GuardWell Compliance Features

GuardWell covers HIPAA Privacy & Security, OSHA workplace safety, OIG 7-element compliance, CLIA laboratory, MACRA/MIPS improvement activities, DEA controlled substances, CMS Medicare, TCPA patient outreach, allergen safety, state law overlays for all 50 states + DC (with deep rules for the top 10 by population), staff training & certification, security risk assessments, incident management & breach triage, OSHA forms 300/300A/301 generation, and a policy library with e-signatures.

GuardWell is purpose-built for small and mid-size medical practices — typically 1 to 50 clinical staff. The platform's depth (analyzer, breach calculator, regulatory intelligence engine, audit packets) was originally built for compliance officers at larger groups, but the pricing and onboarding are calibrated for solo practices and small groups. Flat-rate pricing means a 3-person practice and a 30-person practice pay the same.

For most small practices, yes. The platform automates the year-round work that previously justified a consultant: SRA documentation, policy maintenance, training tracking, breach response, vendor BAA management, and audit packet preparation. Practices with unusual risk profiles (large research datasets, complex multi-entity structures, recent OCR enforcement) typically still benefit from periodic consultant review, but the platform substantially reduces ongoing compliance overhead.

Three differences: (1) flat-rate pricing with no per-user fees, so cost doesn't scale linearly with staff count; (2) the AI Concierge runs on Claude Sonnet 4.6 and reads your live compliance data — it answers with your specific gaps, not generic regulation summaries; (3) the 15-module catalog includes things like state law overlays for the top-10 states, OIG/LEIE monthly sanctions screening, and the breach calculator with state-specific deadlines, which most competitors leave to add-on modules or consultant engagement.

The Concierge has read-only access to your live compliance data — open incidents, SRA findings, training assignments, expiring credentials, recent regulatory alerts — and answers questions in plain English with specific links into the rest of the app. Ask 'what's my next HIPAA gap?' and it surfaces your highest-risk SRA finding with the corrective-action plan deep-linked. Unlimited Concierge queries are included.

Yes. State law overlays are included as a core module. The platform tracks breach-notification deadlines, AG-notification thresholds, medical-records retention rules, mandatory reporting obligations, and PDMP requirements for all 50 states + DC, with hand-curated depth on the top 10 by population. The breach calculator surfaces the operative deadline based on affected residents' states automatically.

Onboarding takes about 30 minutes for the core setup and runs as a first-run wizard inside the app. You'll add your practice profile, invite staff (bulk invite supported), pick a security officer designation, and connect any BAA-relevant vendors. The app then runs an initial risk assessment, assigns role-based training, and surfaces your first set of compliance gaps with prioritized corrective actions.