Navigating Operational Site Visits: A Practical Guide for Health Center Leaders
HRSA Operational Site Visits (OSVs) are critical moments for health centers to demonstrate compliance with federal requirements and showcase the effectiveness of their systems. This session is designed to prepare new and experienced health center leaders—including CEOs, CFOs, COOs, Compliance Officers, Quality Directors, and CMOs—for a successful OSV experience.
The session will focus on demystifying the OSV process, providing actionable strategies to ensure your organization is audit-ready, and identifying opportunities to strengthen your compliance systems. Attendees will gain a deeper understanding of the key components assessed during an OSV, including governance, finance, clinical operations, and quality improvement. A central focus of the session will be on the role of CHC boards in ensuring a successful OSV.
Special attention will be given to creating a culture of compliance and accountability, aligning operational goals with federal standards, and leveraging the OSV as a springboard for ongoing organizational improvement. Whether you are new to health center leadership or seeking to refine your compliance strategies, this session will equip you with the tools and confidence to excel in the OSV process and beyond.
Learning Objectives:
1. Understand the core elements of an Operational Site Visit and their significance to health center operations.
2. Develop practical strategies for preparing your team and documentation for a successful OSV.
3. Identify opportunities to enhance compliance systems and integrate them into day-to-day operations.
4. Foster a proactive, compliance-driven culture within your organization.
5. Ensure your board members understand their role in health center compliance to support a successful OSV.
The standard registration fee is $350 per attendee. Group discounts for 5+ attendees are available, however, for Mass League members. Please email legalcompliance@massleague.org to obtain discount codes or with any questions.
Upcoming Events
Missed a live HCCA session? Reach out to legalcompliance@massleague.org to purchase past session recordings, slides, and supplemental materials ($175 each). Past sessions include a walkthrough of BORIM’s Patient Care Assessment requirements and guidance on lobbying for nonprofits.
- Bylaws
- Required language/approvals for compliance with Massachusetts corporation laws, the Health Center Compliance Manual, and IRS recommendations
- Board composition requirements
- Required duties of the health center board
- Meetings: frequency, presiding officer, Robert’s Rules
- Committees
- Board compliance policies
- Indemnification policy consistent with federal and state law for nonprofit officers, directors, volunteers, and employees
- Policies
- Credentialing and privileging (Employee Handbook)
- Clinical staffing (Employee Handbook)
- Quality improvement and quality assurance policy/procedures
- Financial management and accounting procedures
- Billing and collections: inability to pay
- Sliding fee discount
- Procurement
- Conflict of interest
- Independent contractors
- Risk management
- Legislative mandates
- Required employment policies under federal and state law and best practices
- Non-discrimination
- Anti-harassment
- Conflicts of Interest
- Accommodations
- Hiring
- Approvals
- References
- Benefits
- Vacation
- Sick
- PFML/FMLA
- LTD
- Health/dental/vision/FSA
- Retirement/403b
- Business attire
- Time and attendance
- Remote work
- Confidentiality
- Security procedures
- Data security and HIPAA
- Moonlighting
- Political activities
- Performance management
- Discipline
- Termination
- Written information security program
- Complaints
- Whistleblower protection
Pricing is as follows for members:
- 1-4 people from one CHC: $350 each
- 5-9 people from one CHC: $275 each ($75 discount)
- 10+ people from one CHC: $200 each ($150 discount)
To obtain discount codes or for any registration help, please contact Jack Broderick by sending an email to legalcompliance@massleague.org with “Health Center Compliance Academy Registration – [CHC Name]” as the subject. (Please insert the name of the CHC where the bracketed text is.)
Please note: Member registrations are completed through our Member Portal, which only accepts credit cards. If you do not have an account in our Member Portal, please create one at my.massleague.org. If you need to be added to the Member Portal or you wish to pay by check instead of credit card, please send an email to Jack Broderick (legalcompliance@massleague.org) with the followinging information:
- Full name
- Organization
- Organization address
- Email address
- Job title
- Phone number
Non-members should also contact Jack for registration assistance.
For any questions, please contact us at legalcompliance@massleague.org
