COMPLIANCE SYSTEMS
Everything a surveyor, an insurer, or an attorney will ask to see. In one system.
The complete compliance foundation for practitioner owned businesses. Fourteen modules, a full forms library, clinical protocols, and emergency response. Built by an operator, not a template shop.
Who this is fo
- You are opening within the next twelve months
- You are already open and know your documentation would not hold up
- You are adding a service line and need protocols that match it
- You are preparing for licensure, accreditation, or a survey
- Your insurer or medical director has asked for documentation you do not have
Who this is not for
- You want it all done for you. That is Consulting.
- You want legal advice specific to your situation. That requires an attorney.
FOURTEEN MODULES
The full document foundation, module by module.
01
Business and Legal Structure
Entity selection, PLLC and MSO frameworks, ownership rules by state, corporate practice of medicine explained plainly, management services agreement template, and why the entity most practitioners form first is the wrong one.
02
Medical Direction and Physician Oversight
Medical direction agreement template, compensation benchmarks, the director's actual responsibilities, supervision and delegation requirements, and how to document the relationship so it holds.
03
Scope of Practice and Delegation
Role by role scope for MD, DO, NP, PA, RN, LPN, and support staff. Who can assess, who can order, who can perform, who can supervise, and what changes by state.
04
Patient Assessment and Care Planning
Intake and eligibility, initial assessment templates, care plan construction, reassessment intervals, good faith examination workflow including the telehealth version, and discharge criteria.
05
Clinical Protocols and Standing Orders
Service specific protocols covering skilled nursing, IV and infusion therapy, medication administration, wound care, injectable treatments, weight management, hormone therapy, and monitoring. Additional service lines available in Specialty Modules.
06
Consent and Intake Forms Library
Service agreements, treatment consents, financial policy, cancellation policy, photo and media release, telehealth consent, advance directive acknowledgment, patient rights statement, and HIPAA authorization. Twenty two documents.
07
Documentation and Charting Standards
Encounter templates, timeliness standards, correction and late entry rules, supervisory visit notes, communication logs, retention schedule, and electronic record requirements.
08
Emergency Response Protocols
Anaphylaxis, cardiac and respiratory emergency, hypoglycemia, falls, adverse medication reaction, vascular complication, exposure incident, and patient elopement. Includes the emergency supply list, drill log, and post event documentation.
09
Infection Prevention and OSHA
Standard precautions, hand hygiene, sharps handling, biohazard disposal, single use and sterilization policy, bloodborne pathogen exposure control plan, hazard communication, and required workplace postings.
10
HIPAA and Privacy
Notice of privacy practices, business associate agreement template, breach response plan, minimum necessary policy, texting and social media policy, photography and storage rules, and workforce training log.
11
Personnel and Competency
Hiring checklist, license and credential verification, background screening, competency evaluation forms by role, orientation curriculum, annual review, training log, and employee handbook core policies.
12
Quality Assurance and Performance Improvement
QAPI plan, chart audit tools, complaint and grievance process, incident reporting, adverse event review, corrective action documentation, and annual program evaluation.
13
Vendors, Supplies, and Risk
Approved supplier standards, product sourcing rules, inventory and lot tracking, cold chain requirements, expired product handling, insurance coverage types and limits, and contract review basics.
14
Launch and Survey Readiness
Sequenced opening checklist showing what must happen in what order and what blocks what, plus a mock survey walkthrough and a document index a surveyor can be handed directly.
THE FORMS LIBRARY
Twenty two documents. Every one included.
Volume is the value. Here is what’s in the consent and intake library alone.
Service agreements
Treatment consents
Financial policy
Cancellation policy
Photo and media release
Telehealth consent
Advance directive
Patient rights statement
HIPAA authorization
Plus the remaining thirteen documents across intake, discharge, and administrative use — twenty two in total.
Module 8 is the one that matters at 4pm on a Friday.
Most compliance packages sold online stop at policies. Policies do not help when something goes wrong. Module 8 is written for that moment — anaphylaxis, cardiac and respiratory emergency, falls, adverse reactions, and every other scenario your team needs a written response to before it happens, not after.
CHOOSE YOUR TIER
Three levels of the same system.
Essentials
$997
- Core manual, all 14 modules
- Forms and consent library
- Clinical protocols and standing orders
- Emergency response protocols
- Medical direction agreement template
- Entity and MSO structure guidance
- One specialty module included
- State specific customization
- Implementation calls
- Twelve months of updates
- Medical director placement credit
Complete
Most Chosen
$2,497
- Core manual, all 14 modules
- Forms and consent library
- Clinical protocols and standing orders
- Medical direction agreement template
- Entity and MSO structure guidance
- One specialty module included
- State specific customization
- One 60 minute implementation call
- Twelve months of updates
- Medical director placement credit
Concierge
$7,500
- Core manual, all 14 modules
- Forms and consent library
- Clinical protocols and standing orders
- Emergency response protocols
- Medical direction agreement template
- Entity and MSO structure guidance
- One specialty module included
- State specific customization
- Three 60 minute implementation calls
- Twelve months of updates
- $1,000 medical director placement credit
Building the same documentation with a healthcare attorney typically runs $15,000 to $40,000 and takes three to six months. This is available today.
Fourteen day guarantee. If the system does not cover what you needed, write to us and we refund it. Digital products are otherwise final sale.
QUESTIONS
Frequently asked questions.
No. The Compliance Systems documents are educational and operational templates, not legal advice, and using them does not create an attorney client relationship. We recommend having a healthcare attorney review anything before you rely on it, particularly medical direction and entity documents.
The Core System is built to work across state lines, with the sections that vary most by state — scope of practice, entity rules, and medical direction — flagged for you to confirm locally. The Concierge tier adds state specific customization built for your jurisdiction.
Complete and Concierge include twelve months of updates, so when a regulation changes, the affected module is revised and sent to you. Essentials does not include update coverage; the Compliance Retainer is available separately for ongoing policy maintenance.
Yes. Every document is yours to edit, brand, and adapt to your practice once purchased. Nothing is locked or watermarked.
Editable Word and PDF files, organized by module, delivered as a single download so you can find and edit anything without hunting through folders.
Essentials and Complete deliver instantly after purchase. Concierge, which includes state specific customization, delivers within a few business days once your intake details are submitted.
Not to purchase or read the system. If your practice type requires physician oversight, the Medical Direction module gives you the agreement template and structure to put one in place. If you need help finding one, see our Medical Director Network.
The system works the same way whether you're pre-launch or already operating — you'll use it to compare against what you currently have rather than build from zero. If you want a formal gap review instead, the Rescue Audit under Consulting is built for that.
One purchase covers one practice entity. For additional locations under the same entity, contact us before purchasing — most multi-location practices are better served by a Concierge tier build with location specific addenda.
Yes, on Complete and Concierge, through installment payment at checkout. Essentials is single payment only.
Legal review, state licensing filings, medical director placement itself (a placement credit is included at Concierge), and hands-on implementation beyond the included calls. Those are covered under Consulting or Staffing.
Every tier is yours to customize yourself. Concierge includes state specific customization built for you as part of the purchase, plus implementation calls to walk through adapting the rest.
Not sure which tier fits your practice?
Take the free Compliance Scorecard first. Your score points you to the right starting place.