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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 package is designed for agency owners who want fully compliant Policies & Procedures, complete forms, and guided mentorship to properly implement everything and move forward with confidence.
What’s Included
Policies & Procedures (Universal – Any State)
Full administrative policies
Client care and service delivery policies
Staff and HR policies
Private Pay and Medicaid compliance standards
Admission, discharge, and transfer procedures
Incident, complaint, and investigation policies
Quality Assurance / Quality Improvement (QA/QI) program
Documentation and record-keeping standards
Audit-ready compliance structure
Complete Forms Package
Client intake and enrollment forms
Service agreements
Care plans and service plans
Staff onboarding and HR forms
Logs, checklists, and required documentation
Medicaid-aligned forms (if applicable)
45-Day Mentorship & Implementation Support
1:1 compliance and startup guidance
Step-by-step support on how to use policies and forms
Review and guidance for implementation
Support with operational setup and next steps
Email support throughout the 45-day period
Who This Package Is Best For
New agency owners launching their agency
Agencies preparing for licensing, enrollment, or audits
Owners who want hands-on guidance beyond documents
Agencies serving private pay, Medicaid, or both
Important Notes
Documents are delivered electronically
State-specific alignment included
Application submission and filing fees are not included unless added separately
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
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