We review documentation across three areas. Exact file counts and depth are confirmed after intake.
Scope
1.
Admin & Program Records
Oversight structure and documentation systems
Required program-level documentation and recordkeeping
Evidence that systems are maintained and organized
2.
Staff Files
Training/orientation documentation and proof of completion
Consistency across files (not just one-off completeness)
High-risk gaps that commonly create licensing exposure
3.
Service Recipient Files
Required file components and documentation quality
Consistency, defensibility, and repeat gaps across recipients
Cross-checking for missing items that typically trigger findings
Note: If you prefer to de-identify, use labels like SR-01 / SR-02 and ST-01 / ST-02.
A simple, structured process.
Complete the intake form (scope, service types, size)
Upload documents using our secure link
We review + score with evidence notes and risk ranking
You receive results based on your package (Snapshot, Standard, or Comprehensive).
No fluff. No vague “recommendations.”
Just what’s missing, why it matters, and how to correct it.
What you’ll upload (high-level)
-
Licensing/245D basics
Key policies
Corrective action history (if any)
Required logs.
-
Service agreements
Support plan/assessment docs you rely on
Documentation/service notes
Rights/complaints forms as applicable.
-
Background study status and proof
Role qualifications
Orientation/training documentation
Supervision documentation as applicable.
-
Timesheets/service delivery proof (as applicable)
Documentation cross-checks tied to service delivery expectations (not a billing/claims audit)
*After booking, you’ll receive a detailed Document Request List, file naming guide & secure upload instructions.
Pricing
We confirm scope after intake (package + add-ons).
Package prices are fixed for the included file sample.
Your package includes a file sample sized to identify patterns/system gaps.
File sample selection: You choose (provider-selected) or we choose (random).
Standard turnaround: 7–14 business days after complete upload.
Not sure which package fits? Start intake and we’ll recommend the best fit. Most agencies choose Standard.
-
1) Snapshot — $1,250
Best for: a fast, leadership-level risk picture
You receive: Risk Summary (by domain) • Top Risk List
Not included: Full Findings Report, 30/60/90 Corrective Action Plan (CAP) or Debrief call2) Standard (Most Popular) — $4,550
Best for: full written findings + a corrective action plan
You receive: Findings Report • Findings Summary (by domain) • 30/60/90 Corrective Action Plan (CAP)3) Comprehensive — $8,500
Best for: deeper pattern analysis + leadership alignment
You receive: Everything in Standard + 60–90 min debrief (priorities + sequencing) -
Snapshot: Risk Summary (by domain) + Top Risk List
Standard: Findings Report + Findings Summary + 30/60/90 Corrective Action Plan
Comprehensive: Everything in Standard + 60–90 min debrief (priorities + sequencing)
-
Included file sample size:
Snapshot: 2 service recipient files + 2 staff files
Standard: 5 service recipient files + 5 staff files
Comprehensive: 8 service recipient files + 8 staff files
Intensive add-on: +$750 (if Intensive services in scope). Adds cross-checking of Intensive-service documentation requirements within the same sample scope.
Additional files: Recipient $250 • Staff $125
-
Rush turnaround: 3–5 business days after complete upload. Requires complete upload within 24 hours of scope confirmation.
Rush premium: Snapshot +$750 • Standard +$1,500 • Comprehensive +$2,500
-
Legal advice or representation
Writing/re-writing your full policy manual
Acting as your Designated Manager/Qualified Professional
Ongoing monthly compliance management
*Scope is confirmed after intake. Expanded scope is billed at the rates listed.*Documents are handled confidentially and used only for the review. We recommend that your agency de-identifies client and staff files with initials or SR-01/ST-01 (Service Recipient-01/Staff-01). Frequently Asked Questions
-
We confirm scope (service type, file sample, timeline) and package fit. Then you’ll receive instructions to complete your payment and how to secure an upload with next steps.
-
Snapshot delivers a Risk Summary + Top Risk List.
Standard and Comprehensive include a Findings Report + Findings Summary + 30/60/90 CAP.
Comprehensive also includes a debrief and implementation strategy.
-
File sampling is used to identify patterns and system gaps that drive repeat findings. You can choose a provider-selected sample, or request random selection. Expanded scope is available if you want additional files reviewed.
-
Often, yes - repeat gaps typically show up as patterns across systems and staff habits.
If you want greater certainty or you have complex operations, you can add more files per the add on rates.
-
Yes. If there are “problem files,” request a provider-selected sample and flag them during intake.
-
Not by default. Packages include a defined file sample size. If you want a larger scope, additional files can be added.
-
Note it in the intake form. Multi-site or higher-volume operations may require a custom scope and quote.
-
If something isn’t maintained, label it “Not maintained.” when you upload your documents. We’ll document the gap.
-
Package prices are fixed for the included scope. Final cost can change only if scope expands (additional files, Intensive add-on, rush timeline, multi-site complexity).
-
We provide findings and a corrective action plan when included. Your agency implements the corrections. Comprehensive includes a debrief to align leadership on priorities and sequencing.
-
No. DHS outcomes depend on your agency’s implementation and ongoing compliance. This service supports audit readiness and documentation quality and is not legal advice.
-
Optional support may be available by request (expanded file review, verification review, or additional debrief), depending on capacity.