How your practice runs, with patient data kept out

For practices, the scope is business operations only. Patient data is excluded, and you settle everything else with your own counsel.

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What tends to be useful

Well run practices build up a detailed history of how they solve problems in operations. Nothing here needs to come near a chart:

Scheduling and capacity patterns across days and locations
Payer follow up steps and the billing office's workflow
How denials get sorted, appealed and prevented at the root
Vendor records, staffing records, policies and procedures

The first worry: patient data

No patient data is included. The scope is business-operations records only, and anything containing patient information is excluded. Because health privacy rules apply to your practice, scope is set with you and your own counsel. We give no legal advice on what your obligations permit, and any system or folder you have doubts about can just stay out.

Providers, staff and vendors

Any business records you include have their names and identifiers swapped for placeholders. That applies to providers, staff and vendors alike. Buyers see how the practice operates, not who is on the team.

What accounting owners ask

Do we need every system?: No. Scheduling reports, billing procedures or a shared drive of policies can each be enough to start.
Who from our firm should take part?: Normally the owner or practice administrator, the person who runs shared drives and reporting, and your own counsel.
What if we have several locations?: You might include certain sites and exclude the rest, or share only one department, billing for example.

The usual fit

The usual fit is a practice or group of at least 20 full-time people with 3 or more years of operating records kept in email, shared drives and reporting tools. Smaller practices may qualify too if their procedures go back years and are well kept. The estimate does not change with your specialty or with how many locations you have.

Making and checking the copy

Everything starts under NDA. License Your Data, our licensing partner, makes the de-identified copy, and your originals stay in your systems. Nobody asks for a password, and none is shared. Any system, folder or location can be excluded, and a sample comes to you for approval before anything goes out. It costs your practice nothing.

Find out what your records might be worth

License Your Data has a specialist call you within minutes to arrange a 15-minute call.

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