Practice operations, medical and dental
How a practice runs, with patient records left out
SOPs, scheduling and billing workflow. Only business-operations records, and never patient data.
Get my rangeWhere the value sits
Articles on running a practice say little about how your front desk covers a full day two people short, or why the billing team rebuilt its pre-authorization steps.
Your operations records show those decisions, and that is the only part of the practice this covers.
Records that usually qualify
- Scheduling patterns. How the calendar matches demand to providers.
- Billing workflow. How charges and payer follow ups move.
- Denial handling procedures. The way your team picks which denials to appeal.
- SOPs and vendor records. Written procedures and purchasing.
The first concern: patient information
No patient data goes in. The scope is business-operations records only, and anything containing patient information is excluded rather than cleaned.
The privacy rules for your practice and your payer contracts are for you and your counsel to weigh. We are not legal advisers, and we do not say licensing is allowed for a given practice. Staff and vendor names in scope become placeholders.
What stays out
- Patient records. Always out.
- Clinical systems. Not in scope.
- Anything you are unsure about. It can simply stay 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. Next, License Your Data prepares a de-identified copy of the scoped records. You review and approve a sample first, then buyers license the copy.
What owners ask
- Who decides what is in?
- That is for your practice and its counsel, and you approve a sample before anything else.
- What should we get ready?
- No. Knowing which tools your staff use and roughly how long is enough, and no export is requested.
- Does anyone sign in to our software?
- No. No passwords are asked for or shared.
- Is there a fee?
- There is no cost to you.