Industry notes
Healthcare operations: the business side only
Nothing beyond business operations records is ever in scope. Patient data stays out, without exception.
See my estimatePatient data
Patient information is never part of a license. Systems, inboxes and folders that hold it are left out, so scope stays on the business of the practice, such as how schedules are set, claims are handled and vendors are run.
Your agreements, including those with payers and business associates, shape what else may be appropriate. Decide that with your counsel. Legal advice is not something we offer.
Other questions practices raise
- Provider and staff names come out. In the copy, providers, staff and vendors become placeholders, and payment details are stripped.
- Operations continue as normal. Nobody requests passwords and your originals do not move. Your team works the way it always does.
A typical first scope
A first scope often covers the back office every practice relies on, from scheduling rules and revenue cycle steps to staffing plans and vendor paperwork. Any system that also holds patient information is left out of scope, even if it holds useful operational history, unless it can be separated cleanly and your counsel is comfortable.
Whatever is in scope first, the copy is prepared in one consistent way. License Your Data builds the copy from approved records only, uses placeholders for names and identifiers, and shows you a sample first. Your original records stay in your systems from start to finish.
Operations records that usually come up
- How schedules and capacity get planned
- Billing and revenue cycle workflow
- Procedures for denials and appeals
- Operations and staffing records
- Vendor records, policies and procedures
Quick answers
Is there a chance a patient record ends up in the copy?
Any system with patient information is kept out of scope, and you review and approve a sample of the copy before anything is shared.
Are clinical notes part of it?
No. Clinical records stay out. The scope is business operations only.
Does the practice pay anything?
No cost to the practice, and everything starts under NDA.
The number is the same in any industry.
Start with three questions and see your indicative range.