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  1. HIPAA Compliance Manager
  2. Who it's for
  3. Care groups
Who it's for

Care groups

A care group can assign assessment periods to team members, record measured results and keep the review decision with the assessed scope. The organization record gives each finding, action and attachment a common parent.

How HIPAA Compliance Manager is set up for you

Team coordination

Use the organization and owner links to see who is responsible for each assessment period. Agree how recurring periods are named before importing records.

Control evidence

Keep the control owner, verification attachment and effective dates together. Review the current status before relying on an older verification.

Follow-up

Give each corrective task a due date and owner. Confirm completion from the task and any related retest before closing a finding.

A care group can assign assessment periods to team members, record measured results and keep the review decision with the assessed scope. The organization record gives each finding, action and attachment a common parent.

Start with one organization and one assessment period. Enter a measured result, a control with evidence, a finding and an action. Have the reviewer inspect the case and ask the authorized person to sign a decision with a reason. Then test a correction: an amended decision and a cancelled action should remain understandable to the next owner. Add more organizations after the team has agreed its review and naming rules.

For the first review meeting, bring the coordinator, a clinician and the person who maintains controls. Have each person locate the same assessment from their own working screen. Compare the linked result and decision, then inspect the organization finding and due action. This shows whether recorded ownership gives the group a clear next action. Record the naming rules for recurring periods before adding another assessed organization.

Features to start with

Roles on the team

Clinical Reviewer
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Licensed Clinician
Captures assigned care operations work and evidence.
Clinical Coordinator
Coordinates assessment periods, organization records, attachments and retests for assigned care operations work.
Clinical Governance Administrator
Maintains control verification records, organization findings and team member assignments.
Admin
Sets access and records the final reviewed decision after the Clinical Reviewer has examined the evidence.

Set up HIPAA Compliance Manager your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started