Institutional documents
Keep licenses, policies and emergency plans together in your agency record.
What changes in your day
Your business record needs attention, too.
Keep institutional documentation separate from patient and contractor records, and review your agency’s own requirements.
Outstanding items with context
See which documents are missing or need review to organize your next step.
Evidence for review
Connect requirements with supporting documents and prepare records for inspections.
How the work connects
From business documents to review.
Add institutional documents, find outstanding items and gather the evidence you need to consult.
- 01
Gather the documentation
Add your agency’s licenses, policies and institutional documents.
- 02
Review what is missing
Check requirements and outstanding documentation to follow up from the office.
- 03
Prepare the review
Find and gather the documentary evidence you need to present.
Agency management
Identify each requirement. Find its evidence.
Consult regulatory references and distinguish regulatory requirements from those of your agency or payers. Documentation helps you review what supports each requirement.
- Organized institutional documentation
- Identified references and requirements
- Records prepared for review
Explore your agency’s own space.
See how to organize licenses, policies and institutional documents alongside the requirements your office needs to review.