Staff Compliance Training
Delivered by Email

Agent assigns training

When a new staff member is added or annual training is due, the agent sends the first module via email.

Staff completes module

Each module is self-paced — read the content, then take a short quiz. All via email, no login required.

Agent tracks progress

Completion status is tracked automatically. The agent sends reminders for incomplete modules.

Certificate issued

On completion, a PDF certificate is generated with the staff member's name, date, and attestation hash.

Patient rights, use and disclosure rules, minimum necessary standard, Notice of Privacy Practices requirements

Administrative, physical, and technical safeguards. What the Security Rule actually requires and why it matters

How to identify a breach, who to notify, HHS reporting timelines, state notification laws, documentation requirements

Phishing emails, pretexting phone calls, tailgating, baiting attacks. How staff members are the primary attack vector

BYOD policies, encryption requirements, remote wipe, screen lock, secure messaging for patient communications

Strong password creation, multi-factor authentication, shared credential risks, access termination procedures