Frequently asked questions

How do I get started with ComplioPractice?

Sign up for a free trial, complete a short onboarding profile (organization type, state, services), and you'll immediately receive a curated recommendation pack tailored to your care setting.

Do I need a legal or compliance background to use this?

No. ComplioPractice is built for operators. The platform guides you through generation, review, and lifecycle management without requiring legal expertise.

How long does onboarding take?

Most organizations complete profile setup in under 10 minutes and have their first documents generated the same day.

What's the difference between Recommended, Policies, and Documents?

Recommended is your personalized to-do list — what to generate next, ranked by priority for your practice. Policies is your internal rulebook (governance documents your office follows, like HIPAA, OSHA, and the employee handbook). Documents is operational forms — what patients sign and what staff complete day-to-day (intake forms, consents, checklists, audit tools, onboarding packets).

Why isn't every policy on the Recommended page?

Every policy is tagged Essential, Recommended, or Optional. Essential items are regulatory must-haves (HIPAA, OSHA, billing, patient safety). Recommended items are strong best practices for your practice type (infection control, telehealth, employee policies). Optional items are good-to-have at maturity (AI usage, social media). Recommended surfaces Essential and Recommended items so the list stays focused — Optional ones still live in Policies whenever you want them.

How do you decide what's Essential for my practice?

Your onboarding answers drive it — practice type, services offered, state, employee count, telehealth use, whether you accept Medicare, controlled substances, and more. The recommendation engine matches those signals to a curated rule set so you only see what's relevant to how you actually operate.

What organizations does ComplioPractice support?

ComplioPractice supports any healthcare or care-based organization — from solo clinics to residential facilities to community agencies. If you provide care, employ caregivers, or serve vulnerable populations, ComplioPractice was built for you. Our library currently covers 40+ org types across Clinical Practices (primary care, NP, physician, behavioral health, psychiatry, SUD/MAT, telehealth, urgent care, concierge, occupational health, school-based, mobile/home-visit), Specialty & Wellness (med spas, weight loss, peptide/hormone, IV hydration, wellness centers, pain management), Home & Community-Based Care (home health, non-medical home care, companion care, private duty, respite, hospice, HCBS/Medicaid waiver, developmental disability, community-based care), Residential Facilities (assisted living, personal care homes, residential care, memory care, group homes, behavioral health residential, sober living, transitional housing, youth group homes, adult foster care, faith-based care homes, crisis stabilization, SNF), Staffing & Consulting (healthcare staffing, LTC consulting, compliance consulting), and Day & Community Programs (adult day, independent living, community-based waiver services). If your organization type isn't listed, just describe what you do and ComplioPractice will build a custom compliance workspace for you automatically.

Do you support my state?

Yes — ComplioPractice generates state-specific documents for all 50 states, referencing your state's specific regulations, licensing bodies, and statutes.

What if my organization type isn't listed?

Just describe your organization during signup and ComplioPractice will automatically build a custom compliance workspace for you. Our AI identifies your regulatory requirements and generates the right documents for your setting.

Does ComplioPractice include audit tools?

Yes — every supported organization type includes relevant audit tools: mock survey checklists, self-inspection checklists, documentation audits, billing compliance audits, HIPAA audits, OSHA audits, and state-specific survey prep checklists.

Is the AI Assistant included?

The AI Assistant is included in all Pro and Organization plans. Free plan users get 3 questions per day. Ask anything about compliance, regulations, or what documents you need — and generate them instantly from the answer.

What is a compliance workspace?

When you complete your profile, ComplioPractice automatically builds your entire compliance workspace — every document your organization needs, sorted by urgency (Urgent / Important / When Ready), grouped by audience (client-facing, staff, HR, management), and ready to generate in one click. Nothing to search for or figure out.

Do you support multi-location organizations?

Yes. The Organization plan supports up to 3 locations with centralized dashboards, per-location readiness scoring, shared libraries, and per-site branding.

Is the platform state-aware?

Yes. Recommendations and document language adapt to your state's regulatory landscape.

Can I generate forms and onboarding packets?

Yes. ComplioPractice generates operational forms, intake packets, employee onboarding documents, admission packets, checklists, and organizational templates.

Can I customize generated documents?

Yes. All generated documents are fully editable and exportable as PDF or DOCX. You control the final version.

What does 'unlimited generation' mean?

On paid plans, you can generate as many documents as your organization needs. Generation is one-time per document; download and distribute as often as you want.

What export formats are supported?

Every document exports to PDF and DOCX. Organization plans can export full compliance binders.

How does the readiness score work?

We compare your active documents against the recommended set for your care setting and state, then surface gaps and a real-time readiness percentage.

Does ComplioPractice track annual reviews?

Yes. The platform tracks review cycles, surfaces what's due, and suggests AI-assisted revisions to keep documents current.

Is ComplioPractice an EHR?

No. We do not store patient records or clinical documentation. ComplioPractice generates operational, compliance, and organizational documents.

Is ComplioPractice legal advice?

No. ComplioPractice provides operational and organizational support tools. All documents should be reviewed by qualified legal or compliance professionals before adoption.

Where can I read your full disclaimer and refund policy?

See our Disclaimer and Refund Policy pages, linked in the footer.