Trust

Know who is responsible before revenue-cycle work begins

A practice should not have to guess which company holds the contract, where work is performed, who can access information, how issues escalate, or what happens when something goes wrong.

Due diligence

What the written operating model should disclose

These topics should be answered in one version-dated disclosure and carried into the proposal and contract where appropriate.

Contracting entity and headquarters
Account-management location
Delivery-team locations
Role-based access model
Device and network controls
Business associate agreement scope
Workforce training and confidentiality requirements
Insurance types and limits
Audit and incident-escalation process
Last review date and document owner

Evidence standard

Trust claims require proof

The Florida contracting entity and owner-designated Houston business address are confirmed and published. Insurance, certification, delivery-team location, BAA, and security-control statements remain unpublished until the underlying evidence, scope, and review date are documented.

Prepare for a focused review