Practice operations, medical and dental
How a practice runs, with patient records left out
Business-operations records only, such as scheduling, billing workflow and SOPs. Patient data is kept out.
See my estimateWhy operations records matter
Practice management articles rarely cover how your front desk handles a packed day while two people short, or why billing reworked its pre-authorization steps.
Your operations records show those decisions, and that is the only part of the practice this covers.
Typical records in scope
- Scheduling patterns. Balancing appointment demand against provider time.
- 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.
What owners ask first: what about patients?
No patient data goes in. The scope is business-operations records only, and anything containing patient information is excluded rather than cleaned.
Payer contracts and the privacy rules that apply to your practice are for you and your counsel. We give no legal advice and never claim any practice is permitted to license. Staff and vendor names in scope become placeholders.
Lines that are never crossed
- Patient records. Kept out every time.
- Clinical systems. Outside the 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 approve a sample, and only after that do buyers license the copy.
Questions from practice owners
- What does it cost?
- Nothing. It is free for your practice.
- Does anyone log in to our systems?
- No. No passwords are asked for or shared.
- What should we get ready?
- No. Knowing which tools your staff use and roughly how long is enough, and no export is requested.
- Who chooses what is included?
- That is for your practice and its counsel, and you approve a sample before anything else.