Let True North build and format all needed forms and templates with clarity, consistency, and ease of use in mind. Each document should include clear headings, intuitive fields, and consistent fonts and spacing to ensure readability. Use predefined styles for titles, labels, and instructions so teams can quickly populate and reuse templates. Include guidance text or examples where users commonly stumble, and provide versioning and metadata fields to track updates. Deliver both editable (e.g., Word, Google Docs) and locked/print-ready (PDF) versions, along with a simple style guide and fillable sample to speed adoption and maintain brand consistency. All Prices are starting points for new clients and may differ per project per customer.

Is your organization ready when disaster strikes? Don’t leave preparedness to chance. True North creates customized Emergency Preparedness Plans that protect people, minimize downtime, and preserve your reputation — fast.

Why choose True North Emergency Preparedness Plan Creation?

• Tailored to your organization: We assess your facilities, operations, staff roles, and local hazards to build a plan that fits your size, industry, and risk profile — not a one-size-fits-all template.

• Practical, actionable procedures: Clear step-by-step protocols for evacuation, shelter-in-place, continuity of operations, communications, and recovery — written for the people who must use them under pressure.

• Legal and regulatory alignment: Plans designed to meet applicable OSHA, FEMA, HIPAA, state, and industry-specific requirements so you reduce liability and maintain compliance.

• Multi-hazard coverage: Natural disasters, active threats, cyber incidents, utility failures, pandemics, and supply-chain interruptions — we prepare you for the full spectrum of disruption.

• Business continuity and recovery focus: We define critical functions, alternate work sites, recovery time objectives, and resource needs so you can resume operations quickly and with minimal cost.

• Clear roles, training, and exercises: Designated incident roles, checklists, staff training modules, and custom tabletop and functional exercises ensure your team knows what to do and practices until it’s second nature.

• Communication and stakeholder management: Pre-written templates for internal alerts, media statements, customer/Supplier notifications, and regulatory reporting to control the narrative and maintain trust.

• Scalable and maintainable: Modular plans that scale from small businesses to enterprise operations, with an annual review and update process to keep plans current as risks and people change.

• Fast delivery and ongoing support: Rapid assessment and plan delivery options plus available retainer support for incident response, plan maintenance, and after-action reviews.

What you get

• Comprehensive Emergency Preparedness Plan document customized to your organization

• Role-based checklists and quick-reference action cards

• Incident communications templates and notification matrices

• Training curriculum and two practical exercises (tabletop + functional walkthrough)

• Annual review schedule and editable digital plan files

Return on investment

• Reduce downtime and revenue loss by accelerating recovery

• Limit legal and regulatory exposure through documented compliance

• Protect employees and customers — the most important assets

• Preserve brand reputation with clear, professional incident handling

Next steps

• Schedule a no-obligation readiness assessment

• Select a package: Rapid Response (30 days), Standard (60 days), or Enterprise (custom timeline)

• Receive your plan, train staff, and run exercises to prove readiness

Be ready before an emergency forces your hand. Let True North build a plan that keeps your people safe and your business running. Contact our Emergency Preparedness team today to get started. All Prices are starting points for new clients and may differ per project per customer.

Every minute your organization is unprepared for a disaster is a minute of lost revenue, reputational damage, regulatory risk, and avoidable stress. At True North, we create actionable, customized Disaster Plans that keep your people safe, your operations resilient, and your business recovery measured and swift.

Why invest in a professional Disaster Plan?

• Minimize downtime: A well-built plan identifies critical systems and processes and sets priorities so you’re back online fast.

• Protect people and assets: Clear evacuation procedures, communication trees, and safety protocols reduce injury and damage.

• Meet regulatory and insurance requirements: Documentation and audit-ready plans reduce fines and expedite claims.

• Preserve reputation and customer trust: Fast, coordinated responses show stakeholders you are competent and in control.

• Reduce recovery costs: Predefined steps cut emergency spending and speed restoration.

What we deliver

• Risk assessment and business impact analysis: We identify hazards, vulnerabilities, and the processes whose disruption would cost you most.

• Customized disaster response plan: Tailored procedures for natural disasters, cyber incidents, power outages, supply-chain interruptions, and pandemics.

