For multi-location specialty practices
Healthcare practice tech cleanup.
90 days. Fixed price.
MSP transition in flight. Marketing-tech, EMR integration, and HIPAA-compliance seams quietly leaking. Nobody owns the seam between vendors. We do. The Healthcare MSP-Transition Overlay maps your stack, fixes the gaps, and hands you a board-ready remediation roadmap that holds up under OCR scrutiny.
If you are living this
You know the symptoms.
Your IT advisor has a plan for the MSP transition. Your marketing agency runs campaigns. Your compliance officer watches HIPAA. Each vendor owns their lane. Nobody owns the seam between them. That is where things break.
- A Meta Pixel flagged "healthcare" by Meta with nobody sure what that actually means
- Call-tracking numbers from previous agencies still live in Google Ads
- Tag-manager containers owned by an outside party, with tags you did not install
- Departed staff and vendor accounts still holding EMR access
- Referral forms posting somewhere you can not trace
- A Security Risk Assessment that covered the EMR but never the marketing stack
What's included
90 days. Four phases.
Fixed scope. Not a report that dies in a Drive folder. A working audit of your marketing-tech, EMR-integration, and vendor-compliance posture that holds up under OCR scrutiny.
Phase 01
Weeks 1-3: Stack inventory
Every vendor, every login, every BAA, every pixel, every tracker, every DNS record, every CRM integration, every OAuth app in the tenant. Single document showing ownership, access, BAA status, and PHI exposure for each item.
Phase 02
Weeks 4-6: PHI flow map + risk register
Diagram how patient data moves between EMR, marketing vendors, analytics platforms, and call tracking. Cross-check against BAA status. Score each finding on likelihood and impact. Flag every gap against 45 CFR 164.308(a)(1)(ii)(A) and NIST 800-66r2.
Phase 03
Weeks 7-9: Ownership transfer
Re-root every tracking account under your ownership. Google Tag Manager, GA4, Meta Business Manager, CallRail, HubSpot, Google Ads, Microsoft Ads. Kill orphan accounts and document the evidence. Rationalize shadow-IT OAuth apps through formal review.
Phase 04
Weeks 10-12: EMR-to-marketing handshake
Referral form routing validation. Intake-source attribution instrumentation. EMR API integration review (ECW, athenahealth, Epic). Conversion event wiring back to the EMR where the API permits. The piece no other vendor does.
Pricing
$35,000 to $60,000 fixed.
Priced off a calculator (location count, EMR user count, vendor count, ad spend band). You see the numbers before you commit. 50% on signature, 50% at Day 90 delivery. Optional retainer at Day 91 for ongoing marketing-tech governance: $5,000 to $12,000 per month, month-to-month, no annual lock.
Who this is for
If you fit, the call is worth your time.
- Multi-location specialty practices, typically 5 to 20 locations and $30M to $200M revenue
- On ECW, athenahealth, Modernizing Medicine, or NextGen
- An MSP or vendor transition in flight, new executive leadership asking hard questions, or a planned PE round / ownership change / board review
- You know the marketing-tech and EMR-integration seams are leaking but no current vendor owns the seam
Not for: solo practices, single-location clinics (scope is too heavy), hospital systems (we will refer you to a named breach-response firm), practices wanting a rubber-stamp audit (we decline).
Next step
Get the full Overlay one-pager.
Fill in the form. We will email the one-pager and reach out within one business day to schedule a 30-minute discovery call. If the fit is wrong, we will tell you on that call and point you at a better option.
30-minute discovery call
Want the long version?
Let's talk.
Fill in the form below for the full Overlay one-pager. We'll review your situation, fit-check on the call, and walk away if it's wrong. No pitch theater.
Fill in the form below for the full Overlay one-pager. We'll review your situation, fit-check on the call, and walk away if it's wrong. No pitch theater.