Compliance Systems for
Mental Health Practices
Clear, professional HIPAA and state compliance tools for solo and group mental health practices.
All products are editable, therapist-specific, and built for real-world compliance.
Not sure where to start?
We’ve laid this out to make it easier.
Start with the bundles below.
Federal HIPAA Foundations
Comprehensive, editable HIPAA compliance systems built for mental health practices.
Federal HIPAA Compliance Manual – Solo Practice
Foundational, fully editable HIPAA compliance system for mental health practices.
Regular: $2,497
Limited-Time: $1,997
Federal HIPAA Compliance Manual – Group Practice
Expanded federal compliance coverage for staff, contractors, and workforce oversight.
Regular: $3,497
Limited-Time: $2,797
State-Specific Compliance Add-Ons
Add state and licensing board requirements to your HIPAA foundation.
State-Specific HIPAA Compliance Supplement
State law and licensing board requirements layered onto your federal HIPAA foundation.
Regular: $1,997
Limited-Time: $1,497
State-Specific BAA Toolkit
Includes editable BAA template, audit checklist, vendor tracker, and legal notes.
Regular: $697
Limited-Time: $497
Foundational Compliance Bundles
These bundles combine federal and state requirements into a complete compliance foundation, without overbuying.
Solo Federal + State HIPAA Bundle
Best for: Solo practitioners who want complete compliance without unnecessary extras.
Includes:
• Federal HIPAA Manual (Solo)
• State-Specific HIPAA Compliance Supplement
Regular: $3,497
Limited-Time: $2,797
Group Federal + State HIPAA Bundle
Best for: Group practices with staff, contractors, or administrative access to PHI.
Includes:
• Federal HIPAA Manual (Group + Acknowledgments)
• State-Specific HIPAA Compliance Supplement
Regular: $4,497
Limited-Time: $3,497
Workforce & Staff Compliance (Group Practices)
Designed for hiring, supervision, and termination events that create the highest compliance risk.
Group Onboarding Compliance Packet
Documented HIPAA onboarding for workforce and contractors.
Regular: $497
Limited-Time: $297
Group Offboarding Compliance Packet
HIPAA-compliant staff separation, access termination, and documentation.
Regular: $497
Limited-Time: $297
Monitoring, Audits & Ongoing Compliance
Tools to audit, monitor, and stay compliant throughout the year.
HIPAA Security Risk Analysis Systems
Structured, audit-ready HIPAA compliance systems designed to help solo and group practices complete, document, and maintain their Security Risk Analysis with confidence.
Choose the version that fits your practice structure and level of complexity.
Regular: $1,997 – $2,497
Limited-Time: $997 – $1,497
Website HIPAA Compliance Evaluation & Report
Professional website risk assessment with written corrective action plan.
Regular: $2,997
Limited-Time: $1,249
HIPAA Breach Response & Documentation System
A structured HIPAA breach response and documentation system that guides what to do, how to assess, and how to support every decision when an incident occurs.
Regular: $497
Limited-Time: $397
State-Specific Self-Audit Toolkit
A quick, state-aligned compliance check to help identify HIPAA and licensing gaps before they become problems.
Regular: $97
Limited-Time: $67
Annual HIPAA Compliance Calendar (Federal Edition)
A month-by-month task calendar to help you track required HIPAA reviews, updates, and documentation.
Regular: $97
Limited-Time: $49
HIPAA Compliance Readiness Planner & Action Toolkit
A step-by-step HIPAA readiness planner that identifies your compliance gaps, scores your risk, and gives you an action plan to fix them with confidence.
Regular: $297
Limited-Time: $149
State-Specific Notice of Privacy Practices (NPP)
A legally accurate, editable Notice of Privacy Practices aligned with HIPAA and your state’s confidentiality laws.
Regular: $297
Limited-Time: $247
Client & Practice Documentation
Customized client-facing documentation designed around your practice, services, populations, and state requirements.
Guardian Practice Documentation Essentials™
A customized documentation package that begins with an individualized practice assessment to determine the core client-facing policies, consents, notices, and acknowledgments your practice needs. Your applicable documents are then prepared specifically for your practice rather than relying on generic templates.
Regular: $2,497
Limited-Time: $1,997
Professional Will & Legacy Protection
Planning tools to protect clients, records, and licenses during emergencies or transitions.
Professional Will & Executor Plan
A HIPAA-compliant continuity plan that designates who can access records, notify clients, and manage or close your practice in the event of death or incapacity.
Regular: $997
Limited-Time: $597
Professional Will Companion Guide
Advanced guidance aligning your Professional Will with HIPAA requirements, state laws, and executor responsibilities.
Regular: $497
Limited-Time: $297
Clinical Executor Business Associate Agreement (BAA)
A limited-purpose HIPAA-compliant BAA authorizing your Clinical Executor to access records during activation events.
Regular: $297
Limited-Time: $147
Clinical Executor Companion Guide
A practical execution guide that walks a designated Clinical Executor through lawful record access, client notification, and practice closure responsibilities under HIPAA and applicable state law.
Regular: $1,997
Limited-Time: $1,497
Legacy & Practice Continuity Bundles
Ensure client safety, records access, and compliance continuity in emergencies.
Legacy Protection Pack™
Best for providers who want a complete, legally aligned plan for practice continuity and record access.
