Group Practice Compliance Review | 60-Minute HIPAA & Documentation Assessment

Group Practice Compliance Review | 60-Minute HIPAA & Documentation Assessment

Value: $1,200
Initial Consultation: $597

See Full Compliance Session Page Here

A structured, 60-minute compliance review designed specifically for group practice owners and multi-provider mental health organizations.

This session focuses on how documentation, consent processes, billing structure, and workflows operate across your practice. It is intended to identify risk areas, evaluate current paperwork and systems, and determine what level of review or support is appropriate.

This is not a general strategy call and not implementation of purchased materials. It is a practice-level compliance review for organizations managing multiple clinicians, shared documentation systems, and complex service structures.

What’s Included

During your 60-minute session:

✔️ Practice-Level Compliance Overview
Review how compliance is currently structured across providers, documentation systems, and workflows.

✔️ Paperwork & Documentation Evaluation
High-level assessment of consent forms, releases, couples documentation, minor and family consent processes, and internal policies.

✔️ Billing & Service Structure Alignment
Discussion of private pay transitions, couples services, documentation expectations, and workflow implications.

✔️ EHR & Workflow Considerations
Evaluation of how documentation and releases are being managed across multiple clinicians and service types.

✔️ Risk Area Identification
Identification of priority compliance gaps and areas that may require deeper review.

✔️ Strategic Next-Step Planning
Clear guidance on whether your practice would benefit from targeted paperwork review, a full compliance audit, or implementation support.

✔️ Written Summary
Follow-up outline of priority areas and recommended next steps.

Session led by Samantha Schalk, LMSW, CAADC, CIMHP, a clinician, compliance strategist, and group practice leader with over two decades of experience.

Who This Is For

Group practice owners and co-owners

Multi-provider mental health organizations

Practices supervising associate clinicians or interns

Organizations managing couples, family, and minor documentation

Practices evaluating private pay transitions or documentation structure changes

Teams seeking an external compliance perspective at the organizational level

Appropriate Uses for This Session

Reviewing whether current paperwork aligns with compliance expectations

Evaluating couples and family documentation structures

Assessing consent and release workflows across providers

Understanding documentation implications of private pay transitions

Identifying organizational risk areas before growth or restructuring

Determining whether a full compliance review or audit is needed

Important Scope Notes

This session is designed for review, evaluation, and strategic guidance.

It does not include:

• policy drafting

• form creation

• document rewriting

• chart audits

• implementation of purchased materials

Those services are available separately when appropriate.

How This Fits Into Ongoing Consulting

Some practices use this session as a standalone compliance review. Others move into additional support based on identified needs, which may include:

• targeted paperwork and documentation review

• full compliance audit and systems analysis

• workflow and implementation consulting

• staff training or advisory support

Recommendations are determined after the session based on the size and complexity of the practice. Ongoing consulting or implementation services, if recommended, are structured as defined engagements rather than hourly billing. Investment is outlined after the review and reflects the scope of work and organizational complexity.

Format & Delivery

Length: 60-minute private Zoom session
Scheduling: Instructions provided after purchase
Follow-up: Written summary with recommended next steps

Pre-Session Intake Required

After purchase, you will receive a short group practice intake form. This ensures our session time is focused and allows me to review your practice structure, services, and documentation priorities in advance.