This is your curated home for ready to use compliance tools, SOP templates, and practical resources designed for any care setting or service based team. Whether you support clients as a solo provider, a growing team, or a full service organization, these tools help bring clarity, structure, and peace of mind. Browse the collection, download what you need, and build your systems at your own pace with support that stays simple and stress free.
The True Estuary Advisors Library
Free Resources
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Staff File Readiness Checklist
A simple, printable mini checklist to help any care organization review essential items required for every staff file. Perfect for quick audits, onboarding prep, and building a stronger compliance foundation.
Includes:
• HR basics
• Background requirements
• Core HR documents
• Training essentials -
Front Desk Scripts Guide
A friendly one-page guide with simple scripts and call-handling tips for front desk or intake teams. Improve consistency and professionalism with ready-to-use language for common situations.
Covers:
• How to professionally answer calls
• What to say when collecting key details
• Scripts for cancellations and rescheduling
• When and how to escalate a call -
Mandated Reporter Guide
A short, easy-to-follow guide outlining the essentials of mandated reporting. Identify what must be reported, when to act, and what information is required.
Includes:
• What counts as a report
• Reporting timelines
• Required information to gather
• Space to add your organization’s reporting contacts -
Monthly Compliance Snapshot
A simple one-page monthly checklist to help any care organization stay on track with core compliance tasks. Perfect for building a consistent compliance routine.
Includes:
• Monthly safety checks
• Training review
• Incident review
• Documentation monitoring
• Quick organizational pulse-check