Not Sure How to Vet a Vendor...Until It's Already Too Late?

Choosing the wrong vendor—whether it's a contracted clinician, outsourced billing provider, or tech platform—can quietly expose your agency to serious compliance risks. When vendors mishandle PHI, operate outside their scope, or skip over security safeguards, it's your agency that pays the price—with denied claims, audit findings, or privacy violations.

The challenge? Most ABA providers were never trained on how to screen vendors for compliance—and many don’t realize they’re responsible for what third parties do with client data or documentation.

Our Vendor Screening & Due Diligence Training gives your team the tools to make smart, defensible decisions before any contracts are signed.

Are you…

• Relying on referrals or word-of-mouth without a structured screening process?

• Unsure what to ask when evaluating a new billing, EHR, or contractor relationship?

• Struggling to verify credentials, licensure, or HIPAA compliance for vendors?

• Worrying there might be red flags buried in contracts—but not sure what to look for?

• Hoping your vendors are “doing the right thing” without a system to confirm it?

Let us help bring you some peace of mind.

We’ll teach you how to conduct thorough, step-by-step vendor screenings—covering credential checks, basic compliance audits, privacy safeguards, and documentation essentials—so you can confidently choose partners who protect your clients, your data, and your agency’s reputation.

Because avoiding a bad partnership starts with knowing what to look for—and having the tools to look in the first place.

Think Vendor Compliance Is Their Job? Think Again.

Even when a vendor drops the ball—misses a credential renewal, violates HIPAA, or delivers out-of-scope services—it’s often your agency that pays the price. Regulators and funders expect you to ensure that your third-party partners stay compliant. If your vendors are out of step with the rules, so are you.

The problem? Most ABA organizations don’t have a system to monitor vendor compliance once the contract is signed. And by the time an issue surfaces, the damage is already done—whether it’s reimbursement delays, audit flags, or an avoidable privacy incident.

That’s why we offer Ongoing Vendor Compliance Monitoring—a service built to help your agency stay protected without adding extra stress.

Are you…

• Struggling to keep track of expiring vendor credentials, licenses, or agreements?

• Relying on good faith or verbal promises without documented proof?

• Worried that a vendor’s mistake could become your agency’s liability?

• Tired of only finding out about issues after they’ve caused problems?

• Ready to build a stronger oversight process, but unsure where to start?

We can help.

We’ll work with you to create simple, sustainable systems—like automated reminders, practical review schedules, and actionable checklists—so your team can monitor third-party compliance proactively, not reactively. You’ll be equipped to catch red flags early, document oversight efforts clearly, and reduce your exposure to avoidable risk.

Because compliance isn’t just about what happens inside your agency—it’s about everyone you rely on, and how well you manage those relationships over time.

If You Can’t Find the Right Vendor Document in a Crunch That’s a Compliance Risk.

When an auditor asks for proof of a vendor agreement or HIPAA compliance file, you can’t afford to dig through disorganized folders or guess which version is current. Incomplete or inaccessible records don’t just cause stress, they put your agency at risk.

Our Vendor Documentation Management Best Practices training helps you take control of your records with simple, scalable systems that make staying organized second nature.

Maybe you’re…

• Scrambling to locate vendor contracts or expired certifications

• Unsure whether you have the most recent version of an agreement

• Relying on scattered files across email, desktops, and shared drives

• Worried about gaps in your audit trail if something goes wrong

• Ready to clean things up—but need a process that’s actually sustainable

Let us make life easier for you.

We’ll teach your team how to implement smart storage systems, consistent naming conventions, and version control strategies so your contracts, compliance files, and vendor records are always where you need them, when you need them.

Because keeping your vendor records organized is one of the simplest ways to protect your agency and stay audit-ready.

If You’re Only Noticing Vendor Risks After Something Goes Wrong You’re Already Behind.

Most ABA providers don’t realize how much risk is hiding in their vendor relationships—until it turns into a billing dispute, data breach, or funder complaint. The problem isn’t that agencies don’t care about compliance—it’s that vendor-related risks are often buried in contracts, unclear expectations, or systems that no one’s regularly reviewing.

By the time an issue surfaces, the damage is already done.

Our Vendor Risk Assessment & Mitigation Training teaches your team how to get ahead of these risks—by identifying potential problems before they impact your operations, clients, or reputation.

Not sure what vendor risk assessment and mitigation actually means?
Think of it like a risk-focused assessment and treatment plan—but for your contractors, billing vendors, and tech providers. We help you assess where the risks are, how serious they might be, and what steps you can take to prevent those risks from turning into real-world problems.

Maybe you’re…

• Not sure how to evaluate vendors beyond checking licenses or BAAs

• Concerned you’re missing red flags in contracts or unclear service terms

• Unsure how to judge whether a vendor issue is a minor glitch or a major risk

• Reacting to problems once they happen instead of preventing them altogether

• Looking for a practical, structured way to add vendor oversight into your workflow

We understand—and we can help.

We’ll walk you through a clear, step-by-step approach to assessing vendor risk, prioritizing concerns, and developing mitigation plans that make sense for your agency’s size, systems, and bandwidth. You’ll walk away with a process that feels manageable—and effective.

Because protecting your agency doesn’t start when a breach happens. It starts when you know how to spot the risk others overlook—and take action before it’s too late.

Think That Vendor Contract Covers You? It Might Be Covering Them.

Many ABA providers assume that once a vendor contract is signed, their agency is protected. But most vendor agreements aren’t written with your compliance needs in mind—they’re written to protect the vendor.

Without the right clauses and oversight, you could unknowingly agree to terms that:

• Fail to meet HIPAA or state privacy requirements

• Leave your agency responsible for the vendor’s mistakes

• Make it harder to terminate or hold vendors accountable when things go wrong

Not sure what should actually be in a vendor contract?
A strong contract doesn’t just outline services—it defines who’s accountable when something goes wrong. If critical terms are vague or missing, your agency could be left holding the bag for a vendor’s mistake, with little recourse to fix it.

Our Vendor Contract Review Skills Development training gives your team the tools to read contracts through a compliance-first lens. We’ll teach you how to:

• Spot risk-heavy language and common red flags

• Understand which terms protect your agency—and which ones don’t

• Ask the right questions before you sign

• Negotiate terms that align with both legal requirements and operational realities

Are you…

• Unsure what language is required for HIPAA, data privacy, or security clauses?

• Relying on pre-filled templates without knowing what’s missing?

• Hesitant to push back during vendor negotiations?

• Struggling to tell the difference between a red flag and a deal-breaker?

• Wanting more confidence when reviewing or renewing agreements?

We can help.

We’ll equip your team with practical review strategies—not legal jargon—so you can advocate for your agency’s protection with confidence and clarity.

Because strong vendor oversight starts with strong contracts—and you should never have to sign blind.