Includes:
• Professional Will
• Professional Will Companion Guide
• Clinical Executor BAA
• Clinical Executor Companion Guide
Regular: $3,788
Limited-Time: $1,997
SOLO PRACTICE COMPLIANCE SYSTEMS
Structured, audit-ready systems designed to function together across your entire practice.
Guardian Core Compliance Essentials™
A complete compliance foundation designed to establish the essential documentation every solo mental health practice needs.
Includes:
• Federal HIPAA Compliance Manual
• State-Specific HIPAA Compliance Supplement
• Professional Will
• State-Specific BAA Toolkit
Regular: $5,497
Limited-Time: $4,497
Guardian Gold Compliance Essentials™
A comprehensive compliance system that expands beyond documentation with ongoing compliance management, risk analysis, and breach preparedness.
Includes:
• Everything in the Guardian Core Compliance Essentials
• Annual HIPAA Compliance Calendar
• Solo Practice HIPAA Security Risk Analysis – Federal Edition
• HIPAA Breach Response & Documentation System
• Two Private Gold Implementation Sessions
Regular: $7,497
Limited-Time: $5,997
Guardian Diamond Compliance Essentials™
The most comprehensive compliance solution from Guardian Clinical Essentials. Diamond combines complete documentation, personalized implementation support, website compliance guidance, and ongoing compliance support into one structured compliance system designed to protect your clients, strengthen your practice, and support long-term compliance.
Includes:
• Everything in Guardian Gold Compliance Essentials
• Choice of one website compliance deliverable:
• Website HIPAA Compliance Evaluation & Report OR
• Website Compliance Blueprint
• Two private 60-minute Diamond Implementation Sessions with Samantha Schalk, usable over 12 months
• One private 60-minute Annual Compliance Review Session
• One year of product updates for included materials
Regular: $9,997
Limited-Time: $7,497
GROUP PRACTICE COMPLIANCE SYSTEMS
Complete compliance systems designed to support multi-provider practices, staff oversight, and organization-wide accountability.
Guardian Group Practice Compliance Suite™
A comprehensive compliance infrastructure for group practices that need clear systems, staff accountability, and audit-ready documentation across the entire organization.
Includes:
• Group Practice HIPAA Security Risk Analysis System
• HIPAA Breach Response & Documentation System
• State-Specific HIPAA Compliance Supplement
• Enterprise HIPAA Compliance Monitoring & Security Risk Analysis System
• Group Practice Federal HIPAA Compliance Manual
• State-Specific Business Associate Agreement (BAA) Toolkit
• Staff Onboarding & Workforce HIPAA Training Materials
• Group Practice Policies, Procedures, and Documentation Systems
• Emergency Planning & Professional Will Integration
• Private 60-Minute Group Practice Compliance Review & Strategy Session
Regular: $7,997
Guardian Group Executive Compliance Suite™
A comprehensive compliance solution designed to bring your policies, systems, and digital presence into alignment while providing strategic guidance to support long-term clarity, confidence, and protection.
Includes:
• Everything in Guardian Group Practice Compliance Suite™
• Policy Architecture & Compliance Design
• Website HIPAA Compliance Evaluation & Findings Report
• Six Private 1:1 Compliance Strategy Sessions (60 Minutes Each), Usable Over 18 Months
• Annual Compliance Update Addendums Included for 12 Months
Regular: $14,997
Guardian Group Diamond Compliance Partnership™
A concierge-level, 12-month compliance partnership designed for established behavioral health organizations seeking proactive guidance, implementation support, and executive-level access throughout the year.
Guardian Group Diamond Compliance Partnership™ was intentionally designed for leaders who want more than documentation and periodic support. It provides a trusted compliance partner to help organizations navigate growth, evaluate risk, and make informed decisions with confidence throughout the year.
Includes:
• Everything in Guardian Group Executive Compliance Suite™
• Comprehensive Compliance Review
• Written Findings Report
• Personalized Action Plan
• Three Private Diamond Sessions (2 Hours Each)
• Three Quarterly Strategy Meetings (90 Minutes Each)
• One Executive Leadership Session (90 Minutes)
• One Live Workforce HIPAA Training
• Quarterly Compliance Briefs
• Priority Email Support
• Direct Access to Samantha Schalk, LMSW
• Ongoing Strategic Guidance Throughout Your Engagement
• Annual Compliance Health Check
• 12 Months of White-Glove Support
Regular: $17,497
Custom Website Compliance Architecture Services
Website compliance involves more than adding a privacy policy to your footer. These services evaluate how your website collects, communicates, routes, and uses information so privacy and compliance requirements can be addressed throughout your digital environment.
Website Compliance Blueprint
A strategic website planning guide identifying the compliance elements your website needs, where they belong, and how privacy, communication, forms, scheduling pathways, and other website functions should be structured before development or redesign.
Compliance Policy Architecture
Customized website-facing policies, notices, and disclosures aligned with your website functionality, services, technology, state requirements, and practice operations.
Depending on your website and scope, the process may evaluate contact forms, communication pathways, scheduling and client portals, analytics and tracking technologies, cookies, third-party integrations, privacy disclosures, and other ways information moves through your website.
These services focus specifically on your website and digital environment. They are separate from Guardian Practice Documentation Essentials™, which focuses on client-facing practice forms, consents, notices, and administrative documentation.
This is a guided, multi-step strategic engagement and is not a document-only service