Only business operations
Healthcare organizations run on a lot of operational work that has nothing to do with a patient chart. Only that kind of record is considered here:
- How schedules and capacity are planned across your sites and providers
- Billing office workflows, follow ups and procedures for payer correspondence
- Staff procedures for handling denials and appeals
- How you staff, onboard and train
- Standard procedures, policies, and records for vendors and purchasing
No patient data goes in
Patient information is outside the scope. It is excluded wherever it appears, and so is any system, folder or inbox that raises doubts. Your organization is subject to health privacy rules, and you and your counsel decide what fits within them. We do not advise on it.
Vendors and staff are swapped for placeholders
In operations records that remain in scope, provider, staff and vendor names are swapped for placeholders, along with addresses and account numbers. Buyers see how the organization works, never the people in it. You look over a sample and give your approval before anything is shared.
Your systems keep everything
Your originals stay where they are. Nobody requests passwords or entry to your business or clinical systems. The NDA comes first, and sharing waits for your approval. None of this costs you anything.
A careful place to start
The estimate comes first. All it needs is headcount, business type and your years operating, with nothing about patients. During the first short call, list where clinical data lives so it is left out from day one, and note who needs to look at the sample. Compliance and counsel can see the prepared copy before anything goes out. If the scope feels wrong, you halt, and nothing has gone anywhere.
Questions we hear from administrators
Can we leave out a whole location or system?
Yes. Any folder, system or location can be excluded before preparation starts.
Who decides the scope in the end?
You and your counsel do. Until a sample is approved, nothing goes out.
Do clinical records go into scope?
No. The scope is limited to records of business operations. Patient data is never included.
Start with your team size.
The estimate is based on the size of your team and your years operating, and never on patient details.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.