Practice operations, medical and dental
Operations records only. Patient records stay out
Business-operations records only, such as scheduling, billing workflow and SOPs. Patient data is kept out.
Check my estimateWhere the value sits
Articles on running a practice say little about how your front desk covers a full day two people short, or why the billing team rebuilt its pre-authorization steps.
Your operations records show those decisions, and that is the only part of the practice this covers.
Records that usually qualify
- Scheduling patterns. Balancing appointment demand against provider time.
- Billing workflow. How charges move and payers get chased.
- Denial handling procedures. The way your team picks which denials to appeal.
- SOPs and vendor records. How the office writes things down and orders supplies.
What owners ask first: what about patients?
Patient data stays out. Only business-operations records are in scope. Anything holding patient information is excluded, not cleaned up.
The privacy rules for your practice and your payer contracts are for you and your counsel to weigh. We do not give legal advice or say licensing is permitted for any practice. Any staff or vendor name in scope is swapped for a placeholder.
What stays out
- Patient records. Always out.
- Clinical systems. Outside the scope.
- Anything you are unsure about. Exclude it.
The process
You fill in the estimate form, and a specialist from License Your Data calls within minutes to book a 15-minute call under NDA. Next, License Your Data prepares a de-identified copy of the scoped records. You review and approve a sample first, then buyers license the copy.
Owner FAQ
- Will someone need access to our systems?
- No. No passwords are asked for or shared.
- Is there anything to prepare?
- Nothing. Just know your team's software and about when you started using it. No one asks you to export files.
- Who sets the scope?
- Your practice and its counsel. You approve a sample first.
- Is there a fee?
- Nothing. It is free for your practice.