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The Org Profile tile allows you to tailor compliance guidance to your organization's specific needs. Completing the available fields helps the system better understand your compliance requirements and ensures more accurate, relevant recommendations.
To access the Org Profile, navigate to Settings and select the Org Profile tile.
Once open, you can enter details about your organization across the available fields. This information serves two purposes: it refines the system's understanding of your compliance needs, and it helps train CORA (the Guard's AI assistant) to provide guidance aligned with your organization. Entering as much detail as possible will ensure the system remains current and effective.
Table of Contents
The first section captures basic details about your organization.
- Organization Type — Select the category that best describes your organization (e.g., Healthcare Facility).
- Subtype — If applicable, select a subtype to further define your organization.
- Jurisdiction — Select the country or jurisdiction your organization operates under.
- States — Select all states in which your organization operates. Multiple selections are supported.
Compliance Posture
This section helps the system understand your organization's current approach to compliance.
- Compliance Maturity Level — Indicate where your organization currently stands in its compliance journey (e.g., Developing, Beginner, Mature)
- Risk Tolerance — Select the option that best reflects your organization's approach to compliance risk (e.g., Risk-tolerant, Risk-averse, Balanced Approach, Still Assessing).
Scale & Operations
This section captures the size and scope of your organization.
- Number of Employees — Select the range that reflects your current headcount.
- Number of Facilities / Locations — Select the range that reflects the number of sites your organization operates.
Systems in Use
This section identifies the platforms your organization uses, allowing the system to provide more relevant guidance.
- EHR System — Select your organization's electronic health record platform.
- HRIS System — Select your organization's human resources information system.
Compliance Priorities
This section allows you to identify which regulatory areas are relevant to your organization and track your current progress for each. Select all that apply, then use the status dropdown next to each item to indicate where your organization stands.
Available statuses are:
- Not Started
- Planning
- In Progress
- Implemented
Compliance areas include:
- HIPAA Privacy & Security
- Fraud, Waste, & Abuse (Stark, AKS, FCA)
- OSHA/Workplace Safety (BBP, PPE)
- Medicare/Medicaid (CMS)
- State Privacy & Security Laws
- Accreditation (Joint Commission, CARF, NCQA, etc.)
- CMS Conditions of Participation
- FDA Regulations for Devices/Drugs
- QPP (Merit-based Incentive Payment System, Advanced APM, etc.)
- Cyber Insurance Requirements
- SOC 2
- ISO 27001
- NIST CSF
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Clinical Research
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Other
Once all fields have been completed, click Save Changes to update your profile. Regularly reviewing this information to update as needed will help CORA and the system provide the most accurate and relevant compliance guidance for your organization.