Sidebar COMPLIANCEIQ Powered by Lotus AI™

Managed Compliance Infrastructure for Growing Healthcare Companies.

Sidebar COMPLIANCEIQ™ is our Compliance Management-as-a-Service platform that combines secure software infrastructure, AI-powered intelligence, and expert legal oversight to help healthcare organizations design, operate, and continuously improve effective compliance programs.

A Single Compliance Operating System
Track and Manage Compliance Risks
Perform Enterprise Wide Risk Assessments
Build Actionable Compliance Reports
Obtain AI-Powered Insights Across Organization

Built for Real Compliance Operations

Every feature designed to help healthcare organizations implement practical, defensible compliance programs — not just ones that exist on paper.

Policy Management & Version Control

Centralize and manage your organization's policies and procedures in a secure, searchable environment with full version control and audit trails that demonstrate program maturity to regulators and auditors.

Risk Assessments, Work Plans & Audit Tools

Conduct structured compliance risk assessments and develop targeted work plans modeled on HHS OIG guidance and Federal Sentencing Guidelines — translating assessments into actionable plans with tracked remediation.

Compliance Issue Tracking & Incident Response

Document and resolve compliance concerns through a centralized issue management system — tracking incidents, investigations, risk assessments, remediation plans, and corrective actions in one auditable record.

AI-Powered Risk Intelligence

Lotus AI™ continuously analyzes activity across your compliance program to identify patterns, surface emerging risk areas, and highlight gaps between policy requirements and operational practices — before they escalate.

AI-Driven Policy Alignment

Lotus AI™ connects operational activity with company policies, generating actionable alerts when workflows or decisions appear misaligned with internal policies or compliance standards — keeping adherence active, not reactive.

Automated Board & Committee Reporting

ComplianceIQ allows users to generate Board-ready compliance reports — including risk trend summaries, incident reporting trends, audit outcomes, remediation progress, and key program metrics.

Compliance Hotline & Reporting Tools

Integrated hotline and issue reporting tools allow employees and contractors to raise concerns safely and confidentially — automatically routing all reports into the platform's investigation and issue management workflows.

Compliance Committee Management

Manage compliance committee operations directly in the platform — with automated generation of meeting agendas, issue summaries, program updates, and discussion materials, fully documented for governance defensibility.

Automated Exclusion Screening

Automated screening against federal and state exclusion databases ensures employees, contractors, and vendors are not subject to federal healthcare program exclusions — with results documented and retained within the platform.

Compliance Training Management

Assign, track, and document compliance training across your organization — managing training curricula, completion records, and attestations for employees and contractors. Lotus AI™ surfaces training gaps and flags workforce members who are overdue, ensuring your training program remains current, documented, and audit-ready.

Lawyer-Managed Oversight

Unlike software-only tools, Sidebar ComplianceIQ is backed by healthcare regulatory attorneys who provide interpretation, guidance, and support for complex compliance issues alongside the platform.

Introducing Ask Lotus™ for Compliance

Instant, actionable insight across your entire compliance program — just ask in plain language.

Ask Lotus™

Your compliance program, answered instantly.

Ask Lotus™ lets you query your entire compliance program in plain language — surfacing risks, tracking open issues, and connecting operational activity to policy requirements in seconds.

"What compliance issues have been opened in the last 30 days and what is their current status?"

"Which policies are due for annual review and haven't been updated?"

"Are there recurring issues or patterns that suggest a systemic risk area?"

"Which work plan items are behind schedule or have unresolved remediation steps?"

"Which employees or contractors are pending exclusion screening renewal?"

Powerful AI + Legal and Compliance Expertise

Most compliance tools are software only. Sidebar ComplianceIQ™ is different — it combines enterprise-grade compliance infrastructure with ongoing legal oversight from healthcare regulatory attorneys.

For healthcare organizations, this combination is critical. Compliance failures don't just create regulatory risk — they can disrupt operations, trigger investigations, and undermine investor and Board confidence.

  • A single integrated compliance platform
  • AI that identifies risk before it escalates
  • Lawyer-managed oversight and regulatory support
  • Auditable records that demonstrate regulatory defensibility

Lawyer-Managed Platform

Healthcare regulatory attorneys provide oversight, interpretation, and guidance — not just software.

Lotus AI™ Intelligence

AI continuously surfaces emerging risks, policy gaps, and recurring issues across your program.

Board-Ready Reporting

Automated compliance reports give leadership the visibility they need to demonstrate active governance oversight.

Regulatory Defensibility

Every action, policy update, and issue resolution is documented in an auditable record regulators and auditors can trust.

Designed for Growing Healthcare Organizations

As organizations grow, compliance complexity scales with them. ComplianceIQ provides the infrastructure to scale your compliance program with confidence.

01

Digital Health Platforms

Navigate the rapidly evolving compliance landscape for technology-enabled healthcare services.

02

Telehealth Providers

Manage multi-state compliance obligations with a program that matches the pace of virtual care growth.

03

Physician Groups & MSO Structures

Support layered corporate structures with compliance infrastructure that spans every affiliated entity.

04

Specialty Clinics

Maintain defensible compliance programs across high-scrutiny, high-reimbursement service lines.

05

PE-Backed Healthcare Platforms

Build compliance infrastructure that holds up to investor diligence, audits, and M&A transactions.

06

Healthcare Technology Companies

Implement scalable, practical compliance programs as your organization enters regulated markets and grows.

Pricing

Choose Your Plan

Managed Compliance Infrastructure for Growing Healthcare Companies.

Essentials

Base packages starting at
$5,000 /mo

Essential compliance program management tools.

Compliance dashboard
Policy management and version control
Basic risk assessment tools
Compliance issue tracking
Compliance training management
Exclusion screening
Compliance hotline and reporting
In-app messaging
Audit trails
Basic export features
Lawyer oversight

Growth

Base packages starting at
$7,500 /mo

Expanded AI and support tools for growing companies.

Ask Lotus™ - our AI-powered tool allows you to obtain insights across your entire compliance program
AI-driven policy alignment alerts
Enhanced risk assessment tools powered by AI
Work plan and audit tools
Compliance committee management and automated agendas
Compliance dashboard
Policy management and version control
Enhanced compliance issue tracking and corrective action plan tools
Compliance training management
Exclusion screening
Compliance hotline and reporting
In-app messaging
Audit trails
Enhanced export features
Lawyer oversight

Premium

Base packages starting at
$10,000 /mo

Advanced AI capabilities with expert regulatory and compliance guidance and deal support for transaction-ready organizations.

Ask Lotus™ - our AI-powered tool allows you to obtain insights across your entire compliance program
AI-powered risk intelligence (advanced pattern detection)
Incident response support (up to 10 hours per month)
Compliance diligence support for financing and other transactions (up to 10 hours per month)
Audit and investigation support (up to 10 hours per month)
AI-driven policy alignment alerts
Advanced risk assessment tools powered by AI
Advanced work plan and audit tools
Compliance committee management and automated agendas
Compliance dashboard
Policy management and version control
Advanced compliance issue tracking and corrective action plan tools
Compliance training management
Exclusion screening
Compliance hotline and reporting
In-app messaging
Audit trails
Advanced export features
Lawyer oversight

Ready to Make Your Compliance Program Work For You?

Sidebar ComplianceIQ™ provides you with the infrastructure, intelligence, and legal oversight needed to run a modern compliance program.

Sidebar ComplianceIQ™  ·  Powered by Lotus AI™