HIPAA

Patient Data Is Serious. We Treat It That Way.

As a medical bookkeeper, we understand what’s at stake. You’re responsible for protecting sensitive patient data, and so are we. Every file we touch, every report we generate, is handled with the same care you give your patients.

We’re not a covered entity under HIPAA. But we often act as a Business Associate and follow the same expectations. Our systems are designed to keep your information private, secure, and handled the right way.

What We Do to Protect Your Practice

HIPAA-Aware Workflows

We use secure systems to manage financial data. Every tool we use, from file sharing to reporting, respects HIPAA standards.

Strong Data Security

Encryption, limited access, and secure document storage ensure your data stays protected at every step.

Custom Fit for Your Practice

No two clinics are the same. We adapt our financial workflows to meet your Direct Primary Care or specialty practice’s needs.

Ongoing Reviews

We don’t set it and forget it. We keep our healthcare accounting processes current with best practices in privacy and security.

 

Business Associate Agreements

We offer Business Associate Agreements (BAAs) to all healthcare clients. It’s our way of making the relationship clear—and giving you peace of mind. The BAA outlines how we manage sensitive data and our role in keeping it safe.

 

How We Handle Patient-Linked Financial Data

Sometimes, patient information is included in your records, such as billing exports, EHR reports, and other relevant documents. We treat those records with full care:

  • We use secure, HIPAA-aware platforms
  • We don’t send sensitive files through unsecured email
  • We follow strict rules for file storage, access, and deletion

 

Why Practices Trust Us

Healthcare accounting isn’t just what we do; it’s all we do. Our focus on medical practices, especially Direct Primary Care (DPC) clinics, means we understand the systems you use, the data you handle, and the privacy rules that come with them.

  • Trusted by providers for over 15 years
  • Clean track record with data handling
  • No missed deadlines
  • Clear communication, every step

Have Questions About Data Security?

We’re happy to discuss how our services work, the platforms we use, and how we keep your practice protected.