How Clario Works
Three regulations. One afternoon to set up. Continuous monitoring after that. Here's the whole picture.
Step one
Practice onboarding — 10 minutes
Tell Clario about your practice: specialty, state, staff count, and which vendors you use (EHR, billing, lab, etc.). That's it. No forms to upload. No lengthy questionnaire.
Clario uses your profile to pull the exact regulatory rules that apply to you — not a generic checklist, but your checklist for your practice type in your state.
- → Practice type maps to OSHA standards
- → State determines health dept requirements
- → Staff count affects HIPAA Security threshold rules
- → Vendor list pre-populates your BAA tracker
Practice Setup
Your Compliance Baseline — Generated in seconds
5 gaps need attention — prioritized by risk level
Step two
Your compliance baseline — instantly
Within seconds, Clario produces your complete compliance picture across all three regulations. Every gap is prioritized by risk level, not alphabetical order.
The gaps are framed as actionable tasks — not vague "risks." Each one has a citation to the specific regulation, a plain-English explanation of why it matters, and a step-by-step fix.
Step three
Work through your queue — at your pace
Compliance work happens in your queue. Assign tasks to staff. Generate required documents in one click — Exposure Control Plans, HIPAA Risk Assessments, sanitation logs, all pre-filled for your practice.
Each completed item is dated, logged, and exportable. If OCR or OSHA ever shows up, you hand them your Clario audit report.
Everything is documented.
Every fix, every training, every review. Your audit trail builds automatically — no manual logging.
Compliance Queue
Complete HIPAA Risk Assessment
HIPAA §164.308(a)(1)
Assign bloodborne training: Sarah M.
OSHA 1910.1030
Update Hazard Communication plan
OSHA 1910.1200
Review BAA with Dentrix (renewal)
HIPAA §164.308(b)
Continuous monitoring — always on
Regulation update detected
Arizona Dept of Health updated dental sterilization documentation requirements (effective Jan 1, 2027). Your profile has been re-scanned. No changes required.
2 hours ago
Training reminder sent
Annual HIPAA Privacy training reminder sent to 8 staff members. 6 of 8 completed. 2 outstanding.
Yesterday
BAA renewed automatically
Dentrix BAA renewed and logged before expiration. No action required.
3 days ago
Step four
Runs itself after that
Clario monitors regulations continuously. When OSHA updates a standard or your state health department adds a new requirement, Clario rescans your profile and tells you if anything changed.
Staff training reminders go out automatically. BAA expiration alerts fire 90 days early. You see a live compliance score every time you log in.
Most practices spend less than 30 minutes per month in Clario once they're current. It's background compliance — not a second job.
Every required document — generated, not purchased.
Attorney-reviewed templates, pre-filled for your practice. Not generic PDFs you found on the internet.
HIPAA Risk Assessment
GeneratedHIPAA §164.308(a)(1)
Exposure Control Plan
GeneratedOSHA 1910.1030
Business Associate Agreement
TemplateHIPAA §164.308(b)
Notice of Privacy Practices
GeneratedHIPAA §164.520
Hazard Communication Program
GeneratedOSHA 1910.1200
Employee Training Log
Auto-filledHIPAA + OSHA
Sanitation & Sterilization Log
TemplateState Health Dept
Security Incident Log
Auto-filledHIPAA §164.308(a)(6)
Staff Acknowledgment Forms
GeneratedHIPAA + OSHA
Ready to see your baseline?
Takes 10 minutes to set up. Most practices find 3–5 gaps in their first scan.
Start Free — 14 Days