
// Industries · Healthcare administration
How your office runs is valuable. Patient information stays home.
Healthcare administration runs on documented process: scheduling rules, billing and prior-authorization workflow, payer correspondence, staff procedures. That operational trail can be evaluated. Patient records and anything identifying a patient never leave, and your compliance lead reviews the scope first.
The systems your team already writes in
Nothing new to install. What counts is years of work on the same systems, connected across them.
// Your written record
Years of connected work
6 systems, one trail
What's in, and what stays out
Typically licensable
- Office procedures and SOPs
- Scheduling and billing workflow, with patient details removed
- Payer and vendor correspondence about process
- Internal chat about how work gets done
Stays out
- Patient records and anything identifying a patient
- Clinical notes and charts
- Claims carrying patient information
- HR and payroll
Who counts toward the 30
Count front-desk, billing, coding, scheduling and administrative staff who work in email and your systems daily. Clinical-only roles do not count toward the 30.
Questions owners ask
- What about patient privacy rules?
- Patient information stays out entirely. Only operational records with nothing identifying a patient are in scope, and your attorney and compliance lead review that scope before anything is signed. We do not give legal advice.
- Most of our records are in the EHR.
- Records inside the EHR that relate to patients stay out. What counts is the operational trail around it: email, procedures, billing workflow and internal chat.
- We're a single-location practice.
- It depends on how many people work at a desk, not on locations. Book a data consultation and we'll tell you where you stand.

Book your data consultation
Tell us about your company. A data specialist calls you by the next business day. Nothing you tell us commits you to anything.