For California Medical Practices

Behind on compliance?
We'll get you current.

Know what's done, what's due, and what's missing.
Compliance Keeper tracks your California training requirements — the ones you run with us and the ones you already run elsewhere — and keeps audit-ready records in one dashboard.

Illustrative example. Evergreen Psychiatry is a fictional practice; names, scores, and certificate numbers are sample data.
One home for your compliance records

Compliance done well is
compliance you don't have to think about.

California healthcare compliance requires more than just completed trainings. Starting January 2026, SB 513 requires five specific elements on every training record in your personnel files.

The penalties are real (Cal/OSHA up to $162,851, HIPAA up to $73,011 per violation, CMIA up to $250,000 for willful disclosure) but that's not the daily problem. The daily problem is keeping records current across staff turnover, annual renewals, signed acknowledgments, and inspection-ready documentation.

Compliance Keeper puts it all in one place, keeps it current, and gives you records that hold up under scrutiny.

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Records that stay current across staff turnover, annual renewals, and role changes.

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Signed acknowledgments captured and stored — no more chasing paper.

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Documentation ready when Cal/OSHA, the Labor Commissioner, or a licensing board asks.

See Compliance Keeper →
HIPAA Violation
Up to $73K
per violation, standard tier
Cal/OSHA Fine
$25K
per serious violation
CMIA Penalties
Up to $250K
per willful violation, California-specific
SB 513 (NEW 2026)
5 elements
required on every training record in California personnel files, effective 1/1/2026
Get Compliance Keeper
$799 a year — or $79 a month.
Every Compliance Keeper certificate captures all five SB 513 elements by default.

How it works

Compliant in three easy steps.

No IT setup. No onboarding call. Just your team, the right trainings, and a dashboard that keeps score.

1

Import staff

Upload a CSV or add your team one by one. Everyone lands in a single roster in minutes.

12 staff imported from roster.csv
2

Assign training

Pick California-anchored trainings — HIPAA, SB 553, FEHA, Bloodborne Pathogens and more. Staff get an email invite and finish at their own pace.

HIPAA · SB 553 · FEHA assigned to all staff
3

Track performance

See who's done, who's due, and who's overdue in one dashboard. Automated reminders chase stragglers; certificates file themselves.

92% complete

New for 2026

SB 513 changed what every training record must include.

Effective January 1, 2026. No phase-in.

California's SB 513 amended Labor Code §1198.5. Every training and education record placed in a California employee's personnel file must now include five specific elements.

Read the full essay on Legal Medicine →

1
Employee name
2
Training provider name
3
Duration AND date — both required, not either-or
4
Core competencies covered, including equipment and software skills
5
Resulting certification or qualification

Miss even one of these elements and an employee's personnel-file request that surfaces the gap can cost the practice $750 per violation, plus their attorney's fees. Check your current certificates against all five.

Every Compliance Keeper certificate captures all five.

Compliance Keeper

Compliance that's built
for California.

Not generic awareness training. Compliance Keeper anchors every module to the actual California statutes your practice is liable under — and ties them to your own policies. Each module is designed to improve your team's outcomes and protect your practice.

6
Live · 4 Coming Soon
∞
Staff seats
1
Purchase

Modular by design

Buy one training or the full suite. Each module deploys instantly to your team — no IT setup, no onboarding call required.

California law, built in

HIPAA, CMIA, FEHA, SB 553, Penal Code §11165.7, W&I §15630, Tarasoff. Not approximations — the actual statutes, anchored to real scenarios.

AI-ready from day one

Every result, quiz score, and certificate is structured as a machine-readable payload — ready for future platform integrations.

