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Your Free Toolkit is Ready!

Download all resources below to get OCR audit-ready in 90 days

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Policy Templates

Word/PDF templates for AI scribe usage policies, BAA checklist, physician review procedures, and PHI minimization guidelines.

File size: 2.4 MB • Format: ZIP (Word + PDF)

⬇️ Download Templates
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Audit Checklists

Excel/PDF checklists for quarterly spot-checks (50 notes), provider compliance scorecards, OCR audit prep, and violation tracking.

File size: 1.8 MB • Format: ZIP (Excel + PDF)

⬇️ Download Checklists
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Training Materials

30-slide PowerPoint presentation, HIPAA AI scribe training quiz, training completion log, and quick reference guide.

File size: 5.2 MB • Format: ZIP (PowerPoint + PDF)

⬇️ Download Training
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Risk Assessment Templates

AI tool risk assessment worksheet, vendor security evaluation form, breach response plan, and OCR audit response guide.

File size: 1.5 MB • Format: ZIP (Word + PDF)

⬇️ Download Templates
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Education Guide

Plain-English OCR requirements explained, sample OCR investigation scenarios, HIPAA violation case studies, and 12-week implementation roadmap.

File size: 3.8 MB • Format: PDF

⬇️ Download Guide

🚀 Next Steps: Your 12-Week Implementation Plan

Weeks 1-2: Review all templates and customize for your practice
Weeks 3-4: Obtain BAAs from AI scribe vendors (Abridge/Nuance/Nabla)
Weeks 5-6: Conduct staff training using PowerPoint materials
Weeks 7-8: Implement physician review procedures and attestation
Weeks 9-10: Run first quarterly spot-check audit (50 notes)
Weeks 11-12: Complete risk assessment and prepare OCR documentation

✅ By March 31, 2026: You're OCR audit-ready!

⚡ Want to Save 20+ Hours?

These manual templates work great for small practices. But if you want to save time with automated compliance tools...

$49/mo
Starter Plan
Upload 100 notes → Instant reports
$149/mo
Practice Plan
500 notes + multi-user dashboard
Custom
Enterprise
EMR integration + BAA included
Compare Plans & Pricing →