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For medical, dental and therapy practices

HIPAA, worked through one task at a time.

The HIPAA Security Rule written as 30 tasks, each tied to its section of the regulation, with plain-English guides and the documents a small practice is expected to keep.

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A medical receptionist in scrubs working at the front desk computer

From the HIPAA checklist

  • Conduct a HIPAA Risk Analysis (§164.308(a)(1)(ii)(A))
  • Maintain written policies and procedures (§164.316)
  • Implement person/entity authentication (§164.312(d))
  • Document a Breach Notification procedure (§164.404-414)
  • Implement device and media disposal procedures (§164.310(d)(2)(i))

Each task comes with a plain-English guide.

01Why it matters

What's already being asked of you.

01

A risk analysis is required, not optional

The Security Rule requires a documented risk analysis. Secure-Stack walks you through it with a worksheet and keeps the finished version on file.

02

Every vendor touching patient data needs a BAA

Billing services, IT providers and cloud apps that handle ePHI need a business associate agreement. Track them alongside the rest of your work.

03

Staff come and go

Access, training and sanctions each have their own tasks, so onboarding and departures leave a record instead of relying on memory.

02What's included

Frameworks that fit how you work.

These are the frameworks that matter most for you. Starter includes one of your choice; Pro and above include all of them.

  • 30 tasks

    HIPAA

    Risk management, workforce and access, physical and technical safeguards, BAAs and breach response, audit and monitoring.

  • 30 tasks

    Cyber Insurance Readiness

    The controls insurers ask about on applications and renewals: MFA, backups, email security, incident response.

  • 85 tasks

    CIS Controls v8

    A widely used baseline for securing the devices, accounts and networks your practice runs on.

HIPAA document templates

  • HIPAA Risk Analysis Worksheet
  • Business Associate Agreement (BAA)
  • Notice of Privacy Practices (NPP)
  • Workforce Confidentiality Agreement
  • HIPAA Sanction Policy
  • Workstation Use and Security Policy

03How it works

Three steps, at your own pace.

  1. 1

    Answer a few questions

    A short questionnaire at signup recommends the frameworks that apply to your business. Add or remove any of them later.

  2. 2

    Work through the tasks

    Each task says what to do and why, with a guide written for people without an IT background. Invite teammates or your IT provider to work through them with you.

  3. 3

    Keep the evidence

    Attach screenshots, documents and notes to each task as you finish it. When a processor, insurer, client or auditor asks, export it.

04Good to know

Questions we hear.

What Secure-Stack doesn't do

There is no official HIPAA certification, and Secure-Stack does not provide one or give legal advice. It helps you do the work the Security Rule asks for and keep the records that show you did.

Should we put patient information in Secure-Stack?
No. Secure-Stack is built to hold your compliance records, policies and evidence, not patient charts. Keep patient information in your practice management or EHR system.
We're a three-person practice. Is this too much?
The HIPAA framework is 30 tasks, and each one has a plain-English guide written for people without an IT background. You can invite your IT provider to work on tasks with you.

Start with the HIPAA checklist today.

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