The Good Stuff!

Solving Information Design & Development Problems for 20+ years!

David R. Cote provides information design and development services to clients througout the country.
From user manuals to policies and procedures, we do it all. Perhaps you need training for your employees or are looking for some specialized knowledge on your existing business’s systems. No matter the case,...

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Services Second To None

We help our clients achieve their business goals and objectives by providing world-class documentation and professional onsite or online training. We specialize in:

  • Hardware Manuals
  • Software Manuals
  • Policies
  • Processes
  • Procedures
  • Proof of Compliance...
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Two Companies Working As One To Understand Your Business Requirements

David R Cote & Associates is actually the combination of two different companies. The parent company, David R. Cote & Associates is considered the parent company and fully oversees the MSP document service offerings by mspSmarts. High-profile and high-complexity...

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Training, Tools, Templates & Much More

Service Library
Understanding how policies, processes, and procedures work

This course describes how the 3 Ps (Policies, Processes, and Procedures) work together. A clear understanding of 3P is key to arranging and creating documentation that works!

Service Library - Get me Started!

Online Training

Narrated Slides

Continual Process Improvement
  • Online Course
  • Narrated Slides
  • Online Training

Teaches you how to analyze your content to identify areas that require improvements and the methods to implement updated content into existing...

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Service Library - Optimized Organization

Organization is key when searcing for content. This course helps you organize your cotent for utmost optimization.

Knowledge Retention and Process Engineering

This course teaches you how to retain harvest and retain knowledge during normal everyday operations. 

Let's audit and manage an upgrade to your service library

Answer a number of questions do help us analyze your current service library. We'll take that information, analyze it, and create a report showing strengths and weaknesses.

Standard Technical Writing Services

Standard hourly rates apply. Let us create your installation guide, user manual, quick start, administrator;s guide, training manuals, audit responses, product documentation such as online help, datasheets, manuals, support manuals, etc.

SLA Key Performance Indicators

Documentation Related KPIs

Incidents resolved remotely

Average rate of open instances

Rate of incidents resolved by Tier 1 support

Incident response time

First time resolution rate

Service Library Pack (1 year subscription)
  • A full year of whatever you need to create and maintain your Service Library....well maybe not everything. Requires $1500.00 down and 12 monthly payments of $83.25.
  • Training portal access to service library courses, forms,...
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SL Knowledge Management (1-Year Assistance and Support Program)
  • (1) year program divided into 12 monthly payments of $83.25...
  • Similar to a MSA, the Managed Documentation Services Agreement (MDSA) provides you with the following:
  • Online and Phone Support
  • Policy, Process, and...
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HIPAA Compliance Pack Program

A full year of training portal access, support, standardized templates, forms, knowledge management...

  1. Starting your HIPAA Compliance Library
  2. HIPAA Program Implementation Process Diagram
  3. HIPAA Administrator's...
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Important information about these courses

Not all courses are currently available. However you can sign up at any time. Call for dates.

HIPAA Contingency Plan (Lite)

Online/Slides/Workbook/Testing Portal

  • Contingency Plan Compliance Management Guide
  • Contingency Policy Statement Creation
  • Process & Procedure Identification and Task List
  • Contingency Plan...
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164.308 Administrative Safeguards (Documentation Creation and Administration)


Slides and Administrator's Workbook

  • Risk Assessment
  • Risk Management (Mitigation)
  • Sanction Policy
  • Information System Activity Review
  • Workforce Security...
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164.310 Physical Safeguards (Documentation Creation & Administration)


Narrated Slides and Administrator's Workbook

  • Facility Access Controls

  • Contingency Operations
  • Facility Security
  • Access Control and Validation Policy
  • Maintenance...
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Breach Notification

164.402 - Breach Definitions

164.404 - Breach Notification to Individuals

164.406 - Breach Notification to the Media

164.408 - Breach Notification to the Secretary

164.410 - Breach Notification by a Business...

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Risk Assessment Training, Reporting, and Mitigation

Online training on how to perform a Risk Assessment and then describes the mitigation and reporting processes. (Portal Training)

164.316 Policies and Procedures and Documentation Requirements



  • Standard Policies and Procedures
  • Standard Documentation
  • Document Availability
  • Documentation Updates

164.306 Security Standards: General Rules

Provides the details of HIPAA Security Standards: 


General Rules:

  • General Requirements
  • Flexibility of Approach
  • Applicable Standards Compliance
  • Implementation...
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164.312 Technical Safeguards (Documentation and Administration)


  • Access Control
  • User Identification
  • Emergency Access Procedure
  • Automatic Logoff
  • Encryption and Decryption
  • Audit Controls
  • Alteration and Destruction
  • Person or...
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164.314 Organizational Requirements


  • Business Associate Contracts
  • BAAs with Subcontractors
  • Group Health Plans
Common HIPAA Forms, Templates & Logs

Includes Breach Notification Form, Disaster Recovery Job Action Sheet, Disaster Recovery Site Information, DIsaster Recovery Team Contact Information, Disaster Recovery Team Responsibilities, Disaster Recovery External Contact Lists, Emergency...

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HIPAA Policy Guide Template

A policy Guide updatable to suit your company's HIPAA requirements. All requirements are listed and explained following by a company policy template. Modify the templates to suit your needs and add your Company Name.

Making things easy!

  • Free consultation
  • Accept debit/credit cards
  • By appointment only
  • Payment Plans
  • Remote or onsite training
  • Ticketing system
  • Free documentation system audit
Spoken languages:


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Contact Information/Legal

Give us a ring

+1 661 340 9971

Send us an email

[email protected]