Industry notes
Healthcare operations: the business side only
Scope is limited to the records of running the business. Patient data is kept out in every case.
See my estimateWhat practices tend to discuss
- Scheduling and capacity planning
- Revenue cycle and billing workflow
- Denial and appeal procedures
- Records on staffing and daily operations
- Vendor records, policies and procedures
Patient data
What is licensed never includes patient information. Every system, inbox or folder holding it is excluded, and scope covers only how the practice runs as a business: building schedules, working claims and managing vendors.
Your agreements, including those with payers and business associates, shape what else may be appropriate. Your counsel should help you settle it. Legal advice is not something we offer.
Other questions practices raise
- No staff or provider names. The copy replaces providers, staff and vendors with placeholders and removes payment details.
- 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.
However the scope starts, the copy is made the same way. License Your Data works only from what you approve, swaps names and identifiers for placeholders, and shows you a sample before anything goes out. Your original records stay in your systems from start to finish.
Short answers
Is there a cost?
The practice pays nothing, and all of it starts under NDA.
Can a patient record get into the copy by mistake?
Systems that hold patient information are excluded from scope, and you approve a sample of the prepared copy before anything goes out.
Would clinical notes be included?
No. Clinical records never go in. Only business operations are in scope.
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