Medical and dental practice ops
Operations records only. Patient records stay out
Business-operations records only, such as scheduling, billing workflow and SOPs. Patient data is kept out.
Check my estimateWhy operations records matter
You will not find much in print on how a front desk gets through a full day two staff down, or why a billing team redid its pre-authorization process.
Those choices are written in your operations records, and those records are all this covers.
What tends to count
- Scheduling patterns. How demand and provider time get balanced.
- Billing workflow. The path of charges and payer follow ups.
- Denial handling procedures. How the team decides what to appeal.
- SOPs and vendor records. How the office writes things down and orders supplies.
A common first question: are patients involved?
Patient data is kept out. Only business-operations records are in scope. Anything holding patient information is excluded, not cleaned up.
The privacy rules for your practice and your payer contracts are for you and your counsel to weigh. We do not give legal advice or say licensing is permitted for any practice. Staff and vendor names in scope become placeholders.
What you can exclude
- Patient records. Always out.
- Clinical systems. Outside the scope.
- Anything you are unsure about. Leave it out.
How it runs
Once your estimate form is in, a License Your Data specialist calls within minutes to book a 15-minute call under NDA. License Your Data then turns the records in scope into a de-identified copy. You review and approve a sample first, then buyers license the copy.
Questions from practice owners
- Who decides what is in?
- Your practice and its counsel. You approve a sample first.
- Is there anything to prepare?
- No. It is enough to know which tools your team uses and roughly since when. Nobody asks you to export anything.
- What does it cost?
- There is no cost to you.
- Will someone need access to our systems?
- No. Passwords are never requested or shared.