SAMPLE POLICY WORK

g. Implementation Checklist

The following checklist is designed for internal use to ensure that each aspect of the Agency Identification policy is implemented effectively:

Completion Date

Verification Method

Task

Responsible Party

Verify official agency name is current Confirm headquarters and operating address Update all external communications Review and update contact information Disseminate updated information to staff Audit documentation for consistency Maintain change log for updates

Office Manager / Policy Coordinator Administrative Personnel Communications Department IT Support / Policy Coordinator

[Insert Date]

Internal Review

[Insert Date]

Database & Document Checks Website and Print Audit

[Insert Date]

Public Portal Verification

Training Department

[Insert Date]

Training Feedback

Compliance and Regulatory Affairs Quality Assurance Team

Annually

Internal Audit Report

Ongoing

Change Management Log

h. Communication and Documentation Standards To further facilitate compliance and ensure that agency identification remains consistent across all areas of operation, Simpl Care Services LLC will adhere to the following communication and documentation standards: • Standard Templates: All forms, templates, and official documents will incorporate the official agency name, the headquarters address in Heber City, TN., and the Tennessee operating address where applicable. This template standardization minimizes the risk of miscommunication. • Digital Presence: The official website (www.simplcareservices.com) will prominently display the agency identification details. Digital communications, including emails and social media posts, must also conform to these standardized details. • Printed Materials: All printed marketing materials, brochures, and business cards must feature the official agency name, addresses, and contact information as specified in this policy. The Communications Department is charged with periodic reviews to verify this information. • Record Retention: All documents reflecting the agency’s identification details must be retained in accordance with the agency’s document retention policy.