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Service · 03 of 04
Audits & Risk Assessment
Overview
We perform a thorough, confidential compliance audit and risk assessment of your current operations so you know precisely where you are exposed and what to fix first.
What's included
The audit process
01
In-depth review of your existing policies, protocols, and documentation
02
Gap analysis against current state and federal requirements
03
Evaluation of scope-of-practice and delegation practices
04
Review of patient records, consents, and photo documentation
05
Assessment of emergency preparedness and equipment
06
HIPAA privacy and security risk analysis
07
OSHA workplace safety review
08
Staff training and competency records review
09
Marketing and advertising compliance check
10
Identification of high-risk areas with prioritized recommendations
Process
From engagement to actionable report in 2 weeks
We don't hand you a binder and walk away. Each engagement follows a defined sequence so leadership knows what's happening, and when.
01
Kickoff and scoping
1 dayLeadership session to align on priorities, data access, and the scope of the review, so no time is wasted at the start.
02
On-site immersion
4 daysWe observe operations, review records, interview staff, and assess emergency preparedness and equipment in the rooms where care happens.
03
Document and systems review
3 daysDeep review of policies, protocols, charts, consents, marketing, training records, and the tech stack that ties them together.
04
Analysis and synthesis
3 daysFindings synthesized into risk-rated recommendations with implementation sequencing, so you know what to fix first.
05
Findings presentation
2 daysStructured presentation to leadership, full written report, and a clear next-step roadmap your team can act on the same week.
Deliverables
What you receive
- A detailed written report with findings
- Risk rating for each area (low / medium / high)
- Actionable next-step recommendations with timelines
- A roadmap to full compliance
FAQ
Everything you need to know before starting.
Yes. Findings are shared only with leadership, and we operate under signed confidentiality before any review begins.
No. We work around your schedule and minimize patient-facing disruption. Most clients book us during a normal operating week.
A written report with risk-rated findings, a prioritized remediation roadmap, and a 60-minute leadership debrief on the work to do next.
Annually at minimum, plus before opening a new location or after any meaningful regulatory change in your state.