Create compliance documentation structured around OCR's safeguard requirements in about 45–60 minutes. No signup required for free tier, and all outputs are templates that require legal review.
Enter your practice information once (name, EIN, providers, AI tools). We'll reuse this across all documents.
Walk through each section with guided questions. AI assistance available for each field.
What you'll create:
Review all sections, then generate professional PDF documents ready for OCR audits.
Free Tier: Generate all 5 document types as PDFs
Paid Plans: Export as ZIP package, track changes, multi-user access
No signup needed for free tier. You can complete the wizard and generate documents without creating an account.
To save your progress and access documents later, use "Save & Return Later" which sends you a secure magic link via email.
Typical Path: 45–60 minutes to complete all sections and generate your initial documentation templates
Deeper Customization: Expect closer to 60 minutes if you heavily customize every field or involve multiple stakeholders
You can save progress and return later - no need to complete in one session.
You'll generate 5 professional PDF documents:
Free Tier: Complete the wizard again to generate updated documents
Paid Plans: Access your dashboard to edit and regenerate documents anytime
All plans allow you to regenerate PDFs with updated information.
No. OpsIQ is a documentation tool only. All outputs must be reviewed by your compliance/legal team.
Free/Starter Plans: One practice per account
Professional Plan: Up to 5 practices
Enterprise: Unlimited practices
Each practice gets its own set of compliance documents.
OCR requires all 6 components (BAA, Policy, Audits, Training, Risk Assessment, Education). The wizard helps you create 5 of them.
OpsIQ generates templates only. Have your compliance officer or attorney review all documents before finalizing.
Regenerate documents when your practice changes (new providers, new AI tools, policy updates).
Use the generated training materials to educate staff. OCR requires documented training on HIPAA and AI oversight.
Start the wizard now - no signup required for free tier.
Questions? Contact us or read the legal disclaimer