Practice operations, medical and dental
How a practice runs, with patient records left out
Operations records like billing workflow, SOPs and scheduling. Patient data is always left out.
Check my estimateWhy the records count
Practice management articles rarely cover how your front desk handles a packed day while two people short, or why billing reworked its pre-authorization steps.
Those choices are written in your operations records, and those records are all this covers.
What usually counts
- Scheduling patterns. How demand and provider time get balanced.
- Billing workflow. How charges and payer follow ups move.
- Denial handling procedures. How the team decides what to appeal.
- SOPs and vendor records. How the office writes things down and orders supplies.
A common first question: are patients involved?
No patient data goes in. Scope covers business-operations records alone, and any record with patient information is left out instead of being scrubbed.
The privacy rules for your practice and your payer contracts are for you and your counsel to weigh. We are not legal advisers, and we do not say licensing is allowed for a given 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. Exclude it.
How it runs
You fill in the estimate form, and a specialist from License Your Data calls within minutes to book a 15-minute call under NDA. License Your Data then turns the records in scope into a de-identified copy. You review and approve a sample first, then buyers license the copy.
Owner questions
- Does anyone log in to our systems?
- No. Passwords are never requested or shared.
- Who decides what is in?
- That is for your practice and its counsel, and you approve a sample before anything else.
- Is there anything to prepare?
- No. Knowing which tools your staff use and roughly how long is enough, and no export is requested.
- Is there a fee?
- There is no cost to you.