01
Bring your materials together
Gather the EHR workflow notes, intake forms, and vendor agreements your team wants to review.
Your team chooses what to sharePrivacy work, in better order
A clearer path to audit-ready care.
Compliance work for independent practices, gathered into a repeatable workflow—so the details don’t live in a dozen spreadsheets.
Designed for independent U.S. telehealth and outpatient teams
A considered workflow
Illustrative direction
REVIEW WORKSPACE
Bring the pieces together.
Your materials, checklist, and review record.
Materials your team provides03
EHR workflow notesWorkflow materials
Patient intake formsForms and notices
Vendor agreementsBusiness associate terms
A review you can return toSources · findings · next review
Less scattered. More considered.
HIPAA + state privacy checklistsEvidence-led reviewsRecords that stay together
A steadier way to stay organized
From loose files to a repeatable review.
Proofmoss is designed to keep the evidence, decisions, and follow-up in one clear place—made for the realities of a small care team.
02
See what can be assessed
Review submitted evidence against HIPAA and applicable state privacy checklist items.
Findings stay tied to their sources03
Keep the record close
Bring assessments, policy documents, training logs, and response steps into the same workflow.
Revisit and verify over timeReviews begin with materials your team provides. Proofmoss does not scan EHRs live or monitor them continuously.
Good records make follow-through easier
Keep the story with the evidence.
A review is more useful when your team can see what was considered, what needs a closer look, and what comes next.
Audit-ready recordsKeep policy documents and risk assessments tied to checklist sources and review dates.
Training that’s accounted forMaintain staff training logs using your team’s actual completion records.
Guided response stepsWork through a saved playbook when a discrepancy or potential breach is flagged.
Made for independent care
Serious work.
Small-team scale.
Useful structure for teams that need a clear process without an enterprise-sized compliance department.
For the people doing the work
Independent telehealth practices and outpatient clinics can keep review tasks, records, and follow-up connected.
Grounded in your materials
Reviews use evidence supplied by your team, with checklist sources and version details made part of the record.
Built to be revisited
Compliance isn’t a once-a-year scramble. Keep a review moving with dates, notes, and a next step.
A few important details
Clear about
what it does.
Does Proofmoss connect to or scan our EHR? +
No. Reviews start from the materials your team chooses to provide. Proofmoss does not connect to EHRs or monitor them continuously.
Does a review certify that our clinic is compliant? +
No. Checklist reviews can support your internal process, but they are not legal advice and do not guarantee compliance.
Which teams is Proofmoss for? +
Proofmoss is focused on independent telehealth practices and outpatient clinics in the United States.
Make the next review feel manageable
Start with a conversation.
Tell us how your practice handles privacy reviews today. We’d like to hear what would make the work easier.
Email Proofmoss