• Continuity and recovery playbooks: Step-by-step guides for IT restoration, facility recovery, communications, and operational continuity.

• Roles, responsibilities, and decision authority: Clear command structure and escalation paths so nothing falls through the cracks.

• Communications plan and templates: Prewritten messages, stakeholder lists, and notification protocols for employees, customers, vendors, regulators, and the media.

• Training and exercises: Tabletop drills, functional exercises, and after-action reviews to validate the plan and build confidence.

• Maintenance and plan governance: Regular reviews, updates, and version control to keep the plan current as your business evolves.

• Compliance mapping and documentation: Aligns your plan with applicable standards and industry best practices for audits and insurance.

How we work

• Fast engagement: Rapid kickoff to assess exposure and prioritize actions.

• Collaborative approach: We work with leadership, IT, facilities, HR, operations, and legal to ensure the plan fits your reality.

• Practical deliverables: No generic binders—concise, high-value documents designed for use during a crisis.

• Measurable outcomes: Reduced RTO/RPO targets, fewer days to full operations, and demonstrable improvements in response time.

Real value, measurable ROI

• Reduce recovery costs by lowering downtime and accelerating restoration.

• Improve insurance outcomes by showing proactive risk management.

• Limit customer churn by maintaining service or communicating clearly during disruptions.

• Strengthen employee retention and morale through safer workplaces and confident leadership.

Get started Book a risk assessment workshop with True North. We’ll deliver a prioritized roadmap and a clear estimate for a complete Disaster Plan tailored to your operations. Protect your people, protect your revenue, and get back to business faster when the unexpected happens. All Prices are starting points for new clients and may differ per project per customer.

A Corrective Action Plan (CAP) is a structured process to identify, address, and prevent errors or gaps in sales data, reporting, and processes. Key elements include:

• Issue Identification: Clearly define the specific problems (e.g., inaccurate leads, missing pipeline entries, inconsistent reporting metrics).

• Root Cause Analysis: Investigate underlying causes using methods like 5 Whys or fishbone diagrams to distinguish symptoms from root issues.

• Corrective Actions: Specify targeted steps to fix the problem (data cleanup, process updates, system fixes, training), with clear owners for each action.

• Timeline and Milestones: Set realistic deadlines and intermediate checkpoints to track progress.

• Resources and Support: Allocate necessary tools, budget, and personnel required to implement actions.

• Measurement and KPIs: Define metrics to verify effectiveness (data accuracy rate, report timeliness, pipeline completeness) and thresholds for success.

• Communication Plan: Establish who is informed, how often, and through what channels to ensure transparency and alignment.

• Prevention and Continuous Improvement: Implement controls (standard operating procedures, validation rules, automated checks) and schedule periodic reviews to prevent recurrence.

• Documentation and Sign-off: Record actions taken, outcomes, and obtain stakeholder approval to close the CAP.

A concise, accountable CAP reduces data risk, improves decision-making, and restores confidence in sales reporting. All Prices are starting points for new clients and may differ per project per customer.

Medication Systems Audit

A Medication Systems Audit is a structured review that evaluates how medications are prescribed, stored, prepared, administered, documented, and disposed of within a healthcare setting. It checks compliance with policies, identifies safety risks and workflow gaps, and measures adherence to best practices and regulatory standards. The audit typically includes chart reviews, observations of medication processes, interviews with staff, and assessment of storage and labeling. Results highlight areas for improvement, prioritize corrective actions, and support targeted training to reduce medication errors, enhance patient safety, and improve overall medication governance. Ideal for hospitals, clinics, long-term care, and community health programs, a Medication Systems Audit helps create safer, more efficient medication use systems. All Prices are starting points for new clients and may differ per project per customer.

Mini Mock Survey is a quick, user-friendly tool that helps teams test surveys before inspections. In just a few minutes you can check work flow, spot problems, measure preparedness, and preview how your home will stand up. Designed for speed and clarity, Mini Mock Survey reduces inspection-day surprises, improves response quality, and keeps stakeholders aligned—without the fuss. Perfect for product managers, researchers, and anyone who needs fast, reliable survey validation. All Prices are starting points for new clients and may differ per project per customer.

