Seven Elements Self-Assessment
Twenty questions for your next committee or board meeting.
4 pages577 KB
Free tools for your compliance program
Practical checklists and templates you can put to work today. No email required, no strings. Each one ends with how the CareCompli platform does the job automatically.
Assess your program
The Survey-Readiness Checklist
What to have producible before the surveyor walks in.
4 pages577 KB
Run the work
Complaint & Hotline Intake Log
The fields a defensible intake record requires.
4 pages576 KB
Corrective Action Plan Tracker
From finding to fix to proof the fix held.
3 pages575 KB
Investigation File Checklist
What a complete, defensible file contains.
3 pages574 KB
Policy Review Tracker
Every policy, its last review, its next one, and who owes it.
3 pages574 KB
New-Hire Compliance Onboarding Checklist
Day one to day thirty, without the leaks.
3 pages575 KB
Govern it
Compliance Committee Meeting Kit
An agenda and minutes template that prove the committee governed.
4 pages576 KB
Governing Body Compliance Report Template
What your board should see every quarter.
3 pages575 KB
What these cost to run by hand
| Doing it with these documents | In the CareCompli platform |
|---|---|
| Doing it with these documentsThe intake log: updated by hand for every report, deadlines looked up and calculated per matter, status chased across inboxes. The math: ten reports a month at twenty minutes each of logging, lookup, and follow-up is 40 hours a year, on the log alone. | In the CareCompli platformThe log builds itself: numbered matters at arrival, deadlines computed, status always current. |
| Doing it with these documentsCAP and policy trackers: spreadsheets accurate the day they are built, decaying from then on. The math: keeping two trackers current across dozens of items, an hour a week each, is another 100 hours a year, when it happens at all. | In the CareCompli platformOwners, due dates, reminders, and escalation are automatic. Trackers do not decay, because nobody maintains them. |
| Doing it with these documentsCommittee and board packets: numbers assembled each quarter from training systems, spreadsheets, and inboxes. The math: a day of assembly per quarterly packet, twice over for committee and board, is two work-weeks a year of copying numbers. | In the CareCompli platformThe packet is a report generated from live data; board acknowledgment is collected by emailed link. |
| Doing it with these documentsNew-hire and training records: assigned and filed by memory, hire after hire. The math: an hour of tracking per hire sounds small until you multiply by your annual turnover. | In the CareCompli platformRole-based assignment happens on entry, with reminders and a live completion picture. |
| Doing it with these documentsThe investigation file: assembled after the fact from emails and notes. The math here is not hours. It is what one incomplete file costs in front of a surveyor. | In the CareCompli platformThe matter record is the file, timestamped as work happens, with the analysis engine producing the memo, playbook, and summaries. |
Add it up: these nine documents alone represent hundreds of hours a year of manual upkeep. The platform does all of it as a byproduct of the work itself. And these documents only show a fraction of what it handles: deadline computation across federal and your state’s rules, structured audits, regulatory monitoring, investigation analysis, board reporting, the parts too big to fit in a PDF.