Compliancy Group Onboarding Process

Our goal is to simplify the healthcare compliance process. Find confidence in knowing your Customer Onboarding Specialist (COS) will guide you throughout the initial setup of The Guard and ensure you feel comfortable moving forward in your ongoing healthcare compliance management efforts. The goal of the onboarding process is to give you a strong understanding of where you will find the information needed and how best to put together your plan for achieving compliance.

Onboarding Training Call 1 

◈ Your COS will welcome you to the Compliancy Group and help you start your compliance journey. This will include discussing your business needs and healthcare compliance goals, an introduction to our Knowledge Base, Quickstart guides, and an explanation of the next steps.

◈ Your COS will help you craft your personalized workflow and teach you how to use the tools to achieve your goals.
◈ The remainder of this call will focus on understanding the Programs Module.

◈ After this call, you should understand how to review your controls and will begin to view your met controls. 

Onboarding Training Call 2 

◈ This call will focus on the Policies & Procedures Modules, as well as the Training module.
◈ Your COS will walk you through the platform and explain the Policies, where to find them, and the steps needed for your organization to adopt the Policies that pertain to you.

◈ After this call, you will understand how to assign employee attestations and training

Onboarding Training Call 3 

◈ Your COS will walk you through how to use the remaining Modules.
◈ After this call, you should have the knowledge to complete the Assets and Vendors areas at your convenience.

Onboarding Training Call 4 (Enterprise only) 

◈ The Enterprise tier customers will receive an additional call to support their healthcare compliance efforts within The Guard.
◈ This call will tie up any last-minute items that need to be reviewed.

◈ Your COS will ensure you have the knowledge to complete any other items at your convenience.

◈ Your COS will introduce you to your Customer Success Manager (CSM); the CSM is your point of contact for questions and guidance about your account moving forward.

Check-In Call and Beyond

◈ At this point, your CSM and COS will have connected to ensure that your CSM is well-versed in your progress in The Guard.
◈ Your CSM will check in with you after onboarding to discuss how onboarding went. You can meet with your CSM at any point during your subscription term, to receive refreshers on a specific feature, to receive further guidance on Guard functionality, or to provide product feedback or review. Throughout your subscription term, your CSM will provide you with product updates. Upon your annual renewal, your CSM will work with you on changes to your subscription that you may need.