Protect Your Program. Reduce Your Exposure. Respond With Confidence.

Whether you’re preparing for your next audit, assessing your risk profile, or trying to organize your credentialing documentation — this suite helps healthcare leaders stay compliant, stay ready, and stay calm.

🛠 This Collection Includes:
🛡️ The Compliance Shield™ – Policies, procedures, logs, training tools, and audit-readiness docs
🛡️ The Compliance Shield™ – Risk Assessment – Risk scoring matrix, mitigation plan builder, and tracking dashboard
🛡️ The Credentialing Guard™ – Credentialing tracker, checklist templates, and compliance calendar

❗ The Reality for Most Clinics

“We’re technically compliant… until someone asks for proof.”

If you’re like most organizations, compliance is reactive — not proactive. Common issues include:

❌ Policies stored in personal drives or not updated for years
❌ Credentialing checklists scattered across spreadsheets or email
❌ No documented risk assessment or tracking of mitigation plans
❌ Internal audits skipped due to lack of time or tools
❌ Training logs, meeting notes, or CAP plans missing when requested

And when a payer, accreditor, or regulator comes knocking — the scramble begins.

⚡ Who This Is For

Compliance Officers building or revamping their internal program
Clinic Owners preparing for audits, surveys, or payer reviews
Practice Managers juggling HR, credentialing, and policy updates
RCM Leaders responsible for documentation and downstream compliance
Credentialing Coordinators trying to track deadlines and expirations
Quality & Risk Teams seeking audit tools without third-party software

💸 The Cost of Not Acting

  • Failed audits or corrective action plans
  • Loss of credentialing or billing privileges
  • Denied claims due to lapsed provider credentials
  • HIPAA or CMS noncompliance findings
  • Stress, staff burnout, and organizational liability
  • Lost payer trust and reputational damage

You can’t afford to treat compliance like an afterthought.

💡 Choose the Right Tool for Your Compliance Gap

Each tool is fully standalone. Choose based on the compliance challenge your team needs to fix now.

🛡️ The Compliance Shield™

Build Your Audit-Ready Compliance Program — Without the Overwhelm.

This is your full internal compliance toolkit — from policies to CAP logs. Plug in your practice name and start preparing like an expert.

📦 Two Tiers Available:

TierPriceDescription
Core Toolkit$499Includes policy templates, staff attestation logs, annual review trackers, and regulatory crosswalk
Plus Training Add-On$649Adds huddle guides, staff training plans, and quarterly compliance calendar templates

🧰 Covers HIPAA, CMS, OIG, RHC/FQHC guidelines, and common payer expectations. Designed for internal leads, not external consultants.

👉 Explore The Compliance Shield™ →


🛡️ The Compliance Shield™ – Risk Assessment

Turn Your Risk Assessment Into an Action Plan.

Not just a checklist — this is a working tool that helps you identify real threats, rate severity, and assign mitigation plans.

📦 Two Tiers Available:

TierPriceDescription
Basic Assessment Tool$299Includes risk scoring matrix, internal audit log, and issue tracker
Complete Compliance Risk Pack$599Adds mitigation dashboard, owner assignment tracker, review cadence calendar, and CAP template set

🧰 Ideal for clinics undergoing CHC, CMS, or payer audit prep — or just trying to get organized before survey season.

👉 Explore Risk Assessment →


🛡️ The Credentialing Guard™

Stay On Top of Every Expiration, License, and Renewal.

Credentialing doesn’t have to live in one person’s head. This toolkit gives you a repeatable process and clear visibility.

📦 Two Tiers Available:

TierPriceDescription
Core Credentialing Tracker$395Includes credentialing timeline, provider checklist, and email reminder system setup
Plus Optimization Pack$625Adds bulk import tracker, escalation alerts, training tracker, and task assignment templates

🧰 Works for small clinics or multi-site systems. Designed to hand off between staff if needed.

👉 Explore The Credentialing Guard™ →

🧠 Results You Can Expect

✔ Centralized, audit-ready compliance documentation
✔ Risk assessments with real follow-through
✔ Expiring credentials tracked and escalated in time
✔ Improved payer and regulatory confidence
✔ Less stress, more structure, and easier handoffs during turnover

“The Compliance Shield™ helped us pass our payer audit with zero findings. Everything was documented, visible, and ready.”

Donna L.

FQHC Administrator

FAQ

No — these tools work for clinics of all sizes, especially those without full-time compliance staff.

No — these help you manage the operational side so you’re not 100% dependent on external providers or consultants.

Yes. The templates include guidance, examples, and documentation checklists that work whether you’re building from scratch or optimizing what you already have.