What is a minimum viable ongoing service requirement?

Can we distill the process into it’s most elemental parts?

What is our Base Code for Annual Service?

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This Base Code is the minimum standard for serving an onboarded client each year. It’s a legal and ethical obligation, not permission to do the minimum. Still, keep it simple, document everything, and do what’s best for your client.

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annual service objective

once‑per‑year documented review that:

• re‑validates the client’s facts, feelings, objectives, and constraints
• confirms the IPS/plan is still appropriate given the new insights
• executes and tracks action items
• produces compliant records