This presentation was delivered by Sherry Marchand, CPMA, Principal, SMCPMA, on October 29, 2019 at The 2019 OPEN MINDS Technology & Informatics Institute. In the presentation, Ms. Marchand discussed the concept of compliance management and how to successfully ensure that your organization is in compliance and retains the monies for services rendered while maximizing staff productivity. Additionally, Ms. Marchand discussed leveraging consumer electronic health records to ensure they meet medical necessity and discussed data-driven value reports for use with payers, private funders, or any other regulatory body to provide proof of a complete and accurate medical record . . .