BAA before identifiable records
The Business Associate Agreement, scope of work, authorized users, and transfer method are agreed before files are shared.
Security and governance
Protect the record. Keep the work reviewable.
Your team can trace each finding to the clinical record, understand which deadline applies, and see who reviewed the packet.
How your information is handled.
Website forms collect business contact details only. Identifiable clinical records follow a separate, access-controlled path.
Only the people doing the work
Access is limited to the agreed coverage work and the people who need the records, with encryption and activity logging.
No patient information in forms or email
Forms and email are for introductions and coordination. They are not approved intake channels for resident or patient information.
Your team sees the source—not just the conclusion.
Daybook organizes the record and prepares the packet. Clinical findings remain traceable, reviewable, and subject to human approval.
Citations with every clinical finding
Every clinical assertion retains the exact supporting quote, document, and page so a reviewer can check it in context.
Dates grounded in the notice and rules
Each due date shows the notice date, governing rule or instruction, and the basis used to calculate it.
A person reviews every packet
A named reviewer checks the record and approves the packet before your team receives it.
The right case, deadline, and party.
Expedited beneficiary termination review and provider payment appeals are different processes. Daybook makes the responsible party, authorization, deadline, and next step clear for each case.
Who has the right to act?
The case identifies the beneficiary, representative, provider, plan, and review organization so your team knows who can take the next step.
Which deadline controls?
Regulatory deadlines, plan instructions, notice delivery, and QIO operating practices are recorded separately and attributed precisely.
What evidence is actually supported?
The reviewer sees the source behind the finding, missing evidence, and contradictions before deciding whether the case is ready.
What Daybook does—and what stays with you.
Daybook prepares the record, highlights potential coverage issues, keeps the applicable deadline visible, and organizes the evidence for review. Your organization retains clinical judgment and decides whether and how to act. Beneficiary appeals require the beneficiary or an authorized representative.
For a security review or a copy of the engagement security brief, email daniel@daybookhealth.com. Do not include patient information.