Group Practice Compliance Review

Group Practice Compliance Review

HIPAA and Documentation Assessment for Mental Health Practices

Start by scheduling a free compliance strategy call to determine the appropriate scope for your practice. Pricing is determined after a brief compliance strategy call based on your practice structure and needs.

Summary Description

This is a structured compliance assessment designed to evaluate how your practice is operating from a HIPAA and documentation standpoint.

The focus is on how information is handled across your practice, including documentation, communication, workflows, and internal processes. The goal is to identify gaps, clarify risk areas, and provide clear direction on what needs to be addressed.

This is not a general strategy call and not a surface level checklist. It is a practice-level review for organizations managing multiple clinicians, shared systems, and layered service structures.

What’s Included

• 60 to 90 minute guided review session conducted via Zoom
• Structured discussion of your current systems, workflows, and how information is handled across the practice
• High level review of your existing policy structure based on a table of contents or selected sample documents
• Identification of gaps and potential risk areas
• Evaluation of how key compliance decisions are currently made across the practice and where inconsistency may exist
• Strategic guidance on what should be prioritized first
• Written summary outlining key findings and recommended next steps

Who This Is For

Group practice owners and co-owners
Multi-provider mental health organizations
Practices supervising associate clinicians or interns
Organizations managing documentation across multiple providers
Teams seeking an external compliance perspective at the organizational level

Appropriate Uses for This Review

Understanding where your practice may be exposed from a compliance standpoint
Reviewing whether current workflows align with HIPAA expectations
Evaluating how documentation and communication are handled across providers
Identifying gaps prior to growth, restructuring, or operational changes
Determining whether additional compliance support is needed

Important Scope Notes

This review is designed for structured evaluation and strategic guidance.

It does not include:

policy drafting
form creation
document rewriting
chart audits
implementation of purchased materials
legal advice

These services are available separately when appropriate.

How This Fits Into Ongoing Consulting

Some practices use this review as a standalone assessment. Others move into additional support based on identified needs.

This may include:

targeted documentation and policy development
full compliance audit and systems analysis
workflow and implementation consulting
staff training and operational support

Recommendations are determined after the review based on the structure and needs of the practice. Ongoing services are provided as defined engagements rather than open-ended consulting.

Investment

This service is provided as a custom engagement based on the structure and needs of your practice.

Most group practice compliance reviews fall within a general range of:

$1,000 to $2,000 or more

Final investment is determined based on your practice size, structure, number of locations, number of states in which services are provided, systems and platforms used, and overall complexity of documentation and workflows.

A clear quote is provided after a brief compliance strategy call so expectations and scope are aligned before moving forward.

How to Get Started

Because each group practice is structured differently, this service is scoped based on your specific needs.

To get started:

1. Schedule a free compliance strategy call
2. We will review your practice structure, current setup, and what you are navigating
3. You will receive a clear quote and scope of work based on your practice
4. Once approved, you will receive a payment link and scheduling options for your compliance review

This process ensures the review is appropriately scoped and aligned with your practice before moving forward.

Format and Delivery

Length: 60 to 90 minute private Zoom session
Follow-up: Written summary with recommended next steps

Pre-Session Intake

After scheduling, you will receive a short intake form to gather key information about your practice.

This ensures the review is focused, efficient, and tailored to your specific structure and needs.