Risk Assessment and Management

Worried There’s a Risk Hiding in Plain Sight That Could Cost You Later?

In today’s compliance landscape, even small oversights—like incomplete notes, vague policies, or outdated workflows—can lead to denied claims, audit findings, or lost contracts.

But when you’re deep in day-to-day operations, it’s hard to know where you’re vulnerable or how to fix it before it escalates. That’s where our Expert Risk Assessment & Analysis services come in.

Not sure what a “risk assessment” is?
Think of it like a functional assessment for your agency—not your client.
Just like you’d never create a treatment plan without data, you shouldn’t manage compliance without a clear understanding of your agency’s risk profile.

Maybe you’re…

• Trying to get proactive, but don’t know where to start

• Looking for a clear roadmap, not just another checklist

• Concerned about gaps in your documentation or billing practices

• Unsure if your third-party vendors are exposing you to unnecessary risk

• Seeing red flags but not sure what they mean or how serious they are

   

   

We take a detailed, practical look at your agency’s operations—from billing and coding to clinical documentation to vendor relationships—to uncover hidden compliance risks and areas of exposure.

Then we translate those findings into a clear, actionable path forward, so you can make smart decisions, reduce your risk, and lead with confidence—before a payer or state agency forces your hand.

Because peace of mind starts with knowing where you stand—and how to strengthen what matters most.

Tired of Generic Compliance Advice That Doesn’t Fit the Way Your ABA Agency Operates?

Every ABA agency is different—different clients, staff, systems, and challenges. So when it comes to managing risk, a one-size-fits-all solution often creates more confusion than clarity.

That’s why we offer Customized Risk Management Plans built around the real-world realities of your ABA agency—not just the regulations on paper.

Not sure what a Risk Management Plan actually includes?
Think of it like a clinical treatment plan—but for your systems. We assess the risks, identify root causes, and develop step-by-step strategies to prevent issues before they escalate.

If you’re…

• Facing recurring issues you haven’t been able to fully resolve

• Trying to balance compliance with the demands of clinical care

• Worried that fixing one risk could create new friction somewhere else

• Tired of advice that sounds good in theory but doesn’t work in practice

• Ready to take action, but need a plan that feels doable—not overwhelming

We're here to help.

We work closely with you to design a personalized, strategic risk management plan that:

• Targets the specific issues your agency is facing

• Reduces your exposure to costly errors, delays, or violations

• Aligns with your team’s capacity and clinical priorities

• Strengthens your systems without disrupting what’s working

Because managing risk shouldn’t feel like a burden—it should give you the structure and confidence to grow.

Frustrated That Compliance Training Goes In One Ear and Out the Other?

When staff don’t understand the why behind compliance—or how it connects to their real-world responsibilities—training won’t stick. And when training doesn’t stick, avoidable mistakes turn into costly risks: breaches, audit findings, and reputational damage.

Our Personalized Compliance Training is built to actually work: it’s practical, engaging, and directly tied to the risks your team faces every day.

If you've been…

• Seeing avoidable mistakes that create unnecessary risk

• Struggling to get staff to take compliance seriously

• Relying on outdated or overly generic training modules

• Tired of checking training boxes without seeing real change

• Wanting to prevent problems before they happen

We can help you.

We’ll design and deliver targeted training that fits your team’s roles, routines, and risk points—so they don’t just memorize rules, they understand how to apply them.

The result? Fewer mistakes. Better decisions. Stronger protection for your clients, your team, and your agency.

Because when staff are informed and equipped, compliance becomes a strength—not a stressor.

Worried You’re Missing Hidden Risks, But Not Sure How to Find Them Without Making Things Worse?

The biggest compliance risks are often the ones no one’s looking for. Outdated workflows. Gaps in documentation. Inconsistent billing practices. Left unchecked, these issues can quietly build into costly audit findings, repayment demands, or even investigations.

That’s why internal audits are one of your most powerful tools—but only if they’re done with intention, the right support, and a focus on prevention, not blame.

Our Supportive Internal Audit Guidance helps you transform internal audits into a clear, manageable strategy for:

• Identifying and addressing vulnerabilities early

• Strengthening documentation and operational systems

• Building confidence that your agency is audit-ready—before anyone asks

Maybe you’re…

• Unsure how to spot risk areas in your own documentation or workflows

• Concerned about systems or staff practices that haven’t been formally reviewed

• Tired of waiting for external audits to tell you what’s wrong

• Looking for a way to assess risk without disrupting your day-to-day operations

• Wanting help that feels like coaching—not criticism

We'd love to partner with you.

We’ll walk through your systems with you, help identify where your biggest compliance risks are hiding, and guide you in prioritizing what to address—without overwhelm or finger-pointing.

You’ll walk away with clarity, defensible documentation, and fewer surprises when a payer, accreditor, or regulator knocks on the door.

Because internal audits shouldn’t be about catching mistakes—they should be about building strength, protecting your agency, and staying one step ahead of risk.

Struggling to Get Everyone on the Same Page—and Worried That Inconsistency Is Putting You at Risk?

Unclear or outdated policies don’t just create confusion—they create compliance gaps, inconsistent care, and legal exposure. But the bigger risk? Having written policies that don’t match what’s actually happening on the ground.

Regulators and payers don’t just ask if you have policies. They ask: Are you following them? And when the answer is no—or even “not really”—that disconnect becomes a liability all on its own.

That’s why we help you build simple, clear, and actionable policies and procedures that:

• Reflect how your agency truly operates

• Support consistency and accountability

• Reduce risk by aligning written policy with lived practice

If you’re…

• Seeing different staff handle the same situation in different ways

• Worried your current policies don’t reflect how your agency really operates

• Tired of long, complicated procedures no one reads (or remembers)

• Trying to reduce risk through consistency, but struggling to get buy-in

• Looking for a way to build structure without micromanaging your team

We've got your back.

We’ll help you create tailored, easy-to-follow guidelines that make expectations clear, support compliance, and actually work in the real world—not just in a binder.

Because a policy that’s ignored isn’t just useless—it’s risky.
And when everyone’s working from the same playbook, your agency is stronger, safer, and easier to lead.

Tired of Wondering If You Missed a Critical Compliance Update...Again?

In the world of ABA, compliance rules don’t just change—they evolve quietly, with little fanfare and big consequences. One missed update can lead to documentation gaps, privacy violations, payer disputes, or audit findings that cost you time, money, and trust.

We’ve seen it happen after funder audits: a payer reviews common practices across several providers—like techs providing services in school or session overlaps during transitions—and then updates their policy to explicitly prohibit what had previously gone unchecked. Providers who didn’t catch the change were suddenly out of compliance, facing recoupments for services they thought were billable just weeks earlier.

That’s why our Ongoing Support is more than just answering questions—it’s your real-time risk radar, built to keep your agency ahead of:

• Regulatory shifts

• Emerging payer expectations

• Operational vulnerabilities you may not even know exist

Maybe you’re…

• Struggling to stay current with changing payer or privacy requirements

• Unsure how new regulations apply to your agency’s specific setup

• Tired of having to research answers on your own

• Looking for a trusted partner to help you spot and manage risk in real time

• Wanting to stay proactive, but unsure how to maintain momentum

We'd love to work with you.

We’ll provide regular updates, timely insights, and proactive guidance tailored to your agency’s model, systems, and staffing—so you can respond with confidence instead of reacting in crisis.

Because staying ahead of risk shouldn’t be a guessing game—and it shouldn’t fall on your shoulders alone.