Expert Compliance Tools for Clinic Launch
Everything your medical retail, med spa, or digital health startup needs to comply with complex federal and state practice regulations.
Guided Intake Wizard
Collect operational plans, ownership structure, clinical roles, and service profiles through an interactive customer wizard. Evaluates triggers in real-time.
- Interactive question tooltips & warnings
- Automatic service-to-licensing mapping
- Multi-owner & clinician structure flow
Regulatory Rules Engine
Matches clinic details with a database of federal, state, and local rules to instantly output a tailored list of licenses, registrations, and structural restrictions.
- CPOM ownership warning alerts
- Medical Director requirement matching
- Custom city zoning and permit filters
Standard Documents Vault
Store license copies, business registrations, and clinical credentials. Access pre-made standard templates for medical director contracts, NPP forms, and OSHA safety protocols.
- Document templates and filing guidance
- Easy verification linking to official boards
- Centralized admin review checklist
Continuous Renewal Manager
Track ongoing compliance dates. Set up alerts for license expiration, training certificates (OSHA/HIPAA), and policy updates with integrated notification rules.
- Annual staff training reminders
- Due-date tracking per checklist item
- Automatic compliance readiness score
Corporate Practice of Medicine (CPOM) & MSO Structures
Unlike ordinary businesses, medical and dental practices have restrictions on who can own or control them. Our platform runs a customized evaluation based on state laws (like California's strict MBC rules) and alerts you immediately if your business setup risks compliance penalties.