Resources: Support Guides, Office Forms, Helpful Links

Accounting


CMAP Master Chart of Accounts - May 2025

LOC Draw Request Template111

Sample A FTE Report

Sample B FTE Report

Sample C FTE Report

Board Meetings


Agenda Template Operating Board Meeting.docx

Board Meeting Minutes - Fillable

Practice Disclosure - Fillable

General


CMAP Requirement Reference Guide

Payor Relations


Payor Information Sheet - June 2024

Security Audit Samples


2024 CMH CMAP Safe Harbor Notice 401(k) Profit Sharing Plan

Basics of Telehealth

Breach Notification Process

Breach Notification Process Diagram(numbered).pdf

Definition - PCI ISS Overview

DRAFT Breach Notification Policy - Wildwood Pediatrics

Guidance for PCI DSS Training (20241104)

HIPAA Sanctions Policy Sample protected

Information Blocking Considerations (20230914)

Password Policy Template.doc

SAMPLE - Announcement Memo.docx

SAMPLE - Audit Strategy.doc

SAMPLE - Breach Notification Letter.docx

SAMPLE - Clinic Records Retention Schedule (20241007)

SAMPLE - Clinic Telemedicine Policy

SAMPLE - Confidentiality Agreement (20220428)

SAMPLE - Considerations for Background Checks (20221223)

SAMPLE - Contingency Plan Template (20160818)

SAMPLE - Credit Card Handling Policy (20171207)

SAMPLE - Credit Card Handling Policy (20220930)

SAMPLE - Definition of Confidential Information (20220620)

SAMPLE - Incident and Breach Report Form (20160818)

SAMPLE - Incident and Breach Report Form (20240319)

SAMPLE - Incident Report Log (20160818)

SAMPLE - Incident Report Log (20241104)

SAMPLE - Incident Report Log (20241104)

SAMPLE - Ongoing Privacy Officer Tasks

SAMPLE - Ongoing Security Officer Tasks

SAMPLE - PCI Annual Awareness Training (20160818)

SAMPLE - Periodic Awareness Reminders (20230330)

SAMPLE - Periodic Security Reminders (20160818)

SAMPLE - Records Retention Schedule.docx

SAMPLE - Sanction Policy (20190805)

SAMPLE - Sanctions Table

SAMPLE - Tabletop Exercise Report

SAMPLE - Terms of Use Agreement for Mobile Devices (20171207)

SAMPLE - Walkthrough Checklist (20240419)

Sanction Guidelines for Privacy and Security Violations

Template - Security Incident Log

TEMPLATE Policy & Procedure document

Vendors and Risk Categorization

Workstation Use and Security Template