Premium Compliance Packages — comprehensive, turnkey solutions that keep your business audit-ready and ahead of regulatory change. Each package includes expert-led policy development, tailored risk assessments, automated monitoring and reporting, employee training modules, and ongoing regulatory updates. Designed for scalability, our packages adapt to your industry and company size, reducing compliance risk, saving time, and protecting your reputation. Get proactive protection with clear documentation, fast remediation support, and a dedicated compliance advisor to guide you every step of the way. Ideal for organizations seeking reliable, high-touch compliance without the overhead. Price is per month per home. All Prices are starting points for new clients and may differ per project per customer.

New Provider Start-Up Training

Get up to speed quickly and confidently with our New Provider Start-Up Training. Designed for clinicians and administrative staff joining your network, this concise program covers essential workflows, documentation standards, billing basics, compliance protocols, and patient communication best practices. Participants leave with practical checklists, EHR navigation tips, and role-specific action plans to ensure smooth onboarding, reduce errors, and accelerate productivity from day one. Ideal for solo providers, group practices, and large health systems looking to standardize new-hire readiness and improve early-career retention. All Prices are starting points for new clients and may differ per project per customer.

Staff Compliance training in AFH ensures every team member understands and follows the policies, regulations, and best practices that keep our home safe, ethical, and high-quality. The program covers resident rights, privacy and HIPAA, medication safety, incident reporting, infection control, mandatory reporting, and documentation standards. Practical scenarios and clear assessments reinforce learning, while regular refresher sessions keep staff up to date with regulatory changes. Completing Staff Compliance training promotes consistent care, reduces risk, and builds trust with residents and families—helping AFHs operate confidently and responsibly. All Prices are starting points for new clients and may differ per project per customer.

Complete reorganization, audit, and correction of staff files

Price: $150 per staff file
(WA average: $75–$175)

Service description:

• Comprehensive review and reorganization of each employee personnel file to ensure completeness, accuracy, and compliance with DHS, HIPAA, and relevant state regulations for adult family home care.

• Verify required documentation: hiring paperwork, background checks, TB/health screenings, competency evaluations, training records (orientation, annual, in-service), certifications, licenses, and performance documentation.

• Identify and correct missing, outdated, or inconsistent items; flag noncompliant or expiring credentials and recommend corrective actions.

• Standardize file structure and labeling for easy retrieval and audit readiness.

• Redact or secure sensitive PHI in accordance with HIPAA requirements.

• Provide a summary report per staff file with findings, corrections made, and any recommended follow-up actions or policy adjustments.

• Optional: implement an indexed master tracking spreadsheet for personnel records and offer staff-file training for your administrative team.

Turnaround and delivery:

• Typical turnaround: 3–7 business days per batch of up to 10 files; expedited options available.

• Deliverables: reorganized physical files or secured digital copies (per client preference), summary report for each file, and master tracking spreadsheet if selected.

Payment and terms:

• Rate: $150 per staff file.

• Minimum engagement: 5 files.

• Billing: 50% deposit to begin; balance due upon delivery of completed files.

• Travel or courier fees may apply for on-site work outside standard service area.

Why choose us:

• Specialized experience with DHS, HIPAA, and Washington state regulations for adult family home care.

• Friendly, practical guidance to make your personnel records audit-ready and defensible.

To schedule or request a quote, contact True North Compliance & Privacy Services with the number of files and preferred delivery method. All Prices are starting points for new clients and may differ per project per customer.

AFH Resident File Overhaul

Streamline care and compliance with the AFH Resident File Overhaul — a focused update that reorganizes, standardizes, and modernizes resident records for Adult Family Homes. This overhaul ensures each file contains complete, clearly labeled documentation: intake assessments, individualized care plans, medication logs, consents, emergency contacts, progress notes, and periodic reviews. Files are restructured for easy access by caregivers and auditors, with consistent templates, chronological entries, and secure handling procedures. The result: reduced documentation errors, faster onboarding for new staff, stronger regulatory readiness, and better continuity of care for residents. Simple, practical, and resident-centered — the AFH Resident File Overhaul brings clarity and confidence to your recordkeeping. All Prices are starting points for new clients and may differ per project per customer.

