1
Day 1
Kickoff Call
A focused 30-minute call to understand your organization, your current state, and your priorities.
- Identify your organization type (Covered Entity or Business Associate)
- Understand your current compliance posture
- Set timeline expectations and assign your Privacy Officer portal access
2
Week 1
Security Risk Assessment
The foundation of your entire compliance program — and the #1 thing OCR asks for.
- Guided risk assessment through your portal — no spreadsheets or guesswork
- Identify threats, vulnerabilities, and current safeguards
- Generate your documented risk analysis (required by 45 CFR § 164.308)
3
Weeks 2–3
Policy Deployment
Your full HIPAA policy library — customized, published, and ready for your workforce.
- Policies tailored to your organization's size, type, and operations
- Covers Privacy Rule, Security Rule, and Breach Notification
- Published to your branded compliance portal — accessible anytime
4
Weeks 3–4
Staff Training
Your team gets trained, with completion tracked and documented for audit evidence.
- Role-based training modules assigned to each employee
- Completion tracking with attestation records
- Annual refresher reminders built in
5
Weeks 4–5
BAA & Vendor Management
Get your Business Associate Agreements organized and your vendor risk documented.
- BAA generation and tracking through your portal
- Vendor inventory with risk categorization
- Due diligence documentation for each vendor relationship
6
Week 6
Audit Readiness Review
A final walkthrough to confirm everything is in place — policies, training, risk assessment, BAAs.
- Compliance gap check against all HIPAA requirements
- Remediation plan for any remaining items
- Your organization is audit-ready
✓
Ongoing
Continuous Compliance
Compliance isn't a one-time project. Your portal keeps you current, year after year.
- Annual risk assessment reminders and updates
- Training renewal tracking
- Incident management and breach notification tools
- Policy updates as regulations change
