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Name ⌄ Modified ⓘ ⌄ Modified By ⌄ Approval status ⌄ Doc Code ⌄ Document Owner ⌄ Review Frequency ⌄ Audience ⌄ Confidentiality ⌄ Compliance Tag ⌄
Patient Services
Patient facing materials, packets, education, scheduling, and billing documents
Today Sergio Alba Approved LIB Front Office Lead Quarterly Patient Facing General HIPAA
W FRM-PTS-New-Patient-Registration-Packet-v3.0.docx
2 days ago Sergio Alba Approved FRM Front Office Lead Annual Patient Facing General HIPAA
P POL-PTS-Patient-Financial-Policy-v2.0.pdf
1 week ago Sergio Alba Approved POL Billing Lead Annual Patient Facing General HIPAA
W TPL-PTS-Scheduling-Script-New-Patient-v2.2.docx
3 days ago Sergio Alba In review TPL Front Office Lead Quarterly Internal Only Internal None
Clinical Operations
Clinical SOPs, treatment standards, provider workflows, and care team documents
Today Sergio Alba Approved LIB Clinical Director Quarterly Clinical Team Internal Only HIPAA
W SOP-CLN-Initial-Evaluation-Workflow-v1.2.docx
6 days ago Sergio Alba Approved SOP Clinical Director Annual Clinical Team Internal Only HIPAA
W TPL-CLN-Treatment-Plan-Note-Template-v2.1.docx
4 days ago Sergio Alba Approved TPL Clinical Director Annual Clinical Team Internal Only HIPAA
Business & Finance
Budgets, vendor contracts, payer documents, reporting, facilities, and equipment
Today Sergio Alba Restricted LIB Leadership Monthly Leadership Only Restricted None
X RPT-FIN-Monthly-PandL-Summary-April-2026-v1.0.xlsx
5 days ago Sergio Alba Restricted RPT Finance Admin Monthly Leadership Only Restricted None
X FRM-FIN-Equipment-Inventory-Log-v2.0.xlsx
2 weeks ago Sergio Alba Approved FRM Operations Quarterly Internal Only Restricted OSHA
Human Resources
Onboarding, personnel files, handbooks, performance, recruiting, and offboarding
Today Sergio Alba Restricted LIB HR Lead Annual HR Team Highly Restricted None
W POL-HR-Employee-Handbook-v3.1.docx
3 weeks ago Sergio Alba Approved POL HR Lead Annual Internal Only Restricted None
W TPL-HR-Performance-Review-Template-v2.2.docx
1 month ago Sergio Alba Approved TPL HR Lead Annual HR Team Restricted None
Marketing & Communications
Brand assets, campaigns, social media, website copy, email templates, and press materials
Today Sergio Alba Leadership approval LIB Marketing Lead Monthly Public Department None
P AST-MKT-Axon-Logo-Library-v1.0.png
2 weeks ago Sergio Alba Approved AST Marketing Lead As needed Public General None
W MKT-MKT-Website-Copy-Master-v2.3.docx
5 days ago Sergio Alba Approved MKT Marketing Lead Quarterly Public Department None
Practice Standards
Practice wide SOPs, policies, compliance records, licensing, and regulatory documents
Today Sergio Alba Approved LIB Leadership Annual All Staff Internal Only HIPAA
W POL-STD-HIPAA-Privacy-Policy-v3.0.docx
1 month ago Sergio Alba Approved POL Compliance Lead Annual All Staff Internal Only HIPAA
P FRM-STD-Incident-Report-Form-v2.4.pdf
2 months ago Sergio Alba Approved FRM Compliance Lead Annual All Staff Internal Only HIPAA
Staff Hub
Templates, training resources, meeting notes, agendas, and archive
Today Sergio Alba Approved LIB Operations Quarterly All Staff General None
W MTG-STF-Leadership-Meeting-Notes-2026-05-13-v1.0.docx
1 week ago Sergio Alba Approved MTG Operations Monthly Leadership Internal Only None
W TPL-STF-Internal-Email-Template-Library-v1.8.docx
3 weeks ago Sergio Alba Approved TPL Operations Quarterly All Staff General None
Metadata columns are intentionally shown beside approval status because that is where leadership will naturally evaluate governance. The folder name shows structure, while the adjacent columns show ownership, document type, review cadence, audience, confidentiality, and compliance sensitivity.