What We Cover

Every service your practice needs to stay protected and compliant

Six integrated areas covering the full risk and compliance landscape for dental and healthcare practices — from a free first look to ongoing advisory.

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Blue = Awareness & risk areas
Green = Delivered & compliant
01
Free to Start · Green
Practice Health Check
Your starting point. A confidential, structured review of your current security and compliance posture — where you stand, what's missing, and what to prioritize first. No account needed, no obligation, results immediately.
Take the health check now →
15-Question Risk Assessment
Covers HIPAA compliance, data security, vendor risk, staff awareness, and cyber insurance. Calibrated specifically for dental and healthcare practices.
Instant Red / Yellow / Green Score
A clear readiness rating you can act on immediately — not a 40-page report that sits unread. We tell you what matters and in what order.
Fully Confidential
Nothing you submit is shared or filed anywhere. No account needed. No vendor outreach triggered. Your results are yours alone.
Gateway to Full Advisory
The health check results form the foundation of any deeper engagement — so nothing is wasted whether you continue with us or not.
02
Core Compliance · Green
HIPAA & Regulatory Compliance
Full Security Risk Analysis, policy development, Business Associate Agreement management, and OCR audit readiness. We handle the compliance program so you can focus on patient care. Covers 2025 HIPAA Security Rule updates and state-specific requirements.
Discuss your compliance needs →
OCR-Quality Security Risk Analysis
A complete, documented SRA that meets OCR audit standards. The single most important HIPAA requirement — and the one most practices skip or do inadequately.
Policy & Procedure Development
Written HIPAA policies tailored to your practice. Includes workforce training documentation, sanction policies, and incident response procedures.
Business Associate Agreements
Full vendor BAA audit, template review, gap remediation, and an ongoing tracking system. Every vendor who touches PHI needs one — most practices are missing several.
2025 HIPAA Update Readiness
HHS proposed significant Security Rule changes. We assess your current posture against the proposed requirements and build a readiness roadmap before enforcement begins.
03
Risk Awareness · Blue
Data & Technology Risk
A clear-eyed review of every system that touches patient data — EHR, billing, imaging, scheduling, and AI-assisted tools. We map the full data flow, identify exposures, and close the gaps with proper vendor agreements and controls.
Review your technology risk →
EHR & Clinical System Security
Review of your primary clinical systems — access controls, encryption, audit logging, backup procedures, and vendor security posture.
AI Tool Exposure Assessment
AI-powered scheduling, documentation, and imaging tools often process patient data. We assess what data is shared, whether it's covered by BAAs, and what regulatory obligations apply.
Third-Party Vendor Risk
Beyond BAAs — we evaluate the actual security practices of your key vendors. Not all Business Associates are created equal; we identify the highest-risk relationships.
Data Flow Mapping
A complete map of where patient data flows — into, within, and out of your practice. Most practices are surprised by what they find.
04
Delivered · Green
Cyber Insurance Readiness
Most dental practices are underinsured, misclassified, or holding policies that won't actually pay out after a breach. We review your current coverage, identify gaps, and build the documentation underwriters need to provide appropriate coverage at the right cost.
Review your coverage →
Coverage Gap Analysis
Line-by-line review of your existing policy — what's covered, what's excluded, what sublimits apply, and where you're exposed if a breach occurs.
Underwriter Readiness Documentation
Insurers now require demonstrated SRA completion, MFA deployment, and staff training. We build the documentation package that qualifies you for better terms.
Premium Optimization
Practices with documented controls consistently qualify for lower premiums. We help you demonstrate the controls that matter most to underwriters.
Renewal Preparation
Annual support to ensure your documentation stays current and your policy continues to reflect your actual risk profile at renewal.
05
Human-First · Green
Staff Awareness & Training
78% of healthcare breaches start with human error. Your front desk, clinical staff, and office managers are your first line of defense — and your biggest vulnerability. We build training that actually sticks, in language clinical staff understand and remember.
Build your training program →
HIPAA Workforce Training
Required annual training — delivered in plain language. Covers what HIPAA requires of each role, what the consequences of violations are, and how to handle PHI correctly.
Phishing & Social Engineering Awareness
The most common attack vector for small practices. We train staff to recognize phishing emails, suspicious links, and social engineering attempts before they cause damage.
Safe Technology Use
Practical guidance on email, messaging, device usage, and cloud tools — what's acceptable, what's risky, and what to do when something seems off.
Incident Reporting Culture
Training staff to report suspected incidents immediately — without fear. Early reporting is the single most important factor in limiting breach damage.
06
On Your Terms · Blue
Ongoing Advisory
A trusted advisor available when you need one. New vendor decisions, regulatory changes, incident questions, insurance renewal support, or just a check-in to make sure nothing has slipped. No retainer required to start — engage as your practice needs it.
Discuss advisory options →
Regulatory Monitoring
We track HIPAA updates, state privacy law changes, and OCR enforcement trends — and alert you when something requires action from your practice.
New Vendor Review On-Demand
Before signing with a new EHR, billing platform, or AI tool — we review their security posture, BAA quality, and data handling practices.
Incident Guidance
If something goes wrong — a suspected breach, a ransomware hit, a phishing success — we guide you through the response, notification requirements, and documentation.
Annual Program Refresh
Annual SRA update, policy review, staff training refresh, and insurance renewal preparation — keeping your program current as your practice evolves.
Get Started

Start with the free health check — no commitment required

A 10-minute confidential assessment that tells you exactly where you stand. The clearest starting point for any practice — free, private, and actionable.

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