True North Compliance & Privacy Services — Documentation & Policy Creation Services

Clear, accurate, and up-to-date policies and documentation are the backbone of safe, compliant adult family homes and healthcare operations. At True North Compliance & Privacy Services, we write and maintain the documentation that protects your residents, your staff, and your reputation—so you can focus on providing excellent care.

What we deliver

• Custom policies and procedures tailored to DHS, HIPAA, and applicable state regulations, written in plain, actionable language.

• Comprehensive documentation suites: resident care protocols, medication administration policies, infection control plans, incident reporting procedures, privacy and security (HIPAA) policies, staff training manuals, and admissions/consent forms.

• Audit-ready manuals and binders organized for inspection by DHS and other regulators.

• Version control and change logs so you can prove what policies were active and when.

• Staff-facing quick-reference guides and checklists for daily use, plus leadership-level policy summaries.

• Ongoing updates to reflect regulatory changes and best practices, with optional retainer for rapid rewrite after a citation or rule change.

Why choose True North

• Regulatory expertise: We specialize in DHS, HIPAA, and state adult family home requirements, so every document is grounded in current law and practical enforcement expectations.

• Practical, not theoretical: Policies are drafted for how care actually happens—streamlined, implementable, and staff-friendly to minimize confusion and reduce errors.

• Speed and reliability: Fast turnaround without cutting corners—critical when regulations change or an auditor is scheduled.

• Evidence for inspections and liability defense: Clear documentation demonstrates compliance and supports your defense if questions arise.

• Training-compatible: We align documentation with staff training needs to ensure policies are understood and put into practice.

How it works

1. Quick intake: We assess your current documentation and regulatory touchpoints.

2. Draft & collaborate: We draft policies, then review with your leadership and frontline staff to ensure fit and clarity.

3. Deliver & implement: You receive audit-ready manuals, concise staff guides, and a rollout plan.

4. Maintain: Choose scheduled reviews or on-demand updates to keep everything current.

Packages (examples)

• Essential Start: Core policies, HIPAA basics, and a staff handbook — ideal for new or small homes.

• Compliance Plus: Full regulatory manual suite, infection control, medication management, incident reporting, and audit binder.

• Managed Compliance: Full suite + quarterly updates, staff guide updates, and 12-month retainer for rapid policy revisions.

ROI you can expect

• Reduced risk of citations and fines through accurate, enforceable policies.

• Fewer care errors and smoother audits thanks to clear staff guidance.

• Lower training time and faster onboarding with consistent documentation.

• Peace of mind knowing your paperwork meets regulatory expectations.

Next steps Contact True North Compliance & Privacy Services for a free documentation assessment and quote. We’ll identify gaps, recommend the right package, and show you how quickly we can get your policies inspection-ready and staff-ready.

Protect your residents. Protect your staff. Protect your business—with documentation that works as hard as you do. All Prices are starting points for new clients and may differ per project per customer.

True North Compliance & Privacy Services — Compliance Consulting That Protects Your People and Your Practice

Running an adult family home, healthcare clinic, or DHS-funded program shouldn’t feel like navigating a legal maze. True North Compliance & Privacy Services gives you clear, practical compliance consulting that reduces risk, saves time, and keeps your focus where it belongs: delivering quality care.

Why choose us

• Specialized expertise: We focus on DHS, HIPAA, state-level regulations, and adult family home care requirements. You get consultants who know the rules and how they apply to your operations.

• Practical solutions: Policies, audits, and training you can actually implement — not bulky manuals that gather dust.

• Risk reduction: We identify gaps before they become investigations or penalties. Our approach prioritizes patient safety, privacy protection, and regulatory readiness.

• Ongoing support: Compliance is continuous. We offer subscription services, scheduled check-ins, and rapid-response guidance for incident management.

• Friendly, hands-on service: We treat your team like partners. We explain requirements clearly, train staff respectfully, and tailor plans to your budget and staffing realities.

Core services

• Compliance assessments & gap analysis: Comprehensive reviews against DHS, HIPAA, and state-specific standards with prioritized action plans.

• Policy and procedure development: Custom, easy-to-follow policies and forms built for adult family homes and healthcare providers.

• HIPAA privacy & security program design: Risk assessments, breach readiness, technical and administrative safeguards, and Business Associate Agreement support.

• Training & workforce development: Role-based, engaging training modules and on-site workshops to ensure staff understand and apply requirements.

• Incident response & remediation: Step-by-step breach handling, documentation, reporting, and corrective action planning to minimize exposure.

• Mock audits & readiness testing: Simulated inspections and tabletop exercises to ensure you’re audit-ready and confident.

• Ongoing compliance management: Subscription packages with regular reviews, policy updates, and priority advisory access.

Real benefits you’ll see

• Fewer regulatory findings and lower risk of fines or corrective actions.

• Streamlined operations through clear policies and delegated responsibilities.

• Improved trust from residents, families, and referral sources.

• Faster, more confident responses to incidents and audits.

• Peace of mind knowing compliance is managed by specialists who understand your industry.

Who we serve

• Adult family homes and residential care providers

• Small to mid-size healthcare practices

• Organizations receiving DHS funding

• Providers needing HIPAA and state regulatory alignment

Next steps Schedule a no-obligation consultation and get a customized compliance snapshot with prioritized recommendations. We’ll show you the most impactful, cost-effective steps to secure your operation and protect those you serve.

True North Compliance & Privacy Services — Practical compliance guidance that keeps your care compliant, safe, and sustainable. Contact us to get started. All Prices are starting points for new clients and may differ per project per customer.

Annual Compliance Audit — Full-Year Review

Ensure your organization stays on track, protected, and inspection-ready with True North Compliance & Privacy Services’ Annual Compliance Audit: a comprehensive, year‑in‑review assessment tailored for DHS, HIPAA, and state Adult Family Home Care regulations.

What you get

• Complete regulatory gap analysis: We review policies, procedures, personnel training, incident logs, documentation, and corrective actions across the full 12‑month period to identify compliance exposures and strengths.

• Risk-prioritized findings: Issues are scored by risk and impact so you know what requires immediate attention vs. what can be scheduled into your improvement plan.

• Evidence-based documentation: Each finding includes supporting evidence and a clear remediation path—action steps, responsibility assignments, and target dates—ready to present to regulators, auditors, or your board.

• Privacy & security focused review: HIPAA risk areas (PHI handling, access controls, breach response, business associate agreements) are assessed end‑to‑end to reduce breach risk and fines.

• DHS & state Adult Family Home Care readiness: Review of licensing requirements, staffing documentation, medication management, incident reporting, care plans, and resident rights to ensure compliance with state and DHS expectations.

• Employee training and competency audit: Verification that required training occurred, evaluation of training effectiveness, and recommendations for ongoing competency monitoring.

• Corrective action tracking: We build a prioritized corrective action plan and can manage follow‑up to closure or train your team to maintain momentum.

• Executive summary & board-ready report: A concise, non-technical summary for leadership plus a detailed technical appendix for operations and auditors.

Why choose True North

• Domain expertise: Specialized focus on DHS, HIPAA, and Adult Family Home Care compliance—no generic checklists.

• Practical recommendations: Our plans are realistic, prioritized by risk, and designed for organizations of all sizes.

• Friendly, collaborative approach: We work with your team to build sustainable processes, not create more paperwork.

• Audit defense preparation: Documentation and remediation ready to demonstrate your good-faith compliance efforts to regulators.

Immediate benefits

• Reduced regulatory risk and potential fines

• Increased confidence for leadership, residents, families, and staff

• Clear roadmap to fix gaps and prove remediation

• Improved privacy and security posture to prevent breaches

Process snapshot (typical timeline: 4–8 weeks)

1. Kickoff & scope confirmation

2. Document and records collection

3. Interviews and staff observations

4. Full-year records review and gap analysis

5. Draft findings and remediation planning session

6. Final report delivered with prioritized corrective actions

7. Optional remediation management or follow-up audit

Next steps Schedule a brief scoping call with True North to customize the audit to your organization’s size, state requirements, and priorities. We’ll provide a fixed-fee proposal and timeline so you know the cost and outcome upfront.

Protect your residents, your staff, and your organization. Let True North Compliance & Privacy Services perform your Annual Compliance Audit and turn a year of records into a clear, actionable compliance advantage. All Prices are starting points for new clients and may differ per project per customer.