Complete Program – Program in a Box

Most organizations are somewhere between building a compliance program from scratch and hiring consultants to do it. The result is usually a patchwork of policies from different sources, written at different times, with no clear structure tying them together.

What Is Included (106 Documents)

Exclusive to Program in a Box

Program-Level Tools (6 documents — not included in any other bundle)

• START HERE Program in a Box Guide
• HIPAA Privacy Internal Audit Checklist
• HIPAA Security Internal Audit Checklist
• Corrective Action Follow-up Checklist
• Breach Response Tabletop Exercise Checklist
• Quarterly Audit Schedule and Evidence Tracker

Program Implementation Guide (6 documents — not included in any other bundle)

• Program Implementation Guide (step-by-step startup and deployment instructions)
• Policy Adoption Checklist
• Compliance Implementation Timeline
• Compliance Deployment Roadmap
• Document Dependency Map
• OCR Audit Readiness Checklist

All Documents from the Compliance Essentials Bundle (94 documents)

Privacy Bundle (50 documents across 9 folders)

• Core Policies (30): HIPAA Privacy Policy Template, Privacy Policies and Procedures Manual, Uses and Disclosures Policy, Minimum Necessary Standard Policy and Procedure, Minimum Necessary Evaluation Worksheet, Patient Rights Policy, Privacy Officer Role Description, Designation of Privacy Officer, Notice of Privacy Practices Template, Mitigation Policy, Workforce Sanctions Policy, Privacy Access Request Form, Amendment Request Form, Amendment Response Template, Denial of Access Notification, Request for Confidential Communications, Revocation of Authorization Form, Privacy Complaint Form, Privacy Complaint Investigation Record, Accounting of Disclosures Log, Access Report Review Log, Audit Log Review Template, Privacy Monitoring Plan, Workforce Access Review Checklist, Routine vs Non-Routine Disclosure Checklist, Limited Data Set Disclosure Log, Data Use Agreement (LDS), Hybrid Entity Designation Worksheet, Research Subject Authorization, Research Data Use Agreement
• Forms (3): Authorization to Disclose PHI, Restriction Request Form, Authorization Validation Checklist
• Logs (5): PHI Disclosure Tracking Log, Research PHI Disclosure Log, Vendor Privacy Assessment Checklist, Annual Vendor Privacy Review Template, Business Associate Risk Questionnaire
• Disclosures (3): Disaster and Emergency Disclosure Worksheet, Law Enforcement Disclosure Documentation, Subpoena Response Checklist and Cover Letter
• Administrative and Legal (1): Judicial and Administrative Proceeding Response
• De-Identification (1): De-Identification Certification (Expert Determination)
• Marketing and Fundraising (2): Marketing Authorization Form, Fundraising Opt-Out Tracking Log
• Research (2): Research De-Identification Worksheet, Research IRB Waiver of Authorization
• Training (2): HIPAA Privacy Training Deck (PowerPoint), Privacy Training Handout

Security Bundle (32 documents across 7 folders)

• Policies (9): Information Security Policy, Access Control Policy, Password Policy, Remote Access Policy, Workstation Security Policy, Email and PHI Transmission Policy, Backup and Disaster Recovery Policy, Security Incident Response Policy, Workforce Sanctions Policy
• Standards (4): Encryption Standards, Device Controls Policy and Standard, Audit Controls Standard (164.312(b)), Transmission Security Standard (164.312(e))
• Risk Assessment (4): Security Risk Assessment Worksheet, Privacy Risk Assessment, Program Tools Remediation Tracker, Program Tools Implementation Guide
• Access Controls (1): Workforce Access Authorization and Termination Procedure
• Vendor Risk (6): Business Associate Agreement Template, Vendor Breach Notification Clause Template, Business Associate Breach Notification Form, Vendor Privacy Assessment Checklist, Annual Vendor Privacy Review Template, Business Associate Risk Questionnaire
• Record Retention (4): Record Retention Schedule, Training Records Retention Tracker, Amendment and Access Request Retention Log, Disclosure Documentation Retention Log
• Training (4): Security Awareness Training Deck (PowerPoint), Security Awareness Training Handout, Incident Response Training Deck (PowerPoint), Incident Response Training Handout

Breach Documentation Kit (13 documents across 5 folders)

• Incident Response (5): Incident Report Form, Breach Response Coversheet and Attachments Checklist, Breach Investigation Procedures, Breach Decision Matrix, Incident Tracking Log
• Risk Assessment (1): Breach Risk Assessment Form
• Notification (4): Breach Notification Timeliness Tracker, Breach Notification Letter to Individual, HHS Secretary Notification Template, Media Notice Template
• Incident Intake (1): Business Associate Breach Notification Form
• Sanctions and Corrective Action (2): Corrective Action Plan for Privacy Violation, Sanction Policy Acknowledgment Form

What Sets Program in a Box Apart

The Program Implementation Guide section is what makes this package a program rather than a document collection. The Compliance Deployment Roadmap, Implementation Timeline, and Policy Adoption Checklist give your team a structured path from download to fully implemented compliance program. The Document Dependency Map shows how policies, procedures, and forms connect to each other. The OCR Audit Readiness Checklist lets you verify your program is prepared before a review occurs rather than discovering gaps during one.

The internal audit checklists for both Privacy and Security, the Breach Tabletop Exercise Checklist, and the Quarterly Audit Schedule provide the ongoing maintenance infrastructure that compliance programs need to stay current. None of these tools are available in any other bundle.

Who This Is For

Covered entities and business associates that need a complete, professionally built HIPAA compliance documentation library with implementation support built in. This includes physician practices, behavioral health organizations, dental groups, home health agencies, health IT vendors, billing companies, and managed service providers. It is also the strongest option for compliance consultants who want a comprehensive, audit-ready starting point for client engagements, and for organizations taking over a compliance role where significant documentation gaps exist.