Software Features
Featuring a customizable workspace and real-time reporting, Compliance Manager will simplify your compliance challenges. So whether you're training employees, conducting risk assessments, or investigating incidents, you can manage your entire program in one easy-to-use application.
Track and Resolve Incidents
Capture and manage incidents from first report through final resolution in one system. Incidents are automatically routed to the right reviewers, tracked through investigation and approval, and closed with documented corrective actions.
Built-in visibility helps compliance teams stay on top of open issues, meet response timelines, and demonstrate consistent oversight.
Run Audits
Plan, perform, and track audits without spreadsheets or manual follow-up. Run one-time and recurring audits, standardized checklists, and ownership assignment.
Results are summarized automatically, helping you spot trends, address gaps, and document follow-up actions.
Train with Accountability
Turn training into documented compliance evidence.
Assign training tied to real issues, like audit findings or incidents, and require attestations so staff formally acknowledge completion. Training records live alongside incidents, audits, and policies, creating a defensible trail that shows education wasn’t just offered, it was completed.
Centralize Document Management
Centralize policies, forms, and approvals in one system.
Upload existing documents or create new ones, assign reviewers and approvers, and schedule automatic review cycles so nothing goes stale. Track ownership, approval status, and review timelines so you always know what’s current, what’s pending, and what’s ready to release.
Intake Incident Reports with AI
SmartLine makes it easy for people to speak up by phone or web.
Our compliance reporting hotline is multilingual, AI-powered, and available 24/7. AI captures what’s reported, summarizes it, and routes it to the right team.
Create Exportable Reports
Filter incidents, audits, risks, and actions by date, status, or category, then export charts and tables to Excel or PDF. Whether it’s a board request or day-to-day oversight, you answer with data, not spreadsheets.
Identify and Reduce Risk
Assess compliance risk and tie mitigation efforts directly to real action.
Score risks, document decisions, and link audits, policies, or attestations as mitigation steps. As work is completed, you can reassess risk and clearly show how oversight activities are reducing exposure over time.
Monitor Exclusions
Identify excluded incidents before they become a compliance issue.
Run exclusion checks through an integrated screening solution and document results directly into your compliance program. Monitoring activity is tracked and reportable, helping demonstrate proactive oversight.
Manage Third-Party Agreements
Track vendors, contracts, and renewals in one place.
Create third-party profiles, store agreements and contractors together, and automate renewal reminders so nothing auto-renews without review.
Foundation
Training Center & Courses:
- Medicare Training: Combating FWA
- Medicare Training: General Compliance
- Basics of Privacy, Security and HITECH
- OSHA & Workplace Safety
- Workplace Sexual Harassment
- HIPAA Security Risk Assessment Mgr.
Available only to orgs of 200 or fewer employees.
*Pricing reflects up to 25 employees, billed annually.
Enterprise
Everything in Professional, plus:
- Personalized Training Center
- Up to 500 Employees
- Up to 50 Admin Licenses
- API Integration
- Single Sign-on, HR Systems, etc.
- Unlimited Contract Management
- Audit Manager: Professional, Facility
- Compliance Officer Consulting
- Platinum Implementation
