Services

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Take the first step toward stress-free compliance. In this complimentary call, we’ll discuss your practice’s unique compliance concerns, review where you might be most at risk, and share a couple of quick wins you can put into action right away.

This short conversation helps you:

• Identify your top compliance priorities (HIPAA, Medicare, Medicaid, or all three).
• Learn about common red flags small practices often face.
• Decide whether a deeper assessment or mini-audit is right for your team.

After your free Discovery Call, take the next step with a focused 30–60 minute consultation. This session includes a quick HIPAA and Medicare compliance review plus a short, tailored action plan you can start implementing immediately.

What you’ll get:

• A high-level review of your current HIPAA and/or Medicare processes
• Identification of your most urgent compliance gaps
• A written action plan with clear, practical next steps

💡Your $97 fee will be fully credited toward any full assessment  or mini audit

Our Medicare Compliance Mini Audit reviews key compliance areas to help identify issues before CMS or OIG. Designed to be affordable, practical, and actionable — giving you peace of mind.

What’s Included:

• Review of one core area (formulary management, documentation, or grievance handling)
• 1-hour virtual consultation to discuss findings
• Written summary highlighting audit risks & recommendations
• Optional add-on: Compliance checklist tailored to your Medicare processes

Our Medicaid & Medicare Compliance Assessment is designed to give your practice peace of mind by identifying potential gaps before regulators do. We review your current processes, policies, and billing practices to ensure they align with federal and state requirements.

What’s Included:

• Review of claims and documentation for accuracy and completeness
• Assessment of policies and procedures related to Medicare/Medicaid billing
• Identification of compliance risks and red flags commonly flagged by CMS 

Get ready-to-use compliance policy templates plus a training session to equip your team with practical tools and audit-ready knowledge.

Personalized consultation to review HIPAA, Medicare, and Medicaid compliance, identify risks, and give your small practice clear next steps.