For groups of 5+ sites
Per-site rigor with central governance.
Most hospice and home health groups don’t have ten compliance problems, they have one, with ten copies. Enterprise engagements run a coordinated rollout of the D.O.C.U.M.E.N.T framework across every site, with a central governance layer your CFO, COO, and Chief Compliance Officer can report on.
Ten sites, ten different audit outcomes, zero consolidated view.
You have a compliance risk dashboard that works at the site level, sort of. A DON at each site owns their own chart audits, QAPI program, and CTI patterns. Central leadership sees scores and severity ratings from ten different spreadsheets, collected quarterly, in ten different formats.
When the surveyor lands at one of the ten, you find out what the other nine don’t know. The Enterprise engagement closes the gap: same methodology at every site, one dashboard at the top, one named owner for each dimension across the group.
Two layers: per-site rigor, group-level governance.
We do not flatten into a “one size fits all” program. Each site runs the same framework, scoped to its actual chart mix, payer mix, and accrediting body. Group-level governance sits above it.
Per-site Readiness rollouts
Every site runs the eight-week Survey Readiness Program, scoped to its actual chart volume and diagnosis mix. Installed templates, trained clinicians, and a running audit cadence: same system, same outcome standard, delivered by Irene directly.
- Site-level kick-off, audit, and template install
- CTI narrative rebuilds tuned to site-specific diagnosis mix
- IDT template + QAPI program design per site
- Site-specific clinician training + async note review
- Mock survey + handoff to site DON
Group-level governance layer
A quarterly rollup that lets your central leadership compare sites on the same axes, spot trends before they become citations, and allocate compliance investment where the next dollar protects the most revenue.
- Consolidated monthly compliance scorecard across all sites
- Quarterly D.O.C.U.M.E.N.T re-certification, group-wide
- Cross-site pattern recognition (surveyors often cite similar things across a group)
- ADR response coverage across all sites, same-day turnaround
- CFO- and COO-ready reporting for board, lenders, and M&A diligence
Built to ship across the group in four quarters.
A 5-site group reaches full D.O.C.U.M.E.N.T coverage in roughly 12 months. Larger groups run waves of 2–3 sites in parallel.
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Month 1
Enterprise scoping & governance setup
A 30-day engagement with central leadership to define site prioritization, reporting cadence, dashboard requirements, and the named group-level owner for each D.O.C.U.M.E.N.T dimension. You come out with a 12-month site-by-site rollout plan.
- Site prioritization
- Dashboard design
- Named owners per dimension
- Kickoff plan per site
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Months 2 – 4
Wave 1. First two sites run Readiness Program in parallel
Sites chosen by risk exposure + readiness to engage. Both run the 8-week Readiness Program concurrently. Central leadership sees the dashboard populate with real data by week 4. Patterns begin emerging by week 8.
- Two sites concurrent
- Dashboard live
- First group-level patterns surface
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Months 5 – 10
Waves 2 – 3. Remaining sites roll through in 2-site waves
Each wave takes 8 weeks. By Month 10, all sites have completed the Readiness Program. The group-level governance report now has a full year of per-site trend lines.
- 2-site waves
- ~8 weeks per wave
- Full dashboard visibility by Month 10
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Month 11
First cross-site quarterly re-certification
Every site re-certified against the D.O.C.U.M.E.N.T framework within the same two-week window. One consolidated report to central leadership. Patterns across sites become visible at the group level for the first time.
- Cross-site re-cert
- Group pattern review
- Investment allocation plan
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Month 12 onward
Transition to Enterprise Ongoing Partner
The governance layer becomes a standing monthly rhythm: per-site audit cadence, quarterly re-certification, same-day ADR coverage, quarterly leadership review at the group level. The system is now running. We stay embedded to keep it running.
- Monthly cadence
- Quarterly re-cert
- ADR coverage, all sites
- Board-ready reporting
One dashboard. Every site. Every dimension.
CFO- and COO-ready. What your board asks for, formatted the way they actually want to see it.
Group Compliance Scorecard · Q2 2026
Sample · Redacted
We had ten sites and ten compliance approaches. Eighteen months in, we have one approach, ten copies running, and a monthly dashboard that actually tells me where to spend the next compliance dollar. My board reads it. That never happened before.
Priced per site plus a governance layer.
Same transparency as our single-site tiers. Published, not “let’s talk.” Volume discounts at 5+ sites.
Enterprise scoping & governance setup
30-day engagement with central leadership. Dashboard build, site prioritization, named owners.
Per-site Readiness Program
Standard 8-week Readiness Program per site. 15% volume discount off the $18,500 single-site rate.
Enterprise Ongoing Partner retainer
Per-site monthly audit cadence + group-level governance layer + quarterly leadership review. 20% volume discount off the single-site rate.
Example: a 5-site group runs roughly $91,000 in year 1 (governance setup + 5 Readiness rollouts) and $16,800/month ongoing. A 10-site group is roughly $170,000 in year 1 and $33,600/month ongoing. Exact scope confirmed on the Enterprise call.
What enterprise leaders ask before engaging.
We have 20+ sites. Does this still work?
Yes, with a larger governance layer and 3-site waves. A 20-site group is typically a 24-month rollout. We bring in a second clinical lead for the larger rollouts so Irene remains the primary author of the framework while per-site delivery happens in parallel.
Can we start with a pilot of 2 sites before committing to the full group?
Recommended, actually. Most Enterprise engagements begin as two-site pilots at $31,400 (2× $15,700). If the pilot results justify the full rollout, the governance setup fee applies forward with credit for the pilot scoping work.
Does the dashboard integrate with our EHR or compliance system?
For this mockup the dashboard is a rendered report delivered as PDF + CSV exports. In a production build we would wire direct exports from HCHB, MatrixCare, Hospicelink, and Forcura. Custom EHR integrations scoped separately.
What happens if one site’s scores are dragging the group down?
That site moves to “Intervening” status on the monthly scorecard and gets an additional audit cycle within 30 days, plus targeted narrative coaching. If two audit cycles don’t move the score above 82, we surface it to central leadership as a structural issue that may require leadership change at the site, not a documentation fix.
Is this the right fit for groups acquiring sites via M&A?
Yes. Enterprise clients frequently use the engagement for post-acquisition integration. Acquired sites run the Readiness Program as part of the 100-day plan, which also generates the compliance diligence record your board wants for the acquisition file.
Enterprise calls start with your compliance risk map, not a pitch.
A 30-minute call with Irene and your COO or CCO. We map your group’s current state, identify the highest-risk sites, and agree whether a pilot or full rollout serves you better. No pre-call form.