Everything your practice puts in front of a client or the public, reviewed at once.
Clinical documents, website content, advertising and directory language, HIPAA vendor agreements, telehealth policies, and corporate records — reviewed against California law and your licensing board’s rules, with a written report ranking each issue by risk and supplying corrected language. For practices that want ongoing coverage, a bi-monthly compliance retainer puts a lawyer on call.
Most practices accumulate risk one document at a time.
Consent forms get copied from a colleague. A website gets written before anyone thought about advertising rules. A telehealth platform gets adopted without anyone checking the Business Associate Agreement. None of that is unusual — and none of it shows up as a problem until something goes wrong. A compliance review looks at the whole practice at once, rather than one document in isolation.
Scope of Compliance Review:
- Clinical documents — informed consent, telehealth consent, Notice of Privacy Practices, releases, and fee agreements, checked against current California law and your licensing board’s regulations
- Website and marketing — every page, your bio, and any directory listings, reviewed for advertising-rule compliance, scope-of-practice language, testimonial and fee-disclosure requirements, and language that risks looking like unlicensed practice
- HIPAA — Business Associate Agreement inventory, vendor list, your telehealth platform, any AI or note-taking tools in your workflow, and breach-notification readiness
- Corporate housekeeping — for practices already incorporated: minutes, Statements of Information, and shareholder eligibility under Moscone-Knox
What you receive:
A written report that ranks every issue by risk — what needs to change now, what’s a lower-priority fix, and what’s already fine — along with corrected language for any document that needs it.
Ongoing Coverage and Retainer Options:
If you’d rather not wait for problems to surface, a bi-monthly compliance retainer keeps a lawyer reviewing your documents, website updates, and vendor agreements on a standing basis, rather than as a one-time project.