Compliance and documentation
Review records, staff training files, and state requirements before an audit.
- Documentation checks.
- Audit gap lists.
- Staff training records.
Compliance · Back office · Systems
The back office for care providers.
Compliance and documentation, back-office services, and systems setup.
For DDA/DDD agencies, group homes, home care and behavioral health clinics.
We run operations for providers. We do not deliver care, treat, or counsel anyone.
Services
The work behind care.
Back-office services
Handle intake, referrals, scheduling, and paperwork.
- Intake packets.
- Referral records.
- Scheduling and paperwork.
Systems setup
Set up software and automation so staff do not re-type the same information.
- Software setup.
- Automation for repeat entries.
- Connected records and forms.
How it works
- 01
Assessment call
Review intake, referrals, records, and state rules.
- 02
Setup
Sign the BAA, build forms, and capture referrals.
- 03
Ongoing checks
Run entry and repeat readiness checks.
Privacy and standard
How we handle patient information.
- Minimum necessary access
- Our people see only the patient information a task needs, and nothing beyond it.
- Business Associate Agreement first
- We sign a Business Associate Agreement before we touch patient data.
- No patient data in email
- We do not send or ask for patient information by email.
- You see how it works
- On the assessment call we walk through who sees what.
Contact
Request an assessment.
Tell us about your organization and what is eating your back-office hours. Please do not include patient information in this form.
