Medical and dental practice operations
Operations records only. Patient records stay out
Operations records like billing workflow, SOPs and scheduling. Patient data is always left out.
See my estimateWhere 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 demand and provider time get balanced.
- Billing workflow. How charges move and payers get chased.
- Denial handling procedures. How the team decides what to appeal.
- SOPs and vendor records. How the practice documents and buys.
What owners ask first: what about patients?
Patient data is kept out. Scope covers business-operations records alone, and any record with patient information is left out instead of being scrubbed.
You and your counsel handle payer contracts and the privacy rules your practice follows. We do not give legal advice or say licensing is permitted for any practice. Any staff or vendor name in scope is swapped for a placeholder.
What stays out
- Patient records. Kept out every time.
- Clinical systems. Not in scope.
- Anything you are unsure about. It can simply stay out.
What happens next
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. Buyers license the copy only after your approval of a sample.
Owner FAQ
- What should we get ready?
- No. It is enough to know which tools your team uses and roughly since when. Nobody asks you to export anything.
- Is there a fee?
- Nothing. There is no cost to you.
- Does anyone log in to our systems?
- No. Passwords are never requested or shared.
- Who decides what is in?
- Your practice, together with its counsel. A sample comes to you for approval first.