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Starting at $450
(Includes review of up to two (2) binders)
This Binder Review & Compliance Audit can be completed for first-time binder setup or binders that are already assembled. The review is fully state-specific and tailored to your agency’s license type and services offered.
Who This Service Is For
✔ New agencies needing guidance on first-time binder setup
✔ Agencies with existing binders needing compliance verification
✔ Providers preparing for licensure, audits, or Medicaid enrollment
✔ Agencies correcting deficiencies or compliance findings
What’s Included
✔ Review of up to two (2) binders (new or existing)
✔ State-specific compliance review
✔ Customized checklist of all required forms for your state
✔ Identification of missing, incomplete, or non-compliant documents
✔ Written, form-by-form recommendations outlining required information
✔ Policy and documentation alignment review
✔ Compliance gap analysis
✔ Required live Zoom review session
✔ Action plan with clear next steps
This standalone forms package includes the required client, staff, and operational forms used to support daily agency operations and compliance. These forms are designed for use with private pay, Medicaid, or dual-service agencies and may be used alongside existing policies and procedures.
What’s Included
Client Forms
Client intake and enrollment forms
Service agreement
Care plans / service plans
Client rights and consent forms
Staff Forms
Employment and onboarding forms
Training acknowledgments
Timekeeping and documentation logs
Operational & Compliance Forms
Incident and complaint forms
Quality assurance tools
Required logs and checklists
Medicaid-aligned documentation (if applicable)
Delivery
Electronic delivery
Editable documentswcase what this product is about. What’s it made of? How was it made? What are ways to enjoy it?