Business operations only
Healthcare organizations run on a lot of operational work that has nothing to do with a patient chart. That is the one type of record in view:
- Planning schedules and capacity across locations and providers
- Billing office routines, follow ups and the procedures for writing to payers
- Staff procedures for handling denials and appeals
- Staffing, onboarding and training plans
- Standard procedures, policies, and records for vendors and purchasing
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. What a buyer sees is how things run, not who does the work. A sample needs your review and your approval first.
No patient data goes in
Patient information is never part of scope. Anything containing it is excluded, together with any folder, inbox or system you have doubts about. Your organization is subject to health privacy rules, and you and your counsel decide what fits within them. That is not something we advise on.
Nothing ever leaves your systems
Your originals stay where they are. No one asks for passwords or access to your clinical or business systems. The NDA comes first, and sharing waits for your approval. None of this costs you anything.
A careful way to begin
Ask for the estimate first. It needs only team size, years in business and business type, never anything about patients. During that first brief call, identify the systems with clinical records so they are kept out from the outset, and say which people should review the sample. Compliance and counsel can see the prepared copy before anything goes out. If the scope does not feel right, you stop, and nothing has been shared.
Questions we hear from administrators
Will any clinical record be part of it?
No. Scope covers business operations records only. Patient data is kept out.
Who decides the scope in the end?
You and your counsel do. Sharing waits until a sample has your approval.
Can we keep a full location or system out?
Yes. Any folder, system or location can be excluded before preparation starts.
Start with my headcount.
Only headcount and how long you have operated go into the estimate, never anything about patients.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.