What a delivered Readiness Package actually contains.
This is the record a practice can hand to an insurer, payer, attorney, buyer, lender, or regulator without searching for anything. Every item is current, dated, and assigned — and every item sits in one of three evidence states.
Demonstration data — a fictional demo practice, not a client record
Practice: Riverside Primary Care (demo)1 location · 7 workforce membersPrepared: current as of the date shown
Proven — current evidence producedClaimed but unverifiedAction required
Evidence-state dashboard
Demo data
Every tracked control in one view — the state of the record, not a score.
11
Proven
4
Claimed but unverified
7
Action required
Workforce screening record summary
Demo data
Who was checked, when, and against which sources — a dated record, not an assumption.
6 of 6 active workforce members screenedFederal OIG LEIE + GSA SAM exclusions + Texas HHSC exclusion list · dated certificate on fileProven
Screening sources and check dates identified for every personMonthly cycle · next check scheduled and ownedProven
5 potential name matches flagged and under reviewEach match documented with resolution ownerAction required
Training completion evidence
Demo data
Completion evidence per person, per requirement — with the outstanding items named, owned, and dated rather than undiscovered.
5 of 7 workforce members fully currentCompletion certificates on file, datedProven
HIPAA annual refresher — 3 staff overdueOwner assigned · due date set · follow-up scheduledAction required
Bloodborne pathogens training — 2 clinical staff overdueOwner assigned · due date setAction required
License, certification & CE evidence
Demo data
Every license, DEA registration, certification, and CE requirement per person — renewal dates tracked, certificates chased and filed, evidence current.
Dr. Jane Smith — state medical licenseCertificate on file · renewed November · expires October 2027Proven
Dr. Mark Lee — DEA registrationCurrent by attestation · certificate requested, not yet filedClaimed but unverified
Ashley Brooks, RN — CPR/BLSRenews in August · inside the 60-day reminder window · renewal scheduledClaimed but unverified
Carlos Rivera, MA — CPR/BLS expired (May)Renewal course scheduled · owner assigned · evidence slot openAction required
Controlling policy versions
Demo data
The version that governs today — identified, dated, and distinguishable from every draft that came before it.
5 required policies documented with controlling versions identifiedVersion history retained · acknowledgements trackedProven
Answering service — no agreement on fileIdentified in inventory review · agreement drafted and out for signatureAction required
Deadline map
Demo data
The next 90 days of obligations — each with an owner and an escalation path, so nothing depends on one person’s memory.
Vendor agreement renewal — due in 18 daysOwner assigned · reminder + escalation scheduledOwned & scheduled
Monthly exclusion screening cycle — due in 9 daysRuns automatically · certificate filed on completionOwned & scheduled
Training completion follow-ups — due in 21 daysPer-person deadlines · owner assignedOwned & scheduled
Policy annual reviews — due in 45 daysReview owner assignedOwned & scheduled
A gap-honest record like this one is the point: the open items are documented, owned, and dated — not discovered under a deadline.
Continuity findings
Demo data
What depended on one person — and what was converted into a record the practice owns.
Deadline tracking previously lived in the office manager’s personal calendarMigrated to the practice-owned deadline map · owners assignedResolved
Vendor renewal timing was handled from memoryNow in the agreement register with renewal dates and escalationResolved
Screening-cycle ownership had no named backupBackup owner assigned · process documentedIn progress
Management summary
Demo data
Riverside Primary Care’s operating record is current and producible across screening and deadline controls. Training completion, one staff certification renewal, and two vendor agreements require action; each open item is documented with a named owner and a due date. License and CE evidence is tracked per person, with two certificates pending filing. Continuity risk has been reduced from three single-person dependencies to one, which remains in progress. The record supports same-day production of an evidence package for any outside request.
Evidence index
Demo data
Every document in the package, dated — the index a reviewer sees first. Use Print / Save as PDF to keep this sample.
Exclusion-screening certificates (federal + state)Monthly series · latest dated June 22On file
Training completion certificates, per person5 current · 2 in follow-upPartial
License, DEA, and CPR certificates, per person1 filed · 2 requested · 1 renewal in progressPartial
Policy register with controlling versions5 documents · version history retainedOn file
Business-associate agreement register4 executed · 2 open items documentedOn file
Corrective-action log1 open · closure criteria documentedOn file
Your practice may already be able to produce a record like this. The Readiness Proof Test tells you in 5–10 minutes — and when the evidence is current, we say so.
All names, dates, counts, and statuses on this page are demonstration data describing a fictional demo practice (“Riverside Primary Care”). No client information is shown. A delivered Readiness Package reflects your practice’s actual documented record and is not a certification, guarantee, or legal determination of compliance.