COMPLIANCE
Documentation that holds up when someone asks to see it.
Our Compliance Systems give healthcare organizations that are already operating a complete written foundation: policies, clinical protocols, consents, charting standards, and emergency response, built by a clinical operations team, not a template shop. Learn what they cover here, then choose your tier in the Shop.
Policies only help if they match what your team actually does.
Surveyors, insurers, accreditors, and auditors ask to see written proof of how you deliver care: who may do what, how it is documented, and what your team does when something goes wrong. When documentation falls behind your services, your staffing, or a new service line, the gaps tend to show up at the worst moment.
Most compliance packages sold online stop at policies. Ours include written emergency response protocols for the moments that matter most, such as anaphylaxis, falls, and adverse medication reactions.
Fourteen modules, one complete foundation.
01 Business and Legal Structure
Ownership and management services frameworks, and the corporate practice of medicine explained plainly.
02 Medical Direction and Physician Oversight
Agreement template, the director’s responsibilities, and how supervision and delegation are documented.
03 Scope of Practice and Delegation
Who may assess, order, perform, and supervise, role by role.
04 Patient Assessment and Care Planning
Intake, assessment templates, care plans, reassessment, the good faith examination workflow, and discharge criteria.
05 Clinical Protocols and Standing Orders
Skilled nursing, IV and infusion therapy, medication administration, wound care, injectables, weight management, hormone therapy, and monitoring.
06 Consent and Intake Forms Library
Twenty two documents, from service agreements to HIPAA authorization.
07 Documentation and Charting Standards
Encounter templates, timeliness, corrections and late entries, and retention.
08 Emergency Response Protocols
Anaphylaxis, cardiac and respiratory emergency, falls, adverse reactions, and more, with a supply list and drill log.
09 Infection Prevention and OSHA
Standard precautions, sharps, biohazard disposal, an exposure control plan, and required postings.
10 HIPAA and Privacy
Privacy notice, business associate agreement template, breach response plan, and workforce training log.
11 Personnel and Competency
Hiring checklist, license and credential verification, background screening, and competency evaluations by role.
12 Quality Assurance and Performance Improvement
QAPI plan, chart audits, complaints, incident reporting, and corrective action.
13 Vendors, Supplies, and Risk
Supplier standards, lot tracking, cold chain, and insurance coverage basics.
14 Survey Readiness
A mock survey walkthrough and a document index you can hand to a surveyor.
Built for organizations already caring for patients and clients.
Not the right fit: if you want the work done with you, see Consulting. If you need legal advice, work with a healthcare attorney.
Urgent care and primary care clinics
Med spas and aesthetics practices
IV hydration and infusion practices
Weight management and wellness clinics
In home care and concierge nursing agencies
Healthcare staffing companies
Companies that partner with us for nursing services and want their own policies, protocols, and consents current alongside the nurses we send
Teams adding a service line or facing a survey, accreditation review, insurer request, or audit
Three tiers of the same system, with more support at each level.
Fourteen day refund window. See our Refund Policy.
Essentials $997
All 14 modules, the forms and consent library, clinical protocols and standing orders, emergency response protocols, and twelve months of updates.
Complete $2,497 (Recommended)
Everything in Essentials plus one 60 minute implementation call.
Concierge $7,500
Everything in Essentials plus three 60 minute implementation calls.
Add the service lines you provide.
Specialty Modules add protocols, consents, and competency tools for one service line. Add one to any Compliance System or buy it on its own in the Shop.
Med Spa and Aesthetics
Protocols, consents, competency, and emergency response for injectables and aesthetic services.
Rather have our team work with you?
Our Consulting team reviews your documentation, ranks gaps by risk, writes policies to match your services, prepares your team for surveys, and offers ongoing support through a monthly retainer.
FAQ
Questions.
Is this legal advice?
No. Our Compliance Systems are educational and operational templates, not legal advice, and using them does not create an attorney client relationship. We recommend a healthcare attorney review anything before you rely on it.
Where do I buy?
Every tier, Specialty Module, guide, and state guide is sold in the Shop.
Will the documents fit my state?
They are written to adapt to your services and where you operate. State Guides and Templates, starting with Michigan, are sold in the Shop.
What if it does not cover what I needed?
Email us within fourteen days of purchase for a refund. Digital products are otherwise final sale.
Are updates included?
Yes. Every Compliance System includes twelve months of updates.
Can you help us put it in place?
Complete and Concierge include implementation calls, and Consulting offers hands on help.