Fees and scope
Fixed written scope based on locations, accounts, vendors and work. Vendor delays or scope changes affect timing. Optional ongoing governance is a separate month-to-month service.
Vendor transitions for practice groups
For specialty groups with 5–20 locations changing IT or marketing vendors.
Discuss a vendor transition
50% on signature
50% at Day 90 delivery
90 days after agreed start,
access and required agreements
Accounts · domains
Access · agreement records
Example: evidence still needed
Named owner
Handoff + open dependencies
An inventory is not proof that accounts transferred or integrations work. Completed actions and remaining dependencies are recorded separately.
Optional marketing-tech governance: $5,000–$12,000/month under a separate month-to-month scope. Need one website or workflow instead? ↗
Included in your scope
Illustrative document previews · contents agreed in your scope
Fixed written scope based on locations, accounts, vendors and work. Vendor delays or scope changes affect timing. Optional ongoing governance is a separate month-to-month service.
Excludes a full HIPAA Security Risk Assessment, legal opinion, compliance certification, EMR implementation and incident response. Integrations need verified vendor access, a validated data flow and separate implementation scope.
Vendor list, relevant agreements, account ownership and authorized contacts. Agree secure access and named change approvers. Practice personnel retain clinical, compliance and professional decisions.
Proposal names deliverables, evidence and approvers. Written authorization, vendor cooperation and preservation review precede transfers. Handoff records completed items, external dependencies and next actions.
Patient information requires separate authorization and protection; it stays out of advertising and analytics. A vendor BAA does not replace practice agreements or safeguards. Includes an executive summary, technical appendix, fix plan and walkthrough.
Before we begin
This engagement provides technical inventory, data-flow review and an agreed remediation scope. It does not provide a full HIPAA Security Risk Assessment, legal opinion or compliance certification. Your compliance team and counsel determine the regulatory implications.
Before work involving patient information begins, we agree the permitted scope, execute the required agreement with your practice, and verify the vendors, access controls and transmission method for that engagement. A vendor BAA does not replace our agreement with your practice or the required safeguards. Please do not send patient information through this inquiry form.
We assess the documented integration options for the EMR your practice uses. Feasibility depends on vendor access, available APIs and the agreed data flow. An integration build is scoped only after those prerequisites are verified; EMR implementation is outside this offer.
The planned delivery window is 90 days from the agreed start, after access and required agreements are in place. The four phases cover inventory, data-flow review, approved ownership transfers and integration review. Vendor dependencies or changes in scope can change the schedule; these are documented with you. Deliverables include a remediation roadmap, executive summary, technical appendix and walkthrough.
$35,000 to $60,000 fixed for the scope agreed in writing, based on locations, accounts, vendors and required work. 50% on signature, 50% at Day 90 delivery. Optional ongoing marketing-tech governance is $5,000 to $12,000 per month under a separate month-to-month scope.
This scope is designed for multi-location specialty groups, typically 5 to 20 locations and $30M to $200M revenue. It is generally too extensive for a solo clinic. Hospital-wide work, incident response, full compliance assessments and certification requests need a different scope or provider.
Start a conversation
Describe the vendor change and your timeline. We’ll follow up about the systems and scope.
Business inquiries only. Please do not include patient information or credentials.