What can the buyer send before the diagnostic is scoped?

Only redacted workflow descriptions, public documents, synthetic examples and owner-approved non-sensitive summaries. Do not send PHI/ePHI, patient identifiers, credentials, payer files, EHR/PMS exports, call recordings, production cloud bills or private security reports for first scoping.

Does this diagnostic produce HIPAA, SOC 2 or HITRUST compliance proof?

No. It creates an evidence map, owner handoff view, blocked-claim list and proposal-ready next-step scope. It is not a compliance attestation, certification, legal advice, privacy advice, security advice, medical advice, billing advice or procurement approval.

When is this useful before buying a platform?

Use it when referral leakage, eligibility ownership, prior-authorization blockers, AI receptionist claims, security questionnaires or cloud/LLM cost ownership are unclear and the team needs safe evidence before platform spend.

US Healthtech Patient Access Procurement Diagnostic Scope Memo

What this diagnostic reviews first

Patient-access operating evidence

Referral leakage and owner handoff points.
Eligibility status ownership and payer-question routing.
Prior-authorization blocker visibility and ageing.
Abandoned calls, portal tasks and callback ownership.
Human-review stop conditions for AI receptionist or automation claims.

Procurement and trust evidence

HIPAA/PHI/BAA answer-source ownership.
Security-questionnaire, SOC 2/HITRUST and subprocessor evidence gaps.
Cloud/LLM FinOps owner map for cost-per-workflow questions.
Unsupported sales claims, expiry rules and adviser routes.
Proposal-ready next-step options without sensitive access.

Inputs allowed for first scoping

Allowed	Not allowed before signed scope and approvals	Why it matters
Redacted workflow descriptions, synthetic examples, public vendor/procurement questions and owner-approved non-sensitive summaries.	PHI/ePHI, patient identifiers, payer files, claims data, call recordings, EHR/PMS exports, credentials, private security reports or production cloud access.	Keeps the first conversation safe while still making evidence gaps visible.
Known decision deadline, buyer role, shortlisted platform categories and unanswered questionnaire sections.	Any request to approve HIPAA compliance, medical safety, billing/coding, payer acceptance or legal/privacy positions without qualified owners.	Separates AICS operating evidence work from adviser-owned judgments.

First diagnostic deliverables

Evidence source map: question-by-question owner, source, expiry and adviser route for patient access, HIPAA/AI/security and cloud/LLM FinOps items.
Owner handoff matrix: referral, eligibility, prior-auth, callback, procurement-answer and blocked-claim queue view using synthetic or redacted rows only.
Unsupported-claim stop list: explicit language blocking authorization-speed, denial-reduction, appointment-growth, savings, compliance, ranking, revenue, ROI or AI-accuracy claims unless the buyer has verified evidence and accountable approval.
Proposal-ready next step: a bounded proof sprint, evidence-room build, questionnaire-answer desk, or managed owner-dashboard path with access boundaries defined before payment.

Commercial boundary

This page is a scope memo, not a checkout page. AICS scopes the diagnostic before quote, payment or implementation. No payment should be made until a written proposal defines inputs, outputs, exclusions, timelines, evidence owners and any adviser involvement.

Truth and risk boundaries

This is a buyer-sendable diagnostic scope memo, not a customer result, not a real healthtech case study, not patient data, not PHI/ePHI, not production cloud data, not a testimonial, not certification, not HIPAA compliance attestation, not SOC 2 or HITRUST proof, not legal/privacy/security/medical/billing/coding/payer/procurement advice, not platform endorsement, not partnership proof, not ranking evidence, not procurement approval, not questionnaire approval, not savings evidence, not ROI evidence, not revenue evidence and not proof of booked appointments, no-show reduction, authorization speed, denial reduction, patient outcomes or AI accuracy. No outreach was sent.