Do you have a HIPAA certification?
No, and I won't imply otherwise. I don't hold a SOC 2 report either. Before any patient file changes hands, we agree in writing on what the program keeps, where it runs and who sees it. If you need a business associate agreement, raise it on the first call. No patient files move until that's settled.
Can we start without sending you patient files?
Yes, and that's where I'd start: copies with names and numbers blacked out, or made-up samples in the same layout. I build faster with AI tools, and sample files may go through them, so we decide together what's safe to share.
Does it work with our practice management system?
To start, it fills the spreadsheet your team already uses, so your system doesn't change. Whether it can go further depends on the system, and I'll tell you plainly once I've seen it.
What if it reads something wrong?
Sometimes it will. Scans are messy. That's why it's built to check totals and hand a person what doesn't add up, and why it runs next to your current process until your team trusts it.