Written standards, training and communication carry four of the seven elements. The code of conduct has to reach everyone, and stay current.

  • Code of conduct and policies approved and versioned
  • Each person’s acknowledgment on record
  • Changes sent out again automatically

42 CFR 483.85, 483.95

CMS compliance and training

Long-term care compliance programs need written standards, training and communication, and surveyors read the policies before they walk the floor.

  • Written standards held as approved versions
  • Sent to each unit and shift they cover
  • Training records attached as evidence

CARF standards

CARF accreditation

Surveyors read the policies, then look in personnel files for proof each person received them, and ask staff about them.

  • Policies organised for each standards section
  • A per-person acknowledgment record
  • Orientation policies waiting for new hires

How it helps a provider

Built for compliance and privacy officers who show policy control to regulators, surveyors and accreditors, across every site and shift.

The right policy to each team

Clinical staff get clinical policies, the front desk gets release procedures, IT gets security ones.

New hires covered from day one

Orientation policies are waiting for every new starter.

No seat cost for staff

Clinicians and other viewers are unlimited and free. You pay for the people who write.

Every change goes out again

A revised policy is approved, then everyone it covers is asked again, automatically.

Reviews on schedule

Review dates remind each policy’s owner ahead of time.

Proof on request

Filter the record by date, person or policy and export a PDF or CSV.

Each team gets its own policies

Tag people by site, unit and role. Each policy reaches only the people it covers, and new hires get theirs on day one.

A record for every staff member

Show OCR or a surveyor who has acknowledged which version, with the time and the statement they agreed to.

The rest of the binder

Survey standards cover part of it. A practice runs on many other policies, and they need the same control.

Notice of Privacy Practices

One current version, kept with its history and published on your site if you choose.

Bloodborne pathogens

The exposure control plan reviewed every year and sent to every clinical role.

42 CFR Part 2

Substance use programs keep consent and redisclosure policies under the same control.

Emergency action

Written plans for each site, current, and in the hands of every shift.

Harassment prevention

Staff in California and New York bring state policy and training duties with them.

Handbook and acceptable use

One current version for clinical and office staff, confirmed when it changes.

Ready for whoever asks.

OCR, CMS surveyors and accreditors ask the same thing in different words: the current policy, its history and who has it.

Export the record as a PDF or CSV, or let a surveyor open the document directly.

  • OCRPrivacy and security policies, every version kept, with workforce acknowledgment
  • CMS surveyorsWritten standards and proof of training and communication
  • AccreditorsPolicies by standards section, with each person’s acknowledgment
  • Payers and partnersYour compliance program, approved and current

Built around your practice

Sites and unitsTags such as Riverside, Clinical or Front desk send each policy only to the people it covers.
Contractors and locumsInvite them as external users so the same policies reach them.
ConsultantsBring in your compliance consultant as an external user to write and review.
SurveyorsGive a surveyor one document with a one-time code.

Need help writing the policies? Find a consultant for your standard.

Questions

Do clinicians and staff need a paid seat?

No. They read, acknowledge and sign as viewers, free of charge.

Acknowledgment or signature?

Both are available. Choose for each policy when you send it. e-sign is an add-on on the Scale plan.

What happens when a policy changes?

The new version is approved, then sent to everyone it applies to, who are asked again.

Can an auditor see a document without an account?

Yes. Add them as a one-time viewer and they open that document with a one-time code.

We run several sites. Can each get its own policies?

Yes. Tag people by site, unit and role, and each policy reaches only the people it covers.

What happens to someone’s record when they leave?

Their completed acknowledgments stay on record.

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