Product tour. Sample data for a fictional 14-person billing company — including its overdue items, because that is what a real dashboard looks like. Start your own.
Vendors and BAAs
Who touches patient information on your behalf, whether an agreement is signed, and when it needs revisiting. This register is what a client’s security questionnaire is really asking about.
Vendors handling patient data
4
6 tracked in total
Agreements signed
2/4
Gap in register
Needing action
1
Expired or missing
| Vendor | Purpose | Patient data | Agreement | Expires | Owner |
|---|---|---|---|---|---|
| Microsoft 365 | Email, documents, staff accounts | Yes | Signed | — | Dana Whitfield |
| Northbay Clearing | Claims clearinghouse | Yes | Requested | — | Marcus Bell |
| RingCentralSee our research → | Phone and fax | Yes | Signed | 35 days | Dana Whitfield |
| DropboxSee our research → | Document exchange with two client practices | Yes | Expired | Lapsed | Marcus Bell |
| QuickBooks | Bookkeeping — general ledger only | No | Not required | — | Priya Raman |
| CalendlySee our research → | Internal meeting scheduling — no patient booking | No | Not required | — | Priya Raman |
Adding a vendor pulls in our published research where we have it, so you can see the conditions and where to request the agreement without leaving the register.