Resident records protected, field staff reached, never off at 5 p.m.
Assisted living and memory care communities, home health agencies, hospice, and residential recovery programs.
What matters here
- Resident and client records carry HIPAA obligations and family expectations.
- Staff work in the field on phones and tablets, often shared.
- Operations run around the clock with high turnover.
- Families want updates, portals and quick answers.
What we set up in the first ninety days
Each item is written in plain words and becomes part of your documentation vault and evidence file.
Records
- MFA on every records and scheduling system
- Device encryption and management for field devices
- Backups with restore tests
- Vendor access logged
Field staff
- Mobile device management for phones and tablets
- Secure messaging instead of texting
- Scheduling and documentation tools that work offline
- Fast onboarding and same-day offboarding
Facilities
- Resident and guest Wi-Fi separated from operations
- Nurse call, cameras and door control on a monitored network
- Printers and kiosks managed
- InfraGuard monitoring
Families and compliance
- Family communication and portal
- Policies and training records
- Incident response plan
- Continuity plan for storms and evacuations
Services for this industry, in order
Most start with the first three. The rest come up when the business grows or an audit does.
- CybersecurityHIPAA safeguards: MFA, encryption, logging.
- Managed ITFacility and field devices, accounts and backups.
- Help DeskA person at night and on weekends.
- Business Continuity & Hurricane ReadinessEvacuation and storm continuity plan, tested yearly.
- Compliance & Cyber Insurance ReadinessHIPAA risk analysis and evidence file.
- Training & WorkshopsStaff training that survives turnover.
Where CRM-NG fits
One record per client, vendor and asset.
A CRM-NG Cloud workspace handles the business side: the people, companies, equipment, tickets and documents everyone keeps asking for. We will tell you plainly what should never go in it, and configure it so it cannot by accident.
Questions we get
Will you sign a business associate agreement?
Yes, before we start.
Our staff use their own phones. Is that a problem?
It can be. We set up management that protects work data on personal phones without touching personal data, or we provide managed devices. We explain both options.
Do you know recovery programs specifically?
Our founder has volunteered as director of IT and security for a recovery foundation since 2018. We know the budget and the sensitivity of the records.
First call
Start with a records and devices review. We check how staff access records, where the data lives, and what an auditor would ask.