SOPs & Compliance
Written procedures for consistent, accountable work.
Consistent service delivery
Written procedures for each operational step, from intake to reporting.
Workforce training
SOPs form the basis of onboarding and refresher training.
Confidentiality
Privacy, security, and incident-response procedures for every workforce member.
Documentation & QA
Standards for records, validation, audits, and corrective action.
Internal SOP library
SOP index.
The index is public. Full procedures are available only to authorized personnel.
- 001
SOP 001 — Case Referral and Intake
DraftEstablish how authorized case referrals are received, checked for completeness, and assigned.
Intake & Investigation · v0.1
- 002
SOP 002 — Case Investigation Support
DraftDefine approved interview procedures, information collection, documentation, and escalation boundaries.
Intake & Investigation · v0.1
- 003
SOP 003 — Contact Identification
Under ReviewDescribe how authorized personnel identify potential contacts under the client's disease-specific protocols.
Intake & Investigation · v0.1
- 004
SOP 004 — Contact Notification
DraftDefine approved notification methods, identity verification, privacy-preserving messages, and unsuccessful attempts.
Notification & Follow-Up · v0.1
- 005
SOP 005 — Contact Follow-Up
DraftDefine follow-up scheduling, approved questions, status updates, documentation, and escalation.
Notification & Follow-Up · v0.1
- 006
SOP 006 — Documentation and Data Entry
DraftDefine required fields, approved systems, correction procedures, timestamps, audit trails, and completion standards.
Documentation & Reporting · v0.1
- 007
SOP 007 — Reporting and Data Validation
DraftDefine daily and weekly reporting, validation checks, reconciliation, approved recipients, and deadlines.
Documentation & Reporting · v0.1
- 008
SOP 008 — Privacy and Confidentiality
DraftDefine minimum-necessary access, confidentiality expectations, appropriate disclosures, and workforce responsibilities.
Privacy & Security · v0.1
- 009
SOP 009 — Information Security and Access Control
DraftDefine unique accounts, MFA, least privilege, secure devices, encryption, session management, and access removal.
Privacy & Security · v0.1
- 010
SOP 010 — Security Incident and Breach Response
DraftDefine internal reporting, containment, evidence preservation, response roles, risk assessment, and notifications.
Privacy & Security · v0.1
- 011
SOP 011 — Quality Assurance
DraftDefine record sampling, documentation audits, error tracking, corrective actions, retraining, and management review.
Quality & Workforce · v0.1
- 012
SOP 012 — Workforce Onboarding and Offboarding
DraftDefine identity verification, role authorization, agreements, training, access approval, and account termination.
Quality & Workforce · v0.1
- 013
SOP 013 — Client System Access
DraftDefine client authorization, system-specific training, appropriate use, access review, and prohibited activities.
Client & Records · v0.1
- 014
SOP 014 — Surge Staffing and Deployment
DraftDefine staffing activation, availability checks, competency verification, allocation, supervision, and demobilization.
Quality & Workforce · v0.1
- 015
SOP 015 — Complaints and Escalation
DraftDefine complaint intake, urgent escalation, documentation, resolution, and follow-up.
Client & Records · v0.1
- 016
SOP 016 — Records Retention and Secure Disposal
DraftDefine retention schedules, legal holds, secure destruction, and return or deletion of client data at contract end.
Client & Records · v0.1
Related: Privacy & Security safeguards