01 / PLANNING NOTE
Know the environment
List the categories of systems and services that handle electronic patient information. Include business applications, email, endpoints, remote access, backup, and third-party relationships. Keep detailed inventories in an approved internal location.
02 / PLANNING NOTE
Name the owners
Identify who approves access, handles departures, coordinates vendors, maintains policies, and reviews incidents. Record which responsibilities remain with the organization and which are included in the technology engagement.
03 / PLANNING NOTE
Bring evidence to the discussion
Locate available risk-analysis work, remediation records, access-review evidence, and recovery-test results. Note when each was last reviewed and who can explain it. Missing information becomes an action to investigate, rather than a guess.
04 / PLANNING NOTE
Set priorities together
HHS describes administrative, physical, and technical safeguards. Use your risk-analysis process to connect technology work with the broader program. Record a responsible owner, target date, and validation method for each agreed action.
05 / PLANNING NOTE
Prepare the website plan safely
Choose relevant services and approximate quantities. Mention that healthcare requirements need discussion, without including patient information, passwords, or detailed vulnerability records. Sensitive discovery belongs in the agreed secure process.
Reference material
HHS summary of the Security Rule
Confirm current provider requirements during scoping.