Trigger · You Are Opening or Acquiring a Location

Do not let a new location inherit
an old compliance gap.

Sentinel establishes the location-level operating record, identifies inherited gaps, assigns ownership, and creates the evidence package before expansion creates additional complexity.

Check Location Readiness
What Sentinel establishes · a current, owned location record

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.

Location-specific policies and the controlling versions that govern the new site
A workforce at the new site — each person with screening, training, and acknowledgement records to establish
New vendors and agreements — lab, waste, answering service, IT — each needing documented status
Location-level deadlines that no one at the existing site is watching yet
In an acquisition: whatever the previous operation tracked informally, or not at all
Ownership ambiguity — which obligations belong to which site, and to whom
What Becomes Difficult to Prove

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

Which controls are enterprise-wide and which are location-specific — and where each is evidenced
That inherited compliance evidence was actually reviewed, not assumed sound
That open corrective actions are tied to the correct location with a named owner
That local policies, emergency materials, and vendor records exist for the new site specifically
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

Are location-specific responsibilities documented?

2

Has inherited compliance evidence been reviewed?

3

Are local policies, emergency materials, and vendor records identified?

4

Are open corrective actions tied to the correct location?

5

Can the practice distinguish enterprise-wide controls from location-specific controls?

Check Location Readiness
What Sentinel Delivers

A concrete output —
not an engagement letter.

Situation · Risk · Output
Situation
We are opening or acquiring a location.
Risk
The new operation inherits inconsistent records, unclear ownership, and location-specific gaps.
Output
The new location’s compliance evidence — organized, owned, and current — established before operations expand.
A current, owned location record — established 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
Strongest at the original site—but exposed in location-level ownership.
7
Proven
4
Claimed but unverified
4
Action required
Trigger-specific finding

Because your practice is opening or acquiring a location, the priority is the location-level record: which controls are enterprise-wide, which are site-specific, what the new operation inherits, and who owns each obligation from day one.

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.

Gastroenterology

Multi-provider and multi-location operations create continuity risk when deadlines, training evidence, and corrective actions are not visible in one system.

Orthodontics

High staff volume and multi-location workflows can make training, acknowledgements, and evidence retrieval difficult even when daily operations appear controlled.

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.

Check Location Readiness

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