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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
  • EMR users who have not logged in since 2023 still holding 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.

Pattern from the field

Multi-location vascular specialty group.

What we found on intake, and what we shipped by Day 90. The pattern repeats across multi-location specialty practices.

What we found on intake

  • 8 to 10 locations, several hundred active EMR users with a meaningful inactive tail
  • Dozens of call-tracking installations across the footprint
  • Meta Pixel healthcare-flag exposure on a five-figure monthly ad spend
  • Multiple marketing vendors with PHI surfaces, only a minority with BAAs on file

What we shipped by Day 90

  • Every tracking account under client ownership
  • Every BAA chain audited, orphan trackers killed
  • Meta AEM properly configured for healthcare pixel compliance
  • EMR-to-intake handshake producing clean attribution for the first time

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
  • Active MSP transition in flight, recent C-suite hire asking hard questions, Meta Pixel healthcare flag, or 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.

We'll never share your data or pitch you without permission.

30-minute discovery call

Want the long version?

Let's talk.

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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.