Records of healthcare operations, with no patient data.

Business operations only

Healthcare organizations run on a lot of operational work that has nothing to do with a patient chart. That is the only kind of record considered here:

• Planning schedules and capacity across locations and providers
• Billing office workflow, follow ups and payer correspondence procedures
• Written procedures for denials and appeals
• How you staff, onboard and train
• Policies, standard procedures and vendor and purchasing records

Placeholders replace staff and vendors

Within the operations records kept in scope, placeholders replace the names of providers, employees and vendors, plus account numbers and addresses. What a buyer sees is how things run, not who does the work. A sample needs your review and your approval first.

Nothing leaves your systems

Your originals stay where they are. Nobody requests passwords or entry to your business or clinical systems. The work starts under an NDA, and nothing goes out until you approve it. You pay nothing.

Patient data does not enter scope

Patient information is not part of the scope. Anything that contains it is excluded, along with any system, inbox or folder you are unsure about. Health privacy rules apply to your organization, and what fits within them is for you and your counsel to decide. That is not something we advise on.

A careful place to start

The estimate comes first. It asks only for team size, business type and how long you have been operating, and never anything about patients. On the first short call, name the systems that hold clinical information so they are excluded from the start, and say who in your organization needs to review the sample. Your compliance team and counsel can look at the prepared material ahead of any release. Should the scope not sit right, you can stop with nothing shared.