RISK MANAGEMENT · STAGE 1 · MONTHS 6–9
Establishes your HIPAA-compliant data governance framework, vendor security protocols, and a measurement system that turns raw data into strategic intelligence. Months 6–9.
WHY THIS PLAYBOOK EXISTS
Most independent practices are sitting on years of valuable data they can’t use — because it lives in disconnected systems, lacks consistent structure, or hasn’t been secured to the standard that AI tools require. Scaling AI without a governance foundation doesn’t just slow you down — it exposes you to HIPAA liability, vendor lock-in, and decisions made on bad data.
Playbook 3 solves the infrastructure problem before it becomes a crisis. You’ll implement a HIPAA-compliant governance framework, audit and secure your vendor relationships, and build a measurement system that transforms raw clinical and operational data into strategic intelligence your practice can act on.
This is the playbook that makes everything else compoundable — the data foundation every Stage 2 initiative depends on.
TABLE OF CONTENTS
The five components of governance, HIPAA compliance in the cloud AI era, a governance framework build, and a maturity model (Levels 1–5) to track your progress.
Vendor due diligence framework, essential HIPAA BAA clauses and negotiation strategies, vendor risk scoring, and ongoing monitoring — with a breach response case study.
Network security for cloud AI tools, incident response planning, staff cybersecurity training, and penetration testing and vulnerability scanning.
From data to wisdom, strategic vs. operational vs. diagnostic KPIs, building your practice dashboard, and the 90-day measurement cycle to sustain momentum.
Who needs what data and when, executive dashboards vs. operational reports, board reporting best practices, and the one-page dashboard design.
Governance during scaling, vendor selection for initiative #2, risk management during implementation, and the governance checklist for scaling.
PEEK INSIDE
Browse a few sample pages — including a framework overview, a case study excerpt, and one of the included toolkits.
RIGHT FOR YOU?
Independent primary care, family medicine, internal medicine, urgent care, and single-specialty practices with 1–25 providers.
Practice owners, managing physicians, office managers, and operations directors who own the modernization agenda.
AI-curious to early-adopter. You don’t need prior AI experience — you need the right framework to evaluate, plan, and act.
YOUR ROI
Score your practice’s AI readiness across 40 dimensions and know exactly where your gaps are before spending a dollar.
Build a financially defensible business case for AI adoption that you can present to your partners, board, or lender.
Evaluate any AI vendor objectively using a 6-category scorecard that protects you from HIPAA risk and contract traps.
Launch a 90-day AI pilot with a week-by-week plan, staff onboarding approach, and defined success metrics.
Navigate clinical change management so your providers and staff adopt new tools without disruption to patient care.
Position your practice for the full 24-month transformation with a clear roadmap for what comes after your first win.
Or get all 8 playbooks for $1,499/year with a Stage 1 or Stage 2 subscription.
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