For medical and dental practices
Claude, implemented and managed for your practice.
Front desk, billing, and clinical staff are already using AI on notes, letters, and claims — and protected health information is in the prompt more often than anyone has written down.
Already happening
What your staff are doing today.
Not to assign blame. The assessment starts by finding it, tool by tool, so the ungoverned path can be replaced with a governed one.
- —Drafting patient letters, referrals, and prior-authorization appeals
- —Summarizing visit notes and pasting charts into whatever tool was open
- —Coding and claims questions answered by a chatbot with no business associate agreement behind it
What already binds you
The rules did not change when the tools did.
Every finding in the report is tied to the duty or standard it falls under, so the fix is defensible to whoever asks.
- —HIPAA's Privacy and Security Rules, for every use that touches protected health information
- —A business associate agreement for any vendor that handles PHI — including the AI plan you deploy on
- —State medical and dental board rules on records, retention, and supervision
The assessment
Two weeks. Fixed fee. You keep the report.
Two weeks inside your medical and dental practice. We find where AI is already in use, which client information it touches, and under what policy — interviews with the people doing the work, a review of the tools they actually use, and a walk through the policies you already have.
A baseline Company Skoor — your score against the published rubric — and a written finding for every gap, tied to the duty or standard it falls under, with a remediation plan priced for phase two. Yours to keep whether or not you continue.
A fixed fee, quoted on your size before you commit and fixed once quoted. If you go on to implementation, the full fee is credited against it.
If you continue: Claude on your own devices, a written profile per role, connectors allowlisted, the audit trail wired to a store you control, staff trained. Then annual maintenance, with every agent scored continuously.
Rubric v1.0 is scoped to CPA firms. A rubric for medical and dental practices is published here before the first engagement, and the standards it tracks are named in the report. The rubric →
What a deployment looks like
A written profile per role.
Permissions scoped to what that role may touch, connectors allowlisted, review where the work goes out under your name. Examples, not a menu — yours are written from the findings.
- —Front desk — scheduling and patient communication, no PHI outside the covered systems
- —Billing — claims and appeals drafting, connectors scoped to the practice management system
- —Clinician — note summarization only on a plan that carries a BAA, with review before filing
Why the number is worth something
Start with the assessment.
Two weeks. A fixed fee, quoted on your size and credited in full against implementation. A baseline Company Skoor and a written finding for every gap — yours to keep either way.
Also for law firms · nonprofits · accounting firms
Claude is a product of Anthropic, PBC. Skoor is an independent implementer and is not affiliated with or endorsed by Anthropic. A Skoor scores controls; it is not a legal opinion.