--- title: Organization Profile description: 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. --- [Skip to content](https://knowledge.compliancygroup.com/home/org-profile-o#main-content) English - United States Show submenu for translations [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new?hsLang=en-us) [Go To Customer Portal](https://help.compliancygroup.com/home?hsLang=en-us) ![Compliancy Group](https://knowledge.compliancygroup.com/hs-fs/hubfs/Landing%20Page%20Content/logos/logo-rgb.png?width=3432&height=613&name=logo-rgb.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new) - [Go To Customer Portal](https://help.compliancygroup.com/home) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.compliancygroup.com/home?hsLang=en-us) 2. [The Guard Support](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us) 3. [Settings](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#settings) # Organization Profile 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. ![Screenshot 2026-05-18 at 10.13.03 AM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-05-18%20at%2010.13.03%20AM.png?width=639&height=418&name=Screenshot%202026-05-18%20at%2010.13.03%20AM.png) 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** [**Profile Information**](https://knowledge.compliancygroup.com/home/org-profile-o#PI) [**Compliance Posture**](https://knowledge.compliancygroup.com/home/org-profile-o#CP) [**Scale & Operations**](https://knowledge.compliancygroup.com/home/org-profile-o#SO) [**Systems in Use**](https://knowledge.compliancygroup.com/home/org-profile-o#SIU) [**Compliance Priorities**](https://knowledge.compliancygroup.com/home/org-profile-o#CPrior) #### Profile Information The first section captures basic details about your organization.  ![Screenshot 2026-05-18 at 10.12.20 AM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-05-18%20at%2010.12.20%20AM.png?width=670&height=482&name=Screenshot%202026-05-18%20at%2010.12.20%20AM.png) - **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. **![Screenshot 2026-05-18 at 10.31.11 AM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-05-18%20at%2010.31.11%20AM.png?width=670&height=99&name=Screenshot%202026-05-18%20at%2010.31.11%20AM.png)** - **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. ![Screenshot 2026-05-18 at 10.29.37 AM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-05-18%20at%2010.29.37%20AM.png?width=670&height=722&name=Screenshot%202026-05-18%20at%2010.29.37%20AM.png) **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 - Clinical Research - 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. - [Getting started](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#main-content) - [Onboarding](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#onboarding) - [Product Overviews](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#product-overviews) - [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#main-content) - [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies) - [Settings Module](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#settings-module) - [3rd Party Risk](https://knowledge.compliancygroup.com/home/3rd-party-risk?hsLang=en-us) - [Incident Management](https://knowledge.compliancygroup.com/home/incident-management?hsLang=en-us) - [Risks & Assessments](https://knowledge.compliancygroup.com/home/risks-assessments?hsLang=en-us) - [Healthcare Compliance](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#main-content) - [Privacy](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#privacy) - [Data Security](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#data-security) - [OSHA Workplace Safety](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#osha-workplace-safety) - [Clinical & Quality](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#clinical-quality) - [State Requirements](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#state-requirements) - [Fraud, Waste & Abuse](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#fraud-waste-abuse) - [Compliance Operations](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#compliance-operations) - [Legacy Guard Features](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#main-content) - [Admin - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#admin-legacy) - [Assets - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#assets-legacy) - [Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#documents-legacy) - [Incidents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#incidents-legacy) - [My Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-documents-legacy) - [My Tasks - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-tasks-legacy) - [People - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#people-legacy) - [Programs - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#programs-legacy) - [Reports - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#reports-legacy) - [The Dashboard - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#the-dashboard-legacy) - [Training - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#training-legacy) - [Vendors - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#vendors-legacy) - [Account & Billing](https://knowledge.compliancygroup.com/home/account-billing?hsLang=en-us) - [The Guard Support](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#main-content) - [P&P Drafts](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#pp-drafts) - [Settings](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#settings) Contact Us - [support@compliancygroup.com](mailto:support@compliancygroup.com) Copyright © 2025, Compliancy Group LLC Cookie Settings