User Group Recordings

December 2025

What was covered:

• Walk-through of the administrative user experience improvement
  • Edit Columns Slide-out & Download Slide-out
  • Charts Slide-out
  • Saved Views
  • Pinning Views
• Q/A and Feedback/Feature Requests

NOTE: Past User Group meeting video links are listed below, along with the related agenda. Please note that, upon clicking the link, you'll be prompted to enter your name and email address, but will be presented with the video upon clicking the Register button. 

Additional resources related to these meetings are provided at the end of this article. 

July 2025

July 2025 Compliance Manager User Group Recording

• Recent Feature Release
• SmartLine Progress
• 2025 Roadmap, Features in Build, Updates
• UI/UX Improvements
  • Phase I - Filters & Table Improvements
  • Phase II - Saved Filters, Document/Photo Viewers, Kabob Menus, Exporter
• Global Search (AI Agent)

June 2025 

No user group meeting held

May 2025

May 2025 Compliance Manager User Group Recording

• April-May 2025 Release
• What's in Development?
• Surveys/Polls

April 2025

No user group meeting held

March 2025

March 2025 Compliance Manager User Group Recording

• 2025 Roadmap, Features in Build, Updates
• Mar & Apr 2025 Release

February 2025

February 2025 Compliance Manager User Group Recording

• Jan & Feb 2025 Release
• 2025 Roadmap, Features in Build, Updates
• HIPAA Breach Risk Assessment Design
• Polls

January 2025

No user group meeting held

December 2024

December 2024 Compliance Manager User Group Recording

• 2024-2025 Product Roadmap Updates
• Dec 2024 Release
• Polls 

November 2024

November 2024 Compliance Manager User Group Recording

• 2024 Product Roadmap Updates
• Nov 2024 Release
  • Filter Reports by Location
  • Incident Templates & Assigning Categories
  • Recurring Audits & Documents
  • Templates & Locations
  • Hide Incident Source List

October 2024

October 2024 Compliance Manager User Group Recording 

• 2024 Product Roadmap Updates
• Oct 2024 Release
• Nov 2024 Anticipated Release
• Preview - New Incident Messaging Feature - Incident Two-way Communication

September 2024

September 2024 Compliance Manager User Group Recording

• Compliance Corner with Brian Burton CHC, PMP, Chief Compliance & Privacy Officer
  • HIPAA Security Risk Assessment
• 2024 Product Roadmap Updates
• Sep 2024 Release
• Incident 2-way Communication Release Date Oct 28, 2024
• Training Center - Updated Learner's View Release Date Oct 28, 2024

August 2024

August 2024 Compliance Manager User Group Recording

• Compliance Corner with Brian Burton CHC, PMP, Chief Compliance & Privacy Officer
  • GCPG: The Compliance Conversation You Need to Have
• 2024 Product Roadmap Updates
• August 2024 Release
• Compliance Manager Feedback & Upvoting
• Incident 2-way Communication Reporter's view of incidents

July 2024

July 2024 Compliance Manager User Group Recording

• 2024 Product Roadmap Updates
  • Incident Two-way Communication
• July 2024 Release - Third Party Management

June 2024

June 2024 Compliance Manager User Group Recording 

• 2024 Product Roadmap Updates
• June 2024 Release
• OCR Updates Guidance on Change Healthcare Breach Notification
• Training Center Updates Available July 1, 2024

May 2024 

May 2024 Compliance Manager User Group Recording

• Upcoming Training Center Admin & Learner Dashboard Changes
• Update: 2024 Product Roadmap & Feature Release 

Apr 2024 

Apr 2024 Compliance Manager User Group Recording 

• Incident Investigation Workflow & Polling
• Update: 2024 Product Roadmap & Feature Release 

Mar 2024 

Mar 2024 Compliance Manager User Group Recording 

• March 2024 Release
• Document Task Review and Approval Workflow

Feb 2024 

Feb 2024 Compliance Manager User Group Recording

Release Date February 26, 2024

• Demonstration of the New Compliance Manager Feature- In-application document editing
• Revised document review and approval workflows

No December 2023 - January 2024 Compliance Manager User Group Meetings

Nov 2023 

Nov 2023 Compliance Manager User Group Recording 

• Compliance Corner with Brian Burton - Nov 2023 General Compliance Program Guidance
• Planned System Enhancements Q4 2023 - Q1 2024

Oct 2023 

Compliance Manager October 2023 User Group Meeting

• Compliance Corner with Brian Burton - Cybersecurity Awareness
• Oct/Nov Release
• Product Roadmap Q4 2023 - Q1 2024
• Client Feedback/Polls
• Workspace/Compliance Manager Simplification

Sep 2023 

Compliance Manager September 2023 User Group Meeting

• September Release
• Client Feedback/Polls
  • 1.Custom branding
  • 2.Admin & Manager User Tasks on Workspace
  • 3.Training Center Stats
  • 4.Employee Level Users – Selecting source when reporting an incident
• Compliance Manager Roadmap – Client input

June 22, 2023 

Compliance Manager June 2023 User Group Meeting 

• System Updates to be Released Mon. June 26th
• Incidents in Draft Status
• Polls/Incidents in Draft Status
• Updates
  • Premium Reporting Release Date
  • In-app Document Editing Release

No May 2023 Compliance Manager User Group Meeting

Apr 20, 2023

Compliance Manager April 2023 User Group Meeting 

• Premium Reporting Powered by Tableau - Demonstration

Mar 23, 2023 

Compliance Manager March 2023 User Group Meeting

• Planned System Updates (Mar-Apr)
• Attestation Report Change
• Compliance Manager Demo - Client Tasks, Notification Settings

Feb 16, 2023 

Compliance Manager February 2023 User Group Meeting

• Planned System Updates (Feb-Mar)
• Features Coming Soon (Q1-Q2)
• Clarification - Public Incident Template Customization
• Employee workspace Re-design
• Incident Details Enhancement (Review, Q&A)

Jan 26, 2023 

Compliance Manger Incident Details Redesign January 26, 2023 User Group Meeting 

• Incident Details Page Re-design Demonstration

Jan 19, 2023 

Compliance Manager January 19, 2023 User Group Recording

• Update: Incident Details Enhancement
• Update: Public Incident Reporting
• Employee Workspace Re-design
• Features Coming soon (Q1-Q2)
• Compliance Manager Demo

Dec 8, 2022 

Compliance Manager December 2022 User Group Meeting 

• Update: Incident Details Enhancement
• Compliance Manager Demo
  • Public Incident Reporting
    • Settings and Features
    • Managing Publicly Reported Incidents
    • What's next?

Nov 3, 2022 

Compliance Manager November 2022 User Group Meeting 

• Compliance Manager Demo
  • Question submission using Compliance Manager Incident Templates & Domains
  • Incident Filter - Persons Involved
• Upcoming Enhancements & Timeline
• Compliance Corner

April 14, 2022 

Compliance Manager: The Next Generation  

• Premium Reporting Powered by Tableau - Preview

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