Compliance Reminders
Customize your compliance reminder schedule — edit deadlines, frequencies, and responsible staff
Total Reminders
12
Active
12
Paused
0
Categories
4
Staff Compliance
4/4 activeOIG/SAM Exclusion Check — All Staff
Monthly 1st→ HR CoordinatorRun on all active employees and contractors
Caregiver Credential Audit
Monthly 5th→ HR CoordinatorReview all credentials expiring in next 60 days
TB Test Renewal Review
Monthly 10th→ HR CoordinatorFlag any TB tests expiring within 30 days
CPR/First Aid Certification Review
Quarterly 1st→ HR CoordinatorCertifications must be current before any client assignment
Client Compliance
3/3 activeSupervisory Visit Completion Check
Monthly Last day→ Clinical SupervisorConfirm all scheduled supervisory visits were completed
Authorization Balance Review
Weekly Monday→ Billing CoordinatorFlag any clients with less than 4 weeks of authorized hours remaining
Care Plan 6-Month Review
Monthly 1st→ Clinical SupervisorIdentify all care plans due for 6-month review this month
Billing Compliance
3/3 activeEVV Exception Resolution
Weekly Thursday→ Billing CoordinatorAll exceptions must be resolved before weekly billing submission
Weekly Billing Submission
Weekly Friday→ Billing CoordinatorSubmit all clean claims for the prior week
Denial Management Review
Weekly Monday→ Billing CoordinatorReview all open denials — appeal within 30 days of denial date
Regulatory
2/2 activeIncident Report Filing
As-Needed Within 24 hrs→ AdministratorFile all incidents with MCO within 24 hours of occurrence
Monthly Compliance Report to CEO
Monthly 1st→ Compliance OfficerPrepare and present monthly compliance snapshot to leadership