Product tour. Sample data for a fictional 14-person billing company — including its overdue items, because that is what a real dashboard looks like. Start your own.

Compliance overview

Where Ridgeline Medical Billing stands today, and what needs attention this week.

72

Readiness score 72 out of 100.

Needs attention

+14 since your first assessment

Your readiness score reflects controls you have answered and evidenced. It is our measure, not a regulatory grade.

Administrative safeguards17/24
Physical safeguards7/8
Technical safeguards9/16
Organizational safeguards5/6

Open tasks

6

1 overdue

Training complete

3/6

1 overdue

Agreements needing action

3

Review register

Open incidents

1

Clock running

Needs you this week

Overdue first, then by due date.

All tasks →

  • Countersign BAA with Northbay Clearing

    4 days overdueMarcus Bell

  • Deactivate account for departed staff member

    Due in 2 daysDana WhitfieldFound by automated check

  • Fix: Multi-factor authentication registered

    Due in 6 daysDana WhitfieldFound by automated check

  • Document sanction policy for privacy violations

    Due in 17 daysPriya Raman

  • Encrypt backups held at the Denver office

    Due in 24 daysMarcus Bell

Verified checks

Read-only results from your connected systems.

Ran Jul 29, 2026, 6:15 AM UTC

  • Multi-factor authentication registered

    3 of 14 accounts have no MFA method registered.

    Failing

  • No stale enabled accounts

    1 enabled account inactive 90+ days.

    Failing

  • No external auto-forwarding rules

    No external auto-forwarding rules across 14 mailboxes.

    Verified

  • Global administrator count in bounds

    Only 1 Global Administrator — a single departure strands the tenant.

    Review

  • Baseline identity protection on

    Security defaults are enabled.

    Verified

Failing checks have already been raised as tasks. Fix the setting, then re-run — the passing result becomes dated evidence in your packet.

Trust Packet

The dated evidence pack you send when a client asks.

Generate

Last generated July 22, 2026. Since then you have closed one task and two staff completed training, so a fresh packet will show more than the copy you last sent.