Free resources
Checklists, guides, and reference materials drawn from 500+ lab engagements. Use them to assess your current compliance posture, prepare for an inspection, or build your quality management program.
Looking for something specific?
If you need a resource that isn't listed here — a checklist for a specific test category, a template for a particular SOP type, or a reference for an unusual compliance question — reach out and we'll point you in the right direction.
Getting the most from these resources
Every resource here is drawn from real engagement work. They reflect what we've seen across 500+ labs — but no checklist can account for your lab's specific test menu, personnel structure, or inspection history.
Talk to a consultantRun through the pre-inspection checklist before you engage a consultant. The items you can't confidently check off are the ones that need attention. This gives you a head start and helps us scope an engagement more precisely.
If you're new to CAP or CLIA, the guides give you the conceptual foundation you need before diving into checklists and SOPs. Understanding why a requirement exists makes it much easier to implement it correctly.
The reference documents are designed for quick lookup — personnel qualification tables, deficiency definitions, PT enrollment requirements. Bookmark the ones relevant to your lab type and test complexity level.
That's the right time to call us. The free consultation is designed exactly for this — you've done some reading, you know what you don't know, and you want a direct answer from someone who's seen your situation before.
Ready to go further?
The free assessment call takes 30 minutes and gives you a clear picture of where your lab stands — no obligation, no sales pitch.