How it works

From first call to final report.

Every step is agreed in writing first. Nothing touches your systems until the paperwork is signed.

  1. Reach out

    Free check, quote request, or message. We reply within one business day.

  2. 15-minute call

    We learn about your practice and whether we are a good fit.

  3. Scoping

    A few questions about your setup tell us which audit size fits.

  4. Statement of Work

    What we check, what you receive, dates, and price. In writing.

  5. Paperwork

    Three documents, signed before any access. See below.

  6. The audit

    Five phases, from kickoff to report walkthrough. Details →

  7. Your results

    The full report goes in a folder you own, and we walk you through it in person with a printed summary. Never sent as an attachment.

  8. Stay covered

    Optional monthly monitoring and training. Plans →

The paperwork

Service Agreement

The terms of our work together.

Business Associate Agreement (BAA)

Required by HIPAA because we may access systems that hold patient data. What is a BAA? →

Authorization and Scope

Your written permission for exactly what we will test, and when.

E-signature tool? Payment terms (for example 50% at signing)? Proposal valid 30 days? Who signs: owner only? All templates must be lawyer-drafted first (TRACKER Phase 1).

Questions? Talk to us, or start with a free exposure check.