For therapy practices

Practical HIPAA compliance workflows for therapy practices

Make ongoing HIPAA work approachable for solo practitioners and group practices without reducing it to a folder of documents.

HIPAA Assistant by SecurePractice helps therapy practices work through requirements, organize policies and supporting evidence, monitor readiness, and prepare for audits throughout the year.

Guided workflows for safeguard activities

Current readiness indicators

Year-round audit preparation

How HIPAA Assistant helps

Bring guidance, current status, policies, and evidence into one operational workflow without shifting responsibility away from your practice.

Guided work with context

Use Guided Help to understand why a safeguard activity matters, what to review, and which records may support the work.

Readiness that stays current

Use the Audit Wizard and readiness indicators to see what needs attention before audit preparation becomes urgent.

Policies and evidence together

Maintain policies in the Policy Library and organize supporting evidence without treating an upload as automatic completion.

A record of ongoing work

Track recurring activities, training, incidents, and compliance history so preparation reflects work completed throughout the year.

Built around therapy practice realities

Therapy practices may coordinate compliance work alone, across a group, or alongside telehealth and other outside services. HIPAA Assistant helps keep those responsibilities and records connected.

Solo and group workflows

Give solo practitioners a clear place to start, or coordinate responsibilities across clinicians, practice administrators, and other team members.

Telehealth and vendor context

Review how telehealth platforms and other services fit into electronic information flows, vendor records, policies, and supporting evidence.

Sensitive information, practical routines

Keep recurring policy reviews, workforce training, incident documentation, and other operational records visible without oversimplifying the work.

Stay prepared throughout the year

Audit preparation is more useful when it reflects ongoing work, not a last-minute search for files.

01

Review current readiness

Use readiness indicators to identify policies, training, evidence, incidents, and recurring work that need review.

02

Complete guided actions

Follow Guided Help to relevant tasks and records, then explicitly mark applicable work complete after review.

03

Prepare with current records

Use the Audit Wizard to connect current information with audit materials and follow-up work.

HIPAA Assistant supports the work. Your therapy practice remains responsible for evaluating requirements, making decisions, implementing safeguards, maintaining accurate records, and explicitly marking applicable tasks complete after review.

Frequently asked questions

Is HIPAA Assistant appropriate for solo therapists?

Yes. A solo practitioner can use Guided Help, readiness indicators, recurring compliance workflows, and the Audit Wizard to structure ongoing HIPAA work without needing a dedicated compliance department.

How does HIPAA Assistant fit alongside telehealth platforms?

HIPAA Assistant does not replace your telehealth platform. It helps you work through relevant safeguard activities and organize policies, vendor information, and supporting evidence about how your practice handles electronic information.

Can a therapy group collaborate in HIPAA Assistant?

Yes. Organizations can invite teammates and use Owner, Admin, and Member roles to coordinate assigned work, training records, policies, and supporting evidence according to each role's access.

How does HIPAA Assistant support work involving sensitive behavioral health information?

HIPAA Assistant provides guided workflows for reviewing safeguard responsibilities and organizing the records behind that work. Your practice remains responsible for its privacy and security decisions and for implementing appropriate protections.

Review the full HIPAA Assistant features, learn how SecurePractice approaches HIPAA & Security, or compare plans and pricing.

Also explore HIPAA compliance software for dental practices and chiropractic practices.

Make HIPAA work more manageable for your therapy practice