Start Compliance Keeper → Pricing
01
HIPAA + CMIA Privacy & Security
Required by law Available
Federal HIPAA + California's stricter CMIA — anchored to your practice's confidentiality policy. Covers PHI handling, breach assessment, minor consent, and authorization rules.
HIPAACMIA8-question quizCertificate
02
Workplace Violence Prevention (SB 553)
Required by law Available
California's SB 553 mandate under Labor Code §6401.9 — practice-specific violence risks, de-escalation protocols, documentation, and reporting obligations. Required annually since 7/1/2024.
SB 553Labor Code §6401.9Annual
03
Bloodborne Pathogens + Sharps Safety
Required by law Available
Cal/OSHA §5193 annual training — exposure control, sharps injury prevention, engineering controls, PPE selection, and post-exposure procedures for clinical staff.
Cal/OSHA §5193AnnualSharps Injury Log
04
Harassment & Discrimination (FEHA)
Required by law Available
California FEHA compliance — 1-hour employee / 2-hour supervisor tracks with interactive elements required by SB 1343 and 2 CCR §11024. Covers retaliation, complaint procedures, and supervisor liability.
FEHASB 1343Supervisor trackBiennial
05
Mandated Reporting — Child + Elder/Dependent Adult
Required by law Available
California's parallel mandated reporter frameworks — CANRA (children under 18) under Cal. Penal Code §§11164-11174.3 and EADACPA (elders 65+ and dependent adults 18-64) under Cal. W&I Code §§15600-15637. One training covers both, with the §11166.5(a) signed statement template for the CANRA at-hire mandate included.
§11165.7W&I §15630APS / CPS
06
IIPP + HazCom + Emergency Action
Required by law Coming Soon
Cal/OSHA §3203 IIPP baseline, HazCom §5194 chemical hazards (SDS, GHS labeling), and Emergency Action Plan §3220 — workplace safety training every CA medical clinic needs.
Cal/OSHA §3203§5194§3220
07
Medical Waste Management
Required for some practices Coming Soon
Cal. H&S Code §§117938(b) / 117967 annual training on medical waste handling, segregation, storage, and disposal — required for California practices that operate onsite medical waste treatment equipment (autoclave, incinerator, microwave).
H&S §§117938(b) / 117967AnnualCDPH
08
Tarasoff: Duty to Protect
Behavioral health specialty Available
California Tarasoff doctrine (Civil Code §43.92) — the four threat-element qualifiers under §43.92(a) and Ewing v. Goldstein, plus the §43.92(b) dual-target reasonable-efforts discharge standard. For psychotherapists under Evidence Code §1010, including licensed and supervised providers.
TarasoffDuty to protectCal. Evid. Code §1010
09
AI and Medical Practice
Best practice Coming Soon
California's AB 3030 GenAI disclosure requirements, HIPAA/CMIA BAA obligations for AI vendors, and internal AI governance. Includes a bundled CA-ready AI Policy Template — free for Compliance Keeper purchasers through Beta.
AB 3030HIPAA BAABundled template
10
Cybersecurity & Phishing Awareness
Best practice Coming Soon
HIPAA Security Rule workforce awareness — phishing recognition, password hygiene, device security, and incident response. Anchored to 45 CFR §164.308(a)(5).
HIPAA Security45 CFR §164.308(a)(5)Phishing

Compliance Keeper Plus subscribers receive every module we ship — current and ongoing — as part of their $799/year — or $79/month — subscription. Compliance Keeper Basic customers add modules à la carte at $129/year each.


Pricing

Three tiers.
From $159 / year.

Compliance Keeper Basic includes the dashboard plus 1 training module of your choice. Add more at $129/year each as your training needs grow. Compliance Keeper Plus gets you every module we ship — current and ongoing. Built for California medical, dental, behavioral health, and acupuncture practices up to 30 staff; Compliance Keeper Group applies automatically at renewal when your team grows past 30.

Compliance Keeper Basic
$159 / year
or $15 / month
$15 / month
or $159 / year — save ~20%

The compliance essentials for solo practitioners and single-admin practices.

Who it's for

Solo practitioners and small practices that need one admin managing their compliance stack.

  • 1 training module of your choice from the current catalog. Plus tier unlocks all live modules.
  • 1 admin seat
  • Admin dashboard + compliance record retention

New modules: Upgrade to Plus, or add individual modules à la carte ($129 each).

Start Compliance Keeper Basic →
Compliance Keeper Group
$1,499 / year
or $149 / month
$149 / month
or $1,499 / year — save ~20%

For larger practices and multi-location structures.

Who it's for

Practices with 4+ admins, or multi-location groups managing compliance across several sites from one place.

  • Everything in Plus
  • 4+ admin seats
  • Multi-location dashboard
  • Priority support
Talk to us →

Cancel any time on monthly plans. Annual customers get a 30-day money-back guarantee.

See pricing →

On subscription lapse: your dashboard, certificates, and training history are retained read-only — your compliance audit trail stays yours. Active training and regulatory updates resume the moment you re-subscribe. Refund + cancellation policy →

Want to start with a consultation?


The Medlytica platform

Medlytica is bigger
than compliance.

Compliance Keeper gets you compliant. Helm shows you your practice. AI workflow automation comes next. Same platform, growing stack.

Now Live
Helm
Practice analytics that stays on your network. Helm leverages your existing EHR + PMS data — hosted on hardware in your clinic — to surface booking trends, collections gaps, claim-generation delays, and clinic-goal progress. Add the local LLM to query your data in plain English.
  • → Booking trends across providers, sources, and cancellations
  • → Collections + AR aging by patient, payer, and claim status
  • → Claim generation tracked from encounter to reimbursement
  • → Local LLM add-on: plain-English queries against your practice data
Learn more about Helm →
Coming Soon
AI Practice Integration
Your practice runs on loops and patterns. That's exactly what AI is built for. Medlytica identifies those patterns and builds the automation layer so your team can focus on care.
  • → Build your practice for AI-native workflows
  • → Improve patient flow from marketing through conversion
  • → Streamline claims, collections, and expense management
  • → Patient analytics and business intelligence dashboards
A Bastide Holdings Company

Give your team
time back.

Get Compliance Keeper →