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Risk Management & Compliance Audits 

A comprehensive, independent review of organizational risk exposure.

Includes:

  • Clinical and operational risk assessment

  • Regulatory and licensure alignment review

  • Incident reporting & response evaluation

  • Survey readiness assessment

  • Written risk summary with priority findings

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Best for:

Organizations preparing for licensing, accreditation, expansion, or leadership transition.

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Documentation & Chart Reviews 

Focused review of clinical documentation to reduce liability and strengthen defensibility.

Includes:

  • Progress note compliance review

  • Treatment plan alignment & medical necessity

  • Risk language analysis (suicide, safety, transitions)

  • Documentation trends & systemic gaps

  • Written findings and improvement guidance

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Best for:
Agencies experiencing documentation findings, audits, or payer scrutiny.

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Program & Clinical Operations Guidance

Ensures organizational policies are current, defensible, and aligned with regulation.

Includes:

  • Policy gap analysis

  • State and federal regulatory alignment

  • HIPAA and confidentiality review

  • Revision recommendations or custom policy drafting

  • Annual review framework

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Best for:
Organizations with outdated, inconsistent, or incomplete policy manuals.

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Policy & Procedure Review and Development

Strategic review of program design and operational structures.

Includes:

  • Program risk assessment

  • Staffing & supervision structure review

  • High-risk population protocols

  • Intake, discharge, and transition-of-care review

  • Operational improvement recommendations

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Best for:
New programs, expanding services, or organizations experiencing recurring issues.

Sphere on Spiral Stairs

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