For medical and dental practices
Your practice depends on patient records, scheduling, billing, and the people who support them. We help you understand what your IT provider and software vendors cover, where responsibilities are unclear, and what needs attention.
Our independent, fixed-fee review examines your IT agreements and available security records. You receive clear findings and practical priorities for patient information, staff access, and continuity of daily work. See the full scope and deliverables.
We agree what to review, which providers need to participate, the records needed, the fee, and the schedule. The review uses agreements and records without connecting to or testing live systems.
Compare provider promises with the responsibilities of your patient-record, practice-management, imaging, and billing vendors. Clarify who manages devices, software updates, security alerts, and after-hours support.
Review documented access for clinicians, front-desk staff, billing services, and remote support. Check who approves access, how sign-ins are protected, and how access is removed when someone leaves.
Review recovery-test records for patient records, dental images, scheduling, and other systems your practice relies on. Check what was restored, how long it took, and who coordinates recovery across providers.
Review the documented settings and responsibilities for email, patient portals, referrals, and file sharing. Identify questions to resolve with your providers and the people responsible for privacy and compliance.
Clarify what patient information the tool could receive, who can use it, and what requires human review. A separately scoped Secure AI Adoption Review examines data access, approvals, and the records supporting your decision.
Your report combines executive findings, a security confidence scorecard, and a 30/60/90-day roadmap. We explain what to address first, who should take each step, and what records will show progress.
Use the report with your team or provider. Optional oversight and ongoing security leadership are scoped separately. We do not assess work we planned or supported, operate your systems, or take commissions or referral fees. Our independence commitments.
Conclusions are limited to the agreed scope and evidence reviewed. This is not a compliance certification or a guarantee of security. Missing records and material disagreements are stated in the report. How review and corrections work.
This operational security review does not establish HIPAA compliance or replace a HIPAA risk analysis. Any separate compliance work needs an explicitly agreed scope. Your legal and compliance advisers address your obligations.
Use the free Security Self-Check to identify questions for your IT team or provider.
For an inquiry, describe the decision, systems or providers involved, and timing. Do not send patient records, insurance details, access credentials, or other confidential material.
Opening or growing a practice? Explore our review for new and growing businesses. We also have pages for law firms and accounting firms.
Tell us what you need help understanding. We reply within two business days. Start with a free 30-minute scoping call, or discuss the scope by email if you prefer. You receive a written fixed-fee quote before work starts.
Talk with us