Privacy and records
BAA first. Then the chart. Never by email.
The plain-language version of how resident information moves. The legal versions are linked at the bottom.
HIPAA, and a BAA before any PHI
Horizon Peak Health is a covered entity. A business associate agreement is signed with your facility before any resident information is shared in either direction. Prospecting conversations happen without it, on aggregate numbers only.
What we won’t take by email
Resident names, identifiers, diagnoses, chart excerpts, or medication lists never travel through ordinary email, a general-purpose CRM, or an unapproved AI tool. If someone on your staff sends them that way by accident, we’ll tell you and move the exchange to the agreed pathway.
How census, eMAR, and notes are requested
After the agreement and BAA, your coordinator provides the clinic census and collateral through the access pathway we set up together — most often read access in PointClickCare, or another EHR if that’s what you run. We request what the visit needs — facesheet, current orders and eMAR, relevant progress notes, the behavior log — and nothing beyond it.
Whose record it is
The signed note goes into your facility’s record, where the attending, nursing, and pharmacy work from it. Your chart is the record of the resident’s care. We keep our own clinical documentation as California law requires. We don’t sell it, and we don’t use it for anything other than the resident’s care and the claim for the visit.
Prospecting stays separate from care
Information gathered while we talk about working together — facility name, census, coverage today, who to call — is kept apart from clinical intake. Nothing from a sales conversation becomes part of a resident’s record, and nothing from a resident’s record becomes part of a sales conversation.
The practice-wide privacy policy and terms of service apply alongside the facility agreement and BAA. If your compliance officer wants the BAA template before a conversation, ask for it in the inquiry.
Talk to us about coverage
Approximate licensed beds, average census, and how psychiatry is covered today are enough to start. Leave resident names, diagnoses, and chart details out until the agreement and BAA are signed. We'll tell you on the first call whether the model fits your building.
Scheduled coverage — not a 24/7 emergency or onsite hospitalist service. Your emergency process stays your emergency process.