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Clinic Compliance & Operations Hub

Interactive checklists for practice managers, clinical informatics leads, and compliance officers.

Practice Readiness20% Completed

1 of 5 tasks verified

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Clinical WorkflowStatutory Mandate
Deadline: Jan 1, 2025

Implement Physician Peer Review Escalation Protocol

Ensure clinic workflows escalate any payor algorithm-generated prior auth denial to an individual licensed physician for re-review.

Source: CA SB 1120: AI Utilization Review & Physician Oversight Mandate

EHR & IT SystemsStatutory Mandate
Deadline: Jan 1, 2025

Configure EHR Patient Portal AI Disclaimer Footer

Insert required statutory notice on all generative AI-assisted patient inbox draft responses and portal messages.

Source: AB 3030: Generative AI Patient Notice Act

Billing & CodingStatutory Mandate
Deadline: Dec 31, 2024

Audit Practice Fee Schedules & Conversion Multipliers

Update practice management billing rules for updated G-code and tele-health evaluation reimbursement tiers.

Source: Medicare PFS 2025 Conversion Factor Updates (H.R. 8318)

Clinical WorkflowStatutory Mandate
Deadline: Ongoing

Review Mid-Level Provider Supervisory Agreements

Verify standardized procedures and chart audit logs for advanced practice registered nurses and physician assistants.

Source: Scope of Practice & Supervisory Protocols (AB 890 / SB 145)

Administrative
Deadline: Q1 2025

Annual Risk Assessment & Multi-Factor Auth Audit

Verify clinic EHR endpoint encryption, audit access logs, and confirm backup immutability.

Source: HHS HIPAA Security Rule Cybersecurity Mandates