Why these records matter
An article on revenue cycle best practice says little about why a billing team rebuilt its pre-authorization steps, or how an office manager covers a full schedule two staff short.
Your operations records show those decisions. That is the only part of a practice this is about.
What often qualifies at a practice
- Capacity and scheduling patterns. The way provider time is matched to demand.
- Billing workflow. How charges and payer follow ups move through the office.
- Denial procedures. The way staff choose which denials to appeal and correct the cause.
- SOPs, policies and vendor records. The way the practice writes things down and makes purchases.
What practices ask first: patient data
Patient data stays out. Scope covers business-operations records alone. Records holding patient information are excluded, not cleaned up.
You and your counsel handle payer contracts and the privacy rules that apply to your practice. We do not give legal advice or say that licensing is permitted for any practice. Placeholders replace the names of staff, providers and vendors in scope.
Things you can leave out
- Patient records. Never included.
- Clinical systems. Outside the scope.
- Anything you are unsure about. Leave out any inbox, folder, tool or period.
How your practice gets started
First, fill in the estimate form. Within minutes a specialist with License Your Data calls to set a 15-minute call under NDA. After that, License Your Data builds a de-identified copy of your in-scope records, and once you sign off on a sample, buyers can license the copy.
Questions owners ask
Will anyone access our systems?
No. No passwords are asked for or shared.
Who sets what is in scope?
Your practice and its counsel. You approve a sample before anything goes out.
What will the practice pay?
It is free. There is no cost to you.
Is there homework before the call?
Very little. Just know what software your staff use and about since when. You will not be asked to export anything.
See your range for operations records only.
Check my estimate