Free resources
Free compliance tools for ABA agencies
Fourteen checklists, decision guides, and templates built for agency leaders who inherited compliance without the training to match.
Enter your email once and the whole library opens up.
- Privacy and security: six tools
- Billing and documentation: four tools
- Auditing and oversight: four tools
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Every checklist, guide, and template on the next page.
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Privacy and security
Protecting client information
HIPAA policy checklist
Every policy a covered entity needs, and how to tell whether yours counts.
Cybersecurity self-evaluation checklist
49 items adapted from federal HICP guidance.
HIPAA breach reportability decision tool
Walk an incident through to an answer on whether you must report it.
Minimum necessary rule audit checklist
Whether staff limit PHI access to what the job requires.
Data minimization decision guide
What client data you need to keep, and what you can stop collecting.
Lost device plan template
What to do in the first hour after a laptop or phone goes missing.
Billing and documentation
Notes, codes, and claims
Say this, not that: 97155 edition
Side-by-side note language, the version that survives review and the version that does not.
UCR readiness self-assessment
Fourteen questions on whether you can defend your usual and customary rate.
Master billing sheet, leader's version
One workbook that states how every code bills to every payer, with a source for each rule.
Master billing sheet field guide
Every field in the sheet explained in plain language, and why each one matters when a biller guesses.
Auditing and oversight
Checking your own work
Internal auditing checklist: remote work
Auditing what remote staff actually do, not what policy says.
External auditor vetting and interview guide
Questions to ask before you hire an outside auditor.
Compliance reporting procedure evaluation
Whether staff have a real path to report concerns.
Referral compliance self-audit checklist
Referral relationships against anti-kickback considerations.
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Open the whole library
Enter your name and email once. Every checklist, decision guide, and template becomes available on the next page, and you can download only what you need.
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Not sure where to start
Each checklist sees one slice
A checklist can only tell you about the thing it checks. The compliance diagnostic covers the whole picture: twelve questions, about three minutes, and it names the area carrying your biggest risk right now.
Take the Free Diagnostic