A quick checklist for your practice
- Keep patient information in covered services only.
- Treat email as outside your BAA with Z360.
- Turn on two-factor authentication for everyone on your team.
- Review team access regularly and remove it when someone leaves.
- Get patient consent to record calls where your state requires it.
- Approve the recording disclosure used before covered calls are recorded.
- Make written requests through the BAA signer for any practice-owned mailbox, EHR, CRM, or custom connection.
- Tell us right away if you think patient information went somewhere it shouldn’t.
