Resources
Explore tools and checklists to make compliance simpler.
POSTER
HIPAA Pitfalls: Do This, Not That!
5 quick tips for staying HIPAA compliant during busy seasons. Great to hang in a common area!
CHECKLIST
How to Rock Open Enrollment
Everything you need to rock OE, even a handy checklist!
CASE STUDY
The Richards Group Case Study
How one of our rockstar partners used The Dashboard in a DOL investigation.
FLYER
Fines & Penalties
Fail to Comply?
The fines will be high!
CHECKLIST
What to Expect from a DOL Audit
Prepare before a DOLS with this step-by-step checklist.
CHECKLIST
HIPAA Annual Checklist
So much can happen in a year - review your HIPAA materials annually!
GUIDE
PII vs. PHI Guide
Understand the difference in PII and PHI.
CHART
What Happens When You Change Funding
When plan funding changes, so do compliance responsibilities.
CHECKLIST
Notices and Disclosures Checklist
Do you know what to distribute and when?
