Set up your organization

Below is a step-by-step guide to setting up your organization on Stampwell. Setup takes under three minutes, and the video walks through the same steps on screen. However, for those who prefer to read, we have created this step by step guide for you.

1. Start my organization

Click Start my organization. The start page works for any organization: a private practice, a dental office, a university, a hospital.

2. I'm the admin

Choose I'm the admin. The admin runs the compliance program for the organization. Organization admins do things like assign training, download certificates, send policies out for signature, and appoint officers. If someone else runs compliance where you work, send them this page.

3. Organization type

Next, select your organization type. The options include private practice, dental, hospital, behavioral health, chiropractic, university, and more. Choose the one that describes your organization and confirm it.

4. Admin account

Enter your email and verify it. Next, choose your password and your account is ready to go.

5. Name your organization

Enter your organization's name. Because compliance is a legal matter, we recommend using your legal business name, or as close to it as possible.

6. Location

Enter your organization's location. If you have multiple locations, you can enter those as well. We recommend being as accurate as possible, because compliance is not only a federal requirement; there are state and local requirements too. The more accurately we know where you operate, the better we can support your compliance.

7. Choose your first program

Last step. Choose HIPAA as your first program and confirm. Stampwell then builds your HIPAA program for you, which includes the training, the exam, the certificates, and the policy templates.

That completes setup. Your program is built and ready to be assigned to your team. To assign it, add your team members, and the HIPAA training is assigned to each person automatically. The Add your team guide walks through adding team members.