Trigger · Your Office Manager or Compliance Owner Changed

What leaves with the person who has been
keeping compliance together?

Sentinel identifies undocumented responsibilities, private tracking systems, missing evidence, unresolved corrective actions, and deadlines that may not survive a management transition.

Run a Continuity Reset
What Sentinel establishes · a continuity record the practice owns

Results are immediate and ungated. No PHI required. When your evidence is current, we will tell you.

What This Event Changes

Each obligation is small.
Together they become the gap.

Deadlines that were tracked in one person’s head, calendar, or personal spreadsheet
Where the records actually live — which folder, which inbox, which drawer
Vendor relationships and renewal timing that were handled by knowing whom to call
The real status of training — who is current, who was about to be chased
The screening cycle — when it last ran, where the record went, what was flagged
Corrective actions that were half-finished, with the context only they had
What Becomes Difficult to Prove

The work may be happening.
The record is the question.

That recurring responsibilities are documented anywhere outside the former owner’s workflow
That passwords, records, calendars, and contacts are institutionally controlled
That unresolved issues are visible to leadership rather than parked in a personal queue
That another person could operate the process tomorrow
Five Evidence Questions

The questions the Proof Test
will ask about this situation.

Answer them honestly in your head first. Then let the test place each one in an evidence state.

1

Is there a documented inventory of recurring compliance responsibilities?

2

Are passwords, records, calendars, and contacts institutionally controlled?

3

Are deadlines stored outside the former manager’s personal workflow?

4

Are unresolved issues visible to leadership?

5

Could another person operate the process tomorrow?

Run a Continuity Reset
What Sentinel Delivers

A concrete output —
not an engagement letter.

Situation · Risk · Output
Situation
Our office manager or compliance owner changed.
Risk
Deadlines, files, contacts, and responsibilities may have lived in one person’s private workflow.
Output
A continuity record showing what is documented, what depends on one person, and what requires reassignment.
A continuity record the practice owns — organized and maintained
How It Gets Built

The typical Sprint structure,
scoped to this situation.

  • Stage 1Inventory — practice, provider, workforce, location, and vendor inventory; existing evidence collected
  • Stage 2Verify — evidence-state classification; policy, screening, training, deadline, and agreement review
  • Stage 3Control — ownership assigned, corrective actions set up, escalation structure, continuity issues addressed
  • Stage 4Package — initial Readiness Package, management summary, action plan, recommendation on continued management
See the full Proof & Control Sprint

What your office manager is responsible for

Most of the work is performed by Sentinel. The practice identifies one point of contact, provides existing records, and participates in two short review meetings.

Your office manager stays in control of decisions — Sentinel carries the tracking, verification, and assembly. This is support for the person carrying the practice, not an inspection of them.

What a Result Looks Like

A diagnosis,
not a score.

Illustrative example — not your result
Evidence-readiness diagnosis
Nothing failing today—but the record depends on one person.
5
Proven
6
Claimed but unverified
3
Action required
Continuity dependency identified

Your current process appears to depend heavily on one administrator. Nothing may be failing today, but the operating record may not be resilient to an absence, resignation, or role change. Converting individual knowledge into an institutional record is the specific fix.

Illustrative only. Your result reflects your answers — including confirmation when the record is in good shape.

In Your Specialty

The operating reality
changes by specialty.

Ophthalmology

Provider, location, and procedure-related records maintained across separate systems concentrate continuity risk in whoever knows where everything lives.

Orthodontics

High staff volume means training and acknowledgement tracking often lives in one coordinator’s personal system — exactly what a transition exposes.

Do Not Assume. Verify.

Start with the evidence you already have.

Run the adaptive Proof Test with this situation noted. You will see what appears proven, what is unverified, and what may require action — and the recommended next step for exactly this event.

Run a Continuity Reset

No PHI required. No obligation to replace what is working. When your evidence is current, we